47 min
How Millionaires Manage Their Money and How To Develop a Positive Money Mindset with Stephen The Joney Talks Podcast
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- Investing
In today's episode, we will speak to my friend Stephen from Navalign (A financial planning and investment management services firm in LA).
He is a well-spoken Certified Financial Planner and helps his clients to cover their financial planning needs by advising them on: Investing their money, providing financial advice and tax and estate planning among others. He mainly works with high-income entrepreneurs or independent contractors in the entertainment industry.
We will discuss a few lessons learned based on Steven's experience with his clients and see how we can apply these even though we do not make millions. We will cover Stephen's approach to investing in equities (stocks), how the rich invest and in what specific assets they do invest, why it is important to plan your taxes well (Do the rich use all the tax loopholes in the book?) and finally how to develop a positive money mindset.
This episode is for you if you are curious about how the rich manage their money and more importantly what their money mindset is and how you can develop that positive money mindset regardless of your current situation.
Enjoy!
Jonathan
Show notes: https://joneytalks.com/2020/04/03/Stephenrischall/
In today's episode, we will speak to my friend Stephen from Navalign (A financial planning and investment management services firm in LA).
He is a well-spoken Certified Financial Planner and helps his clients to cover their financial planning needs by advising them on: Investing their money, providing financial advice and tax and estate planning among others. He mainly works with high-income entrepreneurs or independent contractors in the entertainment industry.
We will discuss a few lessons learned based on Steven's experience with his clients and see how we can apply these even though we do not make millions. We will cover Stephen's approach to investing in equities (stocks), how the rich invest and in what specific assets they do invest, why it is important to plan your taxes well (Do the rich use all the tax loopholes in the book?) and finally how to develop a positive money mindset.
This episode is for you if you are curious about how the rich manage their money and more importantly what their money mindset is and how you can develop that positive money mindset regardless of your current situation.
Enjoy!
Jonathan
Show notes: https://joneytalks.com/2020/04/03/Stephenrischall/
47 min