Episode #204 Your Financial Planning Roadmap - Yeukai Business Show




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Summary: <br> <br> Welcome to Episode #203 of Breaking Through the Barriers of Fear<br> <br> In this episode, <a href="http://www.financialplannerLA.com">David Rae</a> and I discuss “Your Financial Planning Roadmap”.<br>  <br> So if you want to understand how you can achieve financial security and learn some very useful tips on how to develop the perfect mindset to achieve financial success in your business, tune in now!<br>  <br> In this episode, you’ll discover:<br> <br> * What will be the very first advice that you would give to business owners who do not know how to create their financial plan?<br> * Why is there a need to diversify to your financial plans?<br> * What is the next step that business owners have to do?<br> * What pointers can you give to business owners?<br> * What is the best way to achieve your financial goal?<br> * What is the perfect mindset that business owners could have when it comes to financial planning which could guarantee their success 15-20 years from now?<br> <br>  <br> About David<br> Speaker, Financial Expert, and Media Personality. <br> Certified Financial Planner David Rae, of DRM Wealth Management, specializes in helping people effectively manage their finances, whether single or coupled. <br> David Rae advises a diverse audience of couples, singles, doctors and small business owners, especially people going through a life transition such as marriage divorce, retirement or changing jobs. David Rae enjoys working in a profession where he can use his unique problem-solving abilities to help people make their dreams a reality.<br> David was honored at the 31st Annual Altruism Awards with and Advisor with Heart Award from Registered Rep Magazine.<br> David is proud to be an OUT Independent Fiduciary Financial Planner helping friends on the LGBT Community from across the country.<br>  <br> More Information:<br> <br> * <a>Website</a>: <a href="http://www.davidraefp.com">www.davidraefp.com</a> / <a href="http://www.financialplannerLA.com">www.financialplannerLA.com </a><br> * LinkedIn: <a href="https://www.linkedin.com/in/davidrae/">https://www.linkedin.com/in/davidrae/</a><br> * Youtube: <a href="https://www.youtube.com/channel/UCj_2siCbf1xuTiVGKGZw7xQ">https://www.youtube.com/channel/UCj_2siCbf1xuTiVGKGZw7xQ</a><br> * Twitter: <a href="https://twitter.com/DavidRaeCFP">https://twitter.com/DavidRaeCFP</a><br> <br>  <br> .. Links &amp; Mentions From This Episode:<br> <a>Click Here!</a><br>  <br> Thanks for tuning in.<br>  <br> Thank you so much for being with us this week. Have some feedback you’d like to share? Please leave a note in the comments section below!<br> If you enjoyed this episode of “Your Financial Planning Roadmap”, please share it with your friends by using the social media buttons you see at the bottom of the post.<br> Don’t forget to subscribe to the show on iTunes to get automatic episode updates.<br> And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get. <br>  <br> Thanks for listening!<br>