Por: Tidepool Wealth Strategies

Short-form podcast about critical financial planning topics, primarily for the self-employed, but applicable to nearly anyone wanting to be better informed about financial planning, and the ways to be better prepared for retirement. Topics ranging from basic financial education to more complex retirement and financial planning topics, including cash flow, tax planning, risk management and portfolio management. You can learn more about Phillip Smith, CRPC AIF (Financial Planner), Tidepool Wealth Strategies, and how we serve our valued clients at:https://www.tidepoolwealth.com/ or by connecting with Phillip on LinkedIn athttps://www.linkedin.com/in/tidepoolwealth/##############################//Disclosures://This podcast is intended for educational purposes only and should not be used for any other purpose. The views depicted in this material should not be considered specific advice or recommendations for any individual, are not intended to be financial, tax, or legal advice and are not representative of Tidepool Wealth Strategies or Cetera Advisor Networks LLC. For a comprehensive review of your personal situation, always consult with a financial, tax or legal advisor. Neither Cetera nor any of its representatives may give legal or tax advice. Our office address is 450 Country Club Road Suite 350 Eugene Oregon 97401. Securities and advisory services are offered through Cetera Advisor Networks LLC, a broker-dealer and registered investment adviser, and member of FINRA and the S I P C. Cetera is under separate ownership from any other named entity. Retirement planning. Retirement Advice. Financial Advice. Financial Planning for the Self-employed. Self-employed retirement. Wealth management.#retirement #money #investing #financialplanning #taxes #taxplanning #selfemployed #solopreneur #soleproprietor #financialplanner #oregon #TidepoolWealth #smartmoney #retirementplans #insuranceplanning #401k #RothIRA #businessowner 

24 episodios disponibles