The True Wealth Show

Mike Potter
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The True Wealth Show Podcast

The True Wealth Financial Show is dedicated to providing you the information and inspiration to help you navigate finance decisions, intentionally build wealth, and retire with confidence.You can learn more at www.truewealth.showThanks for listening - Mike

  1. 6 DAYS AGO

    How Mature is Your Retirement Plan?

    This week, I talk about the evolution of your retirement plan, and outline the 4 different levels of plans:DefinedFeasibleResilientOptimized I reference:The True Wealth Retirement Framework (link below) The Dept of Labor Data Management Maturity Model - https://www.dol.gov/agencies/odg/data-management-maturity-modelThanks for listening and until next time... have a great day ~ Mike----------------------------------------------------------------------------------Other Notable Episode...

    21 min

  2. SEP 3

    Everything Changes in Retirement

    This week, we begin talking about Retirement Planning. I address, The First Thing You Need To Know About Retirement…." In this episode I reference:Fritz Gilbert's Blog Post - https://www.theretirementmanifesto.com/6-lessons-from-6-years-of-retirement/ Thanks for listening and until next time... have a great day ~ Mike

    16 min

  3. AUG 28

    Ask Mike Anything - Aug 2024

    In this week's episode, we're answering your questions. Questions on:Deferred CompensationRoth IRAsBuying / RentingWithdrawal RatesOur Next GoalsThanks for listening and until next time... have a great day ~ Mike----------------------------------------------------------------------------------Email Mike: mike@truewealth.showHave a Conversation with Mike: https://calendly.com/conversation-with-mike/mtgTrue Wealth Assessment: www.truewealthfg.com/assessment

    21 min

  4. AUG 21

    Starting Your Own Financial Plan as a DIYer

    In this week's episode, I want to answer the question, "How do I start my own financial plan?" I address the first 3 steps to get you on your path to enhancing your financial future. Thanks for listening and until next time... have a great day ~ Mike----------------------------------------------------------------------------------Show Website: www.truewealth.showEmail Mike: mike@truewealth.showHave a Conversation with Mike: https://calendly.com/conversation-with-mike/mtgTrue Wealt...

    18 min

  5. AUG 14

    How do I Find a Financial Planner?

    Three Types of Advisors…..huh?In this week's episode, I want to answer the question, "How do I find a financial planner?" I talk about the 3 different "types" of advisors, what to look for in a planner, resources to look at, and a recommendation on how to get started with one. I hope you find this episode helpful. You can learn more at www.TrueWealth.ShowIf you have any questions or feedback, feel free to email them to mike@truewealth.showThanks for listening and until next ...

    28 min

  6. AUG 8

    Financial Planning (and thereby Planners) are Worthless…. (Or are they?)

    In this week's episode, I want to answer the question, "what does financial planning entail?" A lot of people may think it to be worthless, but I think it's invaluable. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have any questions or feedback, feel free to email them to mike@truewealth.show Thanks for listening and until next time... have a great day ~ Mike

    13 min

  7. JUL 31

    What is Financial Planning?

    In this week's episode, I want to answer the question, "what is financial planning?" I do that from two different defining approaches - one academic and one practical. I hope you find this episode helpful. You can learn more at www.TrueWealth.ShowIf you have any questions or feedback, feel free to email them to mike@truewealth.showThanks for listening and until next time... have a great day ~ Mike

    14 min

  8. JUL 24

    Your Identity in Building Wealth (Replay)

    Welcome to a True Wealth Show Replay:In this week's episode, I continue to explore money mindset and specifically talk about Identity. What it is and how it supports your wealth building efforts.I hope you find this episode helpful. You can learn more at www.TrueWealth.ShowIf you have any questions or feedback, feel free to email them to mike@truewealth.showThanks for listening and until next time... have a great day ~ Mike

    19 min
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About

The True Wealth Financial Show is dedicated to providing you the information and inspiration to help you navigate finance decisions, intentionally build wealth, and retire with confidence.You can learn more at www.truewealth.showThanks for listening - Mike

Information

  • Creator
    Mike Potter
  • Years Active
    2023 - 2024
  • Episodes
    60
  • Rating
    Clean
  • Copyright
    © 2024 The True Wealth Show
  • Show Website
    The True Wealth Show

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