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Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen Xers
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Ep 60 5 Steps to Becoming Your Own Financial Advisor
Manage episode 423004822 series 3568591
محتوای ارائه شده توسط Dalene Higgins. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Dalene Higgins یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
In this episode, I share advice and tips to becoming your own financial advisor.
Key points include understanding your finances, setting clear financial goals, and managing debt.
While financial advisors play a valuable role, individuals will understand their money best. Specific steps are shared, such as educating oneself on specific financial topics, setting and detailing financial goals, managing debt responsibly, investing wisely, planning for retirement, and regularly reviewing and adjusting financial plans.
00:00 Introduction and Purpose
00:41 Client Success Story
01:17 Understanding Your Money
02:12 Role of Financial Advisors
03:46 Becoming Your Own Financial Advisor
04:48 Educate Yourself
09:31 Set Financial Goals
12:14 Manage Your Debt
15:58 Invest Wisely and Plan for Retirement
19:08 Review and Adjust Regularly
20:42 Conclusion and Recap
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