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Money Matters Episode 234 - Gen X Financial Planning W/ Megan Gorman

The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

Release Date: 05/13/2019

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The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

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Why women's relationships with other women at work are often fraught and when they are, have the potential to completely derail women's careers.

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The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

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The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

Small business owners are famous for taking as many deductions at tax time as the possibly can. When it comes time to get a car loan, mortgage or business loan they are disappointed to find out they are declined. How can entrepreneurs find balance preparing for a loan and making sure they are doing the right thing at tax time.

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The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

Today's spotlight was on the up and coming podcast Savage and Scholars.  Past topics have included music, philosophy, psychedelics, computer science, Brazilian jiu jitsu, psychology , working out and much more!!!! 

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Are you a member of Gen X who does not feel that you will be prepared to retire at age 75? If so, you are not alone.

Megan Gorman is the founder of Chequers Financial Management, and believes that Gen Xers have unique challenges to face when it comes to retiring on time in a financially secure manner. If you are a Gen Xer, you won't want to miss Megan's invaluable tips on how to stay on top of saving for retirement.

Megan Gorman has been coloring outside the lines from an early age and continues to do so today. The Founding Partner of Chequers Financial Management, she’s a woman owner of a business in an industry that doesn’t typically see many women in the top leadership role. Add to that the fact that Chequers is a boutique high net worth tax and financial planning firm – firmly committed to ensuring that tax strategy serves as the cornerstone of the financial planning process (also unusual in the industry.) In many cases, Chequers clients have come to the firm because of its reputation for strategy and premier client service. Her expertise has seen her quoted in publications from the Wall Street Journal to The Washington Post to CNN Money.

To learn more about Megan, visit:

https://www.thewealthintersection.com/about-me

To learn more about Houston Money Week visit:

www.Houstonmoneyweek.org

 

http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/

Financial Advisor Magazine Articles:

http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 

http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3

You can listen live by going to www.kpft.org and clicking on the HD3 tab.
You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/view/id/moneymatters

or

www.moneymatterspodcast.com

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