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

41:46
 
اشتراک گذاری
 

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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.

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