July 23, 2025
Getting your finances in order starts with clarity—and that’s exactly what Chris Heckenkamp from our Orange County office brings in this short and insightful video.
From budgeting basics to understanding how much you should be saving, Chris breaks down the most common financial questions we hear, with real-life tips to help you take control.
You'll learn how to build your emergency fund, understand the difference between IRAs, and some common investing mistakes we think you should avoid. Whether you’re just getting started or looking to refine your strategy, Chris offers practical advice you can act on now—no jargon, just helpful guidance.
Watch the video and see how a few small changes can make a big difference in your financial future. If any questions come up along the way, our team is here to help you figure out your next step. You'll learn how to build your emergency fund, about the different types of IRA accounts, and some common investing mistakes we think you should avoid.
Tags: financial planning
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