Join our hosts, Financial Consultants Krystian Cieplucha and Tom Davia, as they walk us through the fundamentals of investing, helping us to make informed and better decisions with our money, and discussing what we need to do to prepare for the road ahead._______________________________________________ <b>Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member <u><a href=http://www.finra.org>FINRA</u>/<u><a href=http://www.sipc.org>SIPC</a></u></b>). Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) <u><b>are not</b></u> registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS. Securities and insurance offered through LPL or its affiliates are: <b>Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value</b>
Invest Savvy: Advice You Need to Know
Claim This Podcastby Alliant Retirement and Investment Services (ARIS)
Podcast Overview
Join our hosts, Financial Consultants Krystian Cieplucha and Tom Davia, as they walk us through the fundamentals of investing, helping us to make informed and better decisions with our money, and discussing what we need to do to prepare for the road ahead._______________________________________________ <b>Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member <u><a href=http://www.finra.org>FINRA</u>/<u><a href=http://www.sipc.org>SIPC</a></u></b>). Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) <u><b>are not</b></u> registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS. Securities and insurance offered through LPL or its affiliates are: <b>Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value</b>
Language
🇺🇲
Publishing Since
2/22/2022
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Recent Episodes
December 16, 2024
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We're back with another episode of Invest Savvy! We're presented with opportunities throughout the year to give to charity, but how do we make it a part of our routine? How do we maximize our donation so that the funds best help our chosen cause? Join Krystian and Brooke to discuss the opportunities for giving wisely. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS ...
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<p>The year's end brings deadlines and choices to be made for a fresh new year. Take a few minutes in your busy holidays to listen to our next episode, and get your financial plan straight for 2024. </p> <p>Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow. </p>
25 total episodes available
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