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10 results for “wealth vision”
Concept6 mentions across episodes
wealth
Concept5 mentions across episodes
Vision
So curating our accounts is always the first step into creating really healthy money habits. Just getting that list down to, first of all, in one place and then making sure that every account is working for you, not against you. Then r is reverse int
5:14 / 6:23
from transcript5:14 – 6:23
And so even if you don't believe a lot of financial planners don't necessarily like it as a far graph rule, but I always use that rule as a guidepost. Oh, that's like somewhere to work worse. And then you and it's much easier to create a financial pl
7:23 / 8:31
from transcript7:23 – 8:31
like, a complete package for people as opposed to just saying, hey, we're gonna invest in this stock or this mutual fund or whatever. And I feel like that the place we're at right now is that pivotal moment where we're we really do need more savvy fi
24:36 / 25:46
from transcript24:36 – 25:46
We call them goals, but in sort of buckets, right, which is to say, okay, you should always have an emergency savings account. That is three to six months relatively liquid assets so that, you know, if you get in a bind, which happens on a lot of occ
26:58 / 28:06
from transcript26:58 – 28:06
...wealth, relationship wealth, all of those things. So you are putting together, like, a complete package for people as opposed to just saying, hey, we're gonna invest in this stock or this mutual fund or whatever. And I feel like that the place we're
23:56 / 25:05
from transcript23:56 – 25:05
January 1. You're like, oh my gosh. I am going to start saving. I'm never going to spend money again. Everything's going to be amazing. Like it's not that. It's making little choices over the course of the year. And it might take you the full year. I
25:27 / 26:31
from transcript25:27 – 26:31
and we went to the Merrill Lynch branch, and it had the big ticker videos going around. It was a different era. There was no Internet. There was no free access to information, And we sat down with her advisor and he took us through this brown leather
8:08 / 9:21
from transcript8:08 – 9:21
I think it's just lifestyle inflation, especially for people who start to make more money. You make a little bit more money. You spend a little bit more money. You make a little bit more money. You spend a little bit more money. And at the end of the
31:21 / 32:33
from transcript31:21 – 32:33
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