The Financial Wealth and Health Podcast: Recent Episodes
Isabelle Clausen
Welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals work toward financial freedom by helping them feel aligned, prepared, and equipped to make smart financial decisions.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities. www.finra.org www.sipc.org
Disclosures:
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode on The Financial Wealth and Health Podcast! In this week’s episode, we are in Part 2 of our Investing Basics series. This episode is discussing stocks and bonds, mutual funds and ETF’s, growth and value investing strategies, and market capitalization. I hope you enjoy the episode.
Articles reference in this episode:
https://www.fool.com/investing/stock-market/types-of-stocks/value-stocks/value-investing-guide/
https://smartasset.com/investing/growth-investing
https://www.nerdwallet.com/article/investing/value-vs-growth-investing-styles
To watch this video on YouTube, please visit the Desert Wealth Management YouTube Channel: https://youtube.com/@desertwealthmanagement?si=Si6D0GxaAMcKZioX
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: isabelle.roethe@lpl.com
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
Let's get financially healthy and wealthy together!
Disclosures:
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
Thanks for coming back to the show and for listening to today’s episode on The Financial Wealth and Health Podcast! In this week’s episode, we are in Part 1 of our Investing Basics series. This episode is discussing some of the reasons why we invest our money. I hope you enjoy the episode.
Articles reference in this episode:
https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm
To watch this video on YouTube, please visit the Desert Wealth Management YouTube Channel: https://youtube.com/@desertwealthmanagement?si=Si6D0GxaAMcKZioX
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: isabelle.roethe@lpl.com
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
Let's get financially healthy and wealthy together!
Disclosures:
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about various costs of home ownership. I hope you enjoy the episode.
Articles reference in this episode:
https://www.investopedia.com/terms/e/earnest-money.asp
https://www.bankrate.com/real-estate/what-is-mortgage-escrow/
https://www.bankrate.com/real-estate/escrow-process/#how-it-works
https://www.bankrate.com/real-estate/costs-of-buying-a-home/#upfront
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: isabelle.roethe@lpl.com
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
Let's get financially healthy and wealthy together!
Disclosures:
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This article is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about term life insurance. I hope you enjoy the episode.
Nerdwallet article reference in this episode:
https://www.nerdwallet.com/article/insurance/how-much-life-insurance-do-i-need
To find all my resource links, visit my LinkTree:
https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: isabelle.roethe@lpl.com
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
Let's get financially healthy and wealthy together!
Disclosures:
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about dealing with financial anxiety. I hope you enjoy the episode.
Articles reference in this episode:
https://www.cnbc.com/select/73-percent-of-americans-rank-finances-as-the-number-one-stress-in-life/
https://www.capitalone.com/learn-grow/money-management/tips-to-overcome-financial-anxiety/
https://www.moneysense.ca/columns/a-rich-life/whats-your-money-story/
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: isabelle.roethe@lpl.com
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting
Let's get financially healthy and wealthy together!
Disclosures:The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.--Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about daily, semi-annual, and annual financial health habits for your New Year. Let’s work toward making 2024 your most financially healthy year yet! To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroetheAlso, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanningIf you have questions, please email me: isabelle.roethe@lpl.comFollow us on Instagram: @isabelle.the.advisorIf you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCallLet's get financially healthy and wealthy together!
Disclosures:
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are talking about saving for the future while living in the present. Let’s work toward making 2024 your most financially healthy year yet!
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: isabelle.roethe@lpl.com
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
Let's get financially healthy and wealthy together!
Disclosures:
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss. LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode! We are going over different questions to ask yourself as you run a financial health diagnostic test on your life. This is the first step of working toward making 2024 your most financially healthy year yet!
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Follow us on Instagram: @isabelle.the.advisor
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
Financial health diagnostic test questions:
- What is your pre-tax salary?(before taxes and retirement savings are deducted)
- What is your household take-home income? (after taxes and retirement savings are deducted)
- What are your current monthly household expenses (broken down between fixed bills and variable expense such as groceries, gas, etc.)
