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EPISODE #46 - GETTING YOUR FINANCIAL TUNE-UP

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Manage episode 264248964 series 2525607
Content provided by Christopher Moss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christopher Moss 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, we talk about …
GETTING YOUR FINANCIAL TUNE-UP - When was the last time you did a financial tune-up?
Believe it or not, some people never do and that’s a serious mistake because the “Rules” change every year.
That’s right, something that had a specific set of rules (5) years ago, may not be valid today.
IF YOU ARE NOT SEEING YOUR FINANCIAL ADVISOR EVERY YEAR THEN YOU MIGHT BE IN TROUBLE!!!
Listen to this episode if you have a LARGE amount of money in a bank, CD, 401k, ready to retire, moving money around - Don’t get beat-up by uncle sam!
You get this and much more …
Special Guest’s - Mark Scholl Financial Advisor at The Money Minute and Denise Ross of The World Finance Group.
Special thanks to our Show Sponsors - Solaria, Quality Home Improvement, Inc., Aviachi Super Foods, Aliva Digital Marketing, and Virtual Santa.
Advertise with us - https://qhiinc.com/advertise
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-energy-hour-podcast--3511442/support.
  continue reading

73 episodes

Artwork
iconShare
 
Manage episode 264248964 series 2525607
Content provided by Christopher Moss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christopher Moss 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, we talk about …
GETTING YOUR FINANCIAL TUNE-UP - When was the last time you did a financial tune-up?
Believe it or not, some people never do and that’s a serious mistake because the “Rules” change every year.
That’s right, something that had a specific set of rules (5) years ago, may not be valid today.
IF YOU ARE NOT SEEING YOUR FINANCIAL ADVISOR EVERY YEAR THEN YOU MIGHT BE IN TROUBLE!!!
Listen to this episode if you have a LARGE amount of money in a bank, CD, 401k, ready to retire, moving money around - Don’t get beat-up by uncle sam!
You get this and much more …
Special Guest’s - Mark Scholl Financial Advisor at The Money Minute and Denise Ross of The World Finance Group.
Special thanks to our Show Sponsors - Solaria, Quality Home Improvement, Inc., Aviachi Super Foods, Aliva Digital Marketing, and Virtual Santa.
Advertise with us - https://qhiinc.com/advertise
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-energy-hour-podcast--3511442/support.
  continue reading

73 episodes

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