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Brianne Soscia

5 Podcast Episodes

Latest 4 Apr 2021 | Updated Daily

Weekly hand curated podcast episodes for learning

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4. Working with a Financial Advisor w/ Brianne Soscia, The Financial Yogi

CFO at Home

Brianne Soscia is a Certified Financial Planner and Financial Advisor who specializes in working with families, individuals, and business owners in the areas of retirement planning, investment management, and college savings. She’s also known as The Financial Yogi. On this episode of CFO at Home Brianne and Vince discuss when individuals should seek professional advice on their finances, qualifications you should look for in a financial professional, what you should know before you engage a financial advisor and more. Recommended resources: Books  The Millionaire Next Door - Tom Stanley Smart Women Finish Rich - David Bach Think and Grow Rich - Napoleon Hill Ways to contact/follow @TheFinancialYogi - Facebook https://www.linkedin.com/in/financial-yogi - LinkedIn www.financial-yogi.com

27mins

5 Aug 2020

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003 - Better Finances with Brianne Soscia

Better America

Brianne joined the financial services industry in June of 2011. Brianne is a CERTIFIED FINANCIAL PLANNER™ and financial advisor. She currently holds her Series 6, 7, and 63 licenses through LPL Financial, and Series 66 license through both Wealth Consulting Group & LPL Financial, as well as her life and health insurance licenses. Brianne specializes in working with individuals, families, and business owners across the country, in the areas of retirement planning, investment management, asset protection, and college savings.  She has clients in over 15 states across the country, and manages over $50 million dollars in assets.Websitehttp://www.financial-yogi.comLinkedIn URLhttps://www.linkedin.com/in/financial-yogi/Facebook URLhttps://www.facebook.com/TheFinancialYogi/YouTube URLhttps://www.youtube.com/channel/UCwhb-NgMqzhLEdM0NHtD8sg

40mins

6 Jul 2020

Similar People

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Financial Yogi Brand Spreads Wellness with Brianne Soscia

Mission Matters Money with Adam Torres

Financial health is important to live a full and healthy lifestyle. But how many of us neglect our physical health while pursuing other goals? In this episode,  Adam Torres and Brianne Soscia, Certified Financial Planner at The Wealth Consulting Group and Founder of Financial Yogi, explore how the Financial Yogi brand is helping to educate people on both their financial and physical health.  Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/

9mins

21 May 2020

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#104 - Brianne Soscia - Growing your financial well-being

Founders365

Brianne Soscia joined the financial services industry in June of 2011. Brianne is a CERTIFIED FINANCIAL PLANNER™ and financial advisor. She currently holds her Series 6, 7, and 63 licenses through LPL Financial, and Series 66 license through both Wealth Consulting Group & LPL Financial, as well as her life and health insurance licenses. Brianne specializes in working with individuals, families, and business owners, in the areas of retirement planning, investment management, asset protection, and college savings. She has clients in over 15 states across the country, and manages over $50 million dollars in assets. She believes that your financial well-being is crucial to your overall health and wellness, and her passion is to teach people how to live a well-balanced and successful, financial life. Founders365 is hosted by business coach Steven Haggerty and shares the real stories from Founders who run inspiring and exciting companies. Listen to more and subscribe at https://stevenhaggerty.com/founders365

27mins

4 May 2020

Most Popular

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Brianne Soscia CERTIFIED FINANCIAL PLANNER™ at The Wealth Consulting Group

Money Matters Top Tips with Adam Torres

Brianne Soscia CERTIFIED FINANCIAL PLANNER™ at The Wealth Consulting Group is interviewed in this episode. Brianne joined the financial services industry in June of 2011, after eleven years as an elementary school teacher.  Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule.  Apply to become a featured co-author in one of Adam's upcoming books: https://www.moneymatterstoptips.com/coauthor The opinions voiced in this show (program) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.--- Support this podcast: https://anchor.fm/moneymatters/support

13mins

24 Jul 2019