Episode description
Episode description
Unlock the secrets to financial empowerment and take control of your future with insights from Jason Knapps, a seasoned LPL financial advisor. We promise you'll learn how personalized financial planning can bolster your confidence and help you realize your dreams. Jason takes us through his journey from Hibernia Bank to becoming a wealth management expert, sharing valuable strategies for assessing your financial profile, including income, spending habits, and risk tolerance. Dive into the practical steps that can transform your approach to financial success and prepare you for a prosperous future.
Our conversation progresses to the critical aspects of debt management and retirement planning. Understand why tackling high-interest credit card debt is a priority before making investment moves. We offer practical advice for those new to the workforce, highlighting the importance of enrolling in a 401k and setting realistic retirement goals. With the compounding power of time in your arsenal, create a solid financial foundation that empowers you beyond relying solely on social security. Discover how early financial literacy and long-term planning can set you on the path to a secure financial future.
Choosing the right financial advisor can significantly impact your financial journey. We guide you through evaluating potential advisors, emphasizing the need for trust and relatability. Explore different communication options with Neighbors Wealth Management that accommodate your busy schedule, whether through virtual, phone, or in-person meetings. Our goal is to empower you with the knowledge and resources needed to achieve financial independence and a healthy retirement. With Jason's expert guidance, take the necessary steps today to ensure a comfortable and well-planned financial future.
Have an idea for a show or a question for Kim? Send us a text message
Welcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union.
The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice.