Take Action: Get your Mind Right, Money Right with Ilyas Akbar episode artwork

EPISODE · Nov 9, 2020 · 57 MIN

Take Action: Get your Mind Right, Money Right with Ilyas Akbar

from TeesMe · host LJ

New #TeesMe podcast episode alert with Ilyas Akbar Ilyas provides clients with comprehensive financial planning including retirement savings, income generation, estate planning, investment management, and asset protection. A cornerstone of his approach is his commitment to giving clients the information they need to make informed decisions with confidence. Ilyas is a Certified Public Accountant (CPA) who began his career with KPMG before later deciding to become a Financial Advisor. He is a CERTIFIED FINANCIAL PLANNER™ professional and earned the Retirement Planning Specialist certificate from the University of Pennsylvania’s Wharton School of Business. He has a degree in accounting from Syracuse University. What you will hear: - Everyone needs a financial plan - Career paths...the accountant or advisor - Want a planner, trust your gut, do the research, FINRA.org - If Madoff made off, why is my money safe? - There’s no free money, a $500 hustle  - Golf Envy, fight outing FOMO - That time at Black Enterprise Golf & Tennis - No more #gofundme funerals, estate planning 101 - What’s your game plan? 401K, Credit Score, & Shredding Debt - Off the books? You still need a plan - the cycle of payday loans a -The GEM ~Take Action What you need to know ************************** IG: @ilyas_akbar_ny https://www.vitalplanning.com/team/ilyas-akbar-cfp-cpa  ************************** https://anchor.fm/TeesMe  Listen on Apple, Spotify, Google #TeesMe #podcast #storiesNeedToBeTold #untoldStories #golf #TeesMeLive #2020 #IN18 #financialWellness #FinancialPlanning #Invest #vitalPlanning #GetMoney #shredDebt #noEasyMoney #estatePlanning #MindRighMoneyRight #strategy

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Take Action: Get your Mind Right, Money Right with Ilyas Akbar

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