Creating Life Success in Life

Takeaway: Be careful who you choose to surround yourself with.

Money Learnings: Jeremy's father was an entrepreneur and he taught him a lot about business.

Bio: Jeremy Straub, CRPC, CFS® is the Founder and CEO of Coastal Wealth. With more than 20 years in executive level positions with fortune 500 companies, Jeremy is considered a financial industry thought leader who brings energy and passion to helping people preserve wealth. Jeremy couldn't ignore his inherent entrepreneurial spirit and desire to create a financial services and wealth management firm of his own and in 2016 Coastal Wealth was created.

Originally from Bethlehem, Pennsylvania, Jeremy's entrepreneurial nature was influenced by his father, who worked his way up in the auto industry from selling cars to owning dealerships. Jeremy's top personal goal is to have a positive impact on his family, employees and community. He loves that his role at Coastal Wealth allows him to balance the "mind of a capitalist and heart of a social worker," by helping clients reach their financial goals while living his personal dream as an entrepreneur.

Jeremy is on the board for YPO of Palm Beach and host of a podcast where he speaks with business owners and entrepreneurs.

Highlights from this episode:

• Profit First
• Do most people have financial goals?
• Most people need financial therapy
• Four reasons you want to work with a financial advisor
• The 12-week Year
• The news that is stressing people out

COASTWEALTH.COM

Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!

Thanks for listening!

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Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.