Listen "3rd & 4th Quarter Planning To-Do List"
Episode Synopsis
As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the right things? Listen to today’s podcast to find out. We'll also answer Emily's question about what the different designations mean for financial advisors.
Important Links:
Quraishi Law Firm: https://quraishilaw.com/
Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new
Important Links:
Quraishi Law Firm: https://quraishilaw.com/
Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new
More episodes of the podcast Smart, Simple Wealth
Episode 62: Kim Kardashian’s Advice Could Save Your Retirement: Unlikely Financial Wisdom
08/11/2024
Episode 57: Tax-Saving Tips for Small Business Owners: Strategies to Minimize Your Tax Burden
14/06/2024
Episode 55: Securing Your Retirement: Dynamic Income Strategies to Safeguard Your Financial Future
11/04/2024
Episode 54: Financial Wellness for Women
17/01/2024