Your Best Financial Life, The Cordant Wealth Partners Podcast Series
No matter where you are in your career, you probably have some stress in your life that is caused by money. Are you saving enough? Will you be able to retire early? How much will it take to get complete financial freedom? Your Best Financial Life is here to answer all of your questions and bring on experts that can point you in the right direction. Your Best Financial Life is a Cordant Wealth Production.
We all want to be financially educated and invest in companies we believe will be the most impactful in regards to what we believe in, all while reaching our financial goals. In order to do this, it’s vital for you to reach out to a knowledgeable financial advisor and to set realistic financial goals.
Today’s guest, Apollo Lupescu, is the Vice President and “secretary of explaining stuff” at Dimensional (the 7th largest mutual fund company). He talks about how to determine which companies to invest in, how to evaluate funds, and gives helpful tips on building financial competence. Tune into this episode of Your Best Financial Life with Scott Malbasa to start making better and smarter financial decisions.
Preparing for retirement doesn’t have to be difficult or overwhelming. Professional investment advisors are trained to help assist with each individual case and to help you make the most beneficial financial decisions.
One of these professionals is Michelle Kohlbush, who has over 23 years of accounting experience and has expertise proven to help you financially prepare for your future. Tune into this episode of Your Best Financial Life with Scott Malbasa to learn about the best tax planning opportunities for you.
We all have questions when it comes to planning for our future and how to implement the best plan of action when it comes to setting a legal plan in place. When it comes to finances the majority of us have an overwhelming amount of questions and anxiety, which is why it is highly suggested you consult an estate attorney when putting a will or trust-fund in place.
In this interview, Melanie Marmion, an estate planning attorney in partnership with the law firm of Fitzwater, Meyer, Hollis, and Marmion, will discuss some of the most commonly misunderstood aspects of implementing a will or trust-fund – such as how to decided which document would be more beneficial in specific cases, whether or not you should consult an attorney or use online software, and how to minimize taxes on your trust-fund.
Tune into this episode of Your Best Financial Life with your host, Scott Malbasa, to take the next step in your estate planning process.
Working in the financial industry, I get asked a lot of questions about money everywhere I go. No one is immune from the stress that money creates in our lives. We all have questions that keep us up at night, and I want to bring you answers to those questions!
Today, you’ll learn why I decided to start this show and how I hope it can impact your life.