In The Know with Nick

In The Know with Nick | Episode 1 - Mike Souza

Episode Summary

In this episode, I invite Mike Souza the CEO of KOA Wealth to share his story and expand on several topics related to Investing, Financial Planning, and how to plan for your future. Check it out and let me know what you think!!

Episode Notes

In this Episode we unpack the following topics:

1. Strategy for Starting a Financial Plan:  05:15
2. Creating a Personal Budget:   09:40
3. Setting up a Roth IRA:  11:45
4. What to do with your Home Equity:  18:55
5. Bridge Financing Strategy with your Equity:  23:15
6. History of Social Security:  27:35
7. Understanding Life Insurance:  32:45
8. Importance of having a Living Trust & Will:  38:15

To discuss any of these topics in more detail please contact us:

Nick Dawson, 858.353.6425    

InTheKnowWithNick@gmail.com 

Mike Souza, 760.602.6920   

Michael.Souza@KoaWealth.com

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