Saving For The Future While Living In The Present - Part 2 of Making 2024 Your Most Financially Healthy Year Yet

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The Financial Wealth and Health Podcast

Isabelle Roethe

46 episodes

5 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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Saving For The Future While Living In The Present - Part 2 of Making 2024 Your Most Financially Healthy Year Yet

The Financial Wealth and Health Podcast

44 minutes 52 seconds

1 year ago

Saving For The Future While Living In The Present - Part 2 of Making 2024 Your Most Financially Healthy Year Yet

Disclosures:

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. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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.

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

Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about saving for the future while living in the present. Let’s work toward making 2024 your most financially healthy year yet!

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

Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning

If you have questions, please email me: isabelle.roethe@lpl.com

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

Let's get financially healthy and wealthy together!