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How to Invest Your Hard-Earned Income with Jake Fromm
Manage episode 377516137 series 3467946
Contenido proporcionado por Dawn Dahlby, CFP®, BFA, Dawn Dahlby, and BFA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Dawn Dahlby, CFP®, BFA, Dawn Dahlby, and BFA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Ever feel there's more to the financial world than meets the eye? 🔍
Today, you're in for a treat! Let's uncover the mastermind behind our top financial strategies: Jake Fromm, affectionately known as 'Jake No Mistake.' 🌟
Jake and I take a deep dive into essential money management tips, sharing hidden gems that can boost your financial prowess. 🚀 But it's not all numbers – you'll also hear Jake's personal journey from Midwest roots to finance maestro. What lessons can his story offer you? How can his expertise help you thrive?
Key Moments:
2:40 - Who is Jake Fromm?
4:53 - How Jake helps Relevé's clients
7:28 - How to build a portfolio
12:00 - The importance of diversification
15:40 - When to hire an active investment manager
19:40 - How to protect your investments
21:54 - What's going on with the markets today?
Join us! This episode is designed with YOU in mind, helping you harness every financial opportunity. Let's level up together! 📈🎉 #EmpowerYourWallet #MoneyMastery #FinanceUnfolded"
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