Building intentional wealth
from The Progeny Podcast
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! In this episode, our financial experts discuss 'building intentional wealth' and how turning wealth into a clear, purposeful plan can help bring confidence, direction and clarity to your financial future. Our panel looks at the common challenges people face at this stage, from feeling overwhelmed by complexity and too many choices, to uncertainty about whether they're making the right decisions. We explore the emotional side of financial planning and discuss why concerns about family, security and future opportunities often sit behind the financial questions people ask. We'll also cover some of the most common behavioural pitfalls that can hold people back, including holding too much cash, reacting to short-term market noise. Ultimately, this conversation is about helping you move from simply building wealth to understanding what it's for, creating a structure around your finances that supports your ambitions, values and long-term goals. So, if you've achieved financial success but are looking for more clarity, confidence and purpose in the decisions ahead, this episode is for you.
Embed this episode
No transcript yet.