402 - Solidifying Assurance on Your Insurance with Greg Goff

from Real Talk with Leigh Brown · host Leigh Brown

In this episode with Greg Goff, let's dive into different insurance choices and what might work for you. Listen to how Greg's friend lost a large sum of his retirement savings on taxes. If you don't want to make the same mistake, tune in and start planning your finances today! Key takeaways to listen for The advantage of diversified long-term investments under economic volatility How much emergency fund should you save More reasons to reach out and work with a financial professional Roth IRA: What it is and how it can benefit your kids How a background knowledge in investment can lead you to best decisions Resources mentioned in this episode Jim Cramer Roth IRA About Greg Goff Greg is a CERTIFIED FINANCIAL PLANNER™. Greg learned the value of comprehensive financial planning while working as a Financial Advisor at a Fortune 500 firm. Knowing there was a disconnect between financial planning and entrepreneurship, Greg founded Sound Wealth Management, a financial planning firm focused on serving business owners. Greg is also a Certified Investment Management Analyst®, Chartered Financial Consultant®, and a Chartered Life Underwriter®. Greg enjoys spending time with his wife, Kinsley, their daughter, and their two rescue pups, Marlow and Cooper. They enjoy exploring all Greenville, SC, offers and visiting family in Hilton Head and Charlotte. Connect with Greg Website: Sound Wealth Management LinkedIn: Gregory Goff, CFP® Facebook Page: Sound Wealth Management Instagram: @soundwealthmanagement YouTube: Sound Wealth Management Email: [email protected] Connect with Leigh Please subscribe to this podcast on iTunes or the Podcasts App on your phone, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram @ LeighThomasBrown. Subscribe to Leigh's other podcast Real Estate From The Rooftops Sponsors Leigh Brown University – New On-Demand Training How to Dominate During This Recession! Enroll Now to get ahead of the curve and learn how to manage changing markets, the action steps for what to do, and most importantly, what to say so that you can secure listings, assist more buyers, and grow your business no matter what the market is doing. Link: http://dominatethisrecession.com

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This episode is 37 minutes long.

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This episode was published on May 11, 2023.

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