2 years ago

Podcast Mentions:
FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com

Craft a Clear Integrated Strategy | Eliminate Danger & Find Success | Ep 56

Financial plans and investment strategies are NOT one size fits all, nor should they be! In this week’s episode of The Market Call Show, I dive into what Integrated Management of your investments means, and why it’s so important to have this approach to maximize your financial and retirement goals.

In this episode you'll hear:
• The difference between "cookie cutter" investment strategies and Integrated Management solutions
• Organizing and Simplifying Your Accounts for better results and tax diversification
• Eliminating dangers and risks to your portfolio
• Capturing investment opportunities
• Free up your time, have less worry, and better outcomes with integrated portfolios

When you are ready, here are some ways we can help YOU with your investing and financial planning:
1. Try the new RISK NUMBER SCORECARD
Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv
2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity
If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/
You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint
3. Work with me one-on-one
If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom