Financial Advocating with Gil Baumgarten
We talked about the differences between financial professionals, how technology and innovation is changing financial advice, and how to think about and evaluate investment opportunities!
Listen to us On
About the Episode
LifeBlood: We talked about the differences between financial professionals, how technology and innovation is changing financial advice, and how to think about and evaluate investment opportunities with Gil Baumgarten, President of Segment Wealth Management and author. Listen to learn what you should be expecting out of a financial professional!
For the Difference Making Tip, scan ahead to 18:38!
You can learn more about Gil at SegmentWM.com, Facebook, Twitter and LinkedIn.
Real Employee Financial Wellness
Financial wellness is a great idea in theory, but a failure in practice. I encourage you to replace financial wellness with financial peace of mind. Most of us don’t want to spend a ton of time thinking about money. Yet currently, most of us are stressed and...
How You’ll Get There: Let Values Guide Your Path to Financial Success
On your path to get good at money, values are how you’ll get there. Values are what you believe to be of the greatest worth. The more we can incorporate our values into our decision-making process, the better off we’ll be. This is true for our personal...
Recognizing and Overcoming Limiting Financial Beliefs
We all have limiting beliefs. The child of billionaires could think, “There’s no way I'll ever be more financially successful than my parents.” The child of degenerates could think, “There’s no way I’ll ever amount to anything.” The important question for...
Live Below Your Means
Money is simple and straightforward. Here’s how you do it; spend less than you make and live below your means. But that appears to be impossible for most Americans. Three in five Americans are living paycheck-to-paycheck. 77% of us are anxious about money. ...
Don’t Put All Your Eggs in One Basket
With your personal finances, don’t put all your eggs in one basket. And the opposite is also true; don’t spread them out amongst too many. The idea is to find the proper amount of diversification that will help get you where you want to go, without too much...
Level Up Your Professional Skills for a Modern Workplace Pivot
Business and the modern workplace has changed thanks to the pandemic, and your professional evolution will need to keep pace. Investing in yourself and your skills will help you pivot to meet new opportunities as they arise. Level up your skills with these ideas from...
How to Stay Out of Debt
How to stay out of debt is one of the most important questions we can ask ourselves. This is because debt is a killer of dreams and a cause of limitless stress and anxiety, and a driving force behind the demise of relationships. Too harsh? I don’t think so. ...
Steps to Success with Your Money
There are steps to success for improving and getting better at anything and everything. It’s not always easy to figure out what the steps are, and once you know, you’ve still got to follow them. This is true for getting good at money. You’ve got to figure...
Inaction can afflict all of us. It presents itself in our very human desire to put things off. Humans are great at rationalizing inaction and procrastinating. The problem is, when we procrastinate, nothing happens. Nothing is created. And while individual...
Join the show.
Interested in being on the show? Tell me a little bit more about you and what you’d like to talk about!