In this episode of "Built for Life Not Just Wealth," Ryan Burklo and Alex Collins discuss the importance of aligning financial planning with life events rather than just focusing on wealth accumulation. They emphasize how significant life moments—whether joyous or challenging—can shift perspectives on money, highlighting that financial security allows individuals to make decisions without the burden of financial stress. The conversation also touches on the need for flexibility in financial planning, advocating for liquidity and a cash flow system that empowers clients to prioritize their life experiences over mere wealth optimization.

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Takeaways

"What money can't actually fix." "Flexibility is greater than maximum net worth." "We want to design your future so powerfully that it reshapes your present." "You don't know how much liquidity you need until you need it." "It's not about this, it's about family."

Chapters

00:00 Introduction to the New Podcast Theme 01:10 Life Events and Financial Planning 04:21 Optimizing Finances for Life 07:51 Planning with Flexibility 10:40 The Importance of Liquidity 12:27 Creating a Cash Flow System 13:17 Designing a Future that Reshapes the Present