MI214: A Modernist’s Approach to Financial Planning w/ Georgia Lee Hussey

Millennial Investing - The Investor’s Podcast Network

IN THIS EPISODE, YOU’LL LEARN:

• 02:12 - How Modernist Financial is different from other wealth management firms.
• 05:10 - What are the core pillars that make up a financial plan, and why having one matters.
• 17:12 - How to figure out what your money story is, and how it impacts your financial decisions.
• 19:52 - Why her definition of wealth is about more than just money.
• 22:34 - How to build an investment portfolio using an evidence-based approach.
• 29:06 - Why having some global diversification in your portfolio matters.
• 35:18 - What are some of the biggest money mistakes she sees people make.
• 40:40 - How to avoid making emotionally driven financial decisions.
• And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
• Check out Modernist Financial.
• Follow Rebecca on Instagram.
• Related Episode: Cash Uncomplicated: Wealth Building Mindset w/ Aaron Nannini - MI Rewind.
• Related Episode: Developing and Simplifying Your Financial Plan w/ Peter Lazaroff - MI021.
• Related Episode: How To Build A Wealth Plan For Financial Independence w/ Katie Gatti - TIP456.

NEW TO THE SHOW?

• Check out our Millennial Investing Starter Packs.
• Browse through all our episodes (complete with transcripts) here.
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• Enjoy exclusive perks from our favorite Apps and Services.
• Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
• Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

• Toyota
• Meyka
• DeleteMe
• NerdWallet
• Fundrise
• Public
• Yahoo! Finance
• NetSuite

Connect with Georgia: LinkedIn | Instagram

Connect with Rebecca: Twitter

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