With all the knowledge you’ve gained in Wealth Series 2.0, it’s time to commit to healthy financial habits. In the final episode, Ben Kinney, Bob Stewart, and Chad Hyams discuss key takeaways and the importance of applying what you’ve learned.

Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional guidance from someone authorized to provide investment and retirement consulting.

In this episode, we cover the following:

• Defining wealth and building healthy financial habits [1:37]  
• Continuing your journey with Win Make Give [3:10]
• Recap of Wealth Series 2.0 [5:24] 
• Chad’s key takeaways [11:30]
• Bob’s key takeaways  [14:14]
• Ben’s key takeaways [16:07]
• Knowing your numbers [22:12]
• Paying fewer taxes and investing smartly [24:04]
• Creating a wealth plan and retirement strategy [24:38]
• Recapping tools and strategies [26:19]
• Reflections on Wealth Series 2.0 [39:44]

Resources discussed in this episode:

• Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
• Download the workbook and resources for Episode 17 at https://winmakegive.com/wealth-part-17/
• Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive

Connect with the hosts:

• Ben Kinney: https://www.BenKinney.com/
• Bob Stewart: https://www.linkedin.com/in/activebob
• Chad Hyams: https://ChadHyams.com/
• Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/

More ways to connect: 

• Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
• Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
• Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx

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Part of the Win Make Give Podcast Network