Wealth Building | A Financial Plan & How To Get Out Of The Hole
Welcome back to my latest podcast episode where I'm joined by my guest Stefan Contorno, the Vice-President of Touchstone Wealth Partners a division of UBS Financial Services, one of the world's largest financial services companies. His company manages around $4.2 Billion in investments for families across the United States and helps them create financial plans with simple and straight-forward wealth building strategies, with local branches in Fort Myers and Bonita Springs.
In this week's episode Stefan will break down how to build wealth from getting out of debt to strategies for investing after you've maxed out your retirement accounts and everything in between.
You can also find Stefan by enrolling in his Retirement Course at Florida Gulf Coast University, or on CBS - WINK News every Monday at 9:25 AM where he runs his weekly segment "Money Monday." If you'd like more information about Stefan or would like to contact him about his company or his services you can reach him at:
Email: stefan.contorno@ubs.com
Facebook: www.facebook.com/stefan.contorno
Website: ubs.com/touchstone/
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THANK YOU
Thanks for Subscribing & Liking our Video! Rick Harrison is a millennial real estate agent, author, podcast host, and entrepreneur. He specializes in New Construction, Single Family homes, and Condos in Southwest Florida, more specifically in Fort Myers and Cape Coral. He is the author of List It Like A Pro: How To Sell Your House For More Money In Less Than 30 Days https://www.amazon.com/List-Like-Pro-House-Money-ebook/dp/B08FQVL51X/ref=sr_1_1?dchild=1&keywords=list+it+like+a+pro&qid=1600055537&sr=8-1 and the Host of The Real Authorities Show on all major podcast platforms.
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DISCLAIMER:
The suggestions, advice, and/or opinions that are given by Rick Harrison (765 List Team or Let’s Talk SW Florida Real Estate) are simply opinions. There are no guarantees of set outcomes. Listeners, guests, and attendees are advised to always consult with attorneys, accountants, and other licensed professionals when doing a real estate transaction. Listeners, guests, and attendees are to hold Rick Harrison, The 765 List Team, MVP Realty, The Real Authorities Show, and Let’s Talk SW Florida Real Estate brands harmless from any liabilities and claims. Not all deals will guarantee any profit or benefits. Listeners, guests, and attendees are to view and listen to all materials and contents furnished by Rick Harrison as a perspective based upon experience.