Beyond The Meetings with Proverbs Financial

The Proverbs Financial team would like to sincerely thank you for listening and tuning in to our podcast! We're wrapping up 2023 along with S1 of BTM. Ultimately we want to use this platform for the ability to spend additional time with you guys beyond the meetings, so we can help accelerate your journey to reach your financial goals and financial independence. We've compiled a highlight reel from all 10 episodes that we've done and extracted some of the most impactful points from each of those episodes. - Again, just thank you guys for tapping in and joining us.

This week's podcast episode is for people who are curious about real estate and how it may incorporate into their financial plan. Many of you might see real estate as part of a wealth building tool to help you meet your financial goals. In this episode Greg talks with Mike Saba, who has worked in real estate for over 30 years and shares with us his insight, knowledge and even gives some tips on how you might find success in real estate. *This podcast is for information purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Proverbs Financial and opinions stated are their own. Guardian and its subsidiaries do not issue or advise with regard to real estate.*

"Information Changes Situations" In this episode Greg talks with Miranda, who worked a decade in healthcare before moving over to the financial services industry in 2022. Miranda shares how the information she now has access to by working full time in the financial services industry, has changed her perspective on financial services as whole. Her previous experience with the industry came as a client and by sharing her experience of the industry from being a client to a full time financial professional, we hope this gives perspective on how access to information is a powerful thing! Ep. 10

Ep.9

Ep.8

Today's proverb is: ownership over your actions and outcomes is the key to success.

Ep 6: Success at anything always comes down to this: focus and effort on what we can control

Tune in to Ep. 5! "It's important to understand that our finances are not immune to the reality of life being unpredictable." - Greg Montejo

Tune in to Ep 4 of BTM

The proverb for today's episode is "if you aim at nothing, you'll hit it every time". So what do I mean by that? And how does that relate to your financial journey? Well, let's unpack that. I want to give you guys something to aim towards!

Beyond the Meetings episode 2

Introduction to Beyond The Meetings