An Alternative Approach To Retirement With Denise Downey
MNice Investor Goes To College -- A Financial Planning Perspective On Planning For College & Retirement
Retirement expert Denise Downey joins us to discuss different approaches to retirement. Times have changed over the last 20 years and maybe our approach to retirement should too. And as always, we will discuss how college planning fits into her alternative retirements. For questions on working with Denise: https://www.financialtrex.com/ For Sona's free eBook on saving for retirement and college: https://mailchi.mp/fae9d3d6f91a/5-must-knows The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.
Ep #243: Mother of Three and Advisor to Forty: The Growth of Denise Downey’s Financial Trex
Denise Downey is the owner of Financial Trex, a fee-only firm located in Spokane, Washington. One of the first 50 women to join XYPN, Denise has worked on the trading floors of the Chicago Stock Exchange, pursued her CFP, and gained a deep understanding of financial planning. Today she joins the show to discuss why she decided to move on from her 9-5 job to make time for her family and the lifestyle she wants to lead. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/243
STAD 001: Down payments, debt, saving, budgeting financial topics related to buying a home. Surviving The American Dream: Denise Downey of Financialtrex.com: Denise is a fee only financial Planner at www.Financialtrex.com
Surviving The American Dream
Down payments, debt, saving, budgeting financial topics related to buying a home. Surviving The American Dream: Denise Downey of Financialtrex.com: Denise is a fee only financial Planner at www.Financialtrex.com