Flourish Wealth Management®’s Post

2024 is officially underway and with this new beginning, we want to encourage each of you to take a hard look at your financial life and commit (or re-commit) to getting “financially fit.” Well, that sounds great. But what exactly does it mean? Great question. And in the most recent episode of The Green Zone Podcast – “Getting Financially Fit in 2024” – co-hosts Jeff Green and Lauren Smith explore this topic in-depth. Tune in to hear their discussion on: ➡️ The importance of setting clear financial goals (both short-term and long-term) ➡️ Creating a roadmap for your finances to ensure you’re on track to achieve your objectives ➡️ How to strategically “bucket” your income and manage your expenses ➡️ Tactics for curbing unnecessary spending habits ➡️ Pros and cons of investing in the stock market ➡️ Why you should be focused on retirement, even from an early age ➡️ The importance of protecting your assets through insurance and strategic investment choices ➡️ And more! You can listen to the full episode of the podcast by clicking here: https://lnkd.in/eyj4k5CY #NewYear #NewGoals #FinancialGoals #FinancialFitness #FinancialAdvice #FinancialAdvisor

At Agemy, we often hear from adult children who want to help parents on their road to retirement. But what many don't prepare for is what happens after. While we don't want to think about it, we must always prepare for the unexpected. Check out the latest Financial Strategies Podcast with Andrew and Daniel Agemy here to learn more: https://bit.ly/4b5Q5RF #agemyfinancialstrategies #financialpodcast #ltcplanning #longevityplanning #longtermcareplanning #coloradofiduciary #connecticutfiduciary #emergencyplanning #financialplanning #wealthmanagement #ltcplanningtips

Unlock your financial potential with Josh Jalinski's Ten Commandments of Personal Finance! 💰✨. Listen to The Financial Quarterback Podcast to learn more! #RetirementReady #RetirementPlanning #FinancialSecurity #WealthBuilding #RothIRA #401k #LifeInsurance #FinancialEducation #SmartInvesting #MoneyMatters #FinancialQuarterback #TaxPlanning

I'm doing what I can to make sure people have a better relationship with money. That was one topic I discussed on a recent podcast episode with Christopher H. Loo, MD-PhD I appreciate you allowing me to spend a few minutes sharing a few #buildwealth gems with your community. Check out the episode and let me know what you think >>> https://lnkd.in/gm7bggAc #mrbuildwealth #podcaster #disrupt

🎉🎙 Happy "What Dewey Do?" Wednesday! 🎙🎉 Welcome to Season 4, Episode 14 (S4E14) #99 of the "What Dewey Do?" Podcast! Tired of trading your time for a paycheck? Do you dream of early retirement and designing a life on your terms? Then light a fire under your finances – and future – by checking this WDD? episode! On today’s show, Dewey D. Steffen unravels the mystery behind FIRE (Financial Independence, Retire Early). Dewey provides a clear and comprehensive breakdown of what FIRE is all about, offering expert guidance and practical advice to help our audience achieve Financial Independence and Retire Early. Whether you're just igniting your FIRE journey or looking to optimize your strategy, Dewey's expertise will empower you to take control of your financial future. Don't miss this essential guide to building wealth and understanding & achieving FIRE! 🔥 Watch now 👉 https://lnkd.in/gApThwty #WhatDeweyDoWednesday #fire #financialindependenceretireearly #financialfreedom #wednesday #investing #financialplanning

A lot of people are stuck in DEBT. Brad Nelson emphasizes the need for a deep-rooted desire to change and set clear short-term and long-term financial goals. He also discusses the challenges people face in giving up certain expenses, such as high car payments and excessive spending on dining out, which can hinder financial progress. Listen exclusively at the Dad Edge podcast.  Listen here: https://lnkd.in/gj6wJpEr #debtfree #debtfreedad #howtobudget #budgeting #familybudget #financialgoals #carpayments #excessivespending #dadedge #fatherhood #husbandgoals

What's holding you back from achieving your financial goals? The key may lie in your childhood experiences and mindset. In this eye-opening episode of the Richer Soul podcast, Dr. Brad Klontz shares how his own upbringing in a low-income family shaped his psychology around money. Key takeaways: ·        The power of developing an internal locus of control - taking responsibility for your financial outcomes rather than blaming external factors. ·        The dangers of "money avoidance" and "money worship" mindsets, and how they can lead to self-sabotaging behaviors. ·        The importance of automating savings and creating a clear vision for your financial future, not just focusing on the present. ·        Why "retirement is for dead people" - the value of continually working towards new goals, even after achieving wealth. Tune in to hear Brad's insights on overcoming limiting money beliefs and unlocking your true financial potential. Link in the comments What's the biggest money mindset lesson you've learned? Share your thoughts in the comments below. #PersonalFinance #WealthBuilding #MoneyMindset #FinancialPsychology #LifeLessons #CareerDevelopment #PodcastRecommendation

Addressing your clients’ financial fears is important. In a candid discussion on The Total Relationship Podcast, Tyson Ray, CFP®, CExP®, CIMA® touches on the often-taboo subject of financial fears. Fears about losing assets.  Fears about not having enough for retirement. Both are crucial. Address them with your clients if you want to build supportive advisor-client relationships. This latest episode provides strategies for advisors to help clients navigate their fears, ensuring decisions are driven by informed thinking—rather than anxiety. 🔗 Links to listen or watch in the comments --- #totalrelationship  #financialplanning  #finance  #financialservices  #practicemanagement

🏘️For Financial Advisors and Estate Planners, understanding property trusts is key to better assisting retired homeowners. Join my podcast conversation with Michelle Johnson from AmeriEstate to explore the benefits and process. Expand your knowledge to better advise clients. Follow for industry updates and potential collaboration opportunities! 🌟🔍 #PropertyTrustBenefits #RetireeInsights #EstatePlanningKnowledge #ClientAdvisory #TrustStrategies

Whether you’re just starting to develop your estate plan or it’s been some time since you updated it, remember—documents like your will are not set in stone. Why? Because the plan you created at age 25 will likely change significantly by the time you’re 40 to 50 years old. Your financial situation will change, and your lifestyle will have shifted. Perhaps you owned and sold a business. Whatever the case, certain events cause changes and complicate your financial matters. And your estate and tax planning should evolve as your life does. Jesse Cramer and Gabriel Chodak sit down with Nate Berti, Attorney and Partner at Hodgson Russ, to discuss this and many more estate planning topics in Episode #14 of The Trusted Partner Podcast. Listen to their full conversation for a solid starting point in this critical area today: https://lnkd.in/euGr6yMe #estateplan #wills #trusts #futureplanning #wealthplanning