Financial Planning with Bryan Koslow
We talked about the value of combining intellectual curiosity with matters of the heart and the importance of being a leader in one’s community. Comprehensive financial planning and all the different variables and components that go into an effective plan. How to take in constant information while still maintaining a long-term viewpoint, particulary when thinking about financial matters. How and why people overthink the goal setting process!
Listen to us On
About the Episode
LifeBlood: We talked about the value of combining intellectual curiosity with matters of the heart and the importance of being a leader in one’s community. Comprehensive financial planning and all the different variables and components that go into an effective plan. How to take in constant information while still maintaining a long-term viewpoint, particulary when thinking about financial matters. How and why people overthink the goal setting process. Why financial literacy is lacking and why it’s an essential part of someone becoming financially successful. How once you’ve set your goals, they become your new benchmark which is why it’s so important to make sure your goals are what you truly want. Why data is essential when making decisions, but it’s also important to take into consideration intimate details. How reading is a life hack and why you need to stay focused while at the same time not miss out on opportunities. And how to get started with Bryan Koslow, MBA, CFP, CPA, CFF, PFS, Principle of the Clarus Group, an Investment Advisor.
Listen to learn a process for thinking about and setting your goals that’s simple and actionable!
For the Difference Making Tip, scan ahead to 17:38!
You can learn more about Bryan at ClarusFinancial.com and LinkedIn.
You can learn more about the show at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or contact George at [email protected].
George Grombacher
Lifeblood Host
Bryan Koslow
Guest
More Episodes
Financial Wellness: Developing a Sustainable Program
It’s gotta fit. Even if the new thing you’re starting is the most beneficial thing in the world, if it doesn’t fit into your life or organization, it won’t last. It won’t be sustainable. A financial wellness program could be just what your company and your...
Steps to Success: What it Means to Level Up
What if there were steps to success you could follow that would take you to the level above the one you’re at? What if you could then lock in your gains and make that level your new normal? Would you take those steps? There’s a lot of talk these days...
Morning Routine Checklist
The value in having a morning routine checklist If I had a lifetime checklist, living intentionally would be at the top. Having checklists for things is a means of doing that. I like to get up early because there’s not a lot of other people that do. It...
Debt Free: Get Back to Living
The time is now for putting a plan together to become debt free. I’m going to talk about how and why the implications are far greater than you realize. Life is short, and it’s important to live in the present as much as we can. But it’s also very...
Creating Your Wellness Checklist: Steps to a Better Life
Creating a wellness checklist can help you bridge the gap between the life you have and the life you want. I’m going to talk about how to create a wellness checklist, as well as help you fit it into your busy life and make it sustainable. Why bother with...
What States Don’t Tax Retirement Income and How Do I Create More Tax Free Income
There are seven states with no income tax, meaning these seven states don’t tax retirement income AlaskaFloridaNevadaSouth DakotaTexasWashingtonWyoming Why is this important? Because, depending on the type of account(s) you're using to accumulate money for your...
How Much Money Should I Save Before Buying a House and How Do I Do It?
How much money should you save before buying a house? A down payment of 20% and six months worth of what your expenses will be once you own the home. Here’s what I’ll cover in the remainder of this post Why you should save that muchThe cost of making a bad...
Rental Property Loans: What You Need to Know to Position Yourself for Success
Rental properties can be a great way to diversify your income and your long-term financial situation. Understanding rental property loans and how to qualify will position you for success as you set out on your passive income journey. No doubt you have...
How to Become Debt Free Using Goals Based Budgeting
Debt has become an insidious part of many of our lives. I’m going to share with you a process for becoming debt free using goals-based-budgeting so you can start living the life you truly want. There are many reasons why people fall into debt. There are many...
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!