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Taking Advantage of High Interest Rates
Manage episode 424199764 series 3561339
Indhold leveret af Impact Partnership and JoePat Roop. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Impact Partnership and JoePat Roop eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Taylor Lee, a CFP at Belmont Capital Advisors, joins the show to discuss various topics related to financial planning and investment strategies. The conversation covers subjects such as landscaping, retirement planning, interest rates, inflation, and the importance of having a financial plan. Taylor emphasizes the need for a personalized plan that takes into account individual goals, risk tolerance, and market conditions. He also highlights the significance of protecting one's investments and adjusting strategies based on changing circumstances.
For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com
See omnystudio.com/listener for privacy information.
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