Who Do We Work With?

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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...

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Who Do We Work With?

The Financial Wealth and Health Podcast

10 minutes 58 seconds

2 years ago

Who Do We Work With?

Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are answering the question: Who do we work with?

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 the links to resource, visit my LinkTree: https://linktr.ee/isabelleroethe

If you want to watch the video version of The Financial Wealth and Health podcast, visit my YouTube page: https://www.youtube.com/channel/UC9w8Pzyj0_ePfHzzYpI_qkA

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

Let's get financially healthy and wealthy together!

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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.

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.