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Episode 118: The Importance of Financial Planning with Shari Rash

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Manage episode 423251549 series 3284632
Content provided by Advanta IRA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Advanta IRA 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.

In this episode of the AIA podcast, host Alex Perny welcomes Shari Rash, Founder of Greenway Wealth Advisory, for a discussion on the importance of financial planning.

Subscribe to our YouTube channel and join our growing community for new videos every week.

If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about our guest, Shari Rash: https://www.linkedin.com/in/shari-rash/

Learn more about Greenway Wealth Advisory: https://www.gwawealth.com/

The Alternative Investing Advantage is brought to you by Advanta IRA.

Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

#financialplanning #financialplanner #selfdirectedira #alternativeinvestments #alternativeassets #investing #financialfreedom

  continue reading

119 episodes

Artwork
iconShare
 
Manage episode 423251549 series 3284632
Content provided by Advanta IRA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Advanta IRA 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.

In this episode of the AIA podcast, host Alex Perny welcomes Shari Rash, Founder of Greenway Wealth Advisory, for a discussion on the importance of financial planning.

Subscribe to our YouTube channel and join our growing community for new videos every week.

If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠.

Learn more about our guest, Shari Rash: https://www.linkedin.com/in/shari-rash/

Learn more about Greenway Wealth Advisory: https://www.gwawealth.com/

The Alternative Investing Advantage is brought to you by Advanta IRA.

Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast. All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

#financialplanning #financialplanner #selfdirectedira #alternativeinvestments #alternativeassets #investing #financialfreedom

  continue reading

119 episodes

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