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The Map to Economic Independence Part 3: Wealth Architecture Blueprint

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Manage episode 328655714 series 3345764
Контент предоставлен Carol Dewey. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Carol Dewey или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

Most people create a blueprint of their house to gain a bigger picture view, see what's possible, and understand what they need to do in order to have a solid structure. The same is true for financial life. Having a blueprint for your financial plan is essential for attaining economic freedom. It serves as a comprehensive plan that covers all aspects of personal finances, retirement goals, and helps identify and overcome potential challenges along the way. What are some ways to create a solid financial future plan?

Welcome to the third episode of the Navigating an Abundant Retirement Podcast. This show will be your guide to creating a worry-free retirement. In this episode, Carol talks about what wealth architecture blueprint ,the Five P’s to incorporate in your life and why having a fully integrated financial team is important in working to protect and grow your wealth.

Enjoy!

In This Episode

01:13 – The concept of diversification

01:23 – Carol’s advocacy: Focusing is the right approach

02:24 – Importance of knowing your investor DNA

05:11 – Difference between successful people and highly successful people

05:32 – How to protect the downside of your investment

05:59 – The first P on the wealth architecture blueprint

06:16 – The Rockefellers and Vanderbilts financial family history

07:47 – How Rockefellers family built a sixth generation of passing money

08:49 – Why you should hire right professionals to be part of your financial team

09:18 – The second P on the wealth architecture blueprint

11:32 – Why perspective is important in making decisions

11:59 - The third P on the wealth architecture blueprint

12:47 - The fourth P on the wealth architecture blueprint

13:55 - The fifth P on the wealth architecture blueprint

15:47 – Question to reflect on and actions steps to start implementing into your life

Favorite Quotes

01:27 – “ Put money in the places you know and understand that align with your skills, experience and interests. ” - Carol Dewey

03:34 – “ Risk is in the investor, not the investment. ” - Carol Dewey

05:20 – “ Highly successful people say no, a lot more than successful people, because they're purpose driven. ” - Carol Dewey

08:30 – “ If you're a business owner, then you know how important it is to hire good people. ” - Carol Dewey

09:25 - “ You are in the driver's seat of your own finances in life, in great driving comes from making great decisions. ” - Carol Dewey

11:30 – “ the higher the emotion, the lower the financial IQ “ - Carol Dewey

12:06 – “ When you have a vision, and when you have a purpose, then things get real simple for you.” - Carol Dewey

13:10 – “ Remember, you don't need to do it all at once. Big things are built one brick at a time “ - Carol Dewey

13:34 – “ Make a plan but be flexible. adapt to the challenges and opportunity life throws at you and update your plan as needed. “ - Carol Dewey

16:10 - “Only you know what's best and only you can chart your unique path to economic independence.” - Carol Dewey

Engage with Carol Dewey

LinkedIn

Perpetual Wealth Financial Website

Subscribe and stay in touch

Apple

Spotify

  continue reading

48 эпизодов

Artwork
iconПоделиться
 
Manage episode 328655714 series 3345764
Контент предоставлен Carol Dewey. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Carol Dewey или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

Most people create a blueprint of their house to gain a bigger picture view, see what's possible, and understand what they need to do in order to have a solid structure. The same is true for financial life. Having a blueprint for your financial plan is essential for attaining economic freedom. It serves as a comprehensive plan that covers all aspects of personal finances, retirement goals, and helps identify and overcome potential challenges along the way. What are some ways to create a solid financial future plan?

Welcome to the third episode of the Navigating an Abundant Retirement Podcast. This show will be your guide to creating a worry-free retirement. In this episode, Carol talks about what wealth architecture blueprint ,the Five P’s to incorporate in your life and why having a fully integrated financial team is important in working to protect and grow your wealth.

Enjoy!

In This Episode

01:13 – The concept of diversification

01:23 – Carol’s advocacy: Focusing is the right approach

02:24 – Importance of knowing your investor DNA

05:11 – Difference between successful people and highly successful people

05:32 – How to protect the downside of your investment

05:59 – The first P on the wealth architecture blueprint

06:16 – The Rockefellers and Vanderbilts financial family history

07:47 – How Rockefellers family built a sixth generation of passing money

08:49 – Why you should hire right professionals to be part of your financial team

09:18 – The second P on the wealth architecture blueprint

11:32 – Why perspective is important in making decisions

11:59 - The third P on the wealth architecture blueprint

12:47 - The fourth P on the wealth architecture blueprint

13:55 - The fifth P on the wealth architecture blueprint

15:47 – Question to reflect on and actions steps to start implementing into your life

Favorite Quotes

01:27 – “ Put money in the places you know and understand that align with your skills, experience and interests. ” - Carol Dewey

03:34 – “ Risk is in the investor, not the investment. ” - Carol Dewey

05:20 – “ Highly successful people say no, a lot more than successful people, because they're purpose driven. ” - Carol Dewey

08:30 – “ If you're a business owner, then you know how important it is to hire good people. ” - Carol Dewey

09:25 - “ You are in the driver's seat of your own finances in life, in great driving comes from making great decisions. ” - Carol Dewey

11:30 – “ the higher the emotion, the lower the financial IQ “ - Carol Dewey

12:06 – “ When you have a vision, and when you have a purpose, then things get real simple for you.” - Carol Dewey

13:10 – “ Remember, you don't need to do it all at once. Big things are built one brick at a time “ - Carol Dewey

13:34 – “ Make a plan but be flexible. adapt to the challenges and opportunity life throws at you and update your plan as needed. “ - Carol Dewey

16:10 - “Only you know what's best and only you can chart your unique path to economic independence.” - Carol Dewey

Engage with Carol Dewey

LinkedIn

Perpetual Wealth Financial Website

Subscribe and stay in touch

Apple

Spotify

  continue reading

48 эпизодов

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