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Securing Your Future: Financial Planning for Major Life Events
Manage episode 379399666 series 3519307
Контент предоставлен Traci Arieli. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Traci Arieli или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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In this interview, Traci Arieli, an end-of-life doula and founder of Comforting Closure, sits down with Rosie Poliquin from Pinnacle Elite/World Financial Group. Rosie's mission is to assist individuals in planning for unexpected circumstances, including end-of-life scenarios.
Gain valuable insights and strategies to make informed financial decisions well in advance, ensuring you and your loved ones remain financially secure.
🔹 Learn the importance of starting early in financial planning and budgeting for the future.
🔹 Discover the significance of long-term care planning and how it can safeguard your financial well-being.
🔹 Explore the role of insurance in protecting your health and wealth, with insights into potential tax implications.
As a success story herself, Rosie shares her powerful journey of learning the importance of financial preparedness after facing unexpected challenges.
Whether you're just starting or want to fine-tune your financial plans, this interview offers valuable advice to help you create a secure future for yourself and your family.
To contact Rosie Poliquin, please call 408-607-9340 or email rosiepoliquin.wfg@gmail.com
To connect with Traci, go to https://www.comfortingclosure.com
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