Smart, Simple Wealth
Episodes
Thursday Sep 05, 2019
3rd & 4th Quarter Planning To-Do List
Thursday Sep 05, 2019
Thursday Sep 05, 2019
As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the right things? Listen to today’s podcast to find out. We'll also answer Emily's question about what the different designations mean for financial advisors.
Important Links:
Quraishi Law Firm: https://quraishilaw.com/
Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new
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