76. Budgeting, Conservative Investing, Finding The Right Finance Pro

7.9.24 - 76. Budgeting, Conservative Investing, Finding The Right Finance Pro

Get my Monthly Newsletter here

In this episode, Erica and Ben answer a slew of listener questions from the mailbag

02:56 Budget Tracking

07:17 When to Consult a Financial Planner

13:40 Managing Multiple Bank Accounts

18:20 Maximizing Investments for Conservative Savers

20:43 Money Market Accounts

22:47 Balancing Conservative and Aggressive Investments

24:32 Risk Tolerance

27:29 Finding the Right Tax Professional

 

Resources Referenced:

The Soloist Life Podcast - Financial Planning for Soloist with Sean Mullaney

The Simple Path to Wealth by JL Collins

 

Connect with Erica | LinkedIn | Website | Newsletter

Connect with Ben | LinkedIn

******

FREE TAX GUIDE for COACHES - Get it here!

Previous
Previous

77. Demystifying Tax Rates: What You Need to Know

Next
Next

75. Navigating early retirement options and "bridge years"