The Wild Boar and the Fox | Series 8.10
Released Monday, 18th July 2022
Good episode? Give it some love!
The Wild Boar and the Fox | Series 8.10
The Wild Boar and the Fox | Series 8.10
Monday, 18th July 2022
Good episode? Give it some love!
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Danger doesn't give advanced warning so sharpen your tusks with planning!
- So planning is what we can do to sharpen our tusks just like the boar. (02:18)
- "What if something happens to me?" We know how much money your spouse would need and we now have insurance to cover it. (02:34)
- Would you like to retire early or would you like to take more vacations with your family and retire at your original goal age? (02:47)
Quote for the episode: "If you worry about any financial 'what would happen ifs' in your own life, then your plan is still in need of some sharpening." ((03:04)
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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