https://www.youtube.com/watch?v=x6fU7H7CPKQ

How do you know if the advice of financial experts applies to you?  In fact, who are the financial experts?  Does fame or popularity make someone an expert? What about having the biggest stage or the largest reach?  Is it a degree, certification, or credential that qualifies them?  Instead, the litmus test for a financial expert is that they give uncommon advice to people with uncommon income and uncommon goals. To help you decide who to listen to in making educated financial choices to secure your future, we’ll answer:

How do I decide who to take advice from?

Who are the financial experts?

How do I make sure I’m following the advice that leads me to my goals?

How do education, personal responsibility, and the right guide work together?

We’ll help you gain confidence in who to listen to and how to apply advice in your specific situation, without guessing, having to DIY, or blindly trusting someone with your money.

You’ll go from overwhelmed with the financial noise, to confidently tuning in to what aligns and tuning out what doesn’t align with your goals.

Instead of getting stuck trying to figure everything out, you’ll have the information to take action and make progress.

You’ll gain confidence as you see a clear path from where you are to where you want to be, rather than wasting time wondering whether you’re going in the right direction.

Table of contentsWhere Financial Experts Fit into Your Cash Flow SystemThe Critical Need for Education and the Battle to Find ItThe Noise of Self Proclaimed Financial ExpertsFive Steps to Identifying the Financial Experts#1) Determine the Interest of the SourceThe Five Most Common Sources of Financial AdviceBanks and Financial InstitutionsFinancial Planners and Investment AdvisorsFinancial Entertainers and Financial Experts On National Tv and RadioThe SuccessfulFamily, Friends, and Neighbors#2) Determine Whether the Source Is Providing Common or Uncommon Advice#3) Decide Whether You Have Common or Uncommon Income#4) Decide Whether You Have Common or Uncommon Goals#5) Decide Whether You Want Common or Uncommon AdviceIt’s Not Advice If the Financial Expert Didn’t Understand Your Complete Financial PictureDetermine How to Work Together with a Financial ExpertDo It for MeDo It YourselfDon’t Do AnythingDo It TogetherYour Financial Destiny Is Yours for the TakingFinancial Experts offer Uncommon AdviceBuild Your Time and Money Freedom

Where Financial Experts Fit into Your Cash Flow System

Finding out who the financial experts are is just one step in the greater Survival to Significance Cash Flow System.  Once you’ve discovered who the experts are, you decide which of the four ways you want to implement their advice.

Identifying the experts and implementing financial advice make up a micro-step in the bigger picture of gaining time and money freedom.  Here’s how:

Deciding who to listen to is part of the foundation of your mindset and how you think about money.

While your mindset may be the least tangible of all of the 9 steps, it’s critical to your success.  Don’t ignore or skip the mindset step.  Your thinking opens the door to all your financial possibilities and brings everything else into focus.

The Critical Need for Education and the Battle to Find It

Financial competency is the most ironic adult life skill.  We’re not taught in school how money works, how to make it, how to set goals, or how to arrive at our intended destination.  Yet we spend almost 100% of our waking hours in pursuit of making money, spending it, or thinking about it.

If you aspire to transcend your current ranks and carve out a future of confidence, meaning, and security, it’s up to you to figure it out.  So as an adult that’s mastered the education system, and probably marriage, family, and a career, you still have to figure out what to do about money.

Realizing that your financial independence is up to you...