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
Understanding Trusts with Amanda Peck
Understanding Trusts with Amanda Peck Think trusts and estate planning fare just for the ultra wealthy? Amanda Peck talks about why that's not the case, and how ordinary folks can easily access and benefit from using them! About the EpisodeLifeBlood: We talked about...
Real Estate Syndication with Spencer Hilligoss
Real Estate Syndication with Spencer Hilligoss Interested in investing in real estate, but want something more passive than rentals or fix and flips? Spencer Hilligoss talks about the opportunities with real estate syndication, how it works and the benefits of...
Work-Life Balance with Vito Grammatico
Work-Life Balance with Vito Grammatico As a high performer, have you ever thought about why you feel burned out from time to time and what can be done about it? Vito Grammatico shares his expertise into why it happens, and some simple tools to start alleviating those...
Teaching Kids About Money with Dean Brauer
Teaching Kids About Money with Dean Brauer You've been giving your kids a cash allowance, but now it's time to transition to digital but haven't figured out how to do it? Dean Brauer talks about a platform he's developed to make that happen plus teach kids important...
Life Insurance Settlements with Jamie Mendelsohn
Life Insurance Settlements with Jamie Mendelsohn Got an old life insurance policy you're thinking of getting rid of because it's no longer necessary? Jamie Mendelsohn talks about how it could be more valuable than you think and shares her expertise into how to...
Startup Stages with Alon Braun
Startup Stages with Alon Braun Have an idea but struggling to bring together all the resources to make it a reality? Alon Braun shares his entrepreneurial framework for making it happen!About the EpisodeLifeBlood ENGAGE: We talked about the startup stages business go...
Health for Life with Meghann Hempel
Health for Life with Meghann Hempel Being overweight is a struggle that many of us fight our entire lives. Meghann Hempel has fought through a ton of adversity, she shares her story of resilience as well as an actionable process that you can take and apply in your...
Making Better Meat with Paul Shapiro
Making Better Meat with Paul Shapiro The methods through which we're currently producing meat are harmful and not sustainable. Paul Shapiro has devoted his life to developing new and innovative ways to address the problem, and produce a new and better meat!About the...
Improve Your Love Life with Erwan and Alicia Davon
Improve Your Love Life with Erwan and Alicia Davon We talked about how everyone is drawn to fun and how it’s imperative to incorporate that into our lives. How the pandemic has changed relationships for better and for worse. The advantages of working on yourself as...
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!