Financial Advisor Marketing Podcast

5 Things I’ve Done Well With Money (And 5 Things I’ve Done Poorly)

Oct 21, 2024
Discover unique insights on money management, including unconventional methods to attract quality clients. Learn why investing in yourself can outpace traditional stocks. The discussion reveals the surprising impact of simple lifestyle upgrades, like a better mattress, on financial satisfaction. It tackles common mistakes parents make with their finances and features a timeless investment tip that's often cited by Warren Buffet. Reflect on the balance between variable and fixed costs to achieve a fulfilling life.
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