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The Financial Wealth and Health Podcast
Isabelle Roethe
46 episodes
2 days ago
My name is Isabelle Roethe. I am an LPL financial advisor at Desert Wealth Management. We help retirees and families manage their finances so that they can feel more confident about tomorrow and focus more on enjoying life and maximizing family time. I truly believe that in order to become financially wealthy and financially free, you need to focus on financial health. Enjoy the podcast! Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities. www.finra.org www.sipc.org
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All content for The Financial Wealth and Health Podcast is the property of Isabelle Roethe and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
My name is Isabelle Roethe. I am an LPL financial advisor at Desert Wealth Management. We help retirees and families manage their finances so that they can feel more confident about tomorrow and focus more on enjoying life and maximizing family time. I truly believe that in order to become financially wealthy and financially free, you need to focus on financial health. Enjoy the podcast! Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities. www.finra.org www.sipc.org
Show more...
Investing
Business
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How Wealth & Health Are Similar - An Interview With Rachel Clausen
The Financial Wealth and Health Podcast
31 minutes 46 seconds
2 years ago
How Wealth & Health Are Similar - An Interview With Rachel Clausen

In today’s podcast episode, I interview my mom, Rachel Clausen, talking all about the similarities between wealth and health! My mother is a health coach, and she has a passion for helping people live healthier lives. I hope you enjoy listening to this fun and educational conversation.

 

Due to Compliance purposes, I need to clarify that Rachel Clausen is not affiliated with Desert Wealth Management or LPL Financial.

 

If you want to learn more about Rachel Clausen, you can check out her website: https://www.deserthealthmanagement.com

 

Where to find the LPL Research Friday Update Articles mentioned in this episode:

https://lplresearch.com

 

If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting

 

To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe

 

Let's get financially healthy and wealthy together!

 

--

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

 

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

 

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.

 

Rachel Clausen is not affiliated with or endorsed by LPL Financial and Desert Wealth Management.


The Financial Wealth and Health Podcast
My name is Isabelle Roethe. I am an LPL financial advisor at Desert Wealth Management. We help retirees and families manage their finances so that they can feel more confident about tomorrow and focus more on enjoying life and maximizing family time. I truly believe that in order to become financially wealthy and financially free, you need to focus on financial health. Enjoy the podcast! Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities. www.finra.org www.sipc.org