Tuesday Jan 09, 2024

Being Financially Proactive with David Flores Wilson

On this show, we talked about how the financial industry has changed over the past 20 years, what you can do to be more proactive with your finances and get on the path to financial success with David Flores Wilson CFA, CFP, Wealth Advisor at Watts Capital Partners and Editor at PlanningToWealth.com. Listen to learn about the future of Social Security!

For the Difference Making Tip, scan ahead to 16:09!

You can learn more about David at PlanningToWealth.com, LinkedIn, Instagram, and Twitter.

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