Envizion More is a platform calling first-gen wealth builders to dare to dream bigger–not just for yourself, but for those you bring with you.
We explore the real life success stories (and failures) of master legacy builders. Join our pack as we challenge each other and dare to achieve the incredible.
Envizion More: http://EnvizionMore.com
Vizionary Wealth: http://VizionaryWealth.com
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Disclosures: http://VizionaryWealth.com
All content for Envizion More is the property of Wayne Wagner Jr., ChFC and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Envizion More is a platform calling first-gen wealth builders to dare to dream bigger–not just for yourself, but for those you bring with you.
We explore the real life success stories (and failures) of master legacy builders. Join our pack as we challenge each other and dare to achieve the incredible.
Envizion More: http://EnvizionMore.com
Vizionary Wealth: http://VizionaryWealth.com
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Disclosures: http://VizionaryWealth.com
Welcome to Week 2 of our new series Planning by the Decade. This week’s focus: financial priorities in your 30s.
Our 30s are a decade filled with burgeoning responsibilities and significant life changes. Life gets busier–and more expensive–but our opportunities get bigger too.
Because many 30-somethings (mistakenly) think they’re too young for a financial advisor, we are diving into the planning topics we wish more people knew about in their 30s. Even small decisions and habits can have an enormous impact on your future because of the amount of time you have between now and your retirement years.
This episode contains some extremely practical ideas like:
How to set long term savings targets
Life & disability insurance guidelines
Priorities for estate planning as life changes
We also delve into creating a strong family identity and core values, mentoring in your 30s, and the significance of having a mission-driven life.
So, get ready for an enlightening conversation packed with actionable advice, personal anecdotes, and expert insights tailored to enhance your financial well-being and personal growth.
KEY HIGHLIGHTS:
Personal financial leadership in your 30s
Establishing a family “brand” and core values
Involving children in values discussions
Role of mentors in personal and professional growth
Creating an open environment for critical feedback
Financial assessments and setting annual goals
Strategies to align expenses with income
Debt management and long-term financial independence
Downsizing and housing decisions for future flexibility
KEY LINKS:
Envizion More: http://www.EnvizionMore.com
Vizionary Wealth: http://www.VizionaryWealth.com
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Disclosures: http://www.VizionaryWealth.com
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/
Envizion More
Envizion More is a platform calling first-gen wealth builders to dare to dream bigger–not just for yourself, but for those you bring with you.
We explore the real life success stories (and failures) of master legacy builders. Join our pack as we challenge each other and dare to achieve the incredible.
Envizion More: http://EnvizionMore.com
Vizionary Wealth: http://VizionaryWealth.com
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Disclosures: http://VizionaryWealth.com