Sometimes it's the casual conversations that bring you the most insight. Of course, it doesn't hurt if you're talking about finances and your friend happens to be an expert in the field. Chuck Conrad, senior financial planner for Szarka Financial, describes to Tim Muma the type of practical tips he shares with his friends. Chuck touches on where to starts, what to slash, and how to determine what's important.
The information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Therefore, the information should only be relied upon when coordinated with individual professional advice. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker Dealer, member FINRA/SIPC.
Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Szarka Financial are not affiliated. Cambridge and Szarka Financial are not affiliated. Fixed Insurance services offered through Szarka Financial.
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Financial Tips the Experts Share with Friends
July 29, 2016
Chuck Conrad
Senior Financial Planner, Szarka Financial
Tim Muma
Product Marketing Lead, LocalJobNetwork.com
Podcast Series: Management Decisions
On Management Decisions (formerly Executive Decisions) we discuss topics that pertain to employers, especially upper-level managers, human resources professionals, and executives to gain an understanding of their roles and strategies. It's an inside look into their thoughts and behaviors which make them and their businesses successful.