Thoughts on Debt, Withdrawal Rates, Mindfulness, and Net Worth," Brett Croft shares strategies for UHNW clients to manage debt, optimize safe withdrawal rates (e.g., 4% rule ), and align net worth with mindful financial goals. He blends practical insights with mindfulness to balance wealth and well-being. Tune in for clear, actionable advice to enhance financial freedom.

In Episode 4 Brett and Chris explore the concept of "enough" in financial planning, guiding UHNW clients to define sufficiency in wealth and lifestyle. He discusses balancing investments , income, and personal goals to achieve fulfillment without excess. This episode offers actionable insights for financial clarity and contentment.

Exit the forever fee matrix and learn to use low cost broadly diversified index funds for your long term savings.

How to keep emotions from overtaking your investment decision making. Use a UTMA to gift assets to minors, stay the course with a long-term investment perspective.

What is the real value of a financial advisor? How can I find an advisor that is aligned with my goals and interests? How do I find an advisor with (what Dave Ramsey calls) the "heart of a teacher" ? Find out about the advice-only model for financial advising and why it best and least conflicted of all advising models. Learn how to take control of your financial life and exit the "fee-matrix".