EPISODE · Nov 16, 2015 · 36 MIN
#135 Financial Health Check-Up for 2016 - Daniel Lungu
Have you looked at your finances lately? The end of the year leading up to Jan 1st is the best time to have a financial check-up. You'd be surprised what you can do for your portfolio when you talk with someone who thinks long-term wealth accumulation and distribution. On today's show Daniel Lungu from Trilogy Financial gives tips to make YOUR financial Check-up for 2016, a success! Here are some of the things he discussed: Creating a Budget Having A Liquid Cushion Starting Small Retirement Contributions Beneficiary Reviews Protection Planning Student Loan Forgiveness For Your end of year financial check-up contact Daniel Lungu at 562-544-8833. Check out our past shows and learn more about the Money matters With Dino community, at www.moneymatterswithdino.com Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.
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#135 Financial Health Check-Up for 2016 - Daniel Lungu
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