- What are you spending on fun expenses? (eating out, shopping, trips, gifts, etc.) List the annual amount, the average monthly amount, and the categorized annual amount in different spending areas
- What are your one-off annual expenses (insurance policies, property taxes, mortgage insurance, etc.)
- What are your monthly health insurance costs?
- If on Medicare, what are your premiums and supplement costs?
- What are your estimated annual medical expenses? (deductibles, coinsurance payments, co-pays, prescription expenses, etc.)
- Review last year’s tax return information and review if your income or tax bracket has changed.
- What are your current checking and savings account balances? (If you have a high yield savings account, review the current interest rate)
- What are your investment account and health savings account balances?
- What is the current percentage that you are contributing to your employer sponsored plan (your 401k, 403b, SIMPLE IRA, etc.) as well as how much is your employer matching? (if you are participating in an employer plan)
- What is the current amount of money you are saving each month into investments or savings accounts (IRA accounts, Bank accounts, Health Savings Accounts, etc.)
- What is the current value of your home, car, or any other assets?
- What is your current mortgage information?Review the original balance, original purchase year, current balance, monthly payment, term, and interest rate. Also review if the property taxes, homeowner’s insurance, or primary mortgage insurance is included in your mortgage monthly payment or billed separately.
- What is your current car payment information? Review the original balance, original purchase year, current balance, monthly payment, term, and interest rate.
- Do you have any other debts (credit cards, student loans, etc.)? Review the original balance, original purchase year, current balance, monthly payment, term, and interest rate.
- Review your social security statements.
- Review your current life insurance information
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are going over a couple of questions to consider asking yourself before taking social security benefits.
We help retirees, families, and young couples manage their finances so that they can worry less about tomorrow and focus more on enjoying life and maximizing family time.
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: isabelle.roethe@lpl.com
Follow us on Instagram: @isabelle.the.advisor
Let's get financially healthy and wealthy together!
Sources mentioned in this episode:
Social Security Article #1
Social Security Article #2
IRS Article
Motley Fool Article
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
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Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are going over life lessons I’ve learned about investing, and how they can apply to your life.
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
If you have questions, please email me: isabelle.roethe@lpl.com
Follow us on Instagram: @isabelle.the.advisor
Let's get financially healthy and wealthy together!
Sources mentioned in this episode:
https://www.investopedia.com/terms/d/dollarcostaveraging.asp
https://www.finra.org/investors/insights/dollar-cost-averaging
https://www.fool.com/research/study-investing-basics-knowledge-quiz/ (you can take the quiz mentioned at this site)
https://www.bankrate.com/personal-finance/american-financial-regrets-survey/
Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are answering the question: What’s going on with inflation and rising rates?
Sources mentioned in this episode:
https://www.bls.gov
https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm
https://www.investopedia.com/terms/c/costpushinflation.asp
https://hbr.org/2022/12/what-causes-inflation
https://www.investopedia.com/terms/d/demandpullinflation.asp
https://www.bls.gov/news.release/pdf/cpi.pdf
https://www.investopedia.com/terms/f/federalfundsrate.asp
https://www.nbcnews.com/business/economy/how-raising-interest-rates-helps-fight-inflation-high-prices-recession-rcna33754
https://www.federalreserve.gov/monetarypolicy/openmarket.htm
https://www.newyorkfed.org/markets/reference-rates/effr
https://www.investopedia.com/articles/stocks/09/how-interest-rates-affect-markets.asp#:~:text=Because%20higher%20interest%20rates%20mean,will%20cause%20inflation%20to%20fall
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
If you want to watch the video version of The Financial Wealth and Health podcast, visit my YouTube page: https://www.youtube.com/channel/UC9w8Pzyj0_ePfHzzYpI_qkA
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
Follow us on Instagram: @isabelle.the.advisor
Let's get financially healthy and wealthy together!
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The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are discussing the Financial Health Checklist.
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
If you want to watch the video version of The Financial Wealth and Health podcast, visit my YouTube page: https://www.youtube.com/channel/UC9w8Pzyj0_ePfHzzYpI_qkA
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
Follow us on Instagram: @isabelle.the.advisor
Let's get financially healthy and wealthy together!
