Round Table | Why the Traditional Financial Plan is Failing the Modern Family CFO

Are you feeling overwhelmed by managing your finances? You're not alone. Money is the number one source of stress for many families, especially for the head of the family, also known as the modern family CFO. 

In this episode, the financial coaches dive into the importance of creating a comprehensive wealth strategy. They discuss the common challenges high-income earners face and how not having access to cash, a tax strategy, or a passive income system can leave you feeling exposed and without control.

If you’re ready to stop just managing money and start making it work for you, listen in to learn how to take ownership and build a cohesive wealth strategy, and create passive income that will allow you to achieve financial freedom.

Top three things you will learn:

-How to take ownership of your financial future

-Building a cohesive financial system 

-The importance of building passive income

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.

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