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#135 Financial Health Check-Up for 2016 - Daniel Lungu
Manage episode 151538208 series 1030583
Have you looked at your finances lately? The end of the year leading up to Jan 1st is the best time to have a financial check-up. You'd be surprised what you can do for your portfolio when you talk with someone who thinks long-term wealth accumulation and distribution.
On today's show Daniel Lungu from Trilogy Financial gives tips to make YOUR financial Check-up for 2016, a success! Here are some of the things he discussed:
- Creating a Budget
- Having A Liquid Cushion
- Starting Small
- Retirement Contributions
- Beneficiary Reviews
- Protection Planning
- Student Loan Forgiveness
For Your end of year financial check-up contact Daniel Lungu at 562-544-8833.
Check out our past shows and learn more about the Money matters With Dino community, at www.moneymatterswithdino.com
Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino
Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.
154 эпизодов
Manage episode 151538208 series 1030583
Have you looked at your finances lately? The end of the year leading up to Jan 1st is the best time to have a financial check-up. You'd be surprised what you can do for your portfolio when you talk with someone who thinks long-term wealth accumulation and distribution.
On today's show Daniel Lungu from Trilogy Financial gives tips to make YOUR financial Check-up for 2016, a success! Here are some of the things he discussed:
- Creating a Budget
- Having A Liquid Cushion
- Starting Small
- Retirement Contributions
- Beneficiary Reviews
- Protection Planning
- Student Loan Forgiveness
For Your end of year financial check-up contact Daniel Lungu at 562-544-8833.
Check out our past shows and learn more about the Money matters With Dino community, at www.moneymatterswithdino.com
Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino
Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.
154 эпизодов
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