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January 17, 2024 44 mins

Connect with the host:

LinkedIn: https://www.linkedin.com/in/brandon-e-jenkins/

Website: https://www.birchprosper.com/

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About the guest:

Stephani Walter Today’s guest, Stephanie Walter, is the CEO of Erbe Wealth, a capital raiser, syndicator, and author of her new book, “Shattering Money Myths: How the Wealthy Invest.” She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining lasting wealth. Stephanie lives with her husband and young son in Colorado. 

 

Connect with Stephani Walter: 

Email: skw@erbewealth.com

Website: www.erbewealth.com

 

Episode Highlights:

✔️ Finding the right partner

✔️ The 401k myth

✔️ How the wealthy put their money to work

✔️ Educating your investors

✔️ When to adjust your buy box

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