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Apr 19, 2024 19 min

Leading Through Financial Literacy

from Get Forward Focused Hosted by Jon Reusch

As a leader, you know you need to make wise and efficient financial decisions. But you can also make a real impact in other peoples’ lives by helping them learn to be smarter with their own hard-earned money. In this episode, we’ll help you better understand investing and building wealth, so you and your team can live your fullest lives. This information is so important for a well-rounded leader. Fun fact: The average millionaire in the U.S. spends 8 hours a month analyzing their net worth, bank statements, assets and liabilities, etc. Financial literacy is absolutely worth the effort. Take the First Step: I highly recommend a Profit & Loss Statement and a Pro Forma sheet as the first steps toward financial literacy. If you’re interested in one or both of these tools, send me an email at [email protected] and we’ll get you a copy. ___ Chapter Breakdown: 00:00 - Intro 2:55 - Hypothetical Financial Situation 05:06 - Time - Your Most Important Asset 05:41 - Cash on Cash Return 06:48 - Return on Investment 07:53 - Understanding Passive Income 8:18 - Savings Account 09:17 - Award Certificate of Deposits 10:40 - Money Market Account 12:04 - Credit Union vs Bank 13:22 - Securities 15:46 - Profit & Loss and Pro Forma Sheet 16:46 - Money Isn't Good or Bad 19:04 - Outro __ Follow us on ⁠Facebook⁠ --- www.facebook.com/getforwardfocused Connect with us on ⁠Instagram⁠ --- www.instagram.com/getforwardfocused Subscribe on ⁠YouTube ⁠--- www.youtube.com/@getforwardfocused

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This episode was published on April 19, 2024.

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