Book Review With Brett DiPasquale
Rate & review the Simply Financial Podcast on ITunesSpecial Guest: Brett DiPasquale, AIF® BFA®Advisor at Elliott Wealth Management Services
The 3 S's - Podcast Replay
Rate & review the Simply Financial Podcast on ITunes
7 Wealth Building Rules Everyone Should Know - Podcast Replay
Rate & review the Simply Financial Podcast on ITunesLink to the original episodeBuilt With Solid Gold Podcast ChannelTopics Discussed: Why real estate complements stocks, bonds, and retirement accountsHow to set clear, actionable wealth goalsWhy clarity beats complexity in financial planningHow to intentionally deploy your resourcesThe importance of building the right wealth teamCommon mistakes investors make — and how to avoid them
Retirement Shouldn't Be Guessing Game
Rate & review the Simply Financial Podcast on ITunesSource of Topic info: https://finance.yahoo.com/news/survey-women-are-guessing-when-it-comes-to-retirement-planning-100049124.html
7 Steps to Staying Financially Fit - Podcast Replay
Rate & review the Simply Financial Podcast on ITunesTaken from an Article from Bank of America: https://bettermoneyhabits.bankofamerica.com/en/saving-budgeting/financial-fitness-tips1. Understand Your Assets & Liabilities2. Assess Your Goals3. Check Your Credit Reports4. Name Your Beneficiaries5. Manage Your Taxes6. Check If Your Investments And Goals Align7. Determine If You Have The Right Insurance