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The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
In today’s podcast episode, I interview George Schein from Nationwide about Secure 2.0 and its impact on retirement planning for both younger and older generations. I hope you enjoy listening to this fun and educational conversation.
Due to Compliance purposes, I need to clarify that George Schein and Nationwide are not affiliated with or endorsed by LPL Financial and Desert Wealth Management.
To find my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Have questions? Send me an email at isabelle.roethe@lpl.com
If you want to book a free phone call with me to chat all about personal finance topics, you can make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
Let's get financially healthy and wealthy together!
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The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
George Schein and Nationwide are not affiliated with or endorsed by LPL Financial and Desert Wealth Management.
In today’s podcast episode, I interview Ryan King, a Commercial Hardware Specialist at Christensen Computer Company. In this episode, we are talking all about cybersecurity. We discuss topics that include password security, virtual private networks, and best practices for keeping your online identiy secure. I hope you enjoy listening to this fun and educational conversation!
Due to Compliance purposes, I need to clarify that Ryan King is not affiliated with Desert Wealth Management or LPL Financial.
If you want to learn more about Christensen Computer Company, you can check out the website: https://cccsoft.com
To find my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
If you want to book a free phone call with me to chat all about personal finance topics, you can make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
Let's get financially healthy and wealthy together!
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The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Ryan King is not affiliated with or endorsed by LPL Financial and Desert Wealth Management.
In today’s podcast episode, I interview my mom, Rachel Clausen, talking all about the similarities between wealth and health! My mother is a health coach, and she has a passion for helping people live healthier lives. I hope you enjoy listening to this fun and educational conversation.
Due to Compliance purposes, I need to clarify that Rachel Clausen is not affiliated with Desert Wealth Management or LPL Financial.
If you want to learn more about Rachel Clausen, you can check out her website: https://www.deserthealthmanagement.com
Where to find the LPL Research Friday Update Articles mentioned in this episode:
https://lplresearch.com
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Rachel Clausen is not affiliated with or endorsed by LPL Financial and Desert Wealth Management.
Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, I am sharing the audio from the Financial Health 101 webinar replay video. I hope you enjoy!
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
To find all the links to resource, visit my LinkTree: https://linktr.ee/isabelleroethe
If you want to watch the video version of The Financial Wealth and Health podcast, visit my YouTube page: https://www.youtube.com/channel/UC9w8Pzyj0_ePfHzzYpI_qkA
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are answering the question: Who do we work with?
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
To find all the links to resource, visit my LinkTree: https://linktr.ee/isabelleroethe
If you want to watch the video version of The Financial Wealth and Health podcast, visit my YouTube page: https://www.youtube.com/channel/UC9w8Pzyj0_ePfHzzYpI_qkA
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
Let's get financially healthy and wealthy together!
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The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
Hello Podcast Listeners!
In today’s episode, I am interviewing Estate Planning Attorney, Elisabeth Pickle! Elisabeth and I have grown a wonderful friendship over the last several months. I am very grateful to have met her, as she and I hold many of the same values and perspectives on life. She truly cares about her clients and wants to help them live the life they’ve always wanted!
Elisabeth and I have hosted a workshop and webinar together, and now we are doing a podcast interview! She has wonderful insights to share in this episode.
I hope you enjoy!
Elisabeth’s website: https://themindfulcounsel.com
Elisabeth’s LinkedIn: https://www.linkedin.com/in/elisabethpickle/
Elisabeth’s Facebook: https://www.facebook.com/themindfulcounsel
Elisabeth’s Instagram: https://www.instagram.com/mindfulcounsel/
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
To find all my resource links, please visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
Let's get financially healthy and wealthy together!
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The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Elisabeth Pickle, Esq, Mindful Counsel, PLLC , Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Elisabeth Pickle is not affiliated with or endorsed by LPL Financial and Desert Wealth Management.
The information portrayed in these examples are fictitious. No identification with actual persons and products is intended or should be inferred. This is for informational purposes only. No attorney client relationship has been formed.
Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are chatting all about frequently asked questions I get about Desert Wealth Management, the company that I work at.
I hope you all enjoy today’s episode!
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
To find all the links to resource, visit my LinkTree: https://linktr.ee/isabelleroethe
Follow me on Instagram: https://www.instagram.com/isabelle.the.advisor
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: https://www.desertwealth.net/financialplanning
To learn for about the CERTIFIED FINANCIAL PLANNER™ certification, check out the website: https://www.cfp.net
Let's get financially healthy and wealthy together!
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The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are chatting all about becoming a business owner as a young professional.
I hope you all enjoy today’s episode!
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
To find all the links to resource, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are chatting all about 4 tips for new investors. As a recap for this episode, the 4 tips we are discussing are:
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Remember your goal
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Understand your risk tolerance for each goal
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Be Diversified
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Don’t invest all your savings. Invest periodically.
I hope you all enjoy today’s episode!
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
To find all the links to resource, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are answering the question: Should I pay off debt or invest my money?
To download and use the Excel Calculator mentioned in this episode, visit my Calculators page on my website: https://www.desertwealth.net/calculators
If you want to book a free phone call with me, make an appointment on my booking page: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
To find all the links to resource, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are chatting all about the concept of self-efficacy. What it is and how to improve it. I hope you all enjoy today’s episode!
If you have podcast episode suggestions or questions, please reach out to me at isabelle.clausen@lpl.com
Want to schedule a phone call with me? Click here: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: https://www.desertwealth.net/financialplanning
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
Want to join my monthly email newsletter and receive email updates from me? Click this link to sign up: https://www.desertwealth.net/email
Let's get financially healthy and wealthy together!
Very Well Mind Article Mentioned: https://www.verywellmind.com/what-is-self-efficacy-2795954
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The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are chatting all about creating a finance routine for 2023. I hope you all enjoy today’s episode!
If you have podcast episode suggestions or questions, please reach out to me at isabelle.clausen@lpl.com
Want to schedule a phone call with me? Click here: https://go.oncehub.com/IsabelleRoetheIntroMeetingPhoneCall
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: https://www.desertwealth.net/financialplanning
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
Want to join my monthly email newsletter and receive email updates from me? Click this link to sign up: https://www.desertwealth.net/email
LPL Research Blog Mentioned: https://lplresearch.com/
LPL Weekly Market Commentary Library Mentioned: https://www.lpl.com/newsroom/lpl-series.html?category=lpl-www%253Anewsroom-public%252Flpl-research%252Fweekly-market-commentary
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are chatting all about end of year tasks for Gen Z and Millennials. I hope you enjoy this week’s episode!
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at https://www.desertwealth.net/contact
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: https://www.desertwealth.net/financialplanning
To book an appointment, please visit my scheduling page: https://go.oncehub.com/IsabelleClausenIntroMeetingPhoneCall
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
Want to join my monthly email newsletter and receive email updates from me? Click this link to sign up: https://www.desertwealth.net/email
LPL Macro Market Movers Blog to Access Friday Updates: https://lplresearch.com/
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are chatting all about navigating uncertain times in the market. I hope you enjoy this week’s episode!
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
To book an appointment, please visit my scheduling page: https://go.oncehub.com/IsabelleClausenIntroMeetingPhoneCall
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
Want to join my monthly email newsletter and receive email updates from me? Click this link to sign up: www.desertwealth.net/email
LPL Macro Market Movers Blog to Access Friday Updates: https://lplresearch.com/
The LPL Weekly Market Commentary mentioned in this podcast: 3 Things to Know About Historical Recessions (lpl.com)
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode answering the question: How much can I spend without guilt?
I hope you all enjoy today’s episode!
To download the free budgeting calculator I mentioned in this episode, please visit our “calculators” page on our website: www.desertwealth.net/calculators
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
Want to join my monthly email newsletter and receive email updates from me? Click this link to sign up: www.desertwealth.net/email
LPL Macro Market Movers Blog: https://lplresearch.com/
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode all about some new ideas to consider once you have received your first promotion. I hope you all enjoy today’s episode!
