Retirement Planning - Money Not Math

Por: Drew Erickson
I love to help people have more confidence in their financial future.

My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to.

If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151

My core Values are Family, Faith, Finances, Fitness, Friends and Fun.
198 episodios disponibles

Latest episodes of the podcast Retirement Planning - Money Not Math

Mostrando página 7 de 10

Do you want to be a spender, saver, or wealth creator? Money Not Math 78 Clip 6 30/06/2020
What are the bases that need to be covered to protect yourself, your wealth, and your family? Money Not Math 78 Clip 5 26/06/2020
Who do I provide the most value to? Who can benefit the most by working with me? Money Not Math 78 Clip 4 26/06/2020
What does it look like if you meet with me for the first time? How does the conversation start and how do we determine if we should work together? Money Not Math 78 Clip 3 23/06/2020
Why did I choose financial planning as my profession? Money Not Math 78 Clip 2 22/06/2020
Tate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1 19/06/2020
Actionable items to implement in our lives to feel better and be happier. Money Not Math 76, Clip 5 with Tate Sorvig. 05/06/2020
The five blue zones that lead us to live happier and longer lives. Money Not Math 76, clip 4 with Tate Sorvig 04/06/2020
How do we lean into our fight or flight responses to take the first step towards improving our financial, mental, or physical health? Money Not Math 76, Clip 3 with Tate Sorvig 03/06/2020
Will the stock market continue to rise, or will there be another correction soon? Will potential tax changes wipe out your gains? Money Not Math 77 02/06/2020
The mental health benefits of being physically active and exercising. Money Not Math 76, clip 2 with Tate Sorvig. 02/06/2020
The Wealth of Health and Tate’s favorite ways to get exercise outside of organized exercises or routines. Money Not Math 76, Clip 1 with Tate Sorvig. 01/06/2020
Obeying our natural laws to take more control of our lives. Money Not Math 76 with Tate Sorvig 29/05/2020
Cash Value Life Insurance Can Provide A Safe Harbor in Today's Economic Storm. Money Not Math 75. 19/05/2020
Common advanced planning strategies for business owners to save money in taxes and reward their employees. Money Not Math 74 18/05/2020
The top three things a business owner should do when it comes to their bookkeeping from Jared May. Money Not Math 73 14/05/2020
What is Tate's definition of being successful? The best ways to contact him. Money Not Math 72 Clip 7 08/05/2020
What lessons has Tate learned through his experiences? Money Not Math 72 Clip 6 08/05/2020
How and WHY Tate started his business, CrossFit Great North. Money Not Math 72 Clip 5 07/05/2020
Who does Tate Sorvig and CrossFit Great North bring the most value to? Money Not Math 72 Clip 4 07/05/2020
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