Listen to the Podcast
In This Episode You’ll Learn
- 2:30 – What is a financial check up
- 4:26 – Your foundation (what is your cash flow)
- 6:16 – Your personal balance sheet
- 10:36 – Your retirement mountain
- 15:45 – Is volatility your friend
- 18:05 – Down the mountain (have you planned for income longevity)
- 20:10 – Who are your team of professionals
- 22:22 – Your investments (why do you own it?)
- 24:10 – How to capture market gains and protect from risk at the same time
- 28:00 – Always look at your health care and see if it is affordable
Jenevieve is a dually licensed integrated financial wealth advisor. She is currently one of the leading integrated financial planners with the largest independent financial firm in the Mid-Atlantic, First Financial Group. As an advocate for her business clients and member of NAIFA (National Association of Insurance and Financial Advisors) she has been educating the public since her role as VP-Financial Consultant at Charles Schwab in 2008.
