Dec. 29, 2023

Ep: 151 You are not alone. Everyone has MONEY CONCERNS.

Ep: 151 You are not alone.  Everyone has MONEY CONCERNS.
Apple Podcasts podcast player badge
Spotify podcast player badge
Castro podcast player badge
RSS Feed podcast player badge
Apple Podcasts podcast player iconSpotify podcast player iconCastro podcast player iconRSS Feed podcast player icon

In this episode, we discuss some of the financial concerns that some of the people that I have worked with and spoken with this year. They include:

  1. Am I saving enough money?
  2. Am I saving too much money?
  3. What can I do about my tax situation?
  4. How do I offer the right employee benefits to my team?
  5. Are my real estate holdings generating the returns that they should be generating?
  6. What are some good charities that I can support and how can I support them in the most efficient manners?
  7. I just don't feel that I am financially savvy, what can I do about this?
  8. My spouse handled a lot of this, now he/she has passed away, how do I now handle my finances?
  9. What will happen if I die?
  10. Can I sell my business? What is my business worth? How can I make it worth more?

Please go to www.weeklywealthpodcast.com and click on the microphone icon and leave a short voice message about what is stressing you with regards to YOUR finances.

Email david@parallelfinanancial.com

Get your ValueBuilder Score www.allofmyassets.com/value-builder-score