Dec. 29, 2023

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

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

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

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