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cover of episode Top 3 Financial Tools Every Wealth Manager Swears By

Top 3 Financial Tools Every Wealth Manager Swears By

2024/7/12
logo of podcast iWealth

iWealth

Shownotes Transcript

Join Brad Connors, owner and wealth manager at iWealth, in a riveting discussion on the top three financial tools essential for navigating the complexities of financial planning. In this episode of the iWealth Podcast, Brad shares insights into budgeting tools, risk assessment platforms, and comprehensive financial organizers. Discover how these tools empower individuals to manage their finances effectively, from day-to-day budgeting to long-term investment planning. Whether you're a seasoned investor or just starting your financial journey, this podcast provides valuable guidance to help you achieve your financial goals. Tune in now and unlock the secrets to financial success!