This week's blogpost - https://bahnsen.co/3UT2L8u
The Secret to Financial Serenity: Confidence and Strategy
Join Trevor Cummings and today's author Blaine Carver as they explore the core elements of financial confidence in this engaging episode of 'Thoughts on Money.' They discuss Blaine's latest blog article, 'The Secret to Financial Serenity,' delving into the psychology of money, the importance of financial planning, and how to manage investments. They share personal anecdotes, including Trevor's experience with his son's first steps and the impact of childhood on financial attitudes. The podcast also addresses key questions like ensuring financial stability, understanding investment strategies, and aligning wealth with personal values. Don't miss this insightful conversation aimed at helping you achieve true financial confidence!
00:00 Introduction and Welcome
00:23 Introducing the Article: The Secret to Financial Serenity
00:44 Trevor's Role and Leadership at PWAG
02:40 Personal Stories and Financial Confidence
05:52 The Core Issue: Financial Security
09:30 Four Key Financial Questions
10:26 Question 1: Am I Going to Be Okay?
15:31 Question 2: Am I Invested in the Right Stuff?
19:41 Question 3: Am I Stewarding My Wealth Properly?
24:19 Question 4: How Do All the Pieces Fit Together?
30:05 Conclusion and Final Thoughts
32:13 Disclaimer and Legal Information
Links mentioned in this episode:
Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
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