Oct 5, 2021
On this episode, Linda and Dana talk to wealth advisor John White about planning for the future financially. John shares how he approaches helping his clients with the mentality that he doesn’t just build wealth for you, he helps you protect it and predict what you may need in the future. He explains the differences between his job as a wealth advisor compared to an accountant or tax attorney, and how having a tripod of those three people in your life can pay huge dividends. He discusses the importance of knowing your content lifestyle, and how it is different from being complacent.
To contact John, you can email him at john.m.white@nm.com
And find him on Instagram @johnmwhite
And don't forget to text ELARPODCAST to 33444 to get your episode guide!