Raise your hand if you've ever said "I'll worry about investing when I have more money."
Yeah, that was me too — until I met Matt!
In this episode, I sit down with Matt Ward, my actual financial planner (and the man responsible for me not losing my mind about money), to debunk every misconception you have about working with a financial planner.
We're talking about when you should consider working with a financial planner, why business owners especially need to get their shit together, and why waiting until you're "ready" is costing you more than you think.
Also, Matt wears an actual blazer to work every day, which automatically makes this the most professional episode we've ever recorded.
TOPICS & TANGENTS
— The difference between SEP IRAs and 401(k)s for business owners
— Emergency funds, high-yield savings accounts, and other financial shit you've been avoiding
— Why Matt always has to be the first one to hang up the phone
— Protection planning for single moms and business owners who can't afford to wing it
— The tax benefits of retirement accounts (pre-tax vs. Roth, explained like you're not a finance bro)
POINT OF THE STORY
Stop waiting until you're "ready" to get your financial shit together. Having a plan beats winging it every single time, no matter your age or income.
GIVEAWAY
Want a free order of bean water on me? Tag me @btlcopy on your Instagram story while you’re listening, and one lucky winner will get a caffeine fix!
AND — count how many times we drop the F-bomb in this episode. DM me the number, and you could win a prize!
Love you, mean it. 🖤
MATT LINKS
— Learn more about Matt
— Matt’s walkout songs: song 1 + song 2
Matthew Ward is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210 Tel: 617-439-4389.
CRN202803-8252118
BTL LINKS
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