Are you still relying on outdated financial advice? In this episode, the financial coaches discuss a common dilemma faced by high earners: outgrowing traditional financial advisors.
They discuss why reactive financial planning is holding back your wealth, and how proactive, creative solutions can change the game. The financial coaches also share their experiences, stressing the importance of taking control of your financial journey and seeking advisors who understand your unique needs.
If you’re tired of the status quo, tune in for expert insights on how to take charge of your financial future and break free from outdated systems.
Top three things you will learn:
-Why CPAs and financial advisors often fail to provide strategic direction
-The value of a proactive approach to financial planning
-How building a Passive Income Operating System can unlock financial freedom
Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.
This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.
The hosts may have a financial interest in the programs or services mentioned in this episode.
💸 Build a Passive Income Machine in 3 Steps:
Here’s how to flip the script and start building wealth the way the wealthy do 👇
👀 Step 1 – Watch the Free 40-Minute Masterclass on the Infinite Banking Concept
👉 wealthwithoutwallstreet.com/free-ibc-webinar
📞 Step 2 – Book a Free Call with Our Team (We Do This All Day, Every Day)
👉 wealthwithoutwallstreet.com/accelerate
📈 Step 3 – Start Building Passive Income
More Ways to Learn & Grow Wealth (For Free)
💾 Download the Passive Income Operating System
👉 wealthwithoutwallstreet.com/pios
👥 Join 10,000+ Investors Inside Our Free Community
👉 wealthwithoutwallstreet.com/community
Paying $250K+ in Taxes? Stop the Bleed.
😡 Apply for Our Next Tax Strategy Intensive
👉 wealthwithoutwallstreet.com/tax
Grab Our Book: Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income
📘 wealthwithoutwallstreet.com/newbook
Stay Connected:
📸 Instagram: @wealthwithoutwallst
—
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
My Favorite Murder with Karen Kilgariff and Georgia Hardstark
My Favorite Murder is a true crime comedy podcast hosted by Karen Kilgariff and Georgia Hardstark. Each week, Karen and Georgia share compelling true crimes and hometown stories from friends and listeners. Since MFM launched in January of 2016, Karen and Georgia have shared their lifelong interest in true crime and have covered stories of infamous serial killers like the Night Stalker, mysterious cold cases, captivating cults, incredible survivor stories and important events from history like the Tulsa race massacre of 1921. My Favorite Murder is part of the Exactly Right podcast network that provides a platform for bold, creative voices to bring to life provocative, entertaining and relatable stories for audiences everywhere. The Exactly Right roster of podcasts covers a variety of topics including historic true crime, comedic interviews and news, science, pop culture and more. Podcasts on the network include Buried Bones with Kate Winkler Dawson and Paul Holes, That's Messed Up: An SVU Podcast, This Podcast Will Kill You, Bananas and more.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.