Sign up to save your podcasts
Or
Share Mastering Your Finances: Insights from an Expert | Monica Szakos | Ep 113
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Mastering Your Finances: Insights from an Expert | Monica Szakos | Ep 113
Welcome to Better Business Better Life, the podcast where we dive into the strategies and insights of successful business leaders to help you achieve your financial goals and create a better life. In this episode, Debra Chantry-Taylor interviews Monica Szakos, President and Senior Financial Adviser at Asset Preservation Strategies, Inc. Monica believes in empowering her clients through education so that they can make strategic and intentional wealth management choices. As a Certified Financial Planner™, Behavioral Financial Advisor, and Certified Financial Fiduciary, Monica draws upon her advanced training and experience to guide her clients along their paths to financial freedom.
In this podcast, you'll hear Monica share her relationship-driven approach to financial advising, which allows for honest, supportive, and constructive conversation with her clients. She discusses how she addresses complex financial situations while breaking them down into digestible components for her clients, and shares her insights on effective decision-making during market ebbs and flows.
You'll also learn about Monica's background and how her Hungarian heritage and love for travel and home renovation projects inspire her work. She's a passionate advocate for animal rights causes and is dedicated to serving on the Estate & Trust Planning Council for Rady Children's Hospital Foundation.
Tune in to this episode of Better Business Better Life to hear from Monica Szakos and gain valuable insights into how you can create a better life through strategic financial planning.
HOST'S DETAILS:
___________________________________________
►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner
►See how she can help you: https://businessaction.co.nz/
____________________________________________
GUESTS DETAILS:
____________________________________________
►Website:
asset-preservation.com (Asset Preservation Strategies)finra.org/ (FINRA)sipc.org/ (SIPC)
___________________________________________
View all episodes
By EOS Implementers Debra Chantry-Taylor, Adam Harris, business owners and experts!
5
44 ratings
Welcome to Better Business Better Life, the podcast where we dive into the strategies and insights of successful business leaders to help you achieve your financial goals and create a better life. In this episode, Debra Chantry-Taylor interviews Monica Szakos, President and Senior Financial Adviser at Asset Preservation Strategies, Inc. Monica believes in empowering her clients through education so that they can make strategic and intentional wealth management choices. As a Certified Financial Planner™, Behavioral Financial Advisor, and Certified Financial Fiduciary, Monica draws upon her advanced training and experience to guide her clients along their paths to financial freedom.
In this podcast, you'll hear Monica share her relationship-driven approach to financial advising, which allows for honest, supportive, and constructive conversation with her clients. She discusses how she addresses complex financial situations while breaking them down into digestible components for her clients, and shares her insights on effective decision-making during market ebbs and flows.
You'll also learn about Monica's background and how her Hungarian heritage and love for travel and home renovation projects inspire her work. She's a passionate advocate for animal rights causes and is dedicated to serving on the Estate & Trust Planning Council for Rady Children's Hospital Foundation.
Tune in to this episode of Better Business Better Life to hear from Monica Szakos and gain valuable insights into how you can create a better life through strategic financial planning.
HOST'S DETAILS:
___________________________________________
►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner
►See how she can help you: https://businessaction.co.nz/
____________________________________________
GUESTS DETAILS:
____________________________________________
►Website:
asset-preservation.com (Asset Preservation Strategies)finra.org/ (FINRA)sipc.org/ (SIPC)
___________________________________________
More shows like EOS for a Better Business, Better Life
View all
Stuff You Should Know
77,540 Listeners
The Joe Rogan Experience
225,447 Listeners
The Tim Ferriss Show
16,067 Listeners
The Property Couch
67 Listeners
REAL AF with Andy Frisella
32,576 Listeners
Craig Groeschel Leadership Podcast
10,661 Listeners
Rocket Fuel
19 Listeners