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#135 Financial Health Check-Up for 2016 - Daniel Lungu

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Manage episode 151538208 series 1030583
Content provided by Money Matters With Dino and Dino Katsiametis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Matters With Dino and Dino Katsiametis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Have you looked at your finances lately? The end of the year leading up to Jan 1st is the best time to have a financial check-up. You'd be surprised what you can do for your portfolio when you talk with someone who thinks long-term wealth accumulation and distribution.

On today's show Daniel Lungu from Trilogy Financial gives tips to make YOUR financial Check-up for 2016, a success! Here are some of the things he discussed:

  • Creating a Budget
  • Having A Liquid Cushion
  • Starting Small
  • Retirement Contributions
  • Beneficiary Reviews
  • Protection Planning
  • Student Loan Forgiveness

For Your end of year financial check-up contact Daniel Lungu at 562-544-8833.

Check out our past shows and learn more about the Money matters With Dino community, at www.moneymatterswithdino.com

Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

  continue reading

154 episodes

Artwork
iconShare
 
Manage episode 151538208 series 1030583
Content provided by Money Matters With Dino and Dino Katsiametis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Matters With Dino and Dino Katsiametis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Have you looked at your finances lately? The end of the year leading up to Jan 1st is the best time to have a financial check-up. You'd be surprised what you can do for your portfolio when you talk with someone who thinks long-term wealth accumulation and distribution.

On today's show Daniel Lungu from Trilogy Financial gives tips to make YOUR financial Check-up for 2016, a success! Here are some of the things he discussed:

  • Creating a Budget
  • Having A Liquid Cushion
  • Starting Small
  • Retirement Contributions
  • Beneficiary Reviews
  • Protection Planning
  • Student Loan Forgiveness

For Your end of year financial check-up contact Daniel Lungu at 562-544-8833.

Check out our past shows and learn more about the Money matters With Dino community, at www.moneymatterswithdino.com

Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

  continue reading

154 episodes

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