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المحتوى المقدم من It's Not About Food and Laurelee Roark. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة It's Not About Food and Laurelee Roark أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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Episode 164: with Financial Advisor Lillian Meyers

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Manage episode 370667200 series 2818659
المحتوى المقدم من It's Not About Food and Laurelee Roark. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة It's Not About Food and Laurelee Roark أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

This show is about learning how to work with money and financial health.
Many people who have addictions, compulsions, and difficulties also have issues with money.
Lillian give us very straightforward and much-needed advice on how to navigate the twists and turns of money.

Lillian Meyers is both the founder and president of Meyers Financial Services, Inc., and brings a rare combination of an experienced investment advisor and wealth planner along with expertise in tax minimization strategies. From analyzing a divorce settlement to planning for retirement, taxes have a significant impact on your wealth. She is a graduate of the College for Financial Planning and has often spoken at Sonoma Valley company meetings, student workshops, Women in Business seminars, seniors' organizations, church groups, and more. In addition, she has appeared in interviews with newspapers, radio, and magazines, sharing her insight as a financial planning specialist.


lillian@meyersfinancial.com

★ Support this podcast on Patreon ★
  continue reading

183 حلقات

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iconمشاركة
 
Manage episode 370667200 series 2818659
المحتوى المقدم من It's Not About Food and Laurelee Roark. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة It's Not About Food and Laurelee Roark أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

This show is about learning how to work with money and financial health.
Many people who have addictions, compulsions, and difficulties also have issues with money.
Lillian give us very straightforward and much-needed advice on how to navigate the twists and turns of money.

Lillian Meyers is both the founder and president of Meyers Financial Services, Inc., and brings a rare combination of an experienced investment advisor and wealth planner along with expertise in tax minimization strategies. From analyzing a divorce settlement to planning for retirement, taxes have a significant impact on your wealth. She is a graduate of the College for Financial Planning and has often spoken at Sonoma Valley company meetings, student workshops, Women in Business seminars, seniors' organizations, church groups, and more. In addition, she has appeared in interviews with newspapers, radio, and magazines, sharing her insight as a financial planning specialist.


lillian@meyersfinancial.com

★ Support this podcast on Patreon ★
  continue reading

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