Notas del episodio
In this debut episode of Path to Financial Clarity, we dive into the essential steps that young professionals and families need to take when starting their financial journey. Whether you’re just beginning your career, saving for your first home, or planning for future goals, this episode offers expert advice on how to build a strong financial foundation.
Host [Advisor’s Name], Senior Wealth Advisor at Mercer WM, will guide you through the critical first steps of personal finance: creating a budget, developing savings habits, and building an investment portfolio that reflects your unique financial goals. We’ll also discuss how Mercer WM tailors financial plans that evolve with you, adapting as your career and li ...