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Blue Collar Millionaire Show - Financial Freedom Requires More Than Just Saving

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Manage episode 449607484 series 2820962
Content provided by Phil Pelucha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Pelucha 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.

In this episode of the Blue Collar Millionaire Show, host Chad Hufford and today's co-host Greg Parret explain the difference between having a “portfolio” vs having a plan for retirement. This episode is great for those who have been collecting investments over time but are not sure how to organize them into a plan.

Connect with us at:

www.veritasalaska.com

https://www.instagram.com/veritas.alaska/

https://www.facebook.com/VeritasWealthManagement/

https://www.linkedin.com/company/veritas-wealth-management/

Don’t forget to subscribe and leave a review!

DISCLOSURE-

The information expressed is for general information only, and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney or tax advisor with regard to your individual situation. Hypothetical investment results are for illustrative purposes only and should not be deemed a representation of future results. Representative is registered with and offers only securities and advisory services through plan member securities Corporation, a registered broker dealer, investment advisor and member FINRA SIPC, 6187 Carpinteria Avenue. Carpinteria, California, 93 013 800-874-6910 Veritas, Wealth Management and plan member securities Corporation are independently owned and operated so.

  continue reading

206 episoade

Artwork
iconDistribuie
 
Manage episode 449607484 series 2820962
Content provided by Phil Pelucha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Pelucha 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.

In this episode of the Blue Collar Millionaire Show, host Chad Hufford and today's co-host Greg Parret explain the difference between having a “portfolio” vs having a plan for retirement. This episode is great for those who have been collecting investments over time but are not sure how to organize them into a plan.

Connect with us at:

www.veritasalaska.com

https://www.instagram.com/veritas.alaska/

https://www.facebook.com/VeritasWealthManagement/

https://www.linkedin.com/company/veritas-wealth-management/

Don’t forget to subscribe and leave a review!

DISCLOSURE-

The information expressed is for general information only, and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney or tax advisor with regard to your individual situation. Hypothetical investment results are for illustrative purposes only and should not be deemed a representation of future results. Representative is registered with and offers only securities and advisory services through plan member securities Corporation, a registered broker dealer, investment advisor and member FINRA SIPC, 6187 Carpinteria Avenue. Carpinteria, California, 93 013 800-874-6910 Veritas, Wealth Management and plan member securities Corporation are independently owned and operated so.

  continue reading

206 episoade

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