E69: Envisioning Your Financial Future: Insights From a Wealth Advisor

Jim Elios, MBA, ChFC®, CLU®, AIF®, is the founder & CEO of Elios Financial Group, he is a wealth advisor who specializes in comprehensive financial planning and investment management. He loves to help people understand the finance world. He speaks frequently about financial planning issues, the economy, and financial markets. He's held workshops for companies, government organizations, non-profits, and charity organizations including the Social Security Administration. Listen in as he discusses the many life choices around finances and preparing ourselves and our children for the best money mindsets. Key Takeaways [00:03:44] Money and boundaries [00:06:35] Setting healthy boundaries around money [00:09:16] Teaching kids financial responsibility [00:17:26] The power of savings [00:21:13] Teaching kids about responsibility [00:28:28] The magic of compound interest [00:31:40] Saying no to tattoos for Roth IRA [00:35:19] Auto savings and budgeting [00:37:52] Three buckets for savings  Where to Find Jim LinkedIn – Jim Elios Facebook – Elios Financial Group, Inc. Website – EliosFinancial.com How to find us - Visit our website – hardnopodcast.com – for show notes, which include links to books and other helpful resources. Like what you hear? Please subscribe, rate and review so others can find us, and make sure to follow us on social media. We're @hardnopodcast on Instagram, Facebook, LinkedIn & YouTube. Learn more about your ad choices. Visit megaphone.fm/adchoices