Inevitable Wealth
Welcome to Inevitable Wealth from Liberty One Wealth Advisors, a conversation around your financial decision-making and events around the globe.
Liberty One Wealth Advisors is registered as an investment adviser with the Securities and Exchange Commission (SEC). Any opinions expressed are derived from sources generally believed to be reliable and is provided for informational purposes only. It does not constitute any form of advice or recommendation to buy or sell any securities, adopt any investment strategy discussed or invest in any specific product. Nothing contained in this video constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision. Please contact your financial advisor if you have any questions.
Inevitable Wealth
Ep. 8 - What are the 5 Questions of Financial Planning?
Join Certified Financial Planners Guilian DiLeonardo, CFP® and Jacky Petit-Homme, CFP® in this informative episode of "Inevitable Wealth."
Delve into the fundamental pillars of financial planning as they explore the five critical questions every individual should address:
- What if I live?
- What if I die?
- What if I get sick?
- What if I get sued?
- Who gets my money, and how?
In this insightful podcast, Guilian and Jacky provide expert insights, actionable advice, and practical strategies to help listeners navigate the complexities of financial planning and secure their wealth for the future. Whether you're a seasoned investor or just starting your financial journey, "Inevitable Wealth" offers valuable guidance to ensure your financial well-being.
