Boosting Your Financial IQ

90: Why You Need to Think Like a Family Office with Nolan Bradbury


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Welcome to the Boosting Your Financial IQ podcast, where host Steve Coughran engages in thought-provoking conversations with industry leaders. In this captivating episode, Steve sits down with Nolan Bradbury, Founder of Bradfield Accounting, to explore the intriguing concept of "Thinking Like a Family Office." Together, they unravel the essence of a family office and the importance of building a team of trusted advisors. Join us as we delve into the significance of getting your financial house in order and shifting your mindset towards long-term thinking, focusing on legacy planning rather than solely covering expenses day-to-day. Nolan shares valuable insights on the importance of having your own financial statements and being prepared to seize opportunities that come your way. Get ready for an episode filled with informative guidance that will empower you to make sound financial decisions and pave the way for a prosperous future.

Here's how to get started with Boosting Your Financial IQ:

  • Step 1:  Test your financial IQ for FREE
  • Step 2: Download the FREE app
  • Step 3:  Take the Fundamentals of Finance course


Disclaimer:
BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.

This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.

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Boosting Your Financial IQBy Steve Coughran

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