EPISODE · Jul 20, 2023 · 20 MIN
Episode 569 "Moments With Foo": Erica Ramos Reveals the Three-Step Framework to Regain Control of Your Financial Future
from Strategic Advisor Board · host Jason Miller
Erica Ramos founded Stream Strategies with the mission of helping individuals, families, executives, and business owners to enhance and protect their retirement and their legacy. With her experience and knowledge from 20 years in the insurance industry, Erica offers innovative strategies which will eliminate risk and deliver you certainty and control. In this episode, Foo and Erica talk about the importance of taking a step back to reevaluate current savings and investment options. According to Erica, you should consider diversifying your portfolio and reallocating assets to different investment options. Tune in to learn more about this knowledge-packed conversation!#BusinessGrowth #BusinessStrategy #BusinessTips #JamesFooTorres #Foo #EricaRamos #Reevaluate #Reallocate #RegainControl #SavingMoney #CD #401K #TaxDiversification #DiversifyingPortfolio #ImperiumAuthority #SAB #MomentsWithFoo #MWF #StreamStrategiesConnect:Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board/James Foo Torres: https://www.instagram.com/jameslfoo/https://www.linkedin.com/in/jameslfooWebsite: https://ImperiumAuthority.com/Erica RamosLinkedIn: https://www.linkedin.com/in/ericaramos1/Website: https://streamtaxfree.com/Instagram: https://instagram.com/streamtaxfree/
Embed this episode
What this episode covers
Erica Ramos founded Stream Strategies with the mission of helping individuals, families, executives, and business owners to enhance and protect their retirement and their legacy. With her experience and knowledge from 20 years in the insurance industry, Erica offers innovative strategies which will eliminate risk and deliver you certainty and control. In this episode, Foo and Erica talk about the importance of taking a step back to reevaluate current savings and investment options. According to Erica, you should consider diversifying your portfolio and reallocating assets to different investment options. Tune in to learn more about this knowledge-packed conversation!
NOW PLAYING
Episode 569 "Moments With Foo": Erica Ramos Reveals the Three-Step Framework to Regain Control of Your Financial Future
No transcript for this episode yet
Similar Episodes
No similar episodes found.