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Beyond The Meetings with Proverbs Financial
Proverbs Financial
12 episodes
5 days ago
Brought to you by Proverbs Financial
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All content for Beyond The Meetings with Proverbs Financial is the property of Proverbs Financial 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.
Brought to you by Proverbs Financial
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Business
Episodes (12/12)
Beyond The Meetings with Proverbs Financial
Recap S1 - Beyond the Meetings

The Proverbs Financial team would like to sincerely thank you for listening and tuning in to our podcast! We're wrapping up 2023 along with S1 of BTM.

Ultimately we want to use this platform for the ability to spend additional time with you guys beyond the meetings, so we can help accelerate your journey to reach your financial goals and financial independence.

We've compiled a highlight reel from all 10 episodes that we've done and extracted some of the most impactful points from each of those episodes.

- Again, just thank you guys for tapping in and joining us.

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1 year ago
30 minutes 17 seconds

Beyond The Meetings with Proverbs Financial
Real Estate's Role in Your Financial Plan (special guest Mike Saba)

This week's podcast episode is for people who are curious about real estate and how it may incorporate into their financial plan. Many of you might see real estate as part of a wealth building tool to help you meet your financial goals. In this episode Greg talks with Mike Saba, who has worked in real estate for over 30 years and shares with us his insight, knowledge and even gives some tips on how you might find success in real estate.

*This podcast is for information purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Proverbs Financial and opinions stated are their own. Guardian and its subsidiaries do not issue or advise with regard to real estate.*

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1 year ago
22 minutes 30 seconds

Beyond The Meetings with Proverbs Financial
Information Changes Situations (special guest Miranda Montejo)

"Information Changes Situations"

In this episode Greg talks with Miranda, who worked a decade in healthcare before moving over to the financial services industry in 2022. Miranda shares how the information she now has access to by working full time in the financial services industry, has changed her perspective on financial services as whole. Her previous experience with the industry came as a client and by sharing her experience of the industry from being a client to a full time financial professional, we hope this gives perspective on how access to information is a powerful thing!

Ep. 10

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1 year ago
17 minutes 19 seconds

Beyond The Meetings with Proverbs Financial
A Penny Saved, Is a Penny Earned

Ep.9

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2 years ago
11 minutes 7 seconds

Beyond The Meetings with Proverbs Financial
Lose-Lose is Actually Win-Win

Ep.8


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2 years ago
8 minutes 35 seconds

Beyond The Meetings with Proverbs Financial
Ownership over your actions & outcomes is the key to success

Today's proverb is: ownership over your actions and outcomes is the key to success.

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2 years ago
15 minutes 34 seconds

Beyond The Meetings with Proverbs Financial
Success at anything always comes down to this: focus and effort on what we can control

Ep 6: Success at anything always comes down to this: focus and effort on what we can control

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2 years ago
16 minutes 7 seconds

Beyond The Meetings with Proverbs Financial
Expect the Best and Plan for the Worst

Tune in to Ep. 5!

"It's important to understand that our finances are not immune to the reality of life being unpredictable." - Greg Montejo


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2 years ago
9 minutes 53 seconds

Beyond The Meetings with Proverbs Financial
Your Potential Does Not Lead to Success

Tune in to Ep 4 of BTM

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2 years ago
11 minutes 37 seconds

Beyond The Meetings with Proverbs Financial
If You Aim At Nothing, You'll Hit It Every Time

The proverb for today's episode is "if you aim at nothing, you'll hit it every time".

So what do I mean by that? And how does that relate to your financial journey? Well, let's unpack that. I want to give you guys something to aim towards!


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2 years ago
8 minutes 9 seconds

Beyond The Meetings with Proverbs Financial
Failing to Plan, Is Planning to Fail

Beyond the Meetings episode 2

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2 years ago
13 minutes 21 seconds

Beyond The Meetings with Proverbs Financial
Beyond The Meetings Introduction

Introduction to Beyond The Meetings

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2 years ago
7 minutes 52 seconds

Beyond The Meetings with Proverbs Financial
Brought to you by Proverbs Financial