
Sign up to save your podcasts
Or


In present day I'm a successful financial advisor and entrepreneur.Based on some of the boneheaded money decisions I made in my 20's it is a miracle I can even say that.I've definitely learned from many of those mistakes, but if I had the chance to hop in a DeLorean and go back in time, here's 7 money lessons I would love to give to myself.
How often do you think about your future self?Often? Seldom?Wherever you're at on that spectrum, my bet is that you'd be better off thinking about your future self more often.Before you do anything, it's helpful to ask yourself: "Is this going to benefit me more now or in the future?"If your answer is that you'll be benefited more now, you may want to reconsider your options.You can apply this advice to many different areas in life, but let's focus on how it can help you manage your money better and make you a better investor.Here are several ways to prevent your 70-year-old self from hating you . . . .
Learn the story of how Pat Flynn went from being laid off from his dream job to turning that into an online business that has made him millions. Much of his success is contributed to simple processes he goes through before he launched any new business venture with he outlines in his new book, Will It Fly.
If you have a chunk of money that you new that would never need, would rather give a good portion of it to the IRS? Or would you prefer to pass it on to your heirs or a desired charity? In this podcast I share a case study of real life client example dealing with this situation.
One of my favorite times of the year is setting my goals for upcoming 12 months. It allows me to reflect on what I accomplished in the previous year as well as how I'm going to get the New Year started right.
When a client brought her 16 year-old son in the office to introduce him to the basics of investing, I was excited to show him these numbers. His mind was blown away!
From the publisher's feed