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078: The Savvy CPA’s Guide to Money Success
Dive into a thought-provoking conversation on financial planning and literacy with Chris Monzon and The Savvy CPA, Sherron! In this episode, they unpack the complexities of financial success for Gen Z and millennials, emphasizing holistic planning over mere wealth management. Discover practical insights on navigating today's economic challenges and fostering a mindset for financial independence.
🔍 Key topics include:
📊 The importance of holistic financial planning versus wealth management.
🎓 Empowering younger generations with essential financial literacy.
💡 Strategies for achieving financial success and overcoming obstacles.
🌱 Starting small: How tiny steps can lead to significant financial growth.
🤝 The role of personal choice and accountability in financial well-being.
📌 Tune in for expert advice and actionable tips to shape your financial future with confidence and clarity!
🔔 Subscribe for More Content:
📌 Connect With Us:
The Fi Guys
Monzon Wealth
Facebook
Instagram
Twitter
LinkedIn
📧 Contact Us:
For FI Friday Feedback questions, business inquiries, or collaboration opportunities, please email us at: [email protected]
💬 Leave a Comment:
We love hearing from our viewers! Share your thoughts, questions, or suggestions in the comments section below.
⏰ Timecodes ⏰
00:00 Introduction and Personal Background
03:39 Holistic Financial Planning vs. Wealth Management
07:43 The Journey to Holistic Financial Planning
10:08 Empowering Gen Z and Millennials
16:45 Challenges Facing Younger Generations
26:54 Understanding 'Enough' in Financial Terms
34:28 From Poverty to Prosperity: The Journey of Financial Literacy
37:45 Generational Wealth: The Boomer Advantage and Its Consequences
47:18 Taking Control: Solutions for Millennials and Gen Z
01:02:59 Mindset Matters
01:10:29 Defining Financial Independence
#FinancialFreedom #MoneyMatters #FinancialLiteracy
~~~~~~~
Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.
The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.
We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.
The content in this podcast is for informational purposes only and should not be considered financial advice. We do not endorse specific products or services. Past performance doesn't guarantee future results. The opinions expressed are those of the hosts and guests, not the podcast sponsors.
It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at https://www.monzonwealth.com/
View all episodes
By The FI GuysDive into a thought-provoking conversation on financial planning and literacy with Chris Monzon and The Savvy CPA, Sherron! In this episode, they unpack the complexities of financial success for Gen Z and millennials, emphasizing holistic planning over mere wealth management. Discover practical insights on navigating today's economic challenges and fostering a mindset for financial independence.
🔍 Key topics include:
📊 The importance of holistic financial planning versus wealth management.
🎓 Empowering younger generations with essential financial literacy.
💡 Strategies for achieving financial success and overcoming obstacles.
🌱 Starting small: How tiny steps can lead to significant financial growth.
🤝 The role of personal choice and accountability in financial well-being.
📌 Tune in for expert advice and actionable tips to shape your financial future with confidence and clarity!
🔔 Subscribe for More Content:
📌 Connect With Us:
The Fi Guys
Monzon Wealth
Facebook
Instagram
Twitter
LinkedIn
📧 Contact Us:
For FI Friday Feedback questions, business inquiries, or collaboration opportunities, please email us at: [email protected]
💬 Leave a Comment:
We love hearing from our viewers! Share your thoughts, questions, or suggestions in the comments section below.
⏰ Timecodes ⏰
00:00 Introduction and Personal Background
03:39 Holistic Financial Planning vs. Wealth Management
07:43 The Journey to Holistic Financial Planning
10:08 Empowering Gen Z and Millennials
16:45 Challenges Facing Younger Generations
26:54 Understanding 'Enough' in Financial Terms
34:28 From Poverty to Prosperity: The Journey of Financial Literacy
37:45 Generational Wealth: The Boomer Advantage and Its Consequences
47:18 Taking Control: Solutions for Millennials and Gen Z
01:02:59 Mindset Matters
01:10:29 Defining Financial Independence
#FinancialFreedom #MoneyMatters #FinancialLiteracy
~~~~~~~
Disclaimer: The FI Guys is a podcast dedicated to providing general information and insights on a wide range of wealth-related topics. The views and opinions expressed in this podcast are those of the hosts and guests and do not constitute personalized financial advice.
The content provided in this podcast is for educational and informational purposes only. It should not be considered a substitute for professional financial advice. Your financial situation and goals are unique, and the information provided here may not be applicable or suitable to your specific circumstances.
We, the hosts and guests on The Fi Guys are not acting as your financial advisors. We are not aware of your individual financial situation, risk tolerance, or investment objectives. Any decisions or actions you take based on the information provided in this podcast are your own and made at your own risk.
The content in this podcast is for informational purposes only and should not be considered financial advice. We do not endorse specific products or services. Past performance doesn't guarantee future results. The opinions expressed are those of the hosts and guests, not the podcast sponsors.
It is crucial to consult with a qualified financial advisor or professional who can provide advice tailored to your specific needs before making any financial decisions, investments, or taking any other actions. If you are seeking specified help, you can reach out to Chris at https://www.monzonwealth.com/