Financial Planning | The Entrepreneurial Journey episode artwork

EPISODE · Mar 7, 2024 · 38 MIN

Financial Planning | The Entrepreneurial Journey

from The Entrepreneurial Journey · host Dave Wescott

As an entrepreneur, there's many things to consider when your company starts making money. Having a financial planner as a trusted advisor is key to ensuring that your assets are protected, and that your money is working for you to achieve your goals. This week's guest is Aaron Terwedo, (ChFC®, FPQP®, NSSA®), Vice President of Financial Planning for TFS Advisors. From starting your company to retirement, Dave and Aaron discuss it all. "The Entrepreneurial Journey with Dave Wescott" is a weekly podcast airing LIVE at 9:15 a.m. PST on Dave's YouTube, Facebook, and LinkedIn profiles, and available ahead of your Thursday morning commute as an audio-only podcast on your favorite podcasting platform. This podcast is proudly sponsored by WESTERN Snow Plows. Find out more at www.westernplows.com This podcast is also proudly sponsored by Frost Solutions. Find out more at www.frostsolutions.io This podcast is hosted by ZenCast.fm

Episode metadata supplied by the publisher feed · Published Mar 7, 2024

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Financial Planning | The Entrepreneurial Journey

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