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
How to Get Out of Debt : Three Essential Areas to Focus On
Debt is crushing us. It crushed me for a long time. Getting out of debt is one of the most important financial priorities anyone can have and becoming debt-free is one of the greatest gifts we can give ourselves. If you’re in debt, odds are you feel like...
Why Financial Wellness is More than a 401(k) and How to Effectively Support your Employees
Financial wellness is more than the annual 401(k) enrollment meeting, and you know it. Or, maybe you don’t. I wish we could offer a 401(k) to employees and have them become financially successful by osmosis. Just like I wish we could offer gym memberships to employees...
Mind Your Own Business: Increase Personal Responsibility through Self-Care
When was the last time someone told you to mind your own business? When was the last time you told someone to mind their own business? It’s time everyone starts doing it, here’s why: We’ve got a fuck-load of problems. The Borgen Project has a list of the...
Taking Personal Responsibility for Your Potential
“Education is the passport to the future, for tomorrow belongs to those who prepare for it today.” - Malcolm X Things are changing fast. We know so much more today than we the previous generation knew at this point in their lives. But it’s too much. As we...
Financial Wellness: 9 Rules for Life
Financial wellness is a lot like personal finance; it’s in the eye of the beholder. You’re financial desires could be focused on accumulating millions, while mine could be focused on finding security and increasing certainty. One’s idea of being financially well...
Budget Categories: Getting Clear on Wants Versus Needs
There are literally hundreds of potential budget categories you could track. If you’re looking for an exhaustive analysis of those hundred categories, you’re in the wrong place; turn back now. If you’re looking for a breakdown of the most common and...
Know Your Worth: How to Find and Embrace Yours
“Our duty is to encourage everyone in their struggle to live up to their own highest idea, and strive at the same time to make the ideal as near as possible to the truth.” -Swami Vivekananda I want to let you in on a secret. You know how you look at other people...
No Money: How to Break the Cycle of Poverty
It sucks to have no money. Systemic poverty is present all over the world and all over our Country. Close to half the people on Earth live on less than $5 a day. Almost half of Americans are living paycheck to paycheck, which means they’re...
How to Get Out of Debt and Become Financially Secure in 7 Steps
I’m going to show you how to get out of debt and become financially secure in these 7 steps Know your “facts.” When talking about personal finance, your facts are your current financial situation, meaning your cash flow and budget. Know yourself. It’s imperative...
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!