Financial Pearls for the Eye Care Professional 2022

<p>In this episode, <strong>Jose O. Segura,</strong> wealth management advisor and certified business exit planner, discusses establishing objectives within financial planning and organization, how to diversify your portfolio in ever-changing markets and more.</p> <ul> <li>Intro <strong><em>:38</em></strong></li> <li>Welcome to another episode of Eye Care insider <strong><em>:52</em></strong></li> <li>About <strong>Jose Segura <em>1:03</em></strong></li> <li>For people that are listening for the first time, do you mind giving a brief of your background? <strong><em>1:32</em></strong></li> <li>What are, in your opinion, some best practices in regard to financial planning? <strong>2:58</strong></li> <li>Process for financial organization and seeking out advisors. <strong><em>10:09</em></strong></li> <li>Can you talk about the importance of portfolio diversification? <strong><em>12:07</em></strong></li> <li>Importance of maintaining your overall focus on financial planning and strategies when markets are effected. <strong><em>16:56</em></strong></li> <li>Could you give us one pearl for our listeners, or one key economic update that you think would be really important to the current economic situation right now? <strong><em>18:49</em></strong></li> <li>Thank you Jose <strong><em>23:09</em></strong></li> <li>Any final words to our listeners? <strong><em>23:11</em></strong></li> <li>Outro <strong><em>23:35</em></strong></li> </ul> <p> </p> <p><strong>Jose O. Segura,</strong> is a wealth management advisor and certified business exit planner.</p> <p>We’d love to hear from you! Send your comments/questions to Dr. Mali at <a href= "mailto:eyecareinsider@healio.com">eyecareinsider@healio.com</a>. Follow us on Twitter <a href= "https://twitter.com/HRheuminations">@Healio_OSN</a>. For more information about Segura, visit <a href= "http://www.joseosegura.com">www.joseosegura.com</a>, reach him by email at <a href= "mailto:jose_segura@wagllc.com">jose_segura@wagllc.com</a>, or call 518-867-3210 x104.</p> <p><strong>Disclosures