))
How to Invest Your Hard-Earned Income with Jake Fromm
Manage episode 377516137 series 3467946
Kandungan disediakan oleh Dawn Dahlby, CFP®, BFA, Dawn Dahlby, and BFA. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dawn Dahlby, CFP®, BFA, Dawn Dahlby, and BFA atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Ever feel there's more to the financial world than meets the eye? 🔍
Today, you're in for a treat! Let's uncover the mastermind behind our top financial strategies: Jake Fromm, affectionately known as 'Jake No Mistake.' 🌟
Jake and I take a deep dive into essential money management tips, sharing hidden gems that can boost your financial prowess. 🚀 But it's not all numbers – you'll also hear Jake's personal journey from Midwest roots to finance maestro. What lessons can his story offer you? How can his expertise help you thrive?
Key Moments:
2:40 - Who is Jake Fromm?
4:53 - How Jake helps Relevé's clients
7:28 - How to build a portfolio
12:00 - The importance of diversification
15:40 - When to hire an active investment manager
19:40 - How to protect your investments
21:54 - What's going on with the markets today?
Join us! This episode is designed with YOU in mind, helping you harness every financial opportunity. Let's level up together! 📈🎉 #EmpowerYourWallet #MoneyMastery #FinanceUnfolded"
35 episod
Kongsi
