Michael Liersch, head of advice and planning for wealth and investment management at Wells Fargo, joins Jaime Catmull on The Richer Way Podcast to discuss the importance of setting small, specific goals, prioritizing financial intentions, and embracing fun while building wealth. They explore the complexities of individuals' relationships with money and offer insights on how to make intentional decisions about spending and saving. This episode emphasizes the need to align financial goals with personal values and desires.
Key Points/Topics Covered:
- The importance of setting realistic financial goals and celebrating small wins.
- The pressure to show off flashy spending on social media and the need for intentional spending communities.
- Understanding and addressing emotions and motivations behind spending habits.
- Balancing financial security with enjoyment and avoiding the concept of personal sacrifice.
Listen in to Jaime and Michael to embrace intentional spending, set small goals, and celebrate each milestone on your journey to living richer.
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