The Financial Wealth and Health Podcast Isabelle Roethe

Hello Podcast Listeners!

In today’s episode, I am interviewing Estate Planning Attorney, Elisabeth Pickle! Elisabeth and I have grown a wonderful friendship over the last several months. I am very grateful to have met her, as she and I hold many of the same values and perspectives on life. She truly cares about her clients and wants to help them live the life they’ve always wanted!

Elisabeth and I have hosted a workshop and webinar together, and now we are doing a podcast interview! She has wonderful insights to share in this episode. 



I hope you enjoy!

Elisabeth’s website: https://themindfulcounsel.com

Elisabeth’s LinkedIn: https://www.linkedin.com/in/elisabethpickle/

Elisabeth’s Facebook: https://www.facebook.com/themindfulcounsel

Elisabeth’s Instagram: https://www.instagram.com/mindfulcounsel/



If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall

To find all my resource links, please visit my LinkTree: https://linktr.ee/isabelleroethe

Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning

Let's get financially healthy and wealthy together!

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The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Elisabeth Pickle, Esq, Mindful Counsel, PLLC , Desert Wealth Management and LPL Financial are separate entities.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.

Elisabeth Pickle is not affiliated with or endorsed by LPL Financial and Desert Wealth Management.

The information portrayed in these examples are fictitious. No identification with actual persons and products is intended or should be inferred. This is for informational purposes only. No attorney client relationship has been formed.

Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are chatting all about frequently asked questions I get about Desert Wealth Management, the company that I work at.

I hope you all enjoy today’s episode!

If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall

To find all the links to resource, visit my LinkTree: https://linktr.ee/isabelleroethe

Follow me on Instagram: https://www.instagram.com/isabelle.the.advisor

Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: https://www.desertwealth.net/financialplanning

To learn for about the CERTIFIED FINANCIAL PLANNER™ certification, check out the website: https://www.cfp.net

Let's get financially healthy and wealthy together!

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The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.

Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are chatting all about becoming a business owner as a young professional.

I hope you all enjoy today’s episode!

If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall

To find all the links to resource, visit my LinkTree: https://linktr.ee/isabelleroethe

Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning

Let's get financially healthy and wealthy together!

--

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.

Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are answering the question: Should I pay off debt or invest my money?

To download and use the Excel Calculator mentioned in this episode, visit my Calculators page on my website: https://www.desertwealth.net/calculators

If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall

To find all the links to resource, visit my LinkTree: https://linktr.ee/isabelleroethe

Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning

Let's get financially healthy and wealthy together!

--

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are chatting all about the concept of self-efficacy. What it is and how to improve it. I hope you all enjoy today’s episode!

If you have podcast episode suggestions or questions, please reach out to me at isabelle.clausen@lpl.com 

Want to schedule a phone call with me? Click here: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall

Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: https://www.desertwealth.net/financialplanning 

My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/

Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement

Want to join my monthly email newsletter and receive email updates from me? Click this link to sign up: https://www.desertwealth.net/email

Let's get financially healthy and wealthy together!

Very Well Mind Article Mentioned: https://www.verywellmind.com/what-is-self-efficacy-2795954

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The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.

Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are chatting all about creating a finance routine for 2023. I hope you all enjoy today’s episode!

If you have podcast episode suggestions or questions, please reach out to me at isabelle.clausen@lpl.com

Want to schedule a phone call with me? Click here: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall

Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: https://www.desertwealth.net/financialplanning

My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/

Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement

Want to join my monthly email newsletter and receive email updates from me? Click this link to sign up: https://www.desertwealth.net/email

LPL Research Blog Mentioned: https://lplresearch.com/

LPL Weekly Market Commentary Library Mentioned: https://www.lpl.com/newsroom/lpl-series.html?category=lpl-www%253Anewsroom-public%252Flpl-research%252Fweekly-market-commentary

Let's get financially healthy and wealthy together!

--

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.