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Self-awareness is key when it comes to your financial well-being. In this episode of ReEnergize, Steve has the pleasure of talking investment strategy with Certified Financial Planner, Jim Lunney. Jim is known for founding The Wealth Strategies Group, a comprehensive wealth counseling and independent investment advisory company. Jim explains how his vast experience in the investment industry helped him create The Seven Signs of a Changing Economy and how this tool made him more financially self-aware. The Seven Steps are a system that help Jim assess the market; which in turn, create a process that turns into a strategy that can be followed through towards success.
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By Steve CoughranSelf-awareness is key when it comes to your financial well-being. In this episode of ReEnergize, Steve has the pleasure of talking investment strategy with Certified Financial Planner, Jim Lunney. Jim is known for founding The Wealth Strategies Group, a comprehensive wealth counseling and independent investment advisory company. Jim explains how his vast experience in the investment industry helped him create The Seven Signs of a Changing Economy and how this tool made him more financially self-aware. The Seven Steps are a system that help Jim assess the market; which in turn, create a process that turns into a strategy that can be followed through towards success.
Support the show