• Taking Control of Your Financial Future: Planning, Investing & Risk Management

  • Mar 13 2025
  • Length: 24 mins
  • Podcast

Taking Control of Your Financial Future: Planning, Investing & Risk Management

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  • Summary

  • In the face of the uncertainty of life, it’s difficult knowing that many things are out of your control. Focusing on your financial well-being can often feel daunting, especially with the unpredictability of markets. In this episode, we discuss aspects of your financial journey that you can control, like…

    - The importance of having a structured financial plan

    - Cash flow: savings, spending, debt, and taxes

    - Strategies for managing investments and understanding risk

    - An emergency fund in your financial security

    - A personal financial roadmap that adapts to life changes

    Ready to learn more?

    • Scott Frank on LinkedIn
    • Stone Steps Financial
    • Nick Covyeau on LinkedIn
    • Swell Financial Partners

    Leave us a question!

    Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Are you ready to align your money with your ideal life? Connect with us at Stone Steps Financial or Swell Financial Partners.
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