Dave Ramsey Smartvestor

As a SmartVestor Pro, Jason Woodall is ready to assist individuals and families with retirement planning, insurance, investment management, and more. Contact us today to schedule a consultation.

Author, radio show host, and financial coach Dave Ramsey created the SmartVestor program to help investors connect with financial professionals in their area.
Dave Ramsey’s program strives to help people build wealth by providing strategies to pay off debt and save for current and future expenses. He recommends following 7 “Baby Steps” towards financial freedom:

  1. Save $1,000 as a starter emergency fund.
  2. Pay off all debt (except the house) using the debt snowball.
  3. Save 3-6 months of expenses in a fully funded emergency fund.
  4. Start investing 15% of household income for retirement.
  5. Save for children’s college fund (if applicable).
  6. Pay off home mortgage early.
  7.  Build wealth and give.

More information about these steps can be found at www.daveramsey.com.

If you are interested in learning more about these strategies and how to apply them to your own financial needs and goals, please contact us to schedule a consultation.
Office Phone: (352) 750-3051
Email: Jason@WoodallWealth.com
We look forward to partnering with you on your journey to financial freedom!

*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Woodall and Associates LLC or LPL Financial.
Jason Woodall is a Registered Representative with Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial Registered
Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, MD, MA, NJ, & NY.