To download the free budgeting calculators I mentioned in this episode, please visit our “calculators” page on our website: www.desertwealth.net/calculators
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
LPL Macro Market Movers Blog: https://lplresearch.com/
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode all about some new ideas to think about after you’ve purchased your first home. I hope you all enjoy today’s episode about 7 ideas to consider after you’ve purchased your first home.
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
LPL Weekly Market Commentary: https://www.lpl.com/newsroom/read/weekly-market-commentary-case-for-recession-weakens.html
LPL Macro Market Movers Blog: https://lplresearch.com/
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello Podcast Friends! Thank you so much for coming back to The Financial Wealth and Health Podcast. In today’s podcast episode, I interview Debbie Clason, talking all about Entrepreneurship Advice For Young Professionals.
Debbie is a great friend of mine who I know through different organizations in town, the Rotary Club, and the Chamber of Commerce. She is talented, kind, and a great person to be around. I am so excited to have her on the show today!
If you want to learn more about Debbie, please check out her website: https://www.clasoncommunications.com
Due to Compliance purposes, I need to clarify that Debbie Clason is not affiliated with Desert Wealth Management or LPL Financial.
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/
If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Debbie Clason is not affiliated with or endorsed by LPL Financial and Desert Wealth Management.
Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode all about next steps to take once you’ve become engaged! What an exciting season of life to start preparing for marriage. I hope you all enjoy today’s episode about 5 things to focus on in this engagement season.
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
LPL Weekly Market Commentary: Article Series | LPL Newsroom | LPL Financial
LPL Macro Market Movers Blog: https://lplresearch.com/
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
In today’s podcast episode, I interview Robin Brand, talking all about developing confidence as a young female in business. I know Robin through the local Rotary club in town as well as through the local Chamber of Commerce! She is a dear friend of mine and I am so excited to have her on the show today!
Due to Compliance purposes, I need to clarify that Robin Brand is not affiliated with Desert Wealth Management or LPL Financial.
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/
If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Robin Brand is not affiliated with or endorsed by LPL Financial and Desert Wealth Management.
Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode all about some next steps to take after you’ve paid off your student loans!
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
LPL Weekly Market Commentary mentioned: https://www.lpl.com/newsroom/read/weekly-market-commentary-is-the-economy-slowing-but-not-shrinking.html
LPL Macro Market Movers Blog Mentioned: https://lplresearch.com/
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned, prepared, and equipped to make smart financial decisions. In order to become financial wealthy, you need to financially healthy. And this is what I seek to help you with through this podcast. So many young people struggle with finding enough time to do what they love with those that they love because they are stressed out, confused, and overwhelmed by financial decisions.
When we’re in our 20’s and 30’s, life is filled with transitions, decisions, and oftentimes, burnout. I created this podcast to help you grow your financial wealth and health so that you can spend less time worrying about money and spend more time doing what you love with the people that you love. I want to help you develop a healthy, strong, and thriving relationship with your financial life. Let’s grow our financial wealth and health together!
In today’s podcast episode, I am starting the “Now What?” series, where I dive into different questions that young people ask themselves throughout life’s milestones. The first episode of this series answers the question: I’ve graduated college and have started my first job - now what? I hope you enjoy this episode!
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If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/
If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
LPL Macro Market Movers Blog Mentioned: What Happens After A Bear Market Starts? Four Things To Know | LPL Financial Research (lplresearch.com)
Harvard Business Review Article Mentioned: https://hbr.org/2020/05/do-you-have-a-life-outside-of-work
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned, prepared, and equipped to make smart financial decisions. In order to become financial wealthy, you need to financially healthy. And this is what I seek to help you with through this podcast. So many young people struggle with finding enough time to do what they love with those that they love because they are stressed out, confused, and overwhelmed by financial decisions.
When we’re in our 20’s and 30’s, life is filled with transitions, decisions, and oftentimes, burnout. I created this podcast to help you grow your financial wealth and health so that you can spend less time worrying about money and spend more time doing what you love with the people that you love. I want to help you develop a healthy, strong, and thriving relationship with your financial life. Let’s grow our financial wealth and health together!
