9 episodes

A Weekly Podcast for First-Generation Wealth Builders Who Want To Build Generational Wealth.

Wealth Built To Last Wesh Financial

    • Education

A Weekly Podcast for First-Generation Wealth Builders Who Want To Build Generational Wealth.

    12 Questions to Ask Before Buying into Any Investment - S2 Ep9

    12 Questions to Ask Before Buying into Any Investment - S2 Ep9

    First generation professionals have zero deficiencies when it comes to hard work, grit and creative problem solving.

    If there is one weakness that plagues us, due to no fault of our own, it’s this…

    We struggle with knowing the right questions to ask.

    Not know what questions to ask not only affects the amount of resources we’re able to take advantage of…

    It also affects our ability to create a personal financial plan that is aligned to our goals and values and it leaves us vulnerable to unscrupulous salespeople who will gladly exploit that weakness.

    If you want to build wealth that lasts for yourself and family, you have to be able to weed out good investments from the bad ones.

    How can you tell the difference between the two?

    It comes down to the quality of questions we ask.

    Join me for our Live Wealth Built to Last show this Wednesday, July 22, at 1pm EST to learn about the 12 Questions every professional should ask before buying into an investment.

    WFprivategroup.com

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    Book a FREE Breakthrough Call:  MyFamilyMoneyPlan.com/Talk  Private Online Community:  WFPrivateGroup.com Free Masterclass:   MyFamilyMoneyPlan.com Website:  weshfinancial.com

    • 27 min
    How to Supercharge Your Money Plan with the Life-Cycle Of Needs Approach - S2 Ep8

    How to Supercharge Your Money Plan with the Life-Cycle Of Needs Approach - S2 Ep8

    As a first generation professional or entrepreneur you know that’s it’s not enough to break through your families’ education or income ceiling. You know to enjoy an amazing life, you need to be able to leverage your income today to build wealth that lasts for you and your loved ones.

    The problem is that so much of the messaging targeting first generation professionals and entrepreneurs only focuses on earning income instead of helping you design a lifestyle that you can be happy with…

    And then helping you fund that lifestyle.

    So, you end up stuck in the hamster wheel of chasing the next “income” opportunity, instead of figuring out exactly what you want, and how much you need to save and invest for it.

    Fortunately, our clients learn to leverage our “Life-Cycle of Needs Approach” to establish, grow, preserve and ultimately transfer their wealth to the people who mean the most to them.

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    Book a FREE Breakthrough Call:  MyFamilyMoneyPlan.com/Talk  Private Online Community:  WFPrivateGroup.com Free Masterclass:   MyFamilyMoneyPlan.com Website:  weshfinancial.com

    • 22 min
    How to Overcome First-Generation Wealth Building Overwhelm - S2 Ep7

    How to Overcome First-Generation Wealth Building Overwhelm - S2 Ep7

    If you’re a first generation professional, entrepreneur, or first ANYTHING, you know how hard it is to take a break, breathe and relax.

    You’re secretly terrified that if you let up for just one second, everything you’ve worked so hard for will disappear and you’ll be left with nothing.

    And so, nothing is ever enough.

    The problem is most first-generation professionals have learned to overcome their challenges on sheer willpower and grit alone. Unfortunately, life is a marathon, not a sprint, especially when it comes to building lasting wealth.

    join me for our Live Wealth Built to Last show this Wednesday, July 8, at 1pm EST to learn how first-generation high achievers can break the curse of wealth building overwhelm.

    http://ow.ly/JM8G50zzCaN

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    Book a FREE Breakthrough Call:  MyFamilyMoneyPlan.com/Talk  Private Online Community:  WFPrivateGroup.com Free Masterclass:   MyFamilyMoneyPlan.com Website:  weshfinancial.com

    • 12 min
    How to Maintain Financial Resilience - S2 Ep6

    How to Maintain Financial Resilience - S2 Ep6

    One of the most frequent questions I get in regard to managing one’s finances is “How do I achieve and maintain financial resilience through the ups and downs of the economy”?

    If there is one truth that unites people across race, religion, gender and socio-economic status it’s this…

    LIFE HAPPENS.

    Unfortunately, many of us go through life just HOPING it won’t happen to us, and if it does, HOPE to be in a position to handle it.

    Let’s face it… HOPE isn’t a winning strategy.

    I’ve seen way to many lives destroyed because people were faced with an emergency situation they just couldn’t bounce back from.

    And it can happen to anyone… rich or poor. If you don’t believe just revisit the mortgage crisis of 2008.

    The truth is there are three to four main outcomes you should strive for in your finances and one approach to ensure you achieve it.

    Remember the acronyms E.G.P.T. and L.C.O.N. and join me for our Live Wealth Built to Last show this Wednesday, July 1, at 1pm EST to learn more.

    http://ow.ly/JM8G50zzCaN


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    Book a FREE Breakthrough Call:  MyFamilyMoneyPlan.com/Talk  Private Online Community:  WFPrivateGroup.com Free Masterclass:   MyFamilyMoneyPlan.com Website:  weshfinancial.com

    • 18 min
    Super Market Finance - S2 Ep5

    Super Market Finance - S2 Ep5

    Do you own assets like Mutual Funds and ETFs?

    Do you own investment vehicles like IRAs and Brokerage Accounts, or products like Life Insurance?

    How did you come to own and invest in them?

    Can you explain in simple terms the part they play in your larger wealth strategy?

    If you’re having trouble articulating their worth beyond “I know it’s a good idea to save”, you’re definitely not alone.

    With access to financial markets at our fingertips, it’s so easy to open an account, buy some stock, or buy a life insurance policy and call it a day.

    Unfortunately, managing your finances in such an uncoordinated way is unquestionably a recipe for disaster.

    Not all financial products or strategies are created equal. And employing the wrong ones could spell out disaster for you.


    I want to shift your mindset around your wealth strategy and why you should adopt a wholistic approach.

    Join me for our Live Wealth Built to Last show this Wednesday, June 24, at 1pm EST to learn more.

    http://ow.ly/JM8G50zzCaN

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    Book a FREE Breakthrough Call:  MyFamilyMoneyPlan.com/Talk  Private Online Community:  WFPrivateGroup.com Free Masterclass:   MyFamilyMoneyPlan.com Website:  weshfinancial.com

    • 20 min
    The Myths of Building Wealth - S2 Ep4

    The Myths of Building Wealth - S2 Ep4

    Are you a high achieving professional or business owner and you want to make sure you’re building wealth that lasts?

    Have you poured over countless books, articles and videos with “gurus” claiming they know the secrets to building sustainable wealth?

    Have you joined a friend’s “business” or worked on a side hustle to create multiple streams of passive income?

    Are you there yet?

    If any of this sounds like you, you’re not alone.

    Most high achievers want MORE and actively pursue more in everything they do.

    The problem is they’re unable to navigate through the overwhelming amount of “snake-oil-salesmen” lurking in the shadows for the opportunity to sell you a product or process that has no chance in actually moving you towards your goals.

    What’s worse is they get to be rich off of your desire to improve yourself!

    YUCK.

    But there is hope and it’s rooted in how you approach wealth building.

    I want to shift your mindset around growing, preserving and transferring wealth. Join me for our Live Wealth Built to Last show this Friday, June 19, at 1pm EST to learn more.

    http://ow.ly/8YIO50AbeCC

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    Book a FREE Breakthrough Call:  MyFamilyMoneyPlan.com/Talk  Private Online Community:  WFPrivateGroup.com Free Masterclass:   MyFamilyMoneyPlan.com Website:  weshfinancial.com

    • 23 min

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