DiscoverCoffee and Coin Podcast177. Wealth Management 101: Taylor R. & Allegra Break It Down
177. Wealth Management 101: Taylor R. & Allegra Break It Down

177. Wealth Management 101: Taylor R. & Allegra Break It Down

Update: 2024-03-14
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Description

Feeling lost in the maze of financial tools and platforms? Curious about how others structure their finances for success?"

 

In this episode, Tay and Allegra reveal the ins and outs of their finance game, sharing the ins and outs of their account setups and the nifty tools that keep them sharp. From daily checks to annual overhauls, you'll discover how they effortlessly stay on top of their finances.

 

LISTEN TO LEARN

04:07 - Taylor’s Account Breakdown

07:47 - Lifestyle Analysis

14:05 - Taylor’s Financial Maintenance

21:18 - Allegra’s Account Breakdown

 

RESOURCES

Learn more about the Wealth Circle: factorawealth.com/wealth-circle

Join 6 Figure Savings: factorawealth.com/6-figure-savings

Get our FREE financial framework workbook: factorawealth.lpages.co/grow-net-worth-workbook

Get our FREE investing checklist: factorawealth.lpages.co/investing-checklist/

 

FOLLOW

Instagram: www.instagram.com/factora_wealth/

YouTube: youtube.com/@factora_wealth

Visit our website: www.factorawealth.com

 

Got a question or a topic you'd like us to cover? Message us on Instagram @factora_wealth. Don't forget to subscribe and share this episode with someone who could benefit from it!

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177. Wealth Management 101: Taylor R. & Allegra Break It Down

177. Wealth Management 101: Taylor R. & Allegra Break It Down