The Wealth Without Wall Street Podcast

Round Table | Why the Traditional Financial Plan is Failing the Modern Family CFO


Listen Later

Are you feeling overwhelmed by managing your finances? You're not alone. Money is the number one source of stress for many families, especially for the head of the family, also known as the modern family CFO. 


In this episode, the financial coaches dive into the importance of creating a comprehensive wealth strategy. They discuss the common challenges high-income earners face and how not having access to cash, a tax strategy, or a passive income system can leave you feeling exposed and without control.


If you’re ready to stop just managing money and start making it work for you, listen in to learn how to take ownership and build a cohesive wealth strategy, and create passive income that will allow you to achieve financial freedom.


Top three things you will learn:

-How to take ownership of your financial future

-Building a cohesive financial system 

-The importance of building passive income


Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.


This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.


The hosts may have a financial interest in the programs or services mentioned in this episode.


💸 Build a Passive Income Machine in 3 Steps:

Here’s how to flip the script and start building wealth the way the wealthy do 👇

👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept

👉 wealthwithoutwallstreet.com/free-ibc-webinar

📞 Step 2 – Book a Free Call with Our Team (We Do This All Day, Every Day)

👉 wealthwithoutwallstreet.com/accelerate

📈 Step 3 – Start Building Passive Income


More Ways to Learn & Grow Wealth (For Free)

💾 Download the Passive Income Operating System

👉 wealthwithoutwallstreet.com/pios

👥 Join 10,000+ Investors Inside Our Free Community

👉 wealthwithoutwallstreet.com/community

Paying $250K+ in Taxes? Stop the Bleed.

😡 Apply for Our Next Tax Strategy Intensive

👉 wealthwithoutwallstreet.com/tax


Grab Our Book: Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income

📘 wealthwithoutwallstreet.com/newbook


Stay Connected:

📸 Instagram: @wealthwithoutwallst



...more
View all episodesView all episodes
Download on the App Store

The Wealth Without Wall Street PodcastBy By Russ Morgan & Joey Muré

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

262 ratings


More shows like The Wealth Without Wall Street Podcast

View all
Creating Wealth Real Estate Investing with Jason Hartman by Jason Hartman

Creating Wealth Real Estate Investing with Jason Hartman

536 Listeners

BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,775 Listeners

Wealth Formula by Buck Joffrey by Buck Joffrey

Wealth Formula by Buck Joffrey

408 Listeners

Real Wealth Show: Real Estate Investing Podcast by Kathy Fettke / RealWealth

Real Wealth Show: Real Estate Investing Podcast

400 Listeners

The Best Ever CRE Show by Joe Fairless

The Best Ever CRE Show

991 Listeners

Get Rich Education by Real Estate Investing with Keith Weinhold

Get Rich Education

609 Listeners

Lifetime Cash Flow Through Real Estate Investing by Rod Khleif

Lifetime Cash Flow Through Real Estate Investing

1,408 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

415 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,078 Listeners

The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

The WealthAbility Show with Tom Wheelwright, CPA

518 Listeners

Real Estate Investing with Coach Carson by Chad Coach Carson

Real Estate Investing with Coach Carson

606 Listeners

Ken McElroy Show by Ken McElroy

Ken McElroy Show

720 Listeners

Business School with Sharran Srivatsaa by Sharran Srivatsaa

Business School with Sharran Srivatsaa

92 Listeners

PassivePockets: The Passive Real Estate Investing Show by PassivePockets, Jim Pfeifer, and Left Field Investors

PassivePockets: The Passive Real Estate Investing Show

135 Listeners

The BetterLife Podcast by Brandon Turner and Cam Cathcart

The BetterLife Podcast

847 Listeners