Let’s Talk About the Awkward Stuff - Digging In - Rooted Wealth Advisors
Nie udało się dodać produktów
Nie udało się dodać tytułu do koszyka.
Nie udało się dodać tytułu do schowka.
„Usuń ze schowka“ nie powiodło się.
„Obserwuj podcast“ nie powiodło się
„Przestań obserwować podcast“ nie powiodło się
Let’s Talk About the Awkward Stuff - Digging In - Rooted Wealth Advisors
-
Czyta:
-
Autor:
The conversations we avoid are often the ones that matter most.
John Savarino and Jovan Marshall tackle the tough topics families tend to put off—from health and finances to end-of-life wishes and what happens when the unexpected occurs.
They explore why a little discomfort today can prevent confusion tomorrow, and how having these conversations early can create greater clarity, preparation, and peace of mind for the entire family.
👉Don’t wait until a difficult moment to figure out the plan. Schedule a free visit with one of our advisors to get the important conversations started and make sure your family knows what comes next. Give us a call at (866) 766-8332.
Visit our website: https://www.rootedretirement.com
Follow us on social media:
Instagram - / rooted_retirement
Facebook - / rootedwealthadvisors
LinkedIN - / rootedwealthadvisors
------
Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.
This is provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.