Achieving Financial Independence with Marc Burman

A former attorney turned financial advisor Marc Burman is on a mission to help individuals, families, and business owners achieve financial independence so they can live the life they’ve always wanted. Marc serves as a Wealth and Estate Planning Advisor at Wealthwise Financial Solutions as well as the Director of MB Succession Planning, where he helps clients preserve their wealth and ensure it stays within the ‘family bloodline’ for future generations. Marc holds a Master's degree in Law from the University of Huddersfield, a Level 6 Certified Financial Planner certification from The Chartered Institute for Securities & Investment, and a Level 4 Certificate in long-term care and later life planning from the London Institute of Banking & Finance.

 

Marc joins me today to share his passion for helping families and business owners achieve financial independence and freedom. We discuss what inspired him to become a financial advisor and why he decided to pivot his career from law to financial planning. We discuss the time-blocking techniques he uses to manage his time between work and family and how becoming a parent has impacted how he views money and wealth. Marc also shares tips on how parents can save money for their children, tools parents can use to help teach their children to budge, and how he defines the term ‘financial independence.’

 

“It’s all about layering your income so you can meet your lifestyle costs.”

- Marc Burman

 

This week on Moving Conversations:

 

●     The events that led Marc to become a financial advisor

●     Marc’s passion for helping families and business owners achieve financial independence

●     Pivoting from practicing law to becoming a financial advisor

●     Why Marc decided to start his own financial advisory business

●     Time-blocking strategies Marc uses to manage his time

●     How becoming a parent has changed Marc’s perspective on money

●     A ‘set-it-and-forget-it’ approach to saving money for your children

●     Teaching your kids how to budget

●     Marc’s views on cryptocurrency, bitcoin, and NFTs

●     How Marc helps his clients create a financial blueprint for their future

●     How Marc defines financial independence

 

Resources Mentioned:

 

●     GoHenry

●     Book: Rich Dad, Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! By Robert T. Kiyasaki

●     Book: The One-Page Financial Plan: A Simple Way to Be Smart About Your Money by Carl Richards

●     Book: The Richest Man in Babylon by George S. Clason

 

Connect with Marc Burman:

 

●     Marc Burman’s Website

●     Marc Burman on LinkedIn

●     Marc Burman on Facebook

 

 

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