Wealth Wisdom Financial Podcast

Planning Your Financial Future: Why Money Isn't the Only Factor!


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What if we told you that your bank balance is lying to you about how rich you really are? (Spoiler alert: For many, it is!)

Watch as we pull back the curtain on the 5 crucial puzzle pieces of true wealth that are helping savvy individuals live richer, more fulfilling lives.

Have you ever wondered why some people seem content despite modest bank accounts? Or why your neighbor Sarah is thriving while everyone else is chasing the next dollar? It's not luck - it's strategy.

Are you ready for a crash course in redefining wealth? It's time to learn how health, relationships, purpose, personal growth, and time could be the missing pieces in your wealth puzzle. Understanding and planning for these crucial elements lets you take control of your life's true riches!

ps: Next week's episode we'll show you how to align your finances with these 5 puzzle pieces. Don't miss it!

Links mentioned in the show:

  • A previous episode about defining wealth: https://youtu.be/K-REYOnpd34?si=VIEbU83NIhu7oIKp
  • Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call
  • Join the Wealth Wisdom Financial Community for more practical tips and a group of people to grow your wealth alongside: https://www.wealthwisdomfp.com/community (This is where you get our Holistic Wealth Planner too!)

00:00 Introduction: Beyond the Numbers

00:51 The Bigger Picture of Wealth

02:36 Five Puzzle Pieces of True Wealth

04:13 Puzzle Piece 1: Health

05:58 Puzzle Piece 2: Relationships

08:20 Puzzle Piece 3: Purpose

10:18 Puzzle Piece 4: Personal Growth

12:03 Puzzle Piece 5: Time

15:18 Holistic Wealth and Financial Planning

Watch this episode on YouTube here: https://youtu.be/ZhVW59vkHZc

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Wealth Wisdom Financial PodcastBy Brandon Neely and Amanda Neely, CFP®

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