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The Wander Wealthy Podcast | Financial Coaching for High Earners

The Wander Wealthy Podcast is a show for high earning households looking for tips, advice, and ideas to help you navigate your complex financial reality. Tess helps employees with $100k+ salaries and complex benefits packages and six-figure business owners alike, organize their cash flow, optimize their savings, and budget for a livable and sustainable lifestyle.
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The Wander Wealthy Podcast | Financial Coaching for High Earners
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Now displaying: Page 1
Dec 1, 2016

Kate Holmes, CFP is the founder of Belmore Financial, a location independent financial advising practice. Kate launched Belmore Financial to help people with their particular financial questions, not to push asset management or sell products–she doesn't even do that. Her goal with Belmore was to ensure there were no conflicts-of-interest so she can focus on providing top quality advice and education. In this episode, we go through the financial end-of-year checklist that Kate takes her clients through in preparing for the new year. From updating beneficiaries to making sure your credit is in check, it's all in this episode. Get the checklist in the show notes.

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