Wealth Decisions by Brian

Brian D. Muller(AAMS©)
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Wealth Decisions by Brian

Every week on The Wealth Decisions Podcast I discuss Crucial Wealth Decisions and Mindset Hacks that can help you create a richer life for you and your family. Every episode is less than 15 minutes and I believe those minutes will make a significant difference to your future. Brian Muller is the Founder and Senior Wealth Advisor at Momentous Wealth Advisors and has been in the financial services industry for over 25 years and is passionate about helping individuals make decisions around their money and their lives. You can get more information at: www.momentouswealthadvisors.com

  1. #38: The 3 S's of Wealth

    12 GIỜ TRƯỚC

    #38: The 3 S's of Wealth

    In this week's episode, I explore a topic at the intersection of financial planning and personal growth called the 3 S's of Wealth: Success, Significance, and Security. I examine how these concepts shape our money mindset and, ultimately, our financial decisions. 1. Success When most people think about financial success, they often focus solely on the numbers - how much money they make, the size of their investment portfolio, or the value of their assets. But true success goes beyond just accumulating wealth. 2. Significance Significance is about the impact your wealth can have on the world around you. It's the realization that money is not just a tool for personal gain but a means to create positive change. 3. Security Security, is about creating stability and peace of mind in your financial life. It's the foundation that allows you to pursue success and significance without constant worry about your financial future. I hope this framework helps you approach your finances with a more balanced and purposeful mindset. Remember, true wealth is not just about the numbers in your bank account, but about creating a life of meaning, impact, and stability. If you found this episode helpful, please share it with a friend and leave a review.  For a transcript of today's episode, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.momentouswealthadvisors.com/blog⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To explore the 3 Choices for Advice and Guidance go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To see what it would look like to hire me as your fiduciary financial advisor go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/newclients⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To schedule a Discovery Call go to:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Brian D Muller(AAMS©), Founder, Wealth Advisor Podcast Disclaimer: The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast. Please note that any federal tax advice is not intended to be used to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter addressed herein. It is important to ensure compliance with the requirements imposed by the IRS and Circular 230.  We strive to ensure that the content published on the Wealth Decisions Podcast is accurate and up-to-date. However, we cannot guarantee the accuracy, timeliness, or relevance of any of the information provided. We are not responsible for any information present on the Wealth Decisions Podcast and disclaim any liability for the accuracy, completeness, or reliability of any information. This includes but is not limited to, any errors, omissions, or misleading or defamatory statements.

    15 phút
  2. #37: The SECURE Act 2.0- New Changes to Retirement Savings

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    #37: The SECURE Act 2.0- New Changes to Retirement Savings

    In this week's episode, we're diving into a topic that's been making waves in the world of retirement savings: The SECURE Act 2.0.  This legislation, passed in late 2022, brings significant changes to how Americans can save for retirement. Whether you're just starting your career or nearing retirement age, these changes could have a big impact on your financial future. The SECURE Act 2.0 is a follow-up to the original SECURE Act (Setting Every Community Up for Retirement Enhancement) passed in 2019. This new legislation aims to address the ongoing retirement savings crisis in America by making it easier for people to save and by providing more options for how they can use their retirement funds. Some positive changes in the SECURE Act 2.0: 1. RMD Age Increase 2. New Catch-Up Contributions 3. Auto-Enrollment in 401(k) Plans 4. Student Loan Debt and Retirement Savings 5. Part-Time Worker Eligibility 6. Emergency Savings Accounts 7. 529 Plan to Roth IRA Rollovers 8. Saver's Match For a transcript of today's episode, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.momentouswealthadvisors.com/blog⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To explore the 3 Choices for Advice and Guidance go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To see what it would look like to hire me as your fiduciary financial advisor go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/newclients⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To schedule a Discovery Call go to:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Brian D Muller(AAMS©), Founder, Wealth Advisor Podcast Disclaimer: The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast. Please note that any federal tax advice is not intended to be used to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter addressed herein. It is important to ensure compliance with the requirements imposed by the IRS and Circular 230.  We strive to ensure that the content published on the Wealth Decisions Podcast is accurate and up-to-date. However, we cannot guarantee the accuracy, timeliness, or relevance of any of the information provided. We are not responsible for any information present on the Wealth Decisions Podcast and disclaim any liability for the accuracy, completeness, or reliability of any information. This includes but is not limited to, any errors, omissions, or misleading or defamatory statements.

