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Listen "Ep 12: Establish Your Savings - The Savings Bucket with Jake Stone, Wealth Advisor"
Episode Synopsis
As the pandemic showed a lot of people last year, having an emergency fund or robust savings account is important. Without these types of liquid and accessible assets, our financial plan can be out of balance. On today’s episode, we speak with our team member Jake Stone, Wealth Advisor, about establishing savings and its role in reaching financial independence. TIMESTAMPS 1:22 – Jake’s backstory 5:13 – Why he wants to make money simple 8:09 – Establish savings 9:50 – Savings vs. investing 14:38 – Emergency and opportunity cash flow 15:57 – Saving buckets 18:04 – Only savings for retirement 19:46 – Options for ways to save 23:30 – Jake’s favorite golfer 25:36 – The process is the key Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/ RESOURCES About our guest: https://www.carsonwealth.com/team-members/jake-stone/ More on The Way2Wealth®: https://www.theway2wealth.com/ More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/ Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-way2wealth/id1607901600 Securities offered through Cetera Advisor Networks LLC, MembeHear Past episodes of the Way2Wealth Podcast!https://theway2wealth.com Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/ Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
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