“As a successful business owner, you know how to focus, solve problems, and stay stoic amidst the chaos. But reality can be harsh. Inflation, high-interest rates, and monetary policy changes can be overwhelming. If you’re losing sleep, don’t suffer alone.”- Paul
In this episode of the Business Legacy Podcast, Paul will discuss the 11 reasons to seek financial guidance. This conversation discusses four reasons why it is important for individuals who have recently acquired wealth to seek advice from advisors. Having an advisor to talk through these situations can help the individual to navigate the change they will face. And they can make the most of their wealth and maintain meaningful relationships.
You will learn:
1. The key decisions to identify when you need help
2. Quantify one’s newfound freedoms and remove any guilt associated with accumulating wealth
3. Leave a legacy without enabling the next generation
4. Build and maintain meaningful relationships when you have wealth
Connect with Paul:
Website: https://innovativewealth.com/
Instagram: https://businesslegacypodcast.com/
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Other episodes you’ll enjoy:
Happy New Year, The Twelve Pillars of Creating a Legacy!
Understanding the Five Stages of Grief when Selling a Business
Gaining Respect Through Appreciation, Autonomy, Affiliation, Status, and Role – Understanding Emotion in Negotiation with Beyond Reason
Chapter Summary below
0:00:42
“11 Reasons Why You Need Financial Guidance: A Conversation with Paul Dio”
0:01:50
“Navigating Wealth: Four Reasons to Seek Professional Advice”
0:04:23
“Identifying Common Wealth Management Challenges and Solutions”
0:08:55
“11 Reasons to Review Your Overall Finances in the Current Economic Climate”
0:11:02
“11 Signs You Need Financial Planning Assistance”
