402 - Solidifying Assurance on Your Insurance with Greg Goff

In this episode with Greg Goff, let’s dive into different
insurance choices and what might work for you. Listen to how
Greg’s friend lost a large sum of his retirement savings on
taxes. If you don’t want to make the same mistake, tune in and
start planning your finances today!


 


Key takeaways to listen for


The advantage of diversified long-term investments under
economic volatility

How much emergency fund should you save

More reasons to reach out and work with a financial
professional

Roth IRA: What it is and how it can benefit your kids

How a background knowledge in investment can lead you to best
decisions



 


Resources mentioned in this episode


Jim Cramer

Roth IRA



 


About Greg Goff


Greg is a CERTIFIED FINANCIAL PLANNER. Greg learned the value of
comprehensive financial planning while working as a Financial
Advisor at a Fortune 500 firm. Knowing there was a disconnect
between financial planning and entrepreneurship, Greg founded
Sound Wealth Management, a financial planning firm focused on
serving business owners. Greg is also a Certified Investment
Management Analyst, Chartered Financial Consultant, and a
Chartered Life Underwriter.


Greg enjoys spending time with his wife, Kinsley, their daughter,
and their two rescue pups, Marlow and Cooper. They enjoy
exploring all Greenville, SC, offers and visiting family in
Hilton Head and Charlotte.


 


Connect with Greg


Website: Sound Wealth Management 

LinkedIn: Gregory Goff, CFP

Facebook Page: Sound Wealth Management

Instagram: @soundwealthmanagement 

YouTube: Sound Wealth Management 

Email: greg@soundwealthm.com



 


Connect with Leigh


Please subscribe to this podcast on iTunes or the Podcasts App on
your phone, and never miss a beat from Leigh by visiting
https://leighbrown.com. DM Leigh Brown on Instagram @
LeighThomasBrown. 


Subscribe to Leigh's other podcast Real Estate From The Rooftops


 


Sponsors


Leigh Brown University – New On-Demand
Training
How to Dominate During This Recession!


Enroll Now to get ahead of the curve and learn how to manage
changing markets, the action steps for what to do, and most
importantly, what to say so that you can secure listings, assist
more buyers, and grow your business no matter what the market is
doing.


Link: http://dominatethisrecession.com