Episode #1:  Personal Financial Planning & 6 Key Areas of Concern. - podcast episode cover

Episode #1: Personal Financial Planning & 6 Key Areas of Concern.

Jul 05, 201726 min
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Episode description

This week on Big Money in the 805: Overview Michael introduces his concept for the show and how he intends add value for listeners each week.  He discusses how financial industry is changing and he is helping to allow more access to financial services at a lower cost through maranantha.com and allocationlink.com. 2-Minute Drill Michael leads a self-assessment and asks listeners to rate themselves in the “6 Key Areas of Concern” for personal finance. Through this assessment Michael encourages you to identify your problem areas and create potential solutions to help you on the path to improved financial well-being. Non-Profit Spotlight Michael gives a shout out to the Ventura Botanical Gardens. The views are majestic and it’s always an impressive place to visit or take guests in Downtown Ventura. The Mailbag Michael answers a few questions emailed in by listeners. He shares his thoughts on the current water solutions for West Ventura County, is Netflix a good buy right now, and how important is it that my parents have a trust. The final 3 minutes include a short interview in which Tom Spence asks Michael a few questions. Contact us via email. [email protected] Enjoy the show and please join us again soon! Ventura Botanical Gardens: http://www.venturabotanicalgardens.com/ Ventura Rotary Clubs: https://portal.clubrunner.ca/2868 http://rotaryventuraeast.org/ http://www.venturasouthrotary.org/ Sponsors: Geico Local Office - Greg Mauk Serving the 805 Pierpont Raquet Club - Since 1977 Spanish Hills Country Club - Previews Available Ventura Partners Foundation - Give the gift of Play! MINI OF CAMARILLO - Ask to speak with Sr.
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Episode #1: Personal Financial Planning & 6 Key Areas of Concern. | The Big Idea podcast - Listen or read transcript on Metacast