Avsnitt
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Disclosures:
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode!
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: [email protected]
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
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Disclosures:
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode on The Financial Wealth and Health Podcast! In this week’s episode, we are in Part 3 of our Investing Basics series. In this episode, we discuss the topic of incorporating investing into a financial plan.
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: [email protected]
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
Let's get financially healthy and wealthy together!
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Saknas det avsnitt?
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Disclosures:
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode on The Financial Wealth and Health Podcast! In this week’s episode, we are in Part 2 of our Investing Basics series. This episode is discussing stocks and bonds, mutual funds and ETF’s, growth and value investing strategies, and market capitalization. I hope you enjoy the episode.
Articles reference in this episode:
https://www.fool.com/investing/stock-market/types-of-stocks/value-stocks/value-investing-guide/
https://smartasset.com/investing/growth-investing
https://www.nerdwallet.com/article/investing/value-vs-growth-investing-styles
To watch this video on YouTube, please visit the Desert Wealth Management YouTube Channel: https://youtube.com/@desertwealthmanagement?si=Si6D0GxaAMcKZioX
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: [email protected]
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
Let's get financially healthy and wealthy together!
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Disclosures:
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
Thanks for coming back to the show and for listening to today’s episode on The Financial Wealth and Health Podcast! In this week’s episode, we are in Part 1 of our Investing Basics series. This episode is discussing some of the reasons why we invest our money. I hope you enjoy the episode.
Articles reference in this episode:
https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm
To watch this video on YouTube, please visit the Desert Wealth Management YouTube Channel: https://youtube.com/@desertwealthmanagement?si=Si6D0GxaAMcKZioX
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: [email protected]
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
Let's get financially healthy and wealthy together!
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Disclosures:
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about various costs of home ownership. I hope you enjoy the episode.
Articles reference in this episode:
https://www.investopedia.com/terms/e/earnest-money.asp
https://www.bankrate.com/real-estate/what-is-mortgage-escrow/
https://www.bankrate.com/real-estate/escrow-process/#how-it-works
https://www.bankrate.com/real-estate/costs-of-buying-a-home/#upfront
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: [email protected]
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
Let's get financially healthy and wealthy together!
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Disclosures:
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This article is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about term life insurance. I hope you enjoy the episode.
Nerdwallet article reference in this episode:
https://www.nerdwallet.com/article/insurance/how-much-life-insurance-do-i-need
To find all my resource links, visit my LinkTree:
https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: [email protected]
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
Let's get financially healthy and wealthy together!
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Disclosures:
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about dealing with financial anxiety. I hope you enjoy the episode.
Articles reference in this episode:
https://www.cnbc.com/select/73-percent-of-americans-rank-finances-as-the-number-one-stress-in-life/
https://www.capitalone.com/learn-grow/money-management/tips-to-overcome-financial-anxiety/
https://www.moneysense.ca/columns/a-rich-life/whats-your-money-story/
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: [email protected]
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
Let's get financially healthy and wealthy together!
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Disclosures:The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.--Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about daily, semi-annual, and annual financial health habits for your New Year. Let’s work toward making 2024 your most financially healthy year yet!
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: [email protected]
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
Let's get financially healthy and wealthy together!
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Disclosures:
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about saving for the future while living in the present. Let’s work toward making 2024 your most financially healthy year yet!
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: [email protected]
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
Let's get financially healthy and wealthy together!
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Disclosures:
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss. LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode! We are going over different questions to ask yourself as you run a financial health diagnostic test on your life. This is the first step of working toward making 2024 your most financially healthy year yet!
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
Financial health diagnostic test questions:
What is your pre-tax salary? (before taxes and retirement savings are deducted) What is your household take-home income? (after taxes and retirement savings are deducted) What are your current monthly household expenses (broken down between fixed bills and variable expense such as groceries, gas, etc.) What are you spending on fun expenses? (eating out, shopping, trips, gifts, etc.) List the annual amount, the average monthly amount, and the categorized annual amount in different spending areas What are your one-off annual expenses (insurance policies, property taxes, mortgage insurance, etc.) What are your monthly health insurance costs? If on Medicare, what are your premiums and supplement costs? What are your estimated annual medical expenses? (deductibles, coinsurance payments, co-pays, prescription expenses, etc.) Review last year’s tax return information and review if your income or tax bracket has changed. What are your current checking and savings account balances? (If you have a high yield savings account, review the current interest rate) What are your investment account and health savings account balances? What is the current percentage that you are contributing to your employer sponsored plan (your 401k, 403b, SIMPLE IRA, etc.) as well as how much is your employer matching? (if you are participating in an employer plan) What is the current amount of money you are saving each month into investments or savings accounts (IRA accounts, Bank accounts, Health Savings Accounts, etc.) What is the current value of your home, car, or any other assets? What is your current mortgage information? Review the original balance, original purchase year, current balance, monthly payment, term, and interest rate. Also review if the property taxes, homeowner’s insurance, or primary mortgage insurance is included in your mortgage monthly payment or billed separately. What is your current car payment information? Review the original balance, original purchase year, current balance, monthly payment, term, and interest rate. Do you have any other debts (credit cards, student loans, etc.)? Review the original balance, original purchase year, current balance, monthly payment, term, and interest rate. Review your social security statements. Review your current life insurance information -
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are going over a couple of questions to consider asking yourself before taking social security benefits.
