The Carpenter's Stool | Series 8.11
Released Monday, 25th July 2022
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The Carpenter's Stool | Series 8.11
The Carpenter's Stool | Series 8.11
Monday, 25th July 2022
Good episode? Give it some love!
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How sturdy is your three-legged stool of life?
- So it's easy to get caught up with all the fun or demanding elements of daily life. (02:19)
- Our goals for happiness sit on the top of these three legs, they're cashflow, insurance protection and investment strategy. (02:49)
- If one of them is neglected or not given the full attention as the others, we put ourselves in a position of having some potential problems. (02:57)
Quote of the episode: "So build yourself a proper stool, or find a mindful carpenter out there in the form of a financial advisor to build one for you." (03:28)
Securities offered through TFS Securities, Inc., and Advisory Services through TFS Advisory Services, an SEC Registered Investment Advisor Member FINRA/SIPC. TFS Securities, Inc., is located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.
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From The Podcast
Enjoy More 30s: Family Finance
Young families receive little to no personal finance help. We all grow up to have jobs and money, yet our education system focuses on Shakespeare and Algebra. Even professional advice can be hard to come by, with the majority of the industry chasing retirees and existing wealth.Joe Okaly's podcast is aiming to change this, providing personal financial advice geared specifically to professionals with young families. This podcast is dedicated to making life more enjoyable for young families, by hitting on the financial topics that tend to weigh on us, stress us out, and distract our focus from simply enjoying life.Joseph P Okaly is a CFP Certified Financial Advisor who fits directly in with who this podcast is focused on - a young professional with a family. With over a decade of experience as an advisor, there is passion and knowledge to make a difference.Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.Join Podchaser to...
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