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
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
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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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