In today’s podcast episode, I am interviewing Rob Clausen, my father and the founder of Desert Wealth Management! Rob has been working in the financial services industry for over 36 years. He founded Desert Wealth Management in 1998 and since September of 2020, I have been working with him at the firm. We love working together and very much enjoy helping people manage their financial goals so that they can spend less time worrying about tomorrow and spend more time focusing on today. I hope you enjoy this interview!
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/
If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
LPL Macro Market Movers Blog: https://lplresearch.com
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned, prepared, and equipped to make smart financial decisions. In order to become financial wealthy, you need to financially healthy. And this is what I seek to help you with through this podcast. So many young people struggle with finding enough time to do what they love with those that they love because they are stressed out, confused, and overwhelmed by financial decisions.
When we’re in our 20’s and 30’s, life is filled with transitions, decisions, and oftentimes, burnout. I created this podcast to help you grow your financial wealth and health so that you can spend less time worrying about money and spend more time doing what you love with the people that you love. I want to help you develop a healthy, strong, and thriving relationship with your financial life. Let’s grow our financial wealth and health together!
In today’s podcast episode, we are talking all about 3 steps to put joy first in your budgeting. I hope you enjoy this unique budgeting perspective.
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/
If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email
If you want to check out the LPL Weekly Market Commentary mentioned in this podcast episode, please click here: https://www.lpl.com/newsroom/read/weekly-market-commentary-have-we-seen-extreme-investor-pessimism-yet.html
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned, prepared, and equipped to make smart financial decisions. In order to become financially wealthy, you need to be financially healthy. And this is what I seek to help you with through this podcast.
In today’s podcast episode, I interview Kate and Debbie Creecy, and we talk all about going to college in a budget-friendly way. I know Kate and Debbie through Stoa USA, a Christian Speech and Debate league that I was a part of in high school. Now, I am a member of the Stoa Alumni Committee. Kate and Debbie have an amazing personal story about going to college in a cost-effective way. I hope you all enjoy this podcast episode!
Some of the tips that Kate and Debbie share include: prepare the college budget and put the work in ahead of time while the student is still in high school, develop a marketable skill, and reach out to professors about scholarship and job opportunities.
Due to Compliance purposes, I need to clarify that Debbie and Kate are not affiliated with Desert Wealth Management or LPL Financial.
If you would like to learn more about Stoa USA, please head over to www.stoausa.org
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/
If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Kate and Debbie Creecy are not affiliated with or endorsed by LPL Financial and Desert Wealth Management.
Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned with their personal and financial values, prepared to tackle their future financial obstacles and opportunities, and equipped with confidence to make smart financial decisions. In order to become financially wealthy, you need to be financially healthy. And this is what I seek to help you with through this podcast.
In today’s podcast episode, I will share 5 money saving tips for young people. I hope you enjoy!
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/
If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
The LPL Weekly Market Commentary:
https://www.lpl.com/newsroom/read/weekly-market-commentary-what-to-watch-this-earnings-season.html
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned with their personal and financial values, prepared to tackle their future financial obstacles and opportunities, and equipped with confidence to make smart financial decisions. In order to become financially wealthy, you need to be financially healthy. And this is what I seek to help you with through this podcast.
In today’s podcast episode, I will be answering the question: “What do I look at when creating an investment portfolio?”
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/
If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
The LPL Research Blog Article:
https://lplresearch.com/2022/04/05/march-market-insights-markets-gain-ground-amid-a-tough-2022/
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned with their personal and financial values, prepared to tackle their future financial obstacles and opportunities, and equipped with confidence to make smart financial decisions. In order to become financially wealthy, you need to be financially healthy. And this is what I seek to help you with through this podcast.
In today’s podcast episode, we will be talking all about 4 questions to ask yourself about your employee benefits package! I hope that this episode is enlightening and insightful.
