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Purefinancial
Pure’s Principal, Marc Horner, CFP®, provides insight into how to get your finances in order. Outline: 00:00 Welcome and Introduction 00:57 Financial Goals Through Life Stages 01:58 Budgeting and Spending Habits 07:07 Managing Debt Strategically 09:53 Emergency Funds and Bear Market Protection 15:40 Tax Planning and The Tax Triangle 19:49 Portfolio Consolidation and 401k Matches 31:52 […]
Are you thinking about boosting your financial situation in 2024? Pure’s Financial Planner, Bill Hodapp, CFP®, CPA, AIF®, discusses strategies aimed at refining your budgeting, optimizing tax management, and elevating your investment approach for the year. Outline 0:07 – Intro 1:45 – Personal Finance Goals 3:15 – Creating a Budget 5:21 – 50/30/20 Strategy 6:03 […]
How and what should we teach teenagers about money, to make the next generation financially literate? That’s what CJ in Philadelphia and Teresa want to know. Plus, Hap and Bee have a military pension and VA disability – Joe and Big Al spitball on when...
