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Published on:

2nd Mar 2023

Patience, Persistence, Tax Filing date & President Lincoln

Welcome to the first episode of the American Wealth Project.

Two great resources here for our first episode in Jill Scarnecchia and Norman Golden.

Coach Jill is an excellent resource for anyone looking for support in setting up a monthly budget and saving habit that they can actually achieve. She is really great at unpacking values around money and aligning those values with where your money is going. The short discussion with her is tabled as financial goals for the new year. What she offers though is simple yet powerful advice on how to check in with these goals so far and make adjustments so that they stick.

Jill Scarnecchia: 408-221-6412

livinbalanced52@gmail.com

www.livinbalanced.com

https://www.facebook.com/livin.balanced/

instagram.com/livin_balanced

https://www.pinterest.com/livinbalancedcoach/_created/

Norman Golden is the owner of Golden Tax services where he has been serving families and business owners for decades. Norman is a classic professional and is exceptionally thorough in how he provides his service. The enormous experience he has accumulated makes him an outstanding resource. In this brief check in, Norman gives us some key takeaways from the Secure 2.0 legislation Congress passed at the end of 2022 and the rare change to the tax filing deadline for most Americans in April.

Norman Golden: (650) 212-1040

Welcome | Norman M. Golden, EA (goldentax.com)

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About the Podcast

American Wealth Project
Your wealth & Your Community: Financial education and community resources
Welcome to the American Wealth Project where we provide timely and relevant financial education that matters to our community. A place where we will also highlight community members who are experts in their field and provide incredible service to others. These are community members who are accessible, provide outstanding value, and have results. The project is growing our wealth and growing ourselves; the project never ends. Chick back in as we update and improve the project.

About your host

Profile picture for PATRICK MCANDREW

PATRICK MCANDREW

With over 20 years of experience in the financial services industry, Patrick has extensive experience servicing the American entrepreneur and their families. This includes building out quality financial education and support programs to employees who are part of an owner’s team.

Although working with self-employed and small business owners is his expertise, Patrick makes sure to leave room to serve veterans and first responders who are referred to him.

Ultimately, Patrick seeks to build long-term relationships with the families he serves and gains tremendous satisfaction being a guide on their journey to financial liberty.

Patrick also is a member of the Army Reserve where he has served for over 20 years and includes multiple deployments overseas. Serving his country and leading Soldiers is a great passion in his life and is a continuation of a long family tradition of service.

Patrick also greatly enjoys delving into personal and leadership development content. Lifelong learning and increasing the impact he makes on the life of others is another passion in his life.

More recently though, Patrick has been blessed with starting a family with the love of his life Diana. Becoming a better husband and learning to be a dad takes up all the extra time when not serving clients these days. Of all the great accomplishments, experiences, and passions he has, being a husband and father has shot to the top of the list.

Patrick, Diana, and son Nathaniel (don’t forget the family dog Wedge!) reside in southern California. Diana is a huge outdoor enthusiast and likes to get the family outside and, on the road, whenever she can. Of course, she makes sure of dog friendly trips so that Wedge doesn’t miss out on any fun.

Contact
patrickmcandrew@yourcoreplan.com