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    166: Guest Interview - Who Needs a Financial Advisor?

    166: Guest Interview - Who Needs a Financial Advisor?

    FromMillionaires Unveiled

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    166: Guest Interview - Who Needs a Financial Advisor?

    FromMillionaires Unveiled

    ratings:
    Length:
    42 minutes
    Released:
    Dec 28, 2020
    Format:
    Podcast episode

    Description

    Jonathan is a financial advisor at Lionsgate Advisors. We discuss the financial planning industry, who needs a financial advisor, and why he believes the industry has a bad rap. Jonathan also shares the importance of having a clear vision and goal for where you want to be. We also discuss the "order of operations" of investing - where to save and invest the next dollar. 
    Released:
    Dec 28, 2020
    Format:
    Podcast episode

    Titles in the series (100)

    Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portfolio allocation, learn investing strategies, and join the fast track to financial success.