• 128: Navigating Financial Blind Spots: Expert Strategies for Abundant Generations

  • 2024/03/27
  • 再生時間: 15 分
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128: Navigating Financial Blind Spots: Expert Strategies for Abundant Generations

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  • Welcome to the Women's Investing Network hosted by Sharon Lecter, featuring guest Eunicia Peret. Eunicia, a wealth advisor and strategist, aims to empower individuals to create generational abundance. The discussion highlights financial blind spots such as tax inefficiencies and inadequate wealth management strategies. Peret emphasizes the importance of tailored financial guidance and the need to reevaluate advisors as financial needs evolve. She advocates for accessible wealth strategies beyond traditional high net worth circles. Listeners are encouraged to address financial pitfalls and explore comprehensive wealth management. For more information, visit the podcast website or reach out to Sharon Lecter. https://sharonlechter.com/

    https://www.podcast.excelstra.com/

    Follow Jason on TWITTER, INSTAGRAM & LINKEDIN
    Twitter.com/JasonHartmanROI
    Instagram.com/jasonhartman1/
    Linkedin.com/in/jasonhartmaninvestor/

    Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/

    Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund

    CYA Protect Your Assets, Save Taxes & Estate Planning:
    http://JasonHartman.com/Protect

    Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals

    Special Offer from Ron LeGrand:
    https://JasonHartman.com/Ron

    Free Mini-Book on Pandemic Investing:
    https://www.PandemicInvesting.com

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あらすじ・解説

Welcome to the Women's Investing Network hosted by Sharon Lecter, featuring guest Eunicia Peret. Eunicia, a wealth advisor and strategist, aims to empower individuals to create generational abundance. The discussion highlights financial blind spots such as tax inefficiencies and inadequate wealth management strategies. Peret emphasizes the importance of tailored financial guidance and the need to reevaluate advisors as financial needs evolve. She advocates for accessible wealth strategies beyond traditional high net worth circles. Listeners are encouraged to address financial pitfalls and explore comprehensive wealth management. For more information, visit the podcast website or reach out to Sharon Lecter. https://sharonlechter.com/

https://www.podcast.excelstra.com/

Follow Jason on TWITTER, INSTAGRAM & LINKEDIN
Twitter.com/JasonHartmanROI
Instagram.com/jasonhartman1/
Linkedin.com/in/jasonhartmaninvestor/

Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/

Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund

CYA Protect Your Assets, Save Taxes & Estate Planning:
http://JasonHartman.com/Protect

Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals

Special Offer from Ron LeGrand:
https://JasonHartman.com/Ron

Free Mini-Book on Pandemic Investing:
https://www.PandemicInvesting.com

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