Ep. 11- 13 Steps to Creating Wealth

Podcast Description:
Welcome to Wealth Roadmap with Jeff and Steve, your guide to mastering personal finance and building lasting wealth. In this episode, we unveil the 13 essential steps to creating financial security and abundance in your life. From establishing an emergency fund to paying off high-interest debt and creating a comprehensive financial plan, we leave no stone unturned in our quest to help you achieve your wealth-building goals.

Join us as we delve into practical strategies, such as using financial tracking apps to monitor expenses, and getting crucial tasks like creating a Will/Estate plan done. We'll also explore savvy investment opportunities, including maximizing employer matches in your 401(k), starting a Roth IRA, and leveraging high-yield savings accounts for optimal returns. 

But that's not all. We'll guide you through lesser-known avenues to wealth, such as starting a Health Savings Account (HSA) and a 529 plan for your children's education. Plus, we'll discuss the importance of life insurance policies and the transformative power of financial education through must-read books like "The Millionaire Next Door" and "Rich Dad Poor Dad." 

Whether you're just starting your financial journey or looking to optimize your existing plan, this episode provides actionable insights and expert advice to help you navigate the path to financial freedom. Tune in to Wealth Roadmap and embark on the journey to a prosperous future today!    

Disclosures: Investment advisory services are offered through M Holding Securities, Inc., a registered broker/dealer and investment advisor and Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. OneTeam Financial and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through OneTeam Financial are not affiliated with PCA. Information received from this video should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site. For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. 6561426.1