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/
If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Investopedia HSA Article: https://www.investopedia.com/articles/personal-finance/090814/pros-and-cons-health-savings-account-hsa.asp
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
The LPL Research Blog Article: https://lplresearch.com/2022/03/21/three-things-that-happened-last-week-that-have-bulls-smiling/
The LPL Weekly Market Commentary: https://www.lpl.com/newsroom/read/weekly-market-commentary-in-defense-of-core-bonds.html
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned with their personal and financial values, prepared to tackle their future financial obstacles and opportunities, and equipped with confidence to make smart financial decisions. In order to become financially wealthy, you need to be financially healthy. And this is what I seek to help you with through this podcast.
In today’s podcast episode, we will be talking all about Retirement 101! We talked about what young professionals need to know about retirement, information about the three most common retirement plans, and what retirement planning looks like for small business owners. I hope that this episode was enlightening and insightful!
If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/
If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
--
The LPL Research Blog Article: https://lplresearch.com/2022/03/16/everything-you-need-to-know-about-rate-hikes/
The Wall Street Journal Article: https://www.wsj.com/livecoverage/federal-reserve-meeting-inflation-march-2022
The Investopedia 401k Article: https://www.investopedia.com/articles/personal-finance/112315/how-401k-matching-works.asp
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned with their personal and financial values, prepared to tackle their future financial obstacles and opportunities, and equipped with confidence to make smart financial decisions.
In order to become financially wealthy, you need to be financially healthy. And this is what I seek to help you with through this podcast.
In today’s podcast episode, we will be talking about the 3 main differences between a budget of restriction vs. a budget of freedom. We will also be diving into 3 practical ways you can start to develop a budget of freedom!
I hope that this episode was enlightening and insightful! If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through my website at www.desertwealth.net/contact
Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/
This week's LPL Weekly Market Commentary: https://www.lpl.com/newsroom/read/weekly-market-commentary-downshift-in-us-market-growth-but-still-above-trend.html
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned with their personal and financial values, prepared to tackle their future financial obstacles and opportunities, and equipped with confidence to make smart financial decisions. In order to become financially wealthy, you need to be financially healthy. And this is what I seek to help you with through this podcast.
In today’s podcast episode, I discuss where to start in your financial journey! I share a unique analogy to help walk you through the process of a healthy financial path.
I hope that this episode was enlightening and insightful! Please reach out to me and share what your favorite financial analogy is!
Also, if you have podcast episode suggestions, questions, or would like to schedule a phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/
This week's LPL Weekly Market Commentary
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement
Let's get financially wealthy and healthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned with their personal and financial values, prepared to tackle their future financial obstacles and opportunities, and equipped with confidence to make smart financial decisions. In order to become financially wealthy, you need to be financially healthy. And this is what I seek to help you with through this podcast.
In today’s podcast episode, I discuss 4 habits you can start to implement to help grow your wealth! The habits we discuss are:
Habit #1: Set your goals
Habit #2: Calculate your cost of "living" and "thriving"
Habit #3: Develop an automatic savings and investment plan
Habit #4: Budget your time
I hope that this episode was enlightening and insightful! Please reach out to me and share what your favorite wealth-building habits are. Also, if you have podcast suggestions, questions, or would like to schedule a phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/
This week's LPL Weekly Market Commentary
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned with their personal and financial values, prepared to tackle their future financial obstacles and opportunities, and equipped with confidence to make smart financial decisions. In order to become financially wealthy, you need to be financially healthy. And this is what I seek to help you with through this podcast.
In today’s first podcast episode, I want to share a little bit about myself, give an overview of what you can expect from this podcast, and share three tips on how you can assess what level of financial health you are at.
If you have podcast suggestions, questions, or would like to schedule a phone call with me, please reach out to me at isabelle.clausen@lpl.com or contact me through our website at www.desertwealth.net/contact
Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/
LPL Weekly Market Commentary: https://www.lpl.com/newsroom/read/weekly-market-commentary-valentines-day-stock-market-index.html
My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/
Desert Wealth Management Facebook Page
Let's get financially healthy and wealthy together!
--
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.