    12 phút
  3. #36- Are Your Really Maxing Out Your 401k?

    7 THG 11

    #36- Are Your Really Maxing Out Your 401k?

    Are you really maxing out your 401k? You might be surprised to learn that what you think is "maxing out" might not be taking full advantage of this powerful retirement tool. So, let's break it down and ensure you're on the right track to a comfortable retirement. What Does "Maxing Out" Really Mean? When most people talk about maxing out their 401k, they're typically referring to contributing up to the annual limit set by the IRS. For 2024, that limit is $23,000 for those under 50, and $30,500 for those 50 and older, thanks to catch-up contributions. Contributing to this limit might not actually be "maxing out" in the true sense. There's more to consider, such as employer matching, after-tax contributions, and even the mega backdoor Roth strategy. For a transcript of today's episode, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.momentouswealthadvisors.com/blog⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To explore the 3 Choices for Advice and Guidance go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To see what it would look like to hire me as your fiduciary financial advisor go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/newclients⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To schedule a Discovery Call go to:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Brian D Muller(AAMS©), Founder, Wealth Advisor Podcast Disclaimer: The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast. Please note that any federal tax advice is not intended to be used to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter addressed herein. It is important to ensure compliance with the requirements imposed by the IRS and Circular 230.  We strive to ensure that the content published on the Wealth Decisions Podcast is accurate and up-to-date. However, we cannot guarantee the accuracy, timeliness, or relevance of any of the information provided. We are not responsible for any information present on the Wealth Decisions Podcast and disclaim any liability for the accuracy, completeness, or reliability of any information. This includes but is not limited to, any errors, omissions, or misleading or defamatory statements.

    11 phút
  4. Episode #35- 6 Financial Pains and How to Fix Them

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    Episode #35- 6 Financial Pains and How to Fix Them

    In this week's episode, I dive into a topic that affects nearly everyone at some point in their lives: Some kind of financial pain or setback. I discuss "6 Financial Pains and How to Fix Them:  1. Living Paycheck to Paycheck One of the most common financial pains is living paycheck to paycheck. This situation can cause immense stress and leave you vulnerable to unexpected expenses. 2. High Credit Card Debt Credit card debt can quickly spiral out of control due to high interest rates, leaving you feeling trapped. 3. Lack of Retirement Savings Many people worry about not having enough saved for retirement, which can lead to anxiety about the future. 4. Student Loan Burden The weight of student loans can be overwhelming, especially for recent graduates. 5. Inability to Save for Major Life Goals Whether it's buying a home, starting a family, or traveling the world, financial constraints can hinder your ability to achieve major life goals. 6. Poor Credit Score A low credit score can limit your financial options and lead to higher interest rates on loans and credit cards. Improving your financial situation takes time and effort, but the peace of mind and security it brings are well worth it. Start by identifying your biggest financial pain points and take small, consistent steps toward addressing them. For a transcript of today's episode, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.momentouswealthadvisors.com/blog⁠⁠⁠⁠⁠⁠⁠⁠⁠ To explore the 3 Choices for Advice and Guidance go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To see what it would look like to hire me as your fiduciary financial advisor go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/newclients⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To schedule a Discovery Call go to:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Brian D Muller(AAMS©), Founder, Wealth Advisor Podcast Disclaimer: The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast. Please note that any federal tax advice is not intended to be used to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter addressed herein. It is important to ensure compliance with the requirements imposed by the IRS and Circular 230.  We strive to ensure that the content published on the Wealth Decisions Podcast is accurate and up-to-date. However, we cannot guarantee the accuracy, timeliness, or relevance of any of the information provided. We are not responsible for any information present on the Wealth Decisions Podcast and disclaim any liability for the accuracy, completeness, or reliability of any information. This includes but is not limited to, any errors, omissions, or misleading or defamatory statements.

