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
Fiduciary Rule Conspiracy Theory
Fiduciary Rule Conspiracy Theory Could there be a conspiracy theory about the new fiduciary rule? There is now! George G breaks down what he thinks is really going on. About the EpisodeCould there be a conspiracy theory about the new fiduciary rule? Who is it designed...
Focus on What Matters with Peter Mallouk
Focus on What Matters with Peter Mallouk Do you focus on what matters, or what seems urgent? Peter Mallouk talks about the value of taking a simplified approach to your finances! About the EpisodeWe focused on how to focus on what matters when it comes to your money,...
What’s Your Number and Does it Matter?
What's Your Number and Does it Matter? What's your number to live a comfortable retirement, and is that what you should be focused on? George G breaks the process down!About the EpisodeWhat's your number to live a comfortable retirement, and is that what you should be...
The Fiduciary Rule with Stephen Kagawa
The Fiduciary Rule with Stephen Kagawa A new fiduciary rule could negatively impact the way financial services and advice are delivered. Stephen Kagawa breaks down what you need to know!About the EpisodeWe focused on the fiduciary rule impacting how financial services...
Financial What If’s with Derek Mazzarella
Financial What If's with Derek Mazzarella There are a lot of financial what if's when it comes to retirement. Derek Mazzarella shares his perspective on how to find the success you're looking for!About the EpisodeWe focused on financial what if’s in retirement, how to...
Better Investing with Gil Baumgarten
Better Investing with Gil Baumgarten Could being more patient lead to better investing? Gil Baumgarten talks about how to become a permanent participant in the market and the benefits of doing it!About the EpisodeWe focused on better investing, what it means to be a...
Lifetime Income with Matt Wolniewicz
Lifetime Income with Matt Wolniewicz Even after we stop working, we still want consistent lifetime income. Matt Wolniewicz talks about how to make that happen with your 401(k)! About the EpisodeWe focused on creating lifetime income, the challenges of accumulating...
Money Advice for Young Adults
Money Advice for Young Adults What money advice would you give to your younger self? George G talks about the fundamentals for getting off to the right start!About the EpisodeWhat money advice would you give yourself as a young adult? The world of personal finance is...
Inflationary Vibes
Inflationary Vibes Is inflation really a problem, or does it just feel like it's a problem? George G breaks down the numbers and talks about our current reality! About the EpisodeIs inflation really a problem, or does it just feel like it's a problem? The Wall Street...
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!