Welcome to Money Smarts: a bite-sized financial tip video series, for busy professionals. We offer a 5-10 minute podcast on basic financial topics. In this series, you can expect to learn some of the answers to financial questions I get asked every day. I hope you enjoy my podcast. Thanks! Whitney
Money Smarts
Claim This Podcastby Whitney Emanuel
6 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
Welcome to Money Smarts: a bite-sized financial tip video series, for busy professionals. We offer a 5-10 minute podcast on basic financial topics. In this series, you can expect to learn some of the answers to financial questions I get asked every day. I hope you enjoy my podcast. Thanks! Whitney
Language
🇺🇲
Publishing Since
3/14/2021
2 verified contact emails on file for Money Smarts
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Recent Episodes
August 13, 2021
Money Smarts by Whitney - What to do with Your Bonds
<p>For today’s Money Smarts, I discuss the bonds in your portfolio issues to address.</p> <p>Watch now to learn:</p> <p>1. The current bond environment.</p> <p>2. Alternative investment strategies to bonds.</p> <p>3. Considerations with your risk tolerance and goals.</p> <p>Remember, I am here to help. Schedule an appointment with me to set yourself up for success.</p> <p>www.whitneywealthgroup.com</p> <p><strong>#financialplanner</strong> <strong>#financialplanning</strong> <strong>#financialadvisor</strong> <strong>#financialgoals</strong> <strong>#minneapolis</strong> <strong>#moneygoals</strong> <strong>#moneysmarts</strong> <strong>#financialportfolio</strong> <strong>#preplanningretirement</strong></p>
April 14, 2021
Money Smarts by Whitney - Tips on Tax Treatment of Assets and Investments
<p>Welcome to Money Smarts, a financial tip podcast series, for busy professionals. In this series, you can expect to learn some of the answers to financial questions I get asked every day. I hope you enjoy my podcast. Thanks! Whitney. </p> <p>Money Smarts by Whitney - Tips on Tax Treatment of Assets and Investments Whitney answers three treatments of taxes for assets and investments. </p> <p>1. How are your assets and investments being taxed on the front end? </p> <p>2. How are your assets and investments being taxed on an ongoing basis? </p> <p>3. How are your assets and investments being taxed on the back end? i.e. when you withdrawal the money or sell. </p> <p>Enjoy the podcast, like, comment, and share. If you have further questions, reach out to me at Whitney Emanuel at whitney@strategic-visionaries.com.<br> <br> <br> </p>
April 12, 2021
Why can’t I find any reviews for your business?!
<p>For today’s Money Smarts I cover why financial advisor reviews aren’t allowed in my industry and what you can ask for as a prospective client instead.</p> <p>Listen now to discover:</p> <p>1. Why financial reviews aren’t allowed.</p> <p>2. Why speaking with current clients as a reference is a good step.</p> <p>3. Why getting referrals is a great compliment.</p> <p>Remember, I am always here to help. Enjoy the video, like, comment, share, and subscribe. Reach out with questions or concerns about your current plan. www.strategic-visionaries.com </p>
6 total episodes available
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Frequently asked questions
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- What is Money Smarts?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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