177. Wealth Management 101: Taylor R. & Allegra Break It Down Coffee and Coin Podcast

Feeling lost in the maze of financial tools and platforms? Curious about how others structure their finances for success?"
 
In this episode, Tay and Allegra reveal the ins and outs of their finance game, sharing the ins and outs of their account setups and the nifty tools that keep them sharp. From daily checks to annual overhauls, you'll discover how they effortlessly stay on top of their finances.
 
LISTEN TO LEARN
04:07 - Taylor’s Account Breakdown
07:47 - Lifestyle Analysis
14:05 - Taylor’s Financial Maintenance
21:18 - Allegra’s Account Breakdown
 
RESOURCES
Learn more about the Wealth Circle: factorawealth.com/wealth-circle
Join 6 Figure Savings: factorawealth.com/6-figure-savings
Get our FREE financial framework workbook: factorawealth.lpages.co/grow-net-worth-workbook
Get our FREE investing checklist: factorawealth.lpages.co/investing-checklist/
 
FOLLOW
Instagram: www.instagram.com/factora_wealth/
YouTube: youtube.com/@factora_wealth
Visit our website: www.factorawealth.com
 
Got a question or a topic you'd like us to cover? Message us on Instagram @factora_wealth. Don't forget to subscribe and share this episode with someone who could benefit from it!