Episode 14 is in the books !!! with Jason Wheeler from Pathfinder Wealth Consulting. Thank you Jason for taking the time to talk and drop some serious knowledge!
Jason Wheeler is an Entrepreneur, Wealth manager and firm owner. We dig into the topic of personal financial planning and answering the lots of questions related to the wealth management and how to plan for the future. #wealth #wealthmanager #fractionalcfo
Jason Wheeler is an Entrepreneur, Wealth manager and firm owner. We dig into the topic of personal financial planning and answering the lots of questions related to the wealth management and how to plan for the future. #wealth #wealthmanager #fractionalcfo
Founder | Wealth Management Advisor | Financial Educator | Equipping Clients to Experience Strategic Financial Growth
Cappelle Wealth Management lives by the philosophy “Play Life Differently”. We encourage our clients to approach planning in a sophisticated and tactical way that grants them the financial capacity to focus on what matters most to them #playlifedifferently
Deciding between a Traditional IRA and Roth IRA depends on your unique financial situation. Watch the brief video below where I shed light on this decision. Call our office today to discuss which option is best for you! https://lnkd.in/gPZrnYW9
Our CEO & Wealth Coach Jason Dashnay, answers the #1 question we get asked: what are your wealthiest clients doing that we don't know about? Watch the video! 📹 Learn more about our innovative wealth strategies, SIGN UP here: https://bit.ly/4cuABrU #InvestedInYourJourney #WealthStrategy #ParticipatingLifeInsurance
What does it take to become a millionaire? Is it Luck? Skill? … Inheritance? The answer is surprisingly simple and may surprise you. Find out what it takes to become a millionaire by clicking the link below from First Financial Consulting. https://lnkd.in/e8xwUuF
CEO & Co-Founder of Wealth Angels | Financial Freedom Evangelist | Investor & Options Trader | Wealth Advisor | Coach & Mentor | Tech Fanatic | Community Builder | Global Citizen.
ℂ𝕙𝕚𝕟𝕖𝕤𝕖 ℕ𝕖𝕨 𝕐𝕖𝕒𝕣 𝔼𝕕𝕚𝕥𝕚𝕠𝕟 : 𝐈𝐬 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐟𝐨𝐫 𝐚 𝐏𝐫𝐨𝐬𝐩𝐞𝐫𝐨𝐮𝐬 𝐘𝐞𝐚𝐫 𝐏𝐨𝐬𝐬𝐢𝐛𝐥𝐞? Financial planning is like orchestrating a grand adventure, where the thrill lies not just in reaching the destination but in relishing every moment of the journey. It’s about turning your dreams and ambitions into reality. Yes, you read that right – financial planning can be a thrilling and joyful experience! 𝟓 𝐑𝐞𝐚𝐬𝐨𝐧𝐬 𝐖𝐡𝐲 𝐘𝐨𝐮 𝐒𝐡𝐨𝐮𝐥𝐝 𝐒𝐭𝐚𝐫𝐭 𝐭𝐨 𝐏𝐥𝐚𝐧 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜𝐚𝐥𝐥𝐲 𝐢𝐧 𝟐𝟎𝟐𝟒! 𝗧𝗵𝗲 ‘𝗪𝗛𝗬’: 𝟏. 𝐑𝐨𝐚𝐝𝐦𝐚𝐩 𝐟𝐨𝐫 𝐂𝐥𝐚𝐫𝐢𝐭𝐲 Your ‘WHY’ acts as a roadmap, providing clear guidance towards your financial goals. It defines objectives, breaks them down into actionable steps for purposeful navigation. 𝟐. 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐑𝐞𝐬𝐨𝐮𝐫𝐜𝐞 𝐀𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 Strategic planning facilitates the efficient use of resources from time, money to effort. It aids in prioritizing tasks, preventing wastage, and ensuring meaningful contributions towards achieving your goals. 𝟑. 𝐌𝐨𝐭𝐢𝐯𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐅𝐮𝐞𝐥 In challenging times, your ‘WHY’ serves as motivational fuel. Understanding the purpose behind your goals reinforces commitment, keeping you focused and driven amidst obstacles. 𝟒. 𝐏𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 𝐟𝐨𝐫 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 Strategic planning prepares you for various scenarios, fostering greater confidence in overcoming obstacles. It enables calculated risk-taking, such as navigating market volatility for higher returns and faster goal achievement. 𝟓. 𝐁𝐚𝐥𝐚𝐧𝐜𝐢𝐧𝐠 𝐭𝐡𝐞 𝐏𝐫𝐞𝐬𝐞𝐧𝐭 𝐚𝐧𝐝 𝐅𝐮𝐭𝐮𝐫𝐞 Like planning for a holiday, strategic planning lets you enjoy the present while securing your future. 𝐓𝐡𝐞 ‘𝐇𝐎𝐖’ If you would like to know the HOW : 𝟔 𝐓𝐢𝐩𝐬 𝐭𝐨 𝐏𝐥𝐚𝐧 𝐚𝐧𝐝 𝐀𝐜𝐡𝐢𝐞𝐯𝐞 𝐘𝐨𝐮𝐫 𝐆𝐨𝐚𝐥𝐬 𝐭𝐡𝐢𝐬 𝐘𝐞𝐚𝐫, visit below PhillipCapital website to get the full article! https://lnkd.in/gsNsmr8t Thanks to #PhillipCapital Team for this wonderful partnership! I would appreciate it if you spread the love by reposting it to embrace Financial Literacy and empower individuals and families to elevate their financial standing and attain Financial Freedom. With love and gratitude, Diego, Your Wealth Angel #WealthAdvisory #PhillipCapital #PhillipSecurities #CNYArticle
Financial planning is like orchestrating a grand adventure, where the thrill lies not just in reaching the destination but in relishing every moment of the journey. It’s about turning your dreams and ambitions into reality. This year, get inspired to ignite a sense of urgency and a proactive mindset to help you live the life you've always desired. Embark on a Prosperous 2024 Financial Journey! Read to find out: https://lnkd.in/gm3GxSmH Author: Diego Taira Wealth Manager, Phillip Securities Pte Ltd https://lnkd.in/g_ExChGc #PhillipCapital #Servingyousince1975 #YourPartnerinFinance #PhillipWealthAdvisory #PhillipCapitalEntrepreneurs #TalktoPhillip
I love connecting with people and using my gifts to help them with one of the most important aspects of their lives.
Looking to preserve wealth but don't know where to start? Here are some tips that can help! #GatewayFinancialPartners #BenchOfLife #FinancialPlanning #PersonalFinance #WealthManagement
Wealth Advisor at Mariner | Customized Solutions for Your Financial Needs | Financial & Investment Advice | Financial Planning | Retirement Planning | Income Planning | Tax & Estate Planning
Advisors: Here are 7 strategies that you need today — designed to build momentum for your clients’ wealth. https://bit.ly/3ZRVSro
The barrier to entry has never been lower. And tiny steps compound over time. Ready to align your wealth with your dreams? 🌟 Schedule a consultation with us at Polley Wealth Management. #WealthManagement #FinancialFreedom #InvestSmart #wealthmanagement #financialadvice #taxplanning #exclusive #financialplanning #financialadvisor
Managing wealth isn't just about numbers - it's about understanding your unique situation and goals. Let's find the perfect balance together! #WealthManagement#FinancialSecurity#GrowYourWealth#SmartInvestinghttps://lnkd.in/dwNQE-w9
Senior Advisor at Cornerstone Business Advisors
6moMany years ago, Jason Wheeler and his team from Pathfinder Wealth Consulting did a great job administering the 401K for our Company!