12 Days of Financial Wellness

Discover essential tips on managing assets, liabilities, protection, and cash flow as you prepare your balance sheet for the new year.
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Show Notes For This Episode

In this festive episode of Caffeine and Cash Flow, Michael guides you through the 12 Days of Financial Wellness. Discover essential tips on managing assets, liabilities, protection, and cash flow as you prepare your balance sheet for the new year. Whether you’re planning for personal property, savings, investments, or understanding liabilities, this episode provides practical advice to enhance your financial health.

For those seeking a comprehensive and engaging guide to financial wellness, this episode will help provide the information you need to manage your finances successfully. With the balance sheet PDF available in the show notes, listeners can visualize the concepts discussed and apply them to their financial planning. Tune in and take the first step towards a financially sound new year.

Download the PDF we reference in the show. 

Here’s some of what we discuss in this episode:

  • Protecting your balance sheet.
  • The different categories of assets.
  • How to view different types of debt and other liabilities.
  • Understanding your cash flow and how to use that for retirement planning.

Call Michael at 702-767-4897 with any of your questions or email michael.schulte@westpacwealth.com.

 

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Check the background of your financial professional on FINRA’s BrokerCheck. Copyright 2023 Caffeine & Cash Flow Podcast. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Michael Schulte is an investment advisor representative and certified exit planner with WestPac Wealth Partners, located at 330 South Center Street, Suite 344, Casper, Wyoming 82601. The podcast is for informational purposes only. Individual risks and investment objectives must be reviewed prior to making any recommendations. Podcasts are for informational purposes only. Any guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or WestPac Wealth Partners and opinions stated are their own. Guardian, its subsidiaries, agents, and employees do not provide tax, legal or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Michael is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5 Centerpointe Dr Suite 150, Lake Oswego, OR 97035, 503-207-4550. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners is not an affiliate or subsidiary of PAS or Guardian. 7409782.1 Exp. 12/26. Terms of use. Online Privacy Policy. Important Disclosures.