Mike and Patrick share their thoughts on the basic financial steps a young person can take to prepare their financial foundation. As the conversation grows, they expand the conversation to the transition time when it maybe makes sense to engage a financial planner. Stay tuned to the end, to hear just how easy (maybe even pleasurable?) the process can be.

https://www.maccofinancial.com/smartvestor-pro

https://www.maccofinancial.com/blog/is-your-house-sabotaging-your-retirement

If you want to get the process off the ground: Get Started

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Opinions Expressed are those of the speakers and not necessarily those of Raymond James. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Macco Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.