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Smart Money: Financial Planning with Lois Kim
Manage episode 449724869 series 3575591
Το περιεχόμενο παρέχεται από το Jessica Russell & Shelley Connell, Jessica Russell, and Shelley Connell. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Jessica Russell & Shelley Connell, Jessica Russell, and Shelley Connell ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
In this episode, we're joined by financial expert Lois Kim, who shares invaluable advice on financial planning. Whether you're just starting out or looking to refine your strategy, Lois walks us through the key steps, including when to begin and how to set yourself up for long-term financial success. Don't miss this practical guide to taking control of your finances!
Lois has also shared some great resources with us. Click the link HERE to get her Budget Template, Financial Assessment Fact Finder, and her Client Meeting Process. You can also reach her by email at yjkim01@ft.newyorklife.com
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