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Episode Synopsis
Episode 179 | The 7 PRINCIPLES of Financial SUCCESS
See more: https://RetireMentorship.com/179
Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.
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*ALL NEW* Join our FREE membership community to receive exclusive, weekly content at RetireMembership.com.
The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
Find my financial planning firm at LaxFP.com.
Email us at [email protected] or call us at 1-855-6MENTOR.
Timestamps: 00:00 Intro 01:12 7 Principles 01:45 Principle 1 - Planning 03:14 6 Domains of Planning 03:45 Cash Flow & Net Worth 04:41 Investment Planning 05:12 Insurance Planning 05:43 Tax Planning 07:30 Retirement Planning 08:11 Estate Planning 10:52 Principle 2 - Discipline 12:42 Principle 3 - Patience 14:19 Principle 4 - Knowledge 15:16 Ways to Learn 18:30 Know Everything? 19:31 But... 20:32 Outro
This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.
See more: https://RetireMentorship.com/179
Follow the RetireMentorship Vodcast. Search for "RetireMentorship Vodcast" in your podcast player to follow.
Send us a Text Message.
*ALL NEW* Join our FREE membership community to receive exclusive, weekly content at RetireMembership.com.
The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)
Find my financial planning firm at LaxFP.com.
Email us at [email protected] or call us at 1-855-6MENTOR.
Timestamps: 00:00 Intro 01:12 7 Principles 01:45 Principle 1 - Planning 03:14 6 Domains of Planning 03:45 Cash Flow & Net Worth 04:41 Investment Planning 05:12 Insurance Planning 05:43 Tax Planning 07:30 Retirement Planning 08:11 Estate Planning 10:52 Principle 2 - Discipline 12:42 Principle 3 - Patience 14:19 Principle 4 - Knowledge 15:16 Ways to Learn 18:30 Know Everything? 19:31 But... 20:32 Outro
This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.
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