Setting Short and Long-Term Goals with Amy and Kerrie
Money Roots
English - January 12, 2022 08:00 - 34 minutes - 46.9 MB - ★★★★★ - 10 ratingsInvesting Business Education Self-Improvement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Welcome back Wine and Dime listeners. We welcome back to the show Kerrie Beene. For those of you who aren't familiar with Kerrie, she is a Financial Planner with us here at Rooted Planning Group. Her roots in Southeast Oklahoma have given her great insight on the need for financial planning that is not just investment focused, but also focused on all the other financial planning decisions.
In this episode we have a really great jam session about short and long-term goals. We go through a lot of the things that our clients are talking to us about and share some insights that we hope you find helpful while setting your goals!
We hope you enjoy! Thanks for listening and be sure to like, rate, subscribe and share.
If you have any questions that you would like answered on the show, feel free to email us at [email protected]
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
KNOTTED ROPE WINERYThe latest winery to open in Hochatown, Oklahoma. Knotted Rope Winery offers a selection of wines, red & white ranging from sweet to dry.
ADDRESS
83 North Lukfata Trail Rd.
Broken Bow, OK
74728
THIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: [email protected]