Join us on Average Joe Finances as our guest Tracey Lundell, a wealth advisor, shares her unconventional journey from aspiring diplomat to financial industry expert. Calling in from Canada, Tracy offers insights into her varied career, the importance of diversified income streams, and the necessity of taking that first step toward financial literacy. She emphasizes creating customized financial plans based on individual values and the significance of actionable steps in achieving long-term financial goals. Tracy also provides tips on navigating the complexities of investing and the importance of building a supportive team of advisors, mentors, and resources.
In this episode:
- Pick up how financial flexibility can empower you to adapt and thrive through life’s unexpected turns.
- See why diversifying both your investments and income streams is key to long-term freedom.
- Realize that financial planning isn’t rigid—it’s a living strategy built around your values and goals.
- Take note that the hardest step in wealth-building is simply starting—progress begins with action.
- And so much more!
Key Moments:
Find Tracey Lundell
Website: www.seaglasswealth.com
Facebook: https://www.facebook.com/seaglasswealth/
LinkedIn: https://www.linkedin.com/in/traceylundell/
Average Joe Finances®
All of our social media links and more: https://averagejoefinances.com/links
About Mike: https://mikecavaggioni.com
Show Notes add-on continued here: https://averagejoefinances.com/show-notes/
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See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes
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