    13 phút
  5. Episode #34- Five Key Financial Ratios You Need to Know

    24 THG 10

    Episode #34- Five Key Financial Ratios You Need to Know

    How do you know if you're financially healthy? Is it the balance in your bank account? The car you drive? Or is it something less visible but more fundamental? The truth is, financial health isn't about how much money you have but rather how well you manage what you have. That's where financial ratios come in. We'll explore this topic through the lens of key financial ratios that can give you a clear picture of your financial well-being. For a transcript of today's episode, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.momentouswealthadvisors.com/blog⁠⁠⁠⁠⁠⁠⁠⁠ To explore the 3 Choices for Advice and Guidance go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To see what it would look like to hire me as your fiduciary financial advisor go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/newclients⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To schedule a Discovery Call go to:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Brian D Muller(AAMS©), Founder, Wealth Advisor Podcast Disclaimer: The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast. Please note that any federal tax advice is not intended to be used to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter addressed herein. It is important to ensure compliance with the requirements imposed by the IRS and Circular 230.  We strive to ensure that the content published on the Wealth Decisions Podcast is accurate and up-to-date. However, we cannot guarantee the accuracy, timeliness, or relevance of any of the information provided. We are not responsible for any information present on the Wealth Decisions Podcast and disclaim any liability for the accuracy, completeness, or reliability of any information. This includes but is not limited to, any errors, omissions, or misleading or defamatory statements.

    12 phút
  6. Episode #33- Pickleball and Investing- Unexpected Parallels

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    Episode #33- Pickleball and Investing- Unexpected Parallels

    You might be wondering, "What could a paddle sport possibly have in common with managing your finances?" Well, get ready to be surprised! We're about to explore how the strategies that make you successful on the pickleball court can also help you thrive in the world of finance. Whether you're a pickleball enthusiast, an investment guru, or someone who's never heard of either, I promise you'll come away from this episode with some valuable insights. Pickleball and Investing: Unexpected Parallels: 1. Strategy is Key 2. Patience Pays Off 3. Diversification Matters 4. Continuous Learning and Adaptation 5. The Importance of Fundamentals For a transcript of today's episode, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.momentouswealthadvisors.com/blog⁠⁠⁠⁠⁠⁠ To explore the 3 Choices for Advice and Guidance go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To see what it would look like to hire me as your fiduciary financial advisor go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/newclients⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To schedule a Discovery Call go to:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Brian D Muller(AAMS©), Founder, Wealth Advisor Podcast Disclaimer: The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast. Please note that any federal tax advice is not intended to be used to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter addressed herein. It is important to ensure compliance with the requirements imposed by the IRS and Circular 230.  We strive to ensure that the content published on the Wealth Decisions Podcast is accurate and up-to-date. However, we cannot guarantee the accuracy, timeliness, or relevance of any of the information provided. We are not responsible for any information present on the Wealth Decisions Podcast and disclaim any liability for the accuracy, completeness, or reliability of any information. This includes but is not limited to, any errors, omissions, or misleading or defamatory statements.

