• Ep 201: High Net Worth Financial Fundamentals

  • Jan 17 2025
  • Length: 21 mins
  • Podcast

Ep 201: High Net Worth Financial Fundamentals

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  • Summary

  • Contact David via email david@parallelfinancial.com

    Don't forget to visit www.weeklywealthpodcast.com

    Takeaways:

    • Mastering financial basics is crucial for long-term success, just like athletes rely on fundamentals.
    • Establishing an emergency fund of six to twelve months of expenses reduces financial stress.
    • Understanding your investment risk tolerance is essential for aligning your portfolio with your goals.
    • Consistently reviewing your insurance coverage helps protect your financial assets from unexpected events.
    • Clarifying your money philosophy with family can guide better financial decisions in the future.
    • Regularly check your beneficiary designations to ensure they align with your current wishes.

    #financialbasics #highnetworth #investing #personalfinance #weeklywealthpodcast #financialgoals #massaffluent #riskmanagement #financialstress
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