Wealth Series 2.0 - Episode 10 - Financial Instruments Advanced Strategies

1h 4m ·

Wealth Series 2.0 - Episode 10 - Financial Instruments Advanced Strategies

When it comes to wealth-building, financial instruments are one of my favorite topics. In Part Nine, we discussed some of the most common offerings like stocks, bonds, 401(k), IRAs, and 539 plans. We outlined how they work, their benefits, and ways they may help you reach your financial goals.

 

In today’s lesson, we continue on that journey with the help of Goldman Sachs Private Wealth Advisor Molly English, who also happens to be my personal financial planner. She is phenomenal and has helped me learn, understand, and take advantage of advanced strategies I had never heard of before. She covers the basics of what a financial advisor provides, what questions you should be asking, and advanced strategies when you are ready to take your wealth-building to the next level.

 

You should not use our advice to make financial decisions and we highly recommend you seek professional advice from someone who is familiar with your finances and authorized to provide investment advice.

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Share your thoughts and takeaways in our Facebook group at www.facebook.com/groups/winmakegive

 

Download all the Wealth Series workbooks at www.winmakegive.com/wealth

 

Part of the Win Make Give Podcast Network

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  • Chris

    Good stuff keep it up

    ·8 likes·
    laurin

    So inspiring and motivational ! Great podcast ⭐️

    6 months ago·1 like·
    Gillian

    The part where he mentions that he wants to be adopted by a more functional family even at 45 yrs really hits home. Really delineates how no matter how old and independent you are, you still need love and support.

    6 months ago·1 like·
  • Markus

    The part where he mentions that he wants to be adopted by a more functional family even at 45 yrs really hits home. Really delineates how no matter how old and independent you are, you still need love and support.

    ·1 like·
    martin

    Love the podcast, good episode and clear audio! Keep these comming

    6 months ago·6 likes·
    Chris

    This is how all podcasts should be

    6 months ago·6 likes·
  • Markus

    I very much appreciate the podcast representation 🎉

    ·2 likes·
    Josh

    @Mario This podcast is super fun to listen to and motivating, keep those new episodes going

    6 months ago·8 likes·

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