MI214: A Modernist’s Approach to Financial Planning w/ Georgia Lee Hussey
发布时间 2022-08-30 09:00:00 来源
摘要
IN THIS EPISODE, YOU’LL LEARN:
02:12 - How Modernist Financial is different from other wealth management firms.
05:10 - What are the core pillars that make up a financial plan, and why having one matters.
17:12 - How to figure out what your money story is, and how it impacts your financial decisions.
19:52 - Why her definition of wealth is about more than just money.
22:34 - How to build an investment portfolio using an evidence-based approach.
29:06 - Why having some global diversification in your portfolio matters.
35:18 - What are some of the biggest money mistakes she sees people make.
40:40 - How to avoid making emotionally driven financial decisions.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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Related Episode: Cash Uncomplicated: Wealth Building Mindset w/ Aaron Nannini - MI Rewind.
Related Episode: Developing and Simplifying Your Financial Plan w/ Peter Lazaroff - MI021.
Related Episode: How To Build A Wealth Plan For Financial Independence w/ Katie Gatti - TIP456.
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