    15 phút
  7. Episode #32- 5 Get Wealthy Habits

    8 THG 10

    Episode #32- 5 Get Wealthy Habits

    In this episode, we're diving deep into '5 Get Wealthy Habits' - the daily practices that can transform your financial life." 5 Get Wealthy Habits:   1. The power of mindful spending   2. The magic of consistent saving and investing   3. The importance of continuous financial education   4. Strategies for income growth and diversification   5. The art of delayed gratification and long-term thinking Habits are the small decisions you make and actions you perform every day. According to research, about 40% of our daily actions are habits, not conscious decisions." Your money habits - how you spend, save, and invest - are often on autopilot. This can work for or against you, depending on the habits you've developed. Small actions, repeated consistently over time, lead to significant results." For a transcript of today's episode, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.momentouswealthadvisors.com/blog⁠⁠⁠⁠⁠ To explore the 3 Choices for Advice and Guidance go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To see what it would look like to hire me as your fiduciary financial advisor go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/newclients⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To schedule a Discovery Call go to:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Brian D Muller(AAMS©), Founder, Wealth Advisor Podcast Disclaimer: The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast. Please note that any federal tax advice is not intended to be used to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter addressed herein. It is important to ensure compliance with the requirements imposed by the IRS and Circular 230.  We strive to ensure that the content published on the Wealth Decisions Podcast is accurate and up-to-date. However, we cannot guarantee the accuracy, timeliness, or relevance of any of the information provided. We are not responsible for any information present on the Wealth Decisions Podcast and disclaim any liability for the accuracy, completeness, or reliability of any information. This includes but is not limited to, any errors, omissions, or misleading or defamatory statements.

    16 phút
  8. Episode #31: 5 Momentous Decisions to Live a Richer Life

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    Episode #31: 5 Momentous Decisions to Live a Richer Life

    To live a richer life, many important decisions need to be made about your health, life, and financial habits. A life with wealth but poor health is not a richer life. Excellent health, but no financial security won't allow you to do all that you want to do.   Being healthy and wealthy with no deep-quality relationships is also not a rich life. A rich life is about finding a balance of all the things that bring life meaning. It’s about accomplishing things without sacrificing your most important relationships. It’s about making a difference in the lives of others. It’s about experiencing all that life has to offer. Your life is the sum of all the choices you have made up until now. The decisions you make each day lead to the actions you take, which lead to the life they are currently living. The Big Question Why don’t we always make the best decisions each day when it comes down to reaching our life, health, or wealth goals? The Answer  We won’t consistently act in a way that is inconsistent with the way we see ourselves. 5 Momentous Decisions to Live a Richer Life Momentous Decision #1. Adopt a Health and Wealth Mindset Momentous Decision #2: Build Stronger Relationships Using the 3 A’s Momentous Decision # 3- Create More Joy in Your Life Momentous Decision # 4. Create a Financial Plan Centered around living for today and saving for the future Momentous Decision #5- Know Your Why Behind Your Why For a transcript of today's episode, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠www.momentouswealthadvisors.com/blog⁠⁠⁠⁠ To explore the 3 Choices for Advice and Guidance go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To see what it would look like to hire me as your fiduciary financial advisor go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/newclients⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To schedule a Discovery Call go to:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.momentouswealthadvisors.com/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Brian D Muller(AAMS©), Founder, Wealth Advisor Podcast Disclaimer: The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast. Please note that any federal tax advice is not intended to be used to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter addressed herein. It is important to ensure compliance with the requirements imposed by the IRS and Circular 230.  We strive to ensure that the content published on the Wealth Decisions Podcast is accurate and up-to-date. However, we cannot guarantee the accuracy, timeliness, or relevance of any of the information provided. We are not responsible for any information present on the Wealth Decisions Podcast and disclaim any liability for the accuracy, completeness, or reliability of any information. This includes but is not limited to, any errors, omissions, or misleading or defamatory statements.

    17 phút
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Giới Thiệu

Every week on The Wealth Decisions Podcast I discuss Crucial Wealth Decisions and Mindset Hacks that can help you create a richer life for you and your family. Every episode is less than 15 minutes and I believe those minutes will make a significant difference to your future. Brian Muller is the Founder and Senior Wealth Advisor at Momentous Wealth Advisors and has been in the financial services industry for over 25 years and is passionate about helping individuals make decisions around their money and their lives. You can get more information at: www.momentouswealthadvisors.com

Thông Tin

  • Nhà sáng tạo
    Brian D. Muller(AAMS©)
  • Năm hoạt động
    2 N
  • Tập
    39
  • Bản quyền
    © Momentous Wealth Advisors LLC
  • Trang web chương trình
    Wealth Decisions by Brian

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Châu Âu

Châu Mỹ Latinh và Caribê

Hoa Kỳ và Canada