『42: Focusing your Financial Plan: Career Deep Dive (feat. Mitch Sasonoff)』のカバーアート

42: Focusing your Financial Plan: Career Deep Dive (feat. Mitch Sasonoff)

42: Focusing your Financial Plan: Career Deep Dive (feat. Mitch Sasonoff)

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 Mitchell is a Financial Advisor with the Northwestern Mutual Wealth Management company and predominately works out of their Downtown Bellevue office. In this most recent year, Mitchell was a Million Dollar Round table qualifier, he was voted 2020 Rising Start of the year, and is currently ranked within the top 50 advisors in the country for his tenure in the business. In his off time, he enjoys running and training for half marathons and his close friends and family call him Barrel.   Gunnar Conley (@realtorgunnar) is a Seattle Real Estate agent focused on creating change through small actions.  Timmy Regan is a Bend, OR Commercial Real Estate Analyst licensed in both Washington and Oregon.    What We Discuss:
  • The difference between an Investment Plan vs. a Financial Plan
  • How to balance focusing on the short term vs. the long term
  • The new Long Term Care tax coming to WA State
  • What NOT to invest in
  • And so much more...
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