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Five Steps To Improve Your Financial Success Score

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Manage episode 456338430 series 2446480
Content provided by Sean Lee. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sean Lee 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.

How confident are you in your financial strategy? Are you feeling strong enough to rate it an 8, 9, or 10? This week, we're going to dive into what it takes to gain that confidence by sharing the five areas to help you improve your financial success.

Here’s what we discuss in this episode:

0:00 – Intro

2:20 – You know where your money is going to come from

4:28 – You know what your risk score is

6:23 – You have strategies in place to reduce your tax liability

7:51 – Healthcare considerations

9:46 – Legacy

Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall

Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/

Contact us:

(801) 639-0095

slee@erg-slc.com

  continue reading

131 episoade

Artwork
iconDistribuie
 
Manage episode 456338430 series 2446480
Content provided by Sean Lee. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sean Lee 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.

How confident are you in your financial strategy? Are you feeling strong enough to rate it an 8, 9, or 10? This week, we're going to dive into what it takes to gain that confidence by sharing the five areas to help you improve your financial success.

Here’s what we discuss in this episode:

0:00 – Intro

2:20 – You know where your money is going to come from

4:28 – You know what your risk score is

6:23 – You have strategies in place to reduce your tax liability

7:51 – Healthcare considerations

9:46 – Legacy

Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall

Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/

Contact us:

(801) 639-0095

slee@erg-slc.com

  continue reading

131 episoade

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