We help retirees, families, and young couples manage their finances so that they can worry less about tomorrow and focus more on enjoying life and maximizing family time.
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: [email protected]
Follow us on Instagram: @isabelle.the.advisor
Let's get financially healthy and wealthy together!
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Sources mentioned in this episode:
Social Security Article #1
Social Security Article #2
IRS Article
Motley Fool Article
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The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are going over life lessons I’ve learned about investing, and how they can apply to your life.
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
If you have questions, please email me: [email protected]
Follow us on Instagram: @isabelle.the.advisor
Let's get financially healthy and wealthy together!
Sources mentioned in this episode:
https://www.investopedia.com/terms/d/dollarcostaveraging.asp
https://www.finra.org/investors/insights/dollar-cost-averaging
https://www.fool.com/research/study-investing-basics-knowledge-quiz/ (you can take the quiz mentioned at this site)
https://www.bankrate.com/personal-finance/american-financial-regrets-survey/
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Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are discussing the Financial Health Checklist.
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
If you want to watch the video version of The Financial Wealth and Health podcast, visit my YouTube page: https://www.youtube.com/channel/UC9w8Pzyj0_ePfHzzYpI_qkA
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
Follow us on Instagram: @isabelle.the.advisor
Let's get financially healthy and wealthy together!
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The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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In today’s podcast episode, I interview George Schein from Nationwide about Secure 2.0 and its impact on retirement planning for both younger and older generations. I hope you enjoy listening to this fun and educational conversation.
Due to Compliance purposes, I need to clarify that George Schein and Nationwide are not affiliated with or endorsed by LPL Financial and Desert Wealth Management.
To find my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Have questions? Send me an email at [email protected]
If you want to book a free phone call with me to chat all about personal finance topics, you can make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
George Schein and Nationwide are not affiliated with or endorsed by LPL Financial and Desert Wealth Management.
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In today’s podcast episode, I interview Ryan King, a Commercial Hardware Specialist at Christensen Computer Company. In this episode, we are talking all about cybersecurity. We discuss topics that include password security, virtual private networks, and best practices for keeping your online identiy secure. I hope you enjoy listening to this fun and educational conversation!
Due to Compliance purposes, I need to clarify that Ryan King is not affiliated with Desert Wealth Management or LPL Financial.
If you want to learn more about Christensen Computer Company, you can check out the website: https://cccsoft.com
To find my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
If you want to book a free phone call with me to chat all about personal finance topics, you can make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Ryan King is not affiliated with or endorsed by LPL Financial and Desert Wealth Management.
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In today’s podcast episode, I interview my mom, Rachel Clausen, talking all about the similarities between wealth and health! My mother is a health coach, and she has a passion for helping people live healthier lives. I hope you enjoy listening to this fun and educational conversation.
Due to Compliance purposes, I need to clarify that Rachel Clausen is not affiliated with Desert Wealth Management or LPL Financial.
If you want to learn more about Rachel Clausen, you can check out her website: https://www.deserthealthmanagement.com
Where to find the LPL Research Friday Update Articles mentioned in this episode:
https://lplresearch.com
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Rachel Clausen is not affiliated with or endorsed by LPL Financial and Desert Wealth Management.
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Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, I am sharing the audio from the Financial Health 101 webinar replay video. I hope you enjoy!
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
To find all the links to resource, visit my LinkTree: https://linktr.ee/isabelleroethe
If you want to watch the video version of The Financial Wealth and Health podcast, visit my YouTube page: https://www.youtube.com/channel/UC9w8Pzyj0_ePfHzzYpI_qkA
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are answering the question: Who do we work with?
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
To find all the links to resource, visit my LinkTree: https://linktr.ee/isabelleroethe
If you want to watch the video version of The Financial Wealth and Health podcast, visit my YouTube page: https://www.youtube.com/channel/UC9w8Pzyj0_ePfHzzYpI_qkA
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Hello Podcast Listeners!
In today’s episode, I am interviewing Estate Planning Attorney, Elisabeth Pickle! Elisabeth and I have grown a wonderful friendship over the last several months. I am very grateful to have met her, as she and I hold many of the same values and perspectives on life. She truly cares about her clients and wants to help them live the life they’ve always wanted!
Elisabeth and I have hosted a workshop and webinar together, and now we are doing a podcast interview! She has wonderful insights to share in this episode.
I hope you enjoy!
Elisabeth’s website: https://themindfulcounsel.com
Elisabeth’s LinkedIn: https://www.linkedin.com/in/elisabethpickle/
Elisabeth’s Facebook: https://www.facebook.com/themindfulcounsel
Elisabeth’s Instagram: https://www.instagram.com/mindfulcounsel/
If you want to book a free phone call with me, make an appointment on my booking page:
https://go.oncehub.com/IRPhoneCallMeeting
To find all my resource links, please visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
Let's get financially healthy and wealthy together!
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The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Elisabeth Pickle, Esq, Mindful Counsel, PLLC , Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Elisabeth Pickle is not affiliated with or endorsed by LPL Financial and Desert Wealth Management.
The information portrayed in these examples are fictitious. No identification with actual persons and products is intended or should be inferred. This is for informational purposes only. No attorney client relationship has been formed.
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Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are chatting all about becoming a business owner as a young professional.
I hope you all enjoy today’s episode!
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
To find all the links to resource, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
- Visa fler
