In this episode, hosts Jim and Margaret are back to discuss the American Dream through a financial framework. Within, they utilize the play Hamilton and the American Revolution for inspiration and to explain what ‘true purpose’ means. In addition, coaching is mentioned as a valuable methodology for bringing clients to a transformation mindset about finances and the American Dream in general.

During the talk, Margaret emphasizes her love for working with everyday Americans. She states that many don’t take the time to reflect on their portfolios from the focal point of the American Dream, but they definitely should!

Jim and Margaret stress that it isn’t about being a transient billionaire and having the limelight for a few years; it’s about truly celebrating our nation’s history and unlocking our own personal American Dreams. To do so, requires the know-how. And Jim and Margaret provide a lot of valuable information