• 05. Financial Planning with Levi Swenson

  • 2022/01/17
  • 再生時間: 42 分
  • ポッドキャスト

05. Financial Planning with Levi Swenson

  • サマリー

  • For today’s episode, I had the pleasure of interviewing Levi Swenson from Swenson financial. We discussed financial habits, as well as designing a life that you want to live and planning out and doing the things that are required to reach those objectives. We also discussed financial education for our children and the importance of continuing to expand your knowledge base in order to enhance your wealth. We also discussed how to diversify your portfolio using various investment strategies. To find out more about this, tune in to this episode! 

     

    “You're either green and growing, or you're ripe and rotting. So, whatever you're doing, continue to learn and educate yourself. In other kinds of fields, don't get stagnant, because when you get stagnant, that's when you start getting into trouble.”

     

    • What does financial advisor truly mean? 
    • Habits in your financial life
    • How to diversify your portfolio



    To know more about Levi and the services he offers, you can find him through these accounts! 

     

    Company name: Swenson Financial

    Email: levi.swenson@nm.com

     

    Learn more about Greenlight:

    https://share.greenlight.com/205206?advocate_partner_share_id=34c6601a07

     

    Connect with me:

    Instagram: @thebizbabes

    Facebook: @TheBizBabes

    Website: www.thebizbabes.com

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あらすじ・解説

For today’s episode, I had the pleasure of interviewing Levi Swenson from Swenson financial. We discussed financial habits, as well as designing a life that you want to live and planning out and doing the things that are required to reach those objectives. We also discussed financial education for our children and the importance of continuing to expand your knowledge base in order to enhance your wealth. We also discussed how to diversify your portfolio using various investment strategies. To find out more about this, tune in to this episode! 

 

“You're either green and growing, or you're ripe and rotting. So, whatever you're doing, continue to learn and educate yourself. In other kinds of fields, don't get stagnant, because when you get stagnant, that's when you start getting into trouble.”

 

  • What does financial advisor truly mean? 
  • Habits in your financial life
  • How to diversify your portfolio



To know more about Levi and the services he offers, you can find him through these accounts! 

 

Company name: Swenson Financial

Email: levi.swenson@nm.com

 

Learn more about Greenlight:

https://share.greenlight.com/205206?advocate_partner_share_id=34c6601a07

 

Connect with me:

Instagram: @thebizbabes

Facebook: @TheBizBabes

Website: www.thebizbabes.com

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