Tue, 21 April 2015
Need to build a financial base? Today I discuss my 15 point do-it-yourself checklist to get your plan moving in the right direction.
I cover 15 simple things you can do on your own before you hire a financial planner.Tasks such as tracking your family’s spending, setting budgets, creating emergency reserves, paying off non-mortgage debt and monitoring your credit. I discuss 401k vs. Roth IRAs and other tips that can help you build a financial foundation.
Sign up for one of our TWO seminars on April the 25th in San Jose! Just click here!
Email your money question to firstname.lastname@example.org , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.