에피소드 100개
Talking Cents GenWealth Financial Advisors
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- 비즈니스
Navigating your financial journey can be complex, but our hope is to make it as easy as possible. We’ll break down what you don’t know about money, help you build a solid foundation of financial knowledge, and give you practical steps to take toward financial independence. We’ve even got some financial tools and resources that we’ll not only talk about, but give you access to.
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149: Seeking: Financial Advisor
When you’re thinking about meeting with a financial advisor, where do you start? What do you look for? In this episode, I’m sharing a bit of my journey in becoming a financial advisor, as well as red and green flags to look out for in your search for an advisor who’s right for you.
6 Keys to Financial Independence https://getreadyforthefuture.com/keys/
TC124 We Need to Talk https://talkingcentspodcast.podbean.com/e/124-we-need-to-talk/
Broker Check https://brokercheck.finra.org/ -
148: Under My Umbrella
In the final episode of a three-part series about insurance, Ryan Evans with Wayfinder Insurance is walking us through umbrella policies. What are they? And how can they help protect your assets?
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147: Auto Insurance - Full Coverage is a Myth
In part two of our insurance series with Ryan Evans of Wayfinder Insurance, we’re looking into auto insurance! What does ”full coverage” really mean? And spoilers ahead: replacing your vehicle is NOT your greatest risk if you have the misfortune of an auto accident.
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146: Tales from the Insurance Broker's Crypt
This is the first of a three-part series on insurance. And for that, I’m bringing back Ryan Evans with Wayfinder Insurance. In this first episode, Ryan brings some cautionary stories from his time in the industry. And why it’s important to have a relationship with someone who can walk you through the complexities of the insurance world so you can protect your hard-earned assets.
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145: Ask Me Anything (Again)
We’re answering YOUR questions in this episode of Talking Cents. Chad is joining me as we take a look at:
Is there a version of an IRA for self-employed people?
Is it a good idea to use some of the funds from my previous employer plan to pay off debt?
What do I need to know if my parents want to gift me stocks/mutual funds and add me to their bank account?
And if you’ve got questions, send them to me at show@getreadyforthefuture.com! -
144: When NOT to Do Your Own Taxes
There are a lot of tools out there to help people prepare their taxes, but there are times when it’s best NOT to do it yourself. Chad’s joining me as we dive into scenarios where it might be best to have the help of a professional so you can make the most out of tax season.
6 Keys to True Financial Independence
https://getreadyforthefuture.com/keys/