Not WHAT You Invest, But HOW You Invest (3/23/2024)

Are you invested the right way? And we’re not talking about the actual investments that you hold, but rather the things that you do BEFORE you even invest a dollar. Brian and Jeremiah, focus on being tax-efficient, implementing insurance, and diversifying account titles. The key to successful wealth management is making sure all sides of the circle are perfectly balanced. Client cases, goal-based planning, cash-flow planning, and more!

Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Guest:

Dave Perry, Guild Mortgage

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

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SPONSORS:

Guild Mortgage:

https://branches.guildmortgage.com/id/meridian/dave-perry-835-hpdpe.html?utm_source=radio&utm_medium=description&utm_campaign=sponsor

Ataraxis PEO

https://ataraxispeo.com/offer

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

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