In this episode, I dive into the question: "How high do you think the market will go under President Donald Trump?" I start with how to avoid losing money by paying attention to market trends, even if all the talk about Tesla, Nvidia, and Bitcoin feels overwhelming.

I share a story about a lady I met back in 2018 who was sitting on cash because of fears from the Obama years. I explain how many people don’t realize the importance of history in investing. I talk about how a good economy can sometimes lead to complacency, making us less aware of potential risks. For example, when COVID hit, many were caught off guard because they didn’t see the warning signs in our history.

I discuss the idea that when things seem perfect, trouble is often just around the corner. I use examples from the past, like how pandemics were common in the early 1900s and not seen as unusual. We also explore how comfort can actually lead to instability in our lives and finances.

I share some key principles, like how being too comfortable can be dangerous. I mention a theory by economist Hyman Minsky that explains how confidence can lead people to take on debt, creating instability. And I touch on how surprises in the market often come from a lack of information or poor timing.

I wrap up by encouraging listeners to think about where they might be getting complacent in their lives—whether in health, relationships, or finances. I ask them to consider what steps they can take to prevent things from going wrong.

If you’re feeling stuck or unhappy despite having money, I invite you to join me in my journey as a wealth manager, where I share insider tips and insights before we switch to a paid community. Don’t miss out on this valuable information!

In the podcast, I teach about two different stories about money: Lehman Brothers and GameStop. 

Lehman Brothers looked super strong financially, even better than some big banks, but when people lost trust, they went bankrupt. On the other hand, GameStop was almost out of business in 2020, but then people on Reddit started talking about it, and suddenly, it became valuable!

These stories show how emotions and what people believe can change everything about money, even when the numbers seem good. Many investors want certainty and are shocked when things don’t go as planned. It’s important to remember that while we can calculate money, emotions are trickier and can lead to big problems.

In this podcast, I also teach you about real people and how their emotions impact their financial decisions. That’s why having a financial plan that considers not just the money but also our relationships and personal lives is crucial. The speaker discusses the "Fifth Dimension of Wealth," which includes health, relationships, spirituality, and finances. This new way of looking at wealth helps us understand that it’s not just about having money but also about living a fulfilling life.

Hey everyone! Today, I want to talk about something really important: relationships and how they relate to wealth. I believe that we can’t truly feel wealthy without having healthy relationships in our lives.

So, I had this idea to chat with my CEO about a new service that could help our clients better. To my surprise, he said that any wealth manager who doesn’t talk about health, relationships, and spirituality along with money is going to lose their job. I totally agree!

Now, here’s the thing I’ve noticed over my 15 years of working: when men try to provide for their families, they often end up neglecting their health, their relationships, and even their connection with God. This can make us feel empty and lost. And guess what? Ignoring these things can also hurt us financially.

But it doesn’t have to stay that way! I’ve been working on improving these areas in my own life, and I’ve seen my clients do the same. It’s amazing to watch people start focusing on their health, spending quality time with their families, and building their relationship with God. When they do this, they not only feel better but also become financially successful.

However, I have to warn you—taking care of these relationships can be risky. For example, when I started getting healthier, I injured my Achilles tendon and had to recover for a whole year! But I believe that there’s also a risk in not taking action. It’s a tricky balance.

So, my question for you is: Are the risks you’re taking getting you closer to what you want in life?

Don’t forget to subscribe to the podcast! I’ll be sharing episodes for a limited time, so make sure to join before it switches to a paid community. Thanks for listening!

In this podcast episode, I talked about how investing can be tricky, especially when it comes to politics. I compared it to baseball, where you have to take your swings, even if you might strike out sometimes. I shared three big mistakes people make with investing: not getting the math, not learning from history, and focusing too much on politics instead of their own goals.

I emphasized the importance of understanding the numbers and how our feelings can affect how we invest. Many people invest while dealing with personal issues, which can lead to bad choices. I encouraged listeners to create plans not just for their money, but also for their health, relationships, and spiritual life.

In the end, I urged everyone to write down their goals and start thinking about how to improve their lives in all these areas. I believe if you focus on these dimensions, you can be a better investor and live a happier life.

In this episode of "Navigating Financial Challenges," I dive into the complexities of choosing the right money mentor, inspired by insights from none other than Elon Musk. While Musk is a remarkable figure, his candid admission that his mind isn’t always joyful serves as a reminder that even the most successful people face struggles. This episode aims to peel back the layers of financial advice and reflect on the reality behind the façade of wealth, urging listeners to look beyond the glossy images presented by popular "gurus" and to consider the full picture of their lives.

Throughout my 15 years in the financial industry, I’ve noticed common mistakes people make when seeking guidance. Many individuals listen to mentors whose experiences are vastly different from their own, leading to confusion and poor choices. Others idolize flashy figures without understanding their true values, while many fall victim to confirmation bias, only accepting advice that aligns with their existing beliefs. My goal is to help you recognize that every mentor has strengths and weaknesses, and that true self-awareness is essential in your financial journey. By embracing a balanced perspective, you can make more informed decisions.

As I share my own experiences—both triumphs and failures—I invite you to join me on this journey toward holistic wealth. I aim to provide transparency about the financial services industry and empower you to make proactive choices about your financial health, relationships, and overall well-being. Remember, wealth isn’t just about money; it encompasses every dimension of life. I encourage you to subscribe to the podcast and engage with this community as we explore what it truly means to achieve wealth in the fifth dimension. Don't miss this chance to transform your life—reach out and join me!

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In today's podcast episode, we delve into the common sentiment among men who feel they are financially falling behind despite living in prosperous times. Using historical insights from post-World War II prosperity, we explore how similar lifestyles and a smaller wealth gap contributed to a sense of abundance. The episode underscores the importance of having a written financial plan to avoid unrealistic expectations and the pitfalls of comparison. With over 15 years of experience, I share common mistakes wealthy investors make, such as comparing themselves to others and shifting goalposts. By redefining wealth and focusing on personal goals rather than external benchmarks, you can achieve a fulfilling life. Join me in Wealth in the 5th Dimension, where life coaching meets wealth management. Subscribe now to access these free episodes before we transition to an exclusive paid community. Don’t miss out on this transformative journey!