The Ride: Life, Work and Wealth

The Ride: Life, Work and Wealth


15 Quick Tips to Secure Your Finances Now and in the Future (Ep. 47)

June 02, 2022

Financial planning is not just about securing your tomorrow. It’s also about living a better today.


In this rapid-fire style episode, Kris Dureau walks you through 15 quick-hit tips to help you get a better handle on your finances, both now and in the future. Investments, tax planning, wealth transfer, debt management —Kris covers it all!


Kris discusses:


  • Accounts you should regularly contribute money towards
  • Steps you can take to weather market volatility
  • How to keep your finances organized (for you, your family, and your advisor)
  • Often-overlooked financial planning areas 
  • And more!

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