Wealthy HOMES

Ep.2- The Circle Talk


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A great financial plan is built with a healthy foundation.  In this episode, Connor goes over what he calls "The Circle Talk." The Circle Tallk is what Connor uses in his financial planning practice to explain what a healthy financial foundation looks like, and the steps to take to get there. We start with Bank/Savings and creating an emergency fund. After Bank/Savings he goes over insurance and the proper coverages that every young family should look into.

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Wealthy HOMESBy Connor Bauserman, ChFC®