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

  • Jul 9 2024
  • Duración: 36 m
  • Podcast

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

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    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:

    Join the mail list

    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
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