In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the significance of establishing and maintaining routines in both personal health and financial management. They emphasize the importance of having a structured approach to wealth planning, especially in volatile market conditions, and how a solid routine can provide peace of mind and resilience against market fluctuations. The conversation highlights the role of financial advisors in helping clients stay on track and capitalize on opportunities.

Takeaways

• Establishing a routine is crucial for both health and wealth.
• Financial routines help mitigate anxiety during market fluctuations.
• A holistic wealth plan includes all aspects of financial health.
• Stretching and physical health routines are important as we age.
• Clients should regularly consult with financial advisors for guidance.
• Being pliable as an investor is essential in volatile markets.
• A systematic savings routine can capitalize on market opportunities.
• Peace of mind comes from having a sound financial plan.
• Measuring progress in financial plans is vital for success.
• Staying disciplined in routines leads to better financial outcomes.

LinkedIn Brett Cranson: linkedin.com/in/brettcranson

LinkedIn Omari Whyte: linkedin.com/in/omari-whyte

For business inquiries, please head over to

https://www.uptownwealthmanagement.com
https://www.familyfirstadvisors.ca

email:

[email protected]

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Brett Cranson & Omari Whyte have been helping Canadians with their Financial, Retirement and Estate Planning since 2003. Our office is based in Toronto, ON, Canada - but help Canadians Coast to Coast.