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Inhoud geleverd door UBNGO and Michelle Perkins. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door UBNGO and Michelle Perkins of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Ep 139: Money Milestone’s: A financial journey from youth to retirement

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Manage episode 429041264 series 2155063
Inhoud geleverd door UBNGO and Michelle Perkins. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door UBNGO and Michelle Perkins of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
The podcast featured Philip Board, a financial advisor with 27 years of experience discussing his journey in the financial services industry, starting from selling financial products to running his own company. The speaker started in financial services through a friend of his dad who offered him a job if he passed a test. He equated Wall Street with nice cars in his 20’s and a career was born.
The conversation touched on the importance of understanding the relationship between finance and business management, the significance of saving and spending habits, and the impact of taxes on retirement planning. The speakers emphasized the need for a holistic approach to financial planning, including collaboration between financial advisors and tax professionals. The discussion highlighted the value of ongoing education and strategic planning in achieving financial goals. The podcast emphasized the importance of seeking professional advice and developing a comprehensive financial strategy to optimize financial outcomes. The conversation provided valuable insights into financial planning, business management, and tax strategies for listeners.
00:05 - Financial journey beginnings 05:17 - Business skills for advisors 10:38 - Talking money with kids 23:05 - Saving vs. spending strategies 30:36 - Retirement planning insights 35:58 - Tax considerations revealed 41:36 - Collaborating for financial success 47:19 - Webinars for financial education
Key Takeaways:
- Financial advisors need to balance expertise in finance with business management skills.- Teaching children about money and financial literacy is crucial for their future financial well-being.- Moving from spender to saver is a key step in building financial stability.- Tax planning is essential for optimizing retirement savings and minimizing tax liabilities.- Utilizing tax-free investment options like Roth IRAs can provide long-term benefits in retirement planning.- Collaboration between financial advisors and CPAs can lead to more effective financial and tax strategies.-The speaker teaches other financial advisors how to run better businesses, focusing on systems and processes.
The episode provides valuable insights into the financial journey from youth to retirement, emphasizing the importance of financial literacy, strategic planning, and collaboration with professionals like CPAs for long-term financial success.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your finances…Subscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
And don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of moneymanagement, and operate in a new way with money, everything will open up. Join my signature “Your MoneyDate™” program and I’ll help you make the shift. https://limitfreelifeworkshops.com/money-date/ The next one begins soon! For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeYou Tube: https://www.youtube.com/@michelleperkins-limitfreel2446
  continue reading

256 afleveringen

Artwork
iconDelen
 
Manage episode 429041264 series 2155063
Inhoud geleverd door UBNGO and Michelle Perkins. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door UBNGO and Michelle Perkins of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
The podcast featured Philip Board, a financial advisor with 27 years of experience discussing his journey in the financial services industry, starting from selling financial products to running his own company. The speaker started in financial services through a friend of his dad who offered him a job if he passed a test. He equated Wall Street with nice cars in his 20’s and a career was born.
The conversation touched on the importance of understanding the relationship between finance and business management, the significance of saving and spending habits, and the impact of taxes on retirement planning. The speakers emphasized the need for a holistic approach to financial planning, including collaboration between financial advisors and tax professionals. The discussion highlighted the value of ongoing education and strategic planning in achieving financial goals. The podcast emphasized the importance of seeking professional advice and developing a comprehensive financial strategy to optimize financial outcomes. The conversation provided valuable insights into financial planning, business management, and tax strategies for listeners.
00:05 - Financial journey beginnings 05:17 - Business skills for advisors 10:38 - Talking money with kids 23:05 - Saving vs. spending strategies 30:36 - Retirement planning insights 35:58 - Tax considerations revealed 41:36 - Collaborating for financial success 47:19 - Webinars for financial education
Key Takeaways:
- Financial advisors need to balance expertise in finance with business management skills.- Teaching children about money and financial literacy is crucial for their future financial well-being.- Moving from spender to saver is a key step in building financial stability.- Tax planning is essential for optimizing retirement savings and minimizing tax liabilities.- Utilizing tax-free investment options like Roth IRAs can provide long-term benefits in retirement planning.- Collaboration between financial advisors and CPAs can lead to more effective financial and tax strategies.-The speaker teaches other financial advisors how to run better businesses, focusing on systems and processes.
The episode provides valuable insights into the financial journey from youth to retirement, emphasizing the importance of financial literacy, strategic planning, and collaboration with professionals like CPAs for long-term financial success.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your finances…Subscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
And don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of moneymanagement, and operate in a new way with money, everything will open up. Join my signature “Your MoneyDate™” program and I’ll help you make the shift. https://limitfreelifeworkshops.com/money-date/ The next one begins soon! For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeYou Tube: https://www.youtube.com/@michelleperkins-limitfreel2446
  continue reading

256 afleveringen

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