Ep #27: Money Management Mistakes to Avoid with Julian B. Morris
What The Wealth
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What The Wealth
Ep #27: Money Management Mistakes to Avoid with Julian B. Morris
Feb 04, 2021 Season 1 Episode 27
Jonathan Bednar II, CFPšŸ„¬

As financial advisors and planners, we are quite tuned in to what works and what does not work when it comes to wealth management. It is our job to explain the steps you must take for financial success and warn you of the blunders we have seen others make in the past. In this episode, Julian B. Morris, founder of Concierge Wealth Management, joins the show to discuss the most common money management mistakes he sees and what you practices you can put in place to avoid them.

You can find show notes and more information by clicking here: https://bit.ly/2YDsvrZ 

šŸ—“ļø Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
ā†”ļø Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
šŸŒ Paradigm Wealth Partners (website) ā€“ Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
šŸŒ What the Wealth (website) ā€“ Adding clarity to difficult financial topics: https://whatthewealth.com/
ā–¶ļø YouTube: What the Wealth / Paradigm Wealth Partners

If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.

Thanks for Listening!