Wealth Insights
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The Value of Having a Financial Advisor
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The Importance of Having a Financial Plan
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The 9 Most Important Investment Principles to Follow When Investing
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Stress Testing Your Portfolio.
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10 Rules for Successful Stock Investing
Episode #18- 9 Steps to Retire and Stay Comfortably Retired
There is something that's getting in your way with building your wealth. And it has to do with what you believe, think and expect when it comes to money.
One of the major blocks to financial freedom is our money mindset.
And when we release those money blocks and become self-aware about our own personal relationship with money, we can begin to rewrite our own personal money story.
Episode #17-What to Do 3-5 Years Before Retirement
This episode is specifically tailored for those looking to retire in the next three to five years, but also really valuable information to prepare you for the things you will have to think about while you are saving and investing toward this period of time.
As football fans know, the “red zone” is the area of the field where the offense is within 20 yards of scoring a touchdown. Applied to retirement, the red zone concept means the period where retirement is in the near future.
Episode #15- Creating a Compelling Vision for Your Life
Most of us have two lives: the life we live and the life we are capable of living.
How is it that some people seem to accomplish so much, while the vast majority of us never accomplish what we are capable of? If you could fully tap your potential, imagine what could be different for you. How would your life change if each and every day you performed up to your full potential? What would be different six months, three years, and five years down the road if each day you lived with intention with a compelling vision for your life.
Creating a richer life sounds pretty great doesn’t it? But how do you create that richer more optimal life? What does it take?” It takes vision. It takes intention. It’s about taking the time to design the life you want for you and your family.
Wealth Decision #6- Be Frugal With Windfalls
It has been often said that if you divided up all the wealth in the world equally amongst everyone, it would all end up in the hands of the people that were wealthy to begin with. Not because they are smarter or more educated, it is because they have a wealthy mindset and they know how to manage their wealth.
In today’s episode we are going to be discussing Wealth Decision #6, Be Frugal with Windfalls. This wealth decision applies to any type of windfall you may get in life.
For more information on my 3-Step Process for Inheritance Planning go to:
https://www.momentouswealthadvisors.com/inheritance-advice
Wealth Decision #1: Living Within Your Means
A rich life is not just about nice things, although ads getting us to want this or that would lead us to believe that. We can find a balance between a fulfilling life and saving for the future by being clear on what truly matters to us both now and in the long run. You can’t create financial independence or freedom without first living within your means.
The Wealth Decisions Podcast
Each week on the Wealth Decisions Podcast I discuss crucial wealth decisions and mindset hacks to help individuals build and keep more of their wealth so that they can live a richer life. You can listen to the podcast on Apple Podcasts or Spotify. Click the link below
Contact Us
Get in touch with us to schedule a discovery meeting to see how we could work together to help you with your most important financial goals.
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