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  • The Tax Savvy Investor

    The Tax Savvy Investor
    2025/08/16
    This episode explores the crucial role of tax planning in building long-term wealth. We'll uncover strategies for optimizing your investment portfolio, from utilizing tax-advantaged accounts to mastering techniques like tax-loss harvesting. Learn how to make smart financial decisions that minimize your tax burden and ultimately help you keep more of your hard-earned money.
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    1分未満
  • Legacy Planning

    Legacy Planning
    2025/08/09
    In this episode we delve into the crucial topic of legacy planning, going beyond the simple will to explore comprehensive strategies for securing your family's future. Join us as we discuss trusts, charitable giving, and how to effectively pass on not just your assets, but also your values and wisdom to the next generation.
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  • Welcome to Money Mastery

    Welcome to Money Mastery
    2025/08/02
    Welcome to the inaugural episode of Money Mastery! Join us as we introduce Amanda Mangum, a seasoned financial advisor dedicated to empowering clients on their wealth-building journey. Amanda will share her personal philosophy and outline the comprehensive financial planning, investment management, and retirement strategizing services she offers to help you achieve your financial goals.
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    1分未満