Episode 004 - Growing Your Wealth

08/12/19 • 30 min

In part two of the conversation on how to protect and for your wealth we discuss how to grow your balance sheet, grow it efficiently and have a blueprint. Enjoy your wealth. If you are controlling what you can control, you can enjoy your money. Think with the end in mind and look at how you can make your finances as efficient as possible and as simple as possible so that you can live the life that you want to live.

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Episode 3 - What are my financial priorities?

We want you to enjoy your life and enjoy the money that you make. How do you do this? There are several steps that you need to follow to make sure you are making good decisions. We will cover these steps over two podcasts. The first part is all about savings and protection. Alex and Ryan will guide you to looking at how you are protecting your income so that you and your family can enjoy life for years to come.

This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Quantified Financial Partners and opinions stated are their own. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

Ryan & Alex are Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). OSJ: 3585 Maple St #140 Ventura, CA 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representatives of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian. The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2019 Guardian. Guardian does not issue nor advise for Auto, Homeowners, Umbrella, or Health Insurance. All Investments and investment strategies contain risk and may lose value.# 2019-83105 Exp 07/21

Next Episode

Episode 005 - Buying a home? Refinancing? Nick Wilson Interview

Today's episode is going to be an interview with Nick Wilson, a local mortgage lender and advisor with an area of expertise around helping his clients with buying, refinancing, and getting mortgages. So we're going to do a holistic viewpoint of what you should be considering when we're looking at that type of loan and that type of asset class.