We can’t be experts at everything!
Does the thought of putting your life’s earnings in the hands of an advisor scare you? Are you good at running your business, but not so great at money matters? Or, maybe you just don’t think you are good with numbers so you let your husband take care of your finances?
Money matters are not always a favorite subject or task, and it can be tempting to put your head in the sand. We understand. This is why we thought this week’s guest Karen Keatley, Founder of Keatley Wealth Management, in Charlotte, NC could shed some light on a sometimes tricky situation. We learn what qualifications you need to look for in an advisor and some of the red flags you may not have thought about.
Get your pen out and be ready to take notes. Karen is sharing a wealth of information…no pun intended!
Catch this show, March 22nd @ 8:30AM!
Tip of the Week:
Read one of the following books and write down 2 BIG financial goals for the year then list 2 ways you plan to accomplish them:
- Tony Robbins’s, Money Master the Game
- Richard Ferri’s, Serious Money
- Nick Murray’s, Simple Wealth-Inevitable Wealth
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