From panic to prepared

About Episode & Marketing Content

  • How to get your financial documentation emergency-ready
  • The importance of including digital assets in documentation
  • What tools may help you assess and organize your finances

Subject Line:

Email Content:

In times of struggle, one of the last things we need is to take on a sudden #financial organization project. Take control of your financial organization and listen more here: https://realwealthmedia.com

If you were unable to take care of your #bills, would your trusted contacts have the passwords needed to help you pay them? This episode with Financial Professional Juli McNeely discusses how you can get started on compiling your financial documents, so tune in now! https://realwealthmedia.com

Do you feel like you’re emergency ready? There may be things that you’re still missing, like your financial documents! Learn how to get started compiling your documents in this #podcast! https://realwealthmedia.com

No one can control what road bumps occur in life, but what we can control is having strategies in place to help ease those bumps when they do come up. Tune in to hear more! https://realwealthmedia.com

We want to support your journey towards financial confidence! One of the tools we find particularly important for getting on that path is getting your financial documents in order. Tune into this podcast episode to hear more! https://realwealthmedia.com

In times of struggle, one of the last things we need is to take on a sudden financial organization project. Take a story from this podcast episode for example – when Jim’s father passed away, it took months to organize his documents, taking up valuable time that could have been used for his children to grieve. Take control of your financial organization and listen more here: https://realwealthmedia.com

If you think about what passwords you have, likely things like Facebook or your email would come to mind. However, there are often many places we forget about, like bill portals, home security systems, and more! If you were unable to take care of your bills, would your trusted contacts have the passwords needed to help you? This episode with Financial Professional Juli McNeely discusses how you can get started on compiling your financial documents, so tune in now! https://realwealthmedia.com

Do you feel like you’re emergency ready? There may be things that you’re still missing! If you or a loved one are suddenly unable to manage your financial affairs, would those close to you have access to your financial documents? What about your passwords? Having these documents ready ahead of time may be a great help to those around you. Learn how to get started in this podcast! https://realwealthmedia.com

Confidence is key, whether it’s about the big presentation at work or your finances. How can you find your confidence? Preparation! No one can control what road bumps occur in life, but what we can control is having strategies in place to help ease those bumps when they do come up. Tune in to hear more! https://realwealthmedia.com

We want to support your journey towards financial confidence! One of the tools we find particularly important for getting on that path is getting your financial documents in order. This podcast episode with Juli McNeely, a Financial Professional with a penchant for organization, may help you get started. https://realwealthmedia.com

In times of struggle, one of the last things we need is to take on a sudden financial organization project. Take a story from this podcast episode for example – when Jim’s father passed away, it took months to organize his documents, taking up valuable time that could have been used for his children to grieve. Take control of your financial organization and listen more here: https://realwealthmedia.com

If you think about what passwords you have, likely things like Facebook or your email would come to mind. However, there are often many places we forget about, like bill portals, home security systems, and more! If you were unable to take care of your bills, would your trusted contacts have the passwords needed to help you? This episode with Financial Professional Juli McNeely discusses how you can get started on compiling your financial documents, so tune in now! https://realwealthmedia.com

Do you feel like you’re emergency ready? There may be things that you’re still missing! If you or a loved one are suddenly unable to manage your financial affairs, would those close to you have access to your financial documents? What about your passwords? Having these documents ready ahead of time may be a great help to those around you. Learn how to get started in this podcast! https://realwealthmedia.com

Confidence is key, whether it’s about the big presentation at work or your finances. How can you find your confidence? Preparation! No one can control what road bumps occur in life, but what we can control is having strategies in place to help ease those bumps when they do come up. Tune in to hear more! https://realwealthmedia.com

We want to support your journey towards financial confidence! One of the tools we find particularly important for getting on that path is getting your financial documents in order. This podcast episode with Juli McNeely, a Financial Professional with a penchant for organization, may help you get started. https://realwealthmedia.com

Quick Tips!

  • When posting, be sure to personalize the link!
    E.g. https://RealWealthMedia.com/YourName (Premier Members)
    E.g. https://RealWealthMedia.com/OrganizationName (Basic Members)
  • Post throughout the week to stay top of the mind and build engagement with your audience and clients.
  • Make sure your compliance department has reviewed this content before posting.
    (We may be doing this for you! If you’re not sure – call us at 262-626-2590.)