I am honored to have been recently featured on the popular podcast, "Declare Your Financial Independence, with Jeff Motske". Some of the topics discussed on the show was Love and Money: Addressing finances with defensive people as well as Estate Planning: Don’t procrastinate, it could lead to big problems. My portion can be heard at the 36 minute mark in a brief Q & A session with Jeff. In that portion, I discussed a variety of topics including why I became an advisor, my best and worst financial decision, why I chose to work at Trilogy, and one thing which people don’t know about me. Listen below now or download on iTunes to listen later!
About Mike Loo
Mike Loo is an independent financial advisor with more than 20 years of experience in the financial services industry. His mission is to provide a meaningful impact on the lives of clients and the people they care most about, help them make educated decisions with their money, and build a strong financial foundation for both themselves and their next generation. Mike is committed to meeting a high standard of excellence, taking the time to listen to clients’ needs, and designing strategies that aim to help clients save money and reduce debt. He seeks to fit a client’s investments into their life and educate them so they’ll understand their investments. To learn more about how Mike may be able to help, connect with him on LinkedIn, call his office at (949) 221-8105 x 2128, or email him at email@example.com.
Neither diversification nor rebalancing can ensure a profit or protect against a loss. The opinions voiced in this article are for general information only. They are not intended to provide specific advice or recommendations for any individual and do not constitute an endorsement by NPC. To determine which investments may be appropriate for you, consult with your financial professional. Please remember that investment decisions should be based on an individual's goals, time horizon, and tolerance for risk. NPC does not render tax or legal advice.