Tue, 25 August 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.
Don't forget to register for our upcoming seminar on Thursday, September 10th at the Sheraton Hotel in Pleasanton. Click HERE to sign up!
Email your money question to firstname.lastname@example.org , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Direct download: Newfo-0406-1500_EVERGREEN_EDITION_for_stephanie32kencore2.mp3
Category:financial planning -- posted at: 2:22pm PST