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Listen "Navigating Financial Challenges: Expert Tips for Busy Professionals (Ep. 12)"
Episode Synopsis
What's the secret sauce for building wealth while juggling life's chaos?
Nick St. George from St. George Wealth Management kicks off the latest episode of Un Eff Your Finances with an engaging discussion on the importance of a structured financial plan for busy executives and business owners. With a mix of humor and expertise, he breaks down why starting early is key, the risks of an unstructured approach, and how failing to plan is essentially planning to fail. This episode dives into the mindset of strategic achievers—those who are too busy to manage every financial detail but want their money to work just as hard as they do.
Nicholas discusses:
(00:02:22) Strategic financial planning for busy professionals
(00:04:20) The importance of starting retirement savings early
(00:06:13) Real-life investment missteps and successes
(00:12:27) Creating a flexible financial game plan
(00:20:03) The role of a financial advisor in managing emotions and legacy planning
Connect with Nicholas St. George:
St. George Wealth
LinkedIn: Nicholas St. George
Facebook: Nicholas St. George
Phone: 828-481-8836
Nick St. George from St. George Wealth Management kicks off the latest episode of Un Eff Your Finances with an engaging discussion on the importance of a structured financial plan for busy executives and business owners. With a mix of humor and expertise, he breaks down why starting early is key, the risks of an unstructured approach, and how failing to plan is essentially planning to fail. This episode dives into the mindset of strategic achievers—those who are too busy to manage every financial detail but want their money to work just as hard as they do.
Nicholas discusses:
(00:02:22) Strategic financial planning for busy professionals
(00:04:20) The importance of starting retirement savings early
(00:06:13) Real-life investment missteps and successes
(00:12:27) Creating a flexible financial game plan
(00:20:03) The role of a financial advisor in managing emotions and legacy planning
Connect with Nicholas St. George:
St. George Wealth
LinkedIn: Nicholas St. George
Facebook: Nicholas St. George
Phone: 828-481-8836
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