Not WHAT You Invest, But HOW You Invest (3/23/2024)

The Real Money Pros

Are you invested the right way? And we’re not talking about the actual investments that you hold, but rather the things that you do BEFORE you even invest a dollar. Brian and Jeremiah, focus on being tax-efficient, implementing insurance, and diversifying account titles. The key to successful wealth management is making sure all sides of the circle are perfectly balanced. Client cases, goal-based planning, cash-flow planning, and more!

Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Guest:

Dave Perry, Guild Mortgage

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

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SPONSORS:

Guild Mortgage:

https://branches.guildmortgage.com/id/meridian/dave-perry-835-hpdpe.html?utm_source=radio&utm_medium=description&utm_campaign=sponsor

Ataraxis PEO

https://ataraxispeo.com/offer

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

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