The Influential Project Manager

20 - Mike Desepoli: How To Manage Personal Finance & Invest In Your 20's


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Mike Desepoli
Personal Finance & Investing In Your 20’s
EPISODE 20 – December 17th, 2017

I’m excited to welcome financial planner, Mike Desepoli to the podcast. Mike’s mission is to affect positive change in people’s lives, by teaching them to use money as a tool to build a life they love.
“Financially successful people know where their money is at and they know where their money is going. They always have a plan. They have a short-term, mid-term, and long-term plan. And they never deviate from the plan.” – Mike Desepoli
Some things we cover in this episode:

* Mike’s origin story and journey into the world of investing
* Mike’s definition of rich and perspective on getting rich
* The difference between a financial advisor and a fiduciary
* Mike’s biggest points for investing in your 20’s (the big opportunity)
* What % of income should go to investing vs. saving cash
* Where to invest in your 20’s
* How to use credit cards as a tool to manage cash flow and work for you
* The successful traits that Mike notices in his wealthy clients
* How to use your checking account properly for building wealth
* The strategy for taking your business online

Mike’s Recommended Books:

* The Original Law of Success by Napoleon Hill
* Start With Why by Simon Sinek
* I Will Teach You To Be Rich by Ramit Sethi

Links, Products & Resources mentioned:

* The #AskTheAdvisor Show on YouTube
* The best FREE service for managing personal finance – www.Mint.com

Recommended TED Talk:
Connect with Mike here:
Facebook: Heritage Financial Advisory Group | Instagram: @asktheadvisor | YouTube: The #AskTheAdvisor Show
Website: www.FinancialAdvisorNY.com
Check out this excellent interview with Mike Desepoli, in Episode 20:

Listen on: iTunesSoundcloud | Google Play | Breaker | Bluburry

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The Influential Project ManagerBy Kyle Nitchen

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