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
The Financial Planning Process: Five Keys to Success
The financial planning process is something you can master. It can also be intimidating if you’re new to personal finance and/or aren’t currently investing. The entire financial services industry is unnecessarily complex. While there are a lot of moving parts to...
How to Be Wealthier than Bill Gates and Warren Buffett
Could you be wealthier than Bill Gates and Warren Buffett? I think the answer is yes. Gates has a net worth of approximately $135 Billion, and Buffett’s is approximately $126 Billion. The definition of wealthy is “having a great deal of money, resources, or...
Why Is Property Tax Lien Investing a Good Idea?
Property tax lien investing is growing in popularity among savvy investors because it allows them to invest in real estate without actually having to experience the headache and uncertainty of owning property. It is also desirable because of the relatively low-risk...
Struggling to Acquire New Clients? Here’s a Blueprint to Energize Your Client Acquisition Plan
Clients are the lifeblood of your business, whether you’re an enterprise organization or a fresh startup. Attracting new clients consistently is challenging and can be expensive, especially as client acquisition costs continue to rise. On top of that, clients are...
Finding Your Trading Edge with Adrian Reid
Stop Trading Stocks Do you believe you're the person responsible for your health? Dr. John Kim talks about why you need to be and how to get healthy and stay healthy!About the EpisodeLifeBlood: We talked about how to get healthy and stay healthy, the importance of...
How to Get Good With Money: 7 Steps to Financial Prosperity
I’m excited you’re interested in how to get good with money and I’m confident I can help you get where you want to go. This article will go through 7 steps to help you achieve financial prosperity. It’s not enough to know about money. It’s not enough to...
Business Automation with Pace Ellsworth
Human Design with Kayla Mason
Human Design with Kayla Mason What is Human Design and why should you care? Kayla Mason answers those questions and more! About the EpisodeLifeBlood: We talked about Human Design, how it works, the value it can bring, how to apply it in your life, and the steps to...
Patterns of Behavior with Ellie Gould
Patterns of Behavior with Ellie Gould Are your patterns of behavior leading you to success? Ellie Gould shares her process for identifying beneficial behaviors to help you live the life you want! About the EpisodeLifeBlood: We talked about patterns of behavior, the...
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!