ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Our Financial Planning Process"
Episode Synopsis
In this week’s episode, Tom and Casey walk through exactly what the financial planning process is like for new clients. From the initial “Fit Meeting” to our first series of check-in calls, the guys cover it all in this one. They highlight typical questions we get along the way and what to expect at each […]
More episodes of the podcast Mullooly Asset Management
There are 3500 ETF's: what will be next?
02/01/2025
New ETF Strategy Sparks Immediate Interest
16/07/2024
Tax Underpayment Penalties
27/06/2024
Rate Cuts in 2024?
14/06/2024
Dissecting the Fed's Strategy in May 2024
03/05/2024
In God we trust