Home Harmony: Effective Home File Organization with Sean Fitzgerald

Wealth Harmony with April Turch, Episode 08
In this episode of Wealth Harmony, April Turch speaks with Sean Fitzgerald, Director of Client Service and Operations at Wolf Group Capital Advisors.
Tune in to the episode to hear about:
* Sean’s role with Wolf Group Capital Advisors and his day-to-day responsibilities including quarterly performance reporting, client onboarding, client requests, maintaining accurate data inside their portfolio management, reporting software, and their CRM, and more.
* Sean’s tips on working from a home office effectively, including advice on organization and management software
* Tips and strategies for people who are considering transferring their document storage into a cloud-based program
* Personal finance lessons Sean has learned from his experience working at Wolf Group Capital Advisors, covering investing, taxable versus retirement accounts, contribution limits and eligibility tax consequences, consequences of transactions, savings, cashflow, budgeting, and more
Learn more about Sean Fitzgerald:
* Connect with Sean on LinkedIn: / swfitzgerald
* Follow Wolf Group Capital Advisors on LinkedIn: / wolfgroupcapitaladvisors
* Learn more about Sean on Wolf Group Capital Advisors’s website: wolfgroupcapit...
***********************************
About Wealth Harmony:
Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.
Watch more episodes of Wealth Harmony:
* RUclips: • Wealth Harmony
* Apple Podcasts: podcasts.apple...
* Website: wolfgroupcapit...
* Spotify:
Connect and learn more from your host, April Turch:
* Website: wolfgroupcapit...
* LinkedIn: / aprilturch
* Email: [e-mail]
DISCLAIMER:
The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.