Episode 23

Episode 23: Who Wants to Achieve Financial Wellness?

This week I’ll discuss the three things you need to focus on when achieving financial wellness. One, you need to build wealth. Number two, you need to protect wealth. And number three, you need to distribute wealth. Some people in the industry often illustrate this as a mountain. When you’re climbing up the mountain, you’re building your wealth. When you reach the peak, you’re protecting your wealth. And as you descend the mountain, you’re distributing your wealth. I prefer to think of it as a continuum of life, where there’s more or less emphasis at different points on that continuum, or in your life on those three phases of wealth.

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