Wealth Management 101: Taylor R. & Allegra Break It Down

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Feeling lost in the maze of financial tools and platforms? Curious about how others structure their finances for success?"

In this episode, Tay and Allegra peel back the curtain on their finance game, sharing the ins and outs of their account setups and the nifty tools that keep them sharp. From daily checks to annual overhauls, you'll discover the nitty-gritty of how they effortlessly stay on top of their finances.

LISTEN TO LEARN

04:07 - Taylor’s Account Breakdown

07:47 - Lifestyle Analysis

14:05 - Taylor’s Financial Maintenance

21:18 - Allegra’s Account Breakdown

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Real Estate Partnerships 101: Building Wealth Together