Andrew opens with a discussion about 2 main ways people serve in the financial services industry. He outlined 5 areas of Wealth Leakage, provided Examples, and referred back to previous podcast episodes. Andrew gives 3 - A's for Maximizing Efficiency, Leverage & Cashflow. Also, he gives a cash flow tip - Financial Superhero (HSAs) and wrapped with a brief discussion on the Value of Cash Flow and Financial Efficiency.

Highlights

• Helping you find better products - 1:38
• Helping you find the money - 2:46
• Five areas of inefficiency - 4:08
• A difference between a home and a house - 5:55
• 3 questions to reduce your taxes - 9:08
• The power of HSA - 12:00
• Maximizing your efficiency - 15:52
• A cash flow wealth-creating weapon - 20:12 Episode Resources
• Connect with Andrew Windham
• https://www.linkedin.com/in/andrewwindham
• https://twitter.com/andrewwindham?lang=en
• [email protected]
• Coffee & Cashflow Conversation: https://calendly.com/college_planning_institute/coffeecashflowconversation
• College Success Consultation: https://calendly.com/college_planning_institute/college-success-consultation
• HSA Article from Forbes: https://www.forbes.com/advisor/investing/what-is-hsa/
• Episode 15: https://podcasts.apple.com/us/podcast/3-questions-guaranteed-to-reduce-your-taxes/id1547356962?i=1000514526761
• Episode 11: https://podcasts.apple.com/us/podcast/cash-flowing-college/id1547356962?i=1000508310192