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05: Saving and Investing Basics with Andee Sloot

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Manage episode 312147322 series 3222887
Inhalt bereitgestellt von Angelica & Tetia. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Angelica & Tetia oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

We are so excited to introduce Andee Sloot in this episode! She will be joining us periodically to give us the best education in all thing financials. Today's podcast talks all about savings accounts. Looking for a short term or long term savings account or to invest, Andee is here to educate us on all of the different types of accounts. We hope this episode helps you decide which one is best for you during this time. Have more questions? Email us at hello@moneymadeeasypodcast.com and let us know what you want to know.

https://www.ameripriseadvisors.com/andee.sloot/

More about Andee Sloot: Andee Sloot graduated from Texas A&M University and spent several years in the insurance industry before pursuing a career as a full time Financial Advisor. Her background in insurance laid the foundation to understanding her client’s comprehensive financial well-being. When it comes to what’s truly important in your life, you deserve advice you can trust from an advisor who knows and understands you. Through a committed and ongoing relationship, Andee works diligently to understand all parts of your financial life. Together, you build a personalized plan that can help you achieve the financial confidence you need to pursue your passions. Andee specializes in meeting the financial needs of women and their businesses. — She is experienced in helping women and their families in all stages of life plan for their financial futures. No matter what your goals are, you want to make sure all your efforts pay off…today and tomorrow, so you have the flexibility to do what matters most to you. She can help by working with you to build a financial plan tailored to your life. Andee asks purposeful questions and listens closely to your answers to understand you and your priorities to provide you with proactive, goal-oriented advice. Andee is passionate about helping her clients live the full and rich life they have worked towards and is committed to helping them be brilliant. Andee resides in Dallas, TX with her loving husband, John, and two dogs. When away from the office she enjoys reading a good book, cooking, traveling, and playing golf when the weather is nice.

  continue reading

44 Episoden

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iconTeilen
 
Manage episode 312147322 series 3222887
Inhalt bereitgestellt von Angelica & Tetia. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Angelica & Tetia oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

We are so excited to introduce Andee Sloot in this episode! She will be joining us periodically to give us the best education in all thing financials. Today's podcast talks all about savings accounts. Looking for a short term or long term savings account or to invest, Andee is here to educate us on all of the different types of accounts. We hope this episode helps you decide which one is best for you during this time. Have more questions? Email us at hello@moneymadeeasypodcast.com and let us know what you want to know.

https://www.ameripriseadvisors.com/andee.sloot/

More about Andee Sloot: Andee Sloot graduated from Texas A&M University and spent several years in the insurance industry before pursuing a career as a full time Financial Advisor. Her background in insurance laid the foundation to understanding her client’s comprehensive financial well-being. When it comes to what’s truly important in your life, you deserve advice you can trust from an advisor who knows and understands you. Through a committed and ongoing relationship, Andee works diligently to understand all parts of your financial life. Together, you build a personalized plan that can help you achieve the financial confidence you need to pursue your passions. Andee specializes in meeting the financial needs of women and their businesses. — She is experienced in helping women and their families in all stages of life plan for their financial futures. No matter what your goals are, you want to make sure all your efforts pay off…today and tomorrow, so you have the flexibility to do what matters most to you. She can help by working with you to build a financial plan tailored to your life. Andee asks purposeful questions and listens closely to your answers to understand you and your priorities to provide you with proactive, goal-oriented advice. Andee is passionate about helping her clients live the full and rich life they have worked towards and is committed to helping them be brilliant. Andee resides in Dallas, TX with her loving husband, John, and two dogs. When away from the office she enjoys reading a good book, cooking, traveling, and playing golf when the weather is nice.

  continue reading

44 Episoden

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