In this episode of Self-Improvement Atlas, we dive into the topic of personal financial planning with the help of Jake Seraphin, a certified financial planner at Steigerwald, Gordon, & Koch in the United States.
With his experience in analyzing and developing recommendations for savings and investment allocation and insurance needs, as well as working as a relationship manager and financial advisor for around 75 households, Jake brings a wealth of knowledge to the table.
Throughout the episode, Jake shares valuable insights on the importance of managing savings and investment allocation for healthier personal financial planning. He breaks down the concept of savings management and provides practical tips and best practices for starting to save and invest.
Whether you're new to personal finance or looking to enhance your existing financial plan, this episode is a must-listen. Join us as we explore the ins and outs of savings and investment allocation with the help of Jake Seraphin.
Follow Jake’s works via https://sgkwealthadvisors.com/ or connect with him via LinkedIn at https://www.linkedin.com/in/jake-seraphin-cfp%C2%AE-58ab76b1/.
Produced by the Personal Science Labs, a division of LMSL, the Life Management Science Labs.
Explore https://lifemanagementsciencelabs.com/ to learn more about LMSL and visit http://ps.lmsl.net/ for more information about Personal Science labs.
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