We Wish You Wealth Episode 13 - Financial Planning w/ Rob Woodard

WWYW Episode 17- Medicare Basic with Rob Woodard

In this episode we welcome back Rob Woodard, former CFP and now licensed Medicare broker to advise on what types of Medicare are available and how to choose what type is appropriate for you. Please reach out to us if you have any further questions. TikTok.com/@dolla_sign_dani [TikTok.com/@dolla_sign_dani] TikTok.com/@gordon.chavez [TikTok.com/@gordon.chavez]

WWYW Episode 16- Cryptocurrency

In this episode we have special guest Mr. Austin Humphries discuss the basics of cryptocurrency, centralized and decentralized wallets and how to overcome your fear of investing in this futuristic digitalized currency. Reach out to us with any questions if you have yet to begin your crypto journey. www.wewishyouweal.com [www.wewishyouweal.com] tiktok.com/@dolla_sign_dani [tiktok.com/@dolla_sign_dani] tiktok.com/@gordon.chavez [tiktok.com/@gordon.chavez] tiktok.com/@becoming_financiallyeducated [tiktok.com/@becoming_financiallyeducated]

We Wish You Wealth Episode 15- Properly Structured IUL's

In this episode we discuss how affordable term policies are for 30,40,and 50 year old and show how to properly versus improperly structure and indexed universal life insurance policy. If you are in the market for an IUL or happen to have one and would like a policy review, don't hesitate to reach out to myself (Dani Sommer), Rubit Ramos or Gordon Chavez as we would love to assist you and answer any questions you may have around these intricate/ complex products. www.wewishyouwealth.com [www.wewishyouwealth.com] tiktok.com/@dolla_sign_dani [tiktok.com/@dolla_sign_dani] tiktok.com/@becoming_financiallyeducated [tiktok.com/@becoming_financiallyeducated] tiktok.com/@gordon.chavez [tiktok.com/@gordon.chavez]

WWYW Episode 14- Financial Freedom Planning

In this episode we have Mr. Christopher Parks discuss the importance of financial planning and how to prioritizing your finances is the only way you will gain the financial freedom that you seek. Reach out to us if you need assistance in gaining a better understanding as to where your money is really going. TikTok.com/@dolla_sign_dani [TikTok.com/@dolla_sign_dani] tiktok.com/@gordon.chavez [tiktok.com/@gordon.chavez] tiktok.com/@rubitramos_ [tiktok.com/@rubitramos_]

We Wish You Wealth Episode 13 - Financial Planning w/ Rob Woodard

In this episode we have guest speaker, Rob Woodard, 28 year CFP from Charles Scwhab join us and discuss what what the roles of a certified Financial planner are, who qualifies, how they monitor your investments and investment philosophies amongst many other topics. if you have a day have any questions or would like to get into contact with Rob personally, myself, Gordon Chavez, or Rubit Ramos can be contacted at the link provided below: TikTok.com/@dolla_sign_dani [TikTok.com/@dolla_sign_dani] tiktok.com/@gordon.chavez [tiktok.com/@gordon.chavez] tiktok.com/@rubitramos_ [tiktok.com/@rubitramos_]