Artwork
iconShare
 
Manage episode 377516137 series 3467946
Content provided by Dawn Dahlby, CFP®, BFA, Dawn Dahlby, and BFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dawn Dahlby, CFP®, BFA, Dawn Dahlby, and BFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Ever feel there's more to the financial world than meets the eye? 🔍

Today, you're in for a treat! Let's uncover the mastermind behind our top financial strategies: Jake Fromm, affectionately known as 'Jake No Mistake.' 🌟

Jake and I take a deep dive into essential money management tips, sharing hidden gems that can boost your financial prowess. 🚀 But it's not all numbers – you'll also hear Jake's personal journey from Midwest roots to finance maestro. What lessons can his story offer you? How can his expertise help you thrive?

Key Moments:

2:40 - Who is Jake Fromm?

4:53 - How Jake helps Relevé's clients

7:28 - How to build a portfolio

12:00 - The importance of diversification

15:40 - When to hire an active investment manager

19:40 - How to protect your investments

21:54 - What's going on with the markets today?

Join us! This episode is designed with YOU in mind, helping you harness every financial opportunity. Let's level up together! 📈🎉 #EmpowerYourWallet #MoneyMastery #FinanceUnfolded"

  continue reading

54 episodes