Listen to the Podcast Below
IN THIS EPISODE:
Jonathan guests on the Richer Soul podcast, hosted by Rocky Lalvani. Jonathan shares how to live life holistically and build a financial team to help you achieve wealth. Jonathan’s parents taught him to give and save. They instilled the value of setting and achieving goals.
Highlights from this episode:
- Mixing faith and business together
- Living a Richer Life
- How to raise wealthy children
- Lessons learned living in Russia
- Converting IRA’s to Roth IRA’s
- Using tax credits to lower your tax obligations
- Who should be on your team?
- Profit First
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Richer Soul: Living a Life on Purpose, with Host Rocky Lalvani