"In this episode of WealthWise, co-hosts Patrick and Jennifer Burnham-Grubbs dive into the world of financial wellness with Lynn Reynault, CEO of Questis. Together, they explore the importance of understanding personal finances, creating a financial plan that works for you, and the tools and coaching available to achieve financial health. With insights on budgeting, saving, investing, and navigating an unpredictable economy, this episode is packed with practical tips and expert advice. Whether you're just starting your financial journey or looking for advanced hacks, tune in to take control of your wealth today!" Hashtags: #WealthWise #FinancialWellness #Questis #PersonalFinance #FinancialPlanning #InvestingTips #MoneyMatters #FinancialEducation #WealthManagement #BudgetingTips #SavingsGoals #EconomicInsights #FinancialCoaching #MoneyTalks
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For us, true wealth is about more than money—it’s about living a life that aligns with your values. At Ideas by Mike™, we focus on creating financial strategies that support what matters most to you—whether that’s building a future for your family, giving back, or simply living a more balanced life. By integrating health and financial planning, we ensure that your financial plan works for your life, not the other way around. Want to know more about how we simplify the process? 🎧 Listen to this week’s episode of Ideas by Mike™: https://spoti.fi/482awOO #IdeasbyMike™ #FinancialPlanning #HealthAndWealth #PersonalFinance #BalancedLife #FinancialWellness #FamilyLegacy #WealthWithPurpose
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Helping Clients Make Small Changes for Big Results In our next episode of PROpulsion LIVE, we interview Warren Ingram, co-founder of Galileo Capital and author of four personal finance books. With over 25 years of experience in financial planning, Warren shares his insights on the importance of changing clients' money behaviours to achieve better financial outcomes. We discuss Warren's journey in the financial planning industry, the impact of destructive financial behaviours, and practical strategies financial planners can use to help clients make positive changes. Warren also shares key takeaways from his book, "Small Changes for Big Results," and explains how small adjustments can significantly improve clients' financial health. Join us for the live broadcast to gain valuable insights from Warren. Subscribe to our channel for more episodes that provide practical advice and strategies for financial advisors looking to elevate their practice. 📅 When: Friday 26 July 2024 from 8 AM to 9 AM SAST (Add it to your diary!) ▶️ Where: Exclusively on YouTube - see the comments for more info The show also features the following segments: 📃 Current Affairs by The Financial Planning Institute SA 📸 Wellbeing and Money with Kim Potgieter CFP® 🎯 The Advisor's Path with Kobus Kleyn CFP® . 🎤 Quick Announcements 📺 Featured Guest with Francois du Toit and Warren Ingram Leave a comment with your thoughts and questions. #FinancialAdvisers #MoneyBehaviours #FinancialPlanning #WarrenIngram #GalileoCapital
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Many people think financial planning is only about growing your numbers. 📈 📌 The truth? It’s about reaching the goals behind the numbers. This week on Ideas by Mike™, our team shares heartfelt stories that highlight the importance of melding financial planning and personal goals. 💭 Whether it's avoiding financial stress, achieving lifelong dreams, or ensuring a secure future for your family, this episode has something for everyone. Don’t miss it: https://lnkd.in/gxxHs2K8 (Please share your thoughts — we’d love to hear your story! 📖) #IdeasbyMike™ #FinancialPlanning #WealthManagement #FinancialLiteracy #MoneyTalks
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Unlock the secrets to financial success with Michael's unparalleled investing wisdom on the latest Wealth Strategy Secrets episode! Dive deep into powerful insights and practical tips to elevate your wealth game. 🚀 Don't miss this masterclass in investing, listen here: https://lnkd.in/gukXi6yn Get your FREE copy of the Holistic Wealth Strategy book here: https://lnkd.in/gh6MyJpm #WealthStrategies #InvestingWisdom #FinancialSuccess
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Don't let financial worries steal your peace of mind. Dive into this episode as we explore the core of complex financial challenges, providing crucial insights to simplify them and strategies to optimize your financial management so you can take proactive control of your wealth. Tune in to transform your anxieties into confident, effective wealth-building tactics. 𝐓𝐡𝐢𝐧𝐠𝐬 𝐭𝐨 𝐥𝐞𝐚𝐫𝐧 𝐟𝐫𝐨𝐦 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞: • Common financial fears among successful individuals and how to approach them • The importance of having your financial advisors work together to optimize your tax situation • The benefits of creative and personalized investment strategies outside traditional options like 401Ks and Roth IRAs • The necessity of a second opinion in financial planning to ensure diverse and effective strategies • How early investment strategies can significantly benefit long-term financial health Subscribe so you don't miss out on great content, and if you love the show, leave an honest rating and review EP03: Turn Your Financial Anxiety into Empowered Wealth Management #WealthManagement #InvestmentStrategies #FinancialPlanning Link in the comments!
