177. Wealth Management 101: Taylor R. & Allegra Break It Down

Feeling lost in the maze of financial tools and platforms? Curious about how others structure their finances for success?"   In this episode, Tay and Allegra reveal the ins and outs of their finance game, sharing the ins and outs of their account setups and the nifty tools that keep them sharp. From daily checks to annual overhauls, you'll discover how they effortlessly stay on top of their finances.   LISTEN TO LEARN 04:07 - Taylor’s Account Breakdown 07:47 - Lifestyle Analysis 14:05 - Taylor’s Financial Maintenance 21:18 - Allegra’s Account Breakdown   RESOURCES Learn more about the Wealth Circle: factorawealth.com/wealth-circle Join 6 Figure Savings: factorawealth.com/6-figure-savings Get our FREE financial framework workbook: factorawealth.lpages.co/grow-net-worth-workbook Get our FREE investing checklist: factorawealth.lpages.co/investing-checklist/   FOLLOW Instagram: www.instagram.com/factora_wealth/ YouTube: youtube.com/@factora_wealth Visit our website: www.factorawealth.com   Got a question or a topic you'd like us to cover? Message us on Instagram @factora_wealth. Don't forget to subscribe and share this episode with someone who could benefit from it!

Om Podcasten

Ready to take charge of your financial future? Coffee & Coin is your go-to resource for financial education and honest money conversations that women don’t get anywhere else. Allegra Moet Brantly is the Founder & CEO of Factora, a company on a mission to lead 1 million women to $1 million in net worth. Her specialty? Breaking down complex personal finance and investing topics into easy-to-understand, actionable strategies. Tune in to learn how to put your money to work and reach financial freedom well before you’re 65. Plus, get inspired by other women’s investing journeys and money wins. Want to learn more about Factora? www.factorawealth.com