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Financial Planning with Nicky Morong

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Content provided by Jamie Palmer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jamie Palmer 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://ro.player.fm/legal.

Finding the right financial planning and coordination support in the entrepreneurial world is not easy and some entrepreneurs feel they don’t make enough money to get help with their business.

In today's episode of the IntegratED Podcast, Jamie talks to Nicky Morong, who is a certified financial planner. Nicky shares with us how she helps her clients understand how to use their resources to achieve their goals, by looking at their revenue, their tax situation, their debt and trying to structure a plan so that they can meet whatever their goals are on whatever schedule is most important for them.

Tune in to learn more!

  continue reading

100 episoade

Artwork
iconDistribuie
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 29, 2024 16:21 (9M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 297276673 series 2198446
Content provided by Jamie Palmer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jamie Palmer 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://ro.player.fm/legal.

Finding the right financial planning and coordination support in the entrepreneurial world is not easy and some entrepreneurs feel they don’t make enough money to get help with their business.

In today's episode of the IntegratED Podcast, Jamie talks to Nicky Morong, who is a certified financial planner. Nicky shares with us how she helps her clients understand how to use their resources to achieve their goals, by looking at their revenue, their tax situation, their debt and trying to structure a plan so that they can meet whatever their goals are on whatever schedule is most important for them.

Tune in to learn more!

  continue reading

100 episoade

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