RERL-1783 – Financial Planning – Our guest Jeff Yoakum

Big corporations have little in common with small businesses when it comes to how they handle money, and an individual's financial plan couldn't be further away from that of a business. Having worked for both small and large financial institutions has given today's guest, Jeff Yoakum, ample understanding of the many financial situations people may find themselves in since he created his own individual wealth planning business 12 years ago. As a CFP, Jeff handles the wealth of anyone who is past the DIY phase of saving from doctors to teachers and even CPAs. Listen in as host Joe Cucchiara has Jeff Yoakum explain the importance of saving and investing from an early age. To learn more, simply visit . All the information in this podcast is broadcast in good faith and for general information purpose only. We do not make any warranties about the completeness, reliability and accuracy of this information. Any action you take upon the information on our website is strictly at your own risk. We will not be liable for any losses and damages in connection with the use of associated information. All Rights Reserved. Copyright 2015. Joe Cucchiara MLO 273084 This is not a commitment to lend. Our team fully supports the principles of the Fair Housing Act and the Equal Opportunity Act. For more information, please visit: .

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RERL-1783 – Financial Planning – Our guest Jeff Yoakum is an episode from Real Estate Radio LIVE by Joe Cucchiara.

This episode is 31:52 long.

This episode was published on Mar 23, 2024.

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