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I believe that everyone in every age group should learn more about financial planning. So, members of Gen Z – it's your turn today! How important is it to start investing as early as possible? Where does financial education fit into the mix? How big an impact does debt have on your overall financial health? And is it true that when it comes to investing, time is your most valuable asset? These principles aren't only about building wealth but are also about creating a mindful and strategic approach to personal and financial growth. Want some insights that could transform your approach to money and life? Tune in to today’s episode of CAPitalize Your Finances and learn all about it! https://lnkd.in/gUcbr_63 #financialpodcast #financialeducation #learnaboutmoney #genz
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You want to take control of your finances but don’t know where to start. Sound relatable? It’s time to unpack the first piece of your financial puzzle — *cash flow*. 💸 Tune in to The Financial Puzzle Playbook as I explain the role of cash flow in financial planning. Whether you're just starting your career, gearing up for retirement, or navigating the middle, this episode is a must-listen for anyone looking to make smarter financial decisions! You can stream it now, or save it for later: https://lnkd.in/ekx8-q3D #FinancialPuzzlePlaybook #FinancialPlanning #CashFlow #PersonalFinance
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📢 Inevitable Wealth: Episode 8! 🎙️✨ Dive into "What are the 5 Questions of Financial Planning?" and discover essential insights to guide your financial journey. At Liberty One Wealth Advisors, we're here to help you build a prosperous future. Tune in now! Click this link: https://loom.ly/_vG1iOA to listen to all of our episodes! 📊💼 #FinancialPlanning #WealthManagement #InevitableWealth #FinancialSuccess #FinancialQuestions #LibertyOneWealth
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What if I told you that unlocking your financial potential could be as simple as appreciating how differently your spouse loads the dishwasher? In this week’s episode of LIFE’s Inside Track, Ken and Yetta Dekker dive deep into the essential steps needed to achieve financial freedom.From understanding the importance of budgeting to exploring innovative investment strategies, this episode is packed with valuable information to guide you towards a secure financial future. On Friday, June 14, at 9:30 AM on chri.ca or 99.1 FM, join Ken and Yetta to learn how to turn these insights into actionable steps that can revolutionize your financial journey. #OttawaRealEstate #PersonalGrowth
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Feeling hesitant about taking the plunge into financial planning? Remember the wise words of Beverly Sills: 'You may be disappointed if you fail, but you are doomed if you don't try.' 💡 Take that leap of faith and start your journey towards financial empowerment today! Need guidance on where to begin? Let's connect for personalized financial coaching and pave the way to your financial success! . . . 🌟 #FinancialEmpowerment #TakeThePlunge #BeverlySills #FinancialCoaching #SmartMoneyMoves #StartToday #FinancialSuccess #PlanForTheFuture #InvestInYourself #EmpowerYourFinances #MoneyMatters #ConsultationAvailable #CoachRLSimmons #thegreatnessacademypodcast #lifejourneysolutions
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