• 007-Unlocking Wealth Secrets: From Childhood Savings to Financial Mastery with Expert Rick Salmeron

  • Mar 23 2024
  • Length: 31 mins
  • Podcast

007-Unlocking Wealth Secrets: From Childhood Savings to Financial Mastery with Expert Rick Salmeron

Listen for free

View show details

  • Summary

  • Rick shares his early foray into finance, starting with opening a savings account at eight, fostering a lifelong passion for saving and investing. His career journey from corporate America to founding his own financial planning business emphasizes the importance of savings behavior and financial literacy.

    In the podcast, Rick discusses financial planning principles, advocating for diversification, the benefits of a financial advisor, and creating a solid wealth management plan. He underscores the value of long-term client relationships and a customized approach to financial advising. Rick also reflects on how a recent health scare altered his perspective on wealth, highlighting the balance between enjoying life and prudent financial management. He closes by stressing the significance of estate planning and advising young families on starting their financial planning process, emphasizing regular updates to accommodate life's changes.

    Follow Rick:

    https://www.linkedin.com/in/ricksalmeron/

    Follow Jasmine:

    LinkedIn: https://www.linkedin.com/in/jasmineyuzhang/

    Instagram: https://www.instagram.com/jasmine.yu.zhang/

    X: https://twitter.com/Jasmine_Y_Zhang
    Show more Show less
Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about 007-Unlocking Wealth Secrets: From Childhood Savings to Financial Mastery with Expert Rick Salmeron

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available