177. Wealth Management 101: Taylor R. & Allegra Break It Down

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

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