The Fundamental Pieces to Managing Cash Flow with Evan Wohl
Life is always changing and as a result so will your cash flow.
In this episode, Iván Watanabe sits down with experienced financial planner Evan Wohl to discuss cash flow and some real-world applications you can use to keep balanced.
Evan will talk more about his process, why it’s important to update and analyze your current cash flow plan and the different things he’s seeing his clients have success with.
Evan discusses:
- What cash flow is and why it’s important to know your personal cash flow
- The differences between inflows, outflows, transfers and how they can improve your cash flow
- Some of the mistakes people are generally making as it relates to cash flow
- Tips on how to become a better saver for your future self
- And more!
Resources:
Connect With Evan Wohl
- 212-701-7965
- EWohl@opus-pc.com
- LinkedIn: Evan Wohl
Connect With Iván Watanabe:
About Evan Wohl:
After a very short stint as a Class A PGA Golf Professional, Evan Wohl started in financial planning in 2008, after graduating from Penn State University. Evan’s lifelong appetite for learning and growth lead him to earn several high-level industry designations. CFP®, CLU®, ChFC®, RICP®
Evan’s clients receive thoughtful insight into the security and prosperity of their personal economy. He provides tools and strategies to measure and improve your cash flow as well as understand whether or not you are on track to accomplish your evolving financial goals. Evan maintains collaborative relationships with his clients, in which they are always making proactive decisions to move their plan forward.
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