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
Streamlining the Bid Process with Edmund Zagorin
Streamlining the Bid Process with Edmund Zagorin We talked about reducing bottlenecks and creating efficiencies, what companies can do to make the vendor negotiation process less time consuming, and why it’s important to begin with the end in mind when solving...
Get Healthy with Barton Scott
Get Healthy with Barton Scott LifeBlood BE WELL: We talked about the mineral deficiencies that so many Americans suffer from, how self-medicating with alcohol and coffee makes matters worse, why multivitamins come up short, how it becomes difficult to be optimistic...
Selling Online with David Emmons
Selling Online with David Emmons We talked about taking physical art and selling online. Making the transition from all your business being doine a festivals to eliminating some of the dates in favor of online sales. Learning and understanding the world of internet...
Critical Thinking with Dr. Greg Sadler
Critical Thinking with Dr. Greg Sadler In a time when we're experiencing one shocking and polaring event after another, what can we do to sharpen our critical thinking skills and improve how we consume information? Dr. Greg Sadler shares his thoughts and perspective...
How to Find Happiness with Becky Morrison
How to Find Happiness with Becky Morrison We talked about knowing and being able to articulate what success and happiness means to us, why it’s specific to you as an individual, the role shame and embarrassment play, and how to start living that life!About the...
Business Exit Planning with Brooklyn Brock
EPISODE #1085 Business Exit Planning with Brooklyn Brock We talked about business exit planning, the fears that stop us from doing it, the potential upside of having a clear plan, what’s required and how to get started!About the EpisodeLifeBlood: We talked about...
Buying Your Next House with Monika Jazyk
Buying Your Next House with Monika Jazyk We talked about the value of education when matched with a supportive community, navigating the emotions around major purchases, and balancing costs versus value!About the EpisodeLifeBlood REI: We talked about the value of...
Positioning yourself for Success with Joshua Ferrari
Positioning yourself for Success with Joshua Ferrari We talked about the value of education, creating systems and checklists, reviewing what went right and what went wrong, and how to get started with multi-family syndication!About the EpisodeLifeBlood REI: We talked...
Precious Metal Investing with Kyle Floyd
EPISODE #1085 Precious Metal Investing with Kyle Floyd We talked about the recent history of mining and metals, what the future may hold, why it’s challenging to directly invest in mining companies, the typical life cycle of a mine, and how to start investing!About...
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!