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The Investing Flavor

Nov 30, 2020

Today’s podcast my guest is a good friend of mine who is also an amazing financial planner here in the ATL. Shavon Roman has owned a few businesses in the past few years and been an advisor since 2012. We dive into a healthy conversation of different ways you can make the most out of your benefits plan at work. We usually focus on the salary figure and forget about benefits or we don’t even try to negotiate.

My next upcoming event is December 6th which is a passive income empowerment retreat for neighbors who want to find a new stream of income to add to their portfolio for 2021. Event is done virtually and you can find out more information on my Instagram page @Themillennialsnextdoor. 

In this episode you’ll learn:

  • Best practices for investing in your employer benefits
  • Different type of accounts to invest within your employer benefits
  • Three tax benefits of selecting a Health Savings Account