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Envizion More
Wayne Wagner Jr., ChFC
46 episodes
7 months ago
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
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Entrepreneurship
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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
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Entrepreneurship
Business
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36. Financial Planning in Your 30's
Envizion More
1 hour 6 minutes 22 seconds
10 months ago
36. Financial Planning in Your 30's
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