In this episode of the Wine and Dime podcast, host Amy Irvine welcomes Liz Zemak, a financial planner and tax professional. They discuss various sources of financial information that people can explore to enhance their financial knowledge. They highlight The Morning Brew, Wall Street Journal, CNBC, Bloomberg, Yahoo Finance, The Balance, Nerd Wallet, and Finra.org as reliable sources for financial news and education. Liz also mentions Student Loan Planner as a valuable resource for individuals dealing with student loans. The conversation emphasizes the importance of finding resources that present information in an easily understandable and digestible manner.
Key Takeaways:
About The Guest:
Liz Zemak is a financial planner and tax professional with over ten years of experience. She joined the Rooted Planning Group in July 2023 and has been dedicated to building client relationships and providing valuable financial advice. Liz is passionate about helping clients achieve their financial goals and has been pursuing certifications to enhance her expertise in the field.
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Welcome to Wine and Dime, where we uncork the world of personal finance and explore the various sources of financial information available to individuals. In today's episode, we have Liz Zemak, a seasoned financial planner, joining us to discuss the different resources people can turn to for financial knowledge. As we delve into this topic, we'll highlight some of our favorite sources and the reasons why we find them valuable.
One resource that our team unanimously recommends is The Morning Brew. This platform offers both a newsletter and a podcast, making it convenient for individuals to stay informed even on the go. Liz and I particularly appreciate The Morning Brew because it provides concise and easily digestible summaries of the top financial stories. It serves as a great starting point for exploring further information on specific topics.
When it comes to financial news, there are several established outlets that consistently produce high-quality content. The Wall Street Journal, CNBC, Bloomberg, and Yahoo Finance are among our team's top picks. These sources cover a wide range of financial topics and provide in-depth analysis of current events. Their reputation and credibility make them reliable sources for staying updated on the latest developments in the financial world.
Sometimes, it's essential to revisit the fundamentals of personal finance. The Balance and Nerd Wallet are two resources...
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