MI039: Retirement Accounts, Budgeting, and Student Loans with David Flores Wilson (Personal Finance Podcast)
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 6 May 2020
⏱️ 40 minutes
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Transcript
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| 0:00.0 | You're listening to TIP. On today's show, I have certified financial planner, David Flores |
| 0:06.3 | Wilson, to talk about investing, retirement accounts, budgeting, and student loans. David is not only a |
| 0:12.5 | certified financial planner, but he is also a chartered financial analyst, a certified divorce advisor, |
| 0:18.1 | a certified exit planning advisor, and certified college financial consultant, |
| 0:23.0 | while being named one of Investipedia's top 100 financial advisors as a senior wealth manager |
| 0:28.5 | at Watts Capital in New York City. While we don't talk about individual stock picks necessarily |
| 0:34.0 | throughout this episode, you're not going to hear buy Apple or buy Berkshire |
| 0:38.3 | Hathaway. What you do here is conversation about topics that lead to a strong financial |
| 0:44.2 | base that you need to become a successful investor. And we talk about that a lot here on the show, |
| 0:49.2 | but I'm also very passionate about helping people build a strong base and a strong foundation |
| 0:53.7 | so that they |
| 0:54.2 | can grow and become better investors because they don't have to worry about that foundation. |
| 0:59.6 | So I think my conversation with David today sheds a lot of light on those topics that people |
| 1:03.6 | need to master and have questions about. So I hope you enjoy this conversation with David |
| 1:08.5 | Flores Wilson. You're listening to Millennial Investing |
| 1:12.8 | by the Investors Podcast Network, where your host, Robert Leonard, interview successful |
| 1:17.8 | entrepreneurs, business leaders and investors to help educate and inspire the millennial |
| 1:23.0 | generation. Hey, everyone. |
| 1:33.4 | I'm your host, Robert Leonard, and with me today, I have David Flores Wilson. |
| 1:39.0 | Welcome to the show, David. |
| 1:40.8 | Thanks, Robert. |
| 1:41.5 | Wonderful to be here. |
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