In this enriching episode of A Life Well Lived: A Physician's Guide to Wealth, James Nutter navigates through actionable strategies for maintaining financial wellness and consistency. The episode kicks off with a timely reminder about the upcoming Public Service Loan Forgiveness webinar scheduled for September 26, 2024, offering a valuable resource for listeners to gain insights from expert financial advice.

James delves into the Financial Wellness 101 series, wrapping up the series with effective ways to take action and remain consistent in financial planning. He shares the powerful "Three by Three by Three by Three" framework and Darren Hardy's "Five Three One Plan" to help identify top priorities in various financial categories—ensuring actionable steps for achieving financial goals. James emphasizes the importance of understanding one's financial vitals, managing cash flows, maintaining core values, and setting meaningful goals, all while considering the benefits of different levels of professional financial guidance.

Key Takeaways:

Upcoming Webinars: Attend the free Public Service Loan Forgiveness webinar on September 26, 2024, for in-depth guidance on loan forgiveness.
Three by Three by Three by Three Framework: Identify and prioritize three key actions in different financial categories: vitals, cash flows, core values, and goals.
Five Three One Plan: Implement Darren Hardy's method of choosing one skill to focus on each quarter, supported by five books, three podcasts, and one seminar or coach.
DIY vs. Professional Help: Weigh the benefits of do-it-yourself financial planning versus getting help from professionals, in terms of time, cost, and expertise.
Core Values Alignment: Ensure all financial decisions align with your core values to achieve a balanced and fulfilling financial life.

Resources:

IM Wealth Public Service Loan Forgiveness Webinar: Scheduled for September 26, 2024, held on Zoom. Register in the link provided in the description.
Rocket Money: An app recommended for tracking cash flow and expenses.
Living Your Best Year Ever by Darren Hardy: A resource for implementing the Five Three One Plan & goal execution.
Tim Grover: Mentioned as the trainer for Michael Jordan and Kobe Bryant, with a recommended book available called Relentless.

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