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2023 Top Money Resolutions and How to Achieve Them

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Manage episode 353404693 series 2984409
Content provided by Money & Stuff. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money & Stuff 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.

Sam Rodriguez CFP® & Conor Shepard are continuing the start of 2023 with 5 new year resolutions people could be making with their money. They discuss:

  • All 5 goals and why they're beneficial
  • How and why you would want to set these goals
  • Steps to take in order to accomplish your resolutions

Want to talk to an advisor about something you heard in this episode?
Reach out to us: www.foundationwealthpartners.com/contact
Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: srodriguez@foundationwealthpartners.com
Securities offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.
To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

  continue reading

59 episoade

Artwork
iconDistribuie
 
Manage episode 353404693 series 2984409
Content provided by Money & Stuff. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money & Stuff 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.

Sam Rodriguez CFP® & Conor Shepard are continuing the start of 2023 with 5 new year resolutions people could be making with their money. They discuss:

  • All 5 goals and why they're beneficial
  • How and why you would want to set these goals
  • Steps to take in order to accomplish your resolutions

Want to talk to an advisor about something you heard in this episode?
Reach out to us: www.foundationwealthpartners.com/contact
Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: srodriguez@foundationwealthpartners.com
Securities offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.
To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

  continue reading

59 episoade

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