Does Traditional Financial Planning Feed the Problem or Solve the Problem - Episode 20 episode artwork

EPISODE · Jan 11, 2018 · 27 MIN

Does Traditional Financial Planning Feed the Problem or Solve the Problem - Episode 20

from The Practical Wealth Show · host Curtis May

Curtis gets to the root of understanding the problem about traditional financial planning and what things we should be focused on to avoid being distracted. He shares lessons he learned from working in the family business and also applying principles taught from wise mentors.   Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com   Links and Resources from this Episode www.practicalwealthadvisors.com   Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed   Show Notes Advice from Nelson Nash: "If you know what's going on, you'll know what to do." - 0:59 Story of recently helping a client with a real estate challenge - 3:52 Lessons learned on a sailboat - 7:09 Living in the performance economy and thinking like an entrepreneur - 11:31 Getting to the root and understanding the problem - 12:49 The Rule of 72 - 16:11 Products are just tools. That's why we focus on principles - 19:15 What should you be doing? - 21:36   Review, Subscribe and Share If you like what you hear please leave a review by clicking here   Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with iTunes Click here to subscribe with Stitcher Click here to subscribe with RSS

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Does Traditional Financial Planning Feed the Problem or Solve the Problem - Episode 20

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This episode was published on January 11, 2018.

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Curtis gets to the root of understanding the problem about traditional financial planning and what things we should be focused on to avoid being distracted. He shares lessons he learned from working in the family business and also applying...

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