Kosher Money The Smartest and Easiest Way to Retire a Millionaire (Step-By-Step)
Jul 29, 2025
Shimon Willig, a financial advisor at MWM Invest,, shares invaluable insights on navigating retirement planning. He demystifies the process of opening retirement accounts and emphasizes starting contributions early. Listeners learn about the importance of diversified portfolios and the strategic use of IRAs, along with smart investing principles. Shimon also addresses the misconceptions surrounding retirement funds and underscores the critical role of life insurance. With practical tips and personal stories, he inspires everyone to take charge of their financial future.
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Shimon's Career Pivot Story
- Shimon Willig shifted from aspiring actuary to financial advisor for a more people-oriented career.
- He emphasizes the personal, interactive nature of wealth management beyond just numbers.
Start Under Experienced Firms
- Build trust early by working under an experienced firm instead of starting independently.
- Gaining experience and client base under a firm lays a strong foundation for future growth.
Money Can Increase Anxiety
- Wealth often increases anxieties, as people worry about lifestyle and correct financial decisions.
- Financial advisors act somewhat like psychologists, calming clients’ concerns.