Automated Savings Accountant Strategies with Tim Sachs and Greg Breitman (Ep. 6)
Is your savings strategy protected for the long term? Are you using savings accounts effectively?
Join Daniel Paikin and Robert Schlesinger along with their coworkers at Tempus Financial Group, Tim Sachs and Greg Breitman, in discussing the landscape of effective savings strategies. They emphasize the critical nature of adopting a disciplined and systematic approach to saving money. They advocate for establishing dedicated savings accounts specifically aimed at wealth accumulation, highlighting the benefits of such focused financial planning.
Daniel, Robert, Tim, and Greg touch on:
- Why is the importance of savings emphasized in financial planning
- Where should one set clear goals and targets for saving
- How does automating the savings process benefit financial planning
- How can creating an intermediary account help manage income and spending
- And more
Connect with Tempus Financial Group:
- Tempus Financial Group
- LinkedIn: Daniel Paikin, RICP®
- LinkedIn: Robert Schlesinger
- LinkedIn: Tempus Financial Group
- tempusinfo@tempus-financial.com
- 516-672-0784
Connect with Tim Sachs:
Connect with Greg Breitman:
About our Guests:
Tim began his career in the financial services industry in 2015 at T. Rowe Price and joined Tempus Financial Group in 2017. Tim is fueled by providing value to his clients on an ongoing basis. His primary goal is to educate his clients on what it means to be optimal in the vital areas of financial planning so that they can achieve maximum success. Tim enjoys creating long-lasting relationships with his clients based on trust, service, and support.
Greg joined the financial services industry after graduating from the University of Miami in 2012. His mission was, and still is, to help individuals and families get in a better position both personally, professionally, and financially. With over 10 years in the business, Greg specializes in having uncommon conversations with his clients to help provide financial peace of mind to everyone he meets. With a specific focus on cash flow management, savings strategies, wealth accumulation and asset allocation, his clients have begun to plan for the future and have greater opportunities to achieve financial success.
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