Episode 333: Building Wealth on Purpose: Investment Strategies That Stand the Test of Time - with Jeff Foley

In this episode, Jeff and I kick off a four-part series on investment and withdrawal strategies by exploring the foundational concepts that drive long-term financial success. While this series is more technical than most, this episode starts with the basic concepts of setting meaningful goals, understanding cash flow, measuring net worth, and creating a plan for accumulating assets all work together to build lasting wealth. A central theme of this episode is why having a clear investment philosophy matters and a written plan helps prevent emotional decision-making and keeps you focused on what matters most. Whether you're just getting started or already thinking about retirement, this conversation will help you build a stronger framework for making confident financial decisions.