Are You Wealthier Than You Think?
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Are You Wealthier Than You Think?
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About this listen
Could you be wealthier than you think once all your accounts and assets are tallied? In this episode, Craig and Jennifer explore the surprising ways your financial standing might be stronger than you realize. But first, they kick things off with a mid-year business owner checklist, covering everything from retirement plan reviews to tax strategies, cash flow, and succession planning.
Then, you'll hear real-world examples of why emergency funds matter, how saving consistently builds long-term wealth, and why even small contributions add up over time. The message? Building wealth comes from intentional, consistent habits. Along the way, Craig and Jennifer share simple shifts that can help reveal hidden strengths, avoid costly mistakes, and set you on a clearer path toward lasting financial security.
Here's some of what we discuss in this episode:
📋 Mid-year checklist for business owners
💰 Retirement plan "right-sizing" strategies
🛑 Common tax pitfalls and how to avoid them
💵 Why emergency funds matter so much
⏳ The compounding effect of long-term savings
Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin