090 - Jeremy Walter - Fident Financial

In Ep. 90, Tim talks with Jeremy Walter.  Jeremy is a CFP, founder of Fident Financial, and runs the blog Calibrating Capital.  They discuss Jeremy's core beliefs about financial planning and how he helps clients identify their values in life and what's most important to them.  They also talk about how Jeremy helps clients balance living your life today versus saving for the future and much more!

Om Podcasten

Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational episodes, and interviews with guests from a number of industries, "Living With Money" will help you tackle topics like cash flow management, college planning, student loans, online banking, investing, retirement planning, estate planning, insurance needs, workplace retirement accounts, taxes, overall financial planning, and so much more. Let's get started.