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Ep 34 Saved Enough for Retirement? Tips If You Started Late With Faron Daugs

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Manage episode 412484982 series 3568591
Content provided by Dalene Higgins. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dalene Higgins 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.

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Faron Daugs is a Certified Financial Planner™ and wealth advisor with more than 30 years of experience. As the founder and CEO of Harrison Wallace Financial Group, he serves as a go-to source and trusted advisor for his clients across the country. Based in Libertyville, Illinois, Harrison Wallace Financial Group provides comprehensive wealth management services and a consultative approach to help entrepreneurs, executives, self-made millionaires, and generations of families meet their financial goals.

Listen in as we discuss:

  1. How to start your planning now
  2. What to do if you’re considering retirement
  3. Importance of employer match and benefits
  4. Bucketing system for success and peace of mind
  5. Estate planning and family conversations

Connect with Faron Daugs

On Facebook

Harrison Wallace Financial Website

Let’s Connect!

💑 Join the ⁠FREE community⁠

✨ Book a Free Budget Strategy Call
👩‍💻 Elevate Your Finances

🌻 Follow Me On Instagram
💜 Subscribe To My
Newsletter (Quarterly Podcast Guide Coming Soon!!)
👩‍💻 Financial Coaching
Programs

  continue reading

64 episodes

Artwork
iconShare
 
Manage episode 412484982 series 3568591
Content provided by Dalene Higgins. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dalene Higgins 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.

Send me a message! What do you want to see more of?

Faron Daugs is a Certified Financial Planner™ and wealth advisor with more than 30 years of experience. As the founder and CEO of Harrison Wallace Financial Group, he serves as a go-to source and trusted advisor for his clients across the country. Based in Libertyville, Illinois, Harrison Wallace Financial Group provides comprehensive wealth management services and a consultative approach to help entrepreneurs, executives, self-made millionaires, and generations of families meet their financial goals.

Listen in as we discuss:

  1. How to start your planning now
  2. What to do if you’re considering retirement
  3. Importance of employer match and benefits
  4. Bucketing system for success and peace of mind
  5. Estate planning and family conversations

Connect with Faron Daugs

On Facebook

Harrison Wallace Financial Website

Let’s Connect!

💑 Join the ⁠FREE community⁠

✨ Book a Free Budget Strategy Call
👩‍💻 Elevate Your Finances

🌻 Follow Me On Instagram
💜 Subscribe To My
Newsletter (Quarterly Podcast Guide Coming Soon!!)
👩‍💻 Financial Coaching
Programs

  continue reading

64 episodes

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