How to CRUSH your financial goals in 2020

Mission Statement:

To financially empower our clients so that they can achieve their most

important goals and to confidently plan for the future that they envision

December 16, 2019

Crush your financial goals

in 2020

It's pretty cool to be able to interview people from different walks of life, from different fields. It's a great way for all of us to learn. This week, I had two guests, Frank Morizio, Jr. and Michelle Blum, as guests on my LinkedIn Live video podcast. Both of them are close friends. They both are successful in their respective fields and they both know a ton about achieving goals. So, give this video a listen. This is about 9.5 minutes from our 45 minutes conversation. To listen to the entire podcast, head over to my LinkedIn profile.

You know I'm passionate about sharing practical, usable knowledge. And a lot of the time, I know we're better off when I bring on experts who are willing to share their knowledge with us. By the way, feel free to connect with me on LinkedIn if we're not already connected.

For more information about Frank: https://www.linkedin.com/in/fmorizio/

For more information about Michelle: https://www.linkedin.com/in/michelle-blum-6917482b/

For more videos like this, please check out my LinkedIn profile and subscribe to my YouTube channel.

I'd love to get your thoughts, so please reply. Here goes:

Crush your FINANCIAL GOALS in 2020 | with a little help from my friends

Have a great weekend!

Mitch

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I opened ClientFirst Strategy, Inc. because I believe that the only way to help my clients potentially achieve their goals is by offering unbiased advice & investment management expertise. To my clients, thank you for your continued vote of confidence. If you are not a client but would like to explore the possibility of becoming one, I invite you to call me directly, visit my website, join my email list, and/or connect with me on social media.

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Mitchell O. Goldberg

AIF®, AAMS

President | Investment Professional

OSJ Manager

ClientFirst Strategy, Inc.

290 Broadhollow Road, Suite 200 E, Melville, NY 11747

(D) 631-920-6622 (F) 631-920-6624 (C) 516-818-0338

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