EPISODE · May 10, 2023 · 40 MIN
Mastering Your Finances: Insights from an Expert | Monica Szakos | Ep 113
from EOS for a Better Business, Better Life · host EOS Implementers Debra Chantry-Taylor, Adam Harris, business owners and experts!
Welcome to Better Business Better Life, the podcast where we dive into the strategies and insights of successful business leaders to help you achieve your financial goals and create a better life. In this episode, Debra Chantry-Taylor interviews Monica Szakos, President and Senior Financial Adviser at Asset Preservation Strategies, Inc. Monica believes in empowering her clients through education so that they can make strategic and intentional wealth management choices. As a Certified Financial Planner™, Behavioral Financial Advisor, and Certified Financial Fiduciary, Monica draws upon her advanced training and experience to guide her clients along their paths to financial freedom. In this podcast, you'll hear Monica share her relationship-driven approach to financial advising, which allows for honest, supportive, and constructive conversation with her clients. She discusses how she addresses complex financial situations while breaking them down into digestible components for her clients, and shares her insights on effective decision-making during market ebbs and flows. You'll also learn about Monica's background and how her Hungarian heritage and love for travel and home renovation projects inspire her work. She's a passionate advocate for animal rights causes and is dedicated to serving on the Estate & Trust Planning Council for Rady Children's Hospital Foundation. Tune in to this episode of Better Business Better Life to hear from Monica Szakos and gain valuable insights into how you can create a better life through strategic financial planning. HOST'S DETAILS: ___________________________________________ ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►See how she can help you: https://businessaction.co.nz/ ____________________________________________ GUESTS DETAILS: ____________________________________________ ►Website: asset-preservation.com (Asset Preservation Strategies)finra.org/ (FINRA)sipc.org/ (SIPC) ___________________________________________
What this episode covers
Welcome to Better Business Better Life, the podcast where we dive into the strategies and insights of successful business leaders to help you achieve your financial goals and create a better life. In this episode, Debra Chantry-Taylor interviews Monica Szakos, President and Senior Financial Adviser at Asset Preservation Strategies, Inc. Monica believes in empowering her clients through education so that they can make strategic and intentional wealth management choices. As a Certified Financial Planner™, Behavioral Financial Advisor, and Certified Financial Fiduciary, Monica draws upon her advanced training and experience to guide her clients along their paths to financial freedom. In this podcast, you'll hear Monica share her relationship-driven approach to financial advising, which allows for honest, supportive, and constructive conversation with her clients. She discusses how she addresses complex financial situations while breaking them down into digestible components for her clients, and shares her insights on effective decision-making during market ebbs and flows. You'll also learn about Monica's background and how her Hungarian heritage and love for travel and home renovation projects inspire her work. She's a passionate advocate for animal rights causes and is dedicated to serving on the Estate & Trust Planning Council for Rady Children's Hospital Foundation. Tune in to this episode of Better Business Better Life to hear from Monica Szakos and gain valuable insights into how you can create a better life through strategic financial planning. HOST'S DETAILS: ___________________________________________ ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►See how she can help you: https://businessaction.co.nz/ ____________________________________________ GUESTS DETAILS: ____________________________________________ ►Website: asset-preservation.com (Asset Preservation Strategies)finra.org/ (FINRA)sipc.org/ (SIPC) ___________________________________________
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Mastering Your Finances: Insights from an Expert | Monica Szakos | Ep 113
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