Jan 9, 2022 • 56M

60: "Won't You Be My (Financial) Neighbor?"

 
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The North Star
The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Tiffany spend their days advising listeners on how to build and manage their wealth. Find them at http://Momentum-Advisors.com.
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Do you remember "Mr. Rogers Neighborhood", where he would walk through the neighborhood and introduce you to all the important people in his life? Have you ever thought about who is in your neighborhood? What about your financial neighborhood? Having a well-rounded team of professionals in your "neighborhood", working in harmony on your behalf, is a game-changer for your wealth. On this episode we uncover and clarify possible roles on your financial team and how they should work together--in all areas ranging from buying a house to getting a divorce.

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