Mastering Wealth: Joshua Kraftchick's Tips for Smart Financial Planning at 369 Financial

369financial.com

About the Guest(s):

Joshua Kraftchick is a multifaceted financial expert and entrepreneur with a keen focus on educating individuals and families about wealth growth strategies. With a background in actuarial science from Florida State University, Joshua has transitioned from being a top performer at a major financial institution to founding his own company, 369 Financial. His commitment to providing tailored financial solutions extends into his authorship of three children's books aimed at teaching financial literacy to young readers. Besides his financial acumen, Joshua is also noted for his entrepreneurial spirit, having patented a golf product and published books to educate a broader audience.

Episode Summary:

Welcome to an invigorating episode of The Chris Voss Show, where host Chris Voss takes you on an educational journey alongside financial innovator Joshua Kraftchick. With a passion rooted in his early experiences with money, Joshua shares his path from financial advising to founding 369 Financial, a company driven by a mission to educate and empower with tailored financial strategies focused on family-oriented growth and generosity.

Throughout the episode, Joshua and Chris discuss the importance of financial literacy, delving into why Joshua authored children's books to bridge educational gaps in early financial education. They explore a variety of topics, including tailored financial solutions, investment management, and the latest in tax and wealth planning strategies. Joshua emphasizes the significance of aligning financial decisions with personal values, sticking to a long-term investment mindset, and understanding the potential pitfalls of the current market landscape, making this conversation insightful for anyone looking to better navigate their financial future.

Key Takeaways:

Joshua Kraftchick provides comprehensive financial education tailored to family-oriented, growth-minded professionals through his firm, 369 Financial.

The children's books authored by Joshua aim to fill the educational gap in financial literacy, introducing young readers to concepts like entrepreneurship and saving.

He highlights the importance of long-term investment strategies and understanding the distinction between tax avoidance and evasion.

Listeners are advised to approach financial planning with a customized, personal touch by working with smaller, independent firms as opposed to large, faceless institutions.

Joshua advocates for a no-jerk policy with potential clients, emphasizing the importance of aligning values with financial goals.

Notable Quotes:

"The mission, Chris, is to educate people on the best ways to grow their wealth."

"When there's blood in the streets, it makes my job pretty easy. Most people don't want to invest during those times versus me."

"It's really hard to see the picture when you're inside the frame, especially when it comes with finances."

"I believe everyone wants to be rich, but most people aren't willing to do what it takes to become rich."

"You want to pretend like the money is not even there."

Resources:

Books Authored by Joshua Kraftchick: "The Panini Princess," "Penny the Bunny," "The Boy Who Picked Up a Penny."