Wealth by Design

Wealth by Design

By Danielle G. Nava, CFP® and Dustin R. Granger, CFP®BusinessInvesting
Download on the App Store

Wealth by Design episodes

  • 020: Investing Wisdom You Can Bank On, Part 2
    Sometimes the best advice can be found in the most unexpected places. On today’s episode, Dustin R. Granger, CFP®, and Danielle Granger Nava share some investing wisdom gleaned from two unlikely sources, a hockey player, and a famous actor/cowboy. Listen to this episode to hear these two amazing financial strategies!
    18 min
  • 019: Find Your Tribe: The Power of Niche Facebook Groups
    Facebook is evolving to focus more on building communities, and groups are the natural tools to help forge those new kinds of connections. One billion people already belong to Facebook groups. About 10 percent of those belong to groups that Facebook has identified as “very meaningful”—communities that “quickly become the most important part of someone’s experience on Facebook.”
    27 min
  • 018: Protect Your legacy And Your Loved Ones With  Basic Estate Planning
    Creating a comprehensive estate plan to deal with your assets and provide for your loved ones after your death is one of the most rewarding tasks you can undertake. Don’t make the mistake of overlooking your assets because you think you don’t have any. In fact, a basic estate plan is an important financial document for everyone to have. Broadly speaking, an estate plan encompasses the accumulation, conservation, and distribution of an estate.
    39 min
  • 017: Investing Wisdom You Can Bank On, Part 1
    What if I told you that the best investing advice may have already been shared with the world? Would you lean in, suddenly interested to know what this advice is and why you haven’t heard it before? Would it put your mind to rest, knowing that there is a solution to a seemingly unpredictable way to build wealth? In the next several episodes, we are going to share investing wisdom from several of the industry legends.
    26 min
  • 015: Choosing Your Personal Finance Professional: Financial Coach, Financial Advisor, Or Financial Planner: Which Should You Use?
    Getting your finances in order can be a challenge. It's not the most exciting topic for many people and it can be confusing to try to make sense of all of the details without making a mistake. Many people seek out professionals to help them organize, manage, and optimize their finances. There are lots of options out there, and each of them do slightly different things. So, what type of financial professional should you use?
    28 min
  • 014: Understanding Your Personal Rate of Return
    If you are investing money, you are should be paying attention to your rate of return, interest rate and expected yield. There are a lot of confusing numbers and jargon that go along with investing, so we are dedicating this episode to explaining a few of these terms!
    27 min
  • 013: Financial Planning For Entrepreneurs
    Being a successful entrepreneur requires a lot of expertise in a lot of different areas. One of the most important aspects of becoming a successful business owner is having your finances in order; after all, with no money, you've got no business. I have had an entrepreneurial drive since I was young, and understand the importance of having a financial plan in place for your business. On this episode, I share a few tips entrepreneurs can use to gain income clarity, track expenses and plan for expansion.
    34 min
  • 012: Manifesting Your Lead Role in the Movie of Your Life
    Imagine someone asks you to write a screenplay. They give you the title: A Perfect Life. Except you don’t get to choose the main character. And you don’t have much control over their childhood. Oh, and you can’t pick their family either. But their friends? All their relationships, jobs, and each and every choice they make in their life? That’s all you. You’re the guiding hand in their personal adventure where, at every stop, your pen writes the next paragraph.
    58 min
  • 010: IRA, Roth IRA, 401(k)…What the Heck is the Difference?
    We've all heard the warnings and are well aware that we should save more for retirement. And as a new year approaches, it’s a good time to resolve to take concrete steps to do just that. Dustin R. Granger, CERTIFIED FINANCIAL PLANNER and I explain what you should know when creating your best retirement plan!
    42 min

About Wealth by Design

From the publisher's feed

*Formally known at Worth It Podcast*