Your Financial State of the Union? | Guest: Matthew Morvay

Episode #74
December 22, 2021

You need to know your financial reality, and we have the tool to help you do just that. On this episode Art talks with Matthew Morvay about the Financial State of the Union.

Here is the question we answer:

Question 1: What is the best company to open a brokerage account with?

Additional Notes:

  1. Review your generosity.
  2. Review your cash.
  3. Review your debt.
  4. Review your retirement. 
  5. Review your net worth.
  6. Review your goals.

The Essential Emergency Binder

Episode Sponsor:

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