Insights Live: A 2024 Financial Planning Road Map

For our first show of 2024, we’ll cover immediate steps you can take to help set you up for financial success over the course of the year. Plus, we’ll talk about financial planning and share ideas on how you can get the most out of a relationship with a financial professional.
Questions? Drop them below 👇 and we’ll reply right in the comments.
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[@Michael25ycl]

I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024

[@patrica7]

Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.

[@Keneth94]

I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?

[@patrica7]

NICOLE ANASTASIA PLUMLEE' is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.

[@Keneth94]

I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you

[@beatriceowusuachaw6210]

GOD is a miracle worker Amen