The Get Ready Money Podcast with Ruby Ulloa: Be Your Own Financial Powerhouse

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On the latest episode of The Get Ready Money Podcast, I spoke with Ruby Ulloa, business development specialist at Savoy Associates about how you can Be Your Own Financial Powerhouse With Proper Planning. 

In this episode we discussed:

• The value of finding common ground
• Estate planning is for everyone
• Why you should have an annual financial checkup

Ruby Ulloa is a benefits advocate and business development specialist at Savoy Associates. Ruby has over two decades of experience in insurance and employee benefits. Advocating for minority communities and coaching Hispanic benefits and insurance professionals is one of her greatest contributions to our industry. She believes that effective benefits and insurance communication requires addressing cultural gaps.

LinkedIn: https://www.linkedin.com/in/rubyulloa/

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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.