Listen "Traveling to a Life of Significance (Feat: Cindy Gonzalez)"
Episode Synopsis
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.You've worked so hard to achieve success and the wealth that comes along with it. For many people in this position, they look to travel as a means of enjoying that wealth and creating long-lasting memories for them and their families. On the latest episode of Path to Abundant Living, Matt and Scott are joined by Cindy Gonzalex, Owner & Designer at Theory of Travel, for a great conversation surrounding her efforts to create custom curated travel experiences and eliminate the hassle of vacation planning for you. Cindy shares some fantastic travel strategies, as well as her top destinations she's sending individuals and families these days. You don't want to miss this fun episode!Timecodes:0:06 - Introduction and overview on the topic of the day3:00 - Travel is an important item for many affluent families and individuals5:00 - Cindy joins the show and describes Theory of Travel6:50 - Cindy's process on getting to know her clients and curating a custom travel experience8:39 - Steering her clients toward one destination versus another10:20 - Educating her clients on what unique travel opportunities exist12:18 - Cindy's ideal clients16:38 - Safety concerns when traveling to exotic locations20:16 - Cindy's top 3 destinations in 202324:08 - Additional travel tips and considerations26:19 - Ryan's experience using a concierge vacation planning service28:00 - Scott's experience having to cancel a vacation due to Covid-1931:55 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn