1201: Financial Planning Process with Michael Soroko and Zach Zenda
LifeBlood
English - September 13, 2021 00:01 - 18 minutes - ★★★★★ - 157 ratingsInvesting Business Entrepreneurship business finance investing entrepreneurship interview entrepreneur health money leadership lifestyle Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: 1200: Performance-Based Marketing with Kevin Urrutia
Next Episode: 1202: Healthy Eating with Karen Mayo
LifeBlood: We talked about how the financial planning process, how to overcome discomfort when talking about money, why following a planning process is key to financial success, how to systematize saving, and the value of scheduling financial conversations with Michael Soroko and Zach Zenda, Financial Advisors with Emeritus Wealth Group. Listen to learn how to align your goals and your money!
For the Difference Making Tip, scan ahead to 14:30!
You can learn more about Zach and Michael at EmeritusWealthGroup.com, LinkedIn and LinkedIn.
You can learn more about the show at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or contact George at [email protected].