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Ep. 45 Redefining Success: Crafting a Life of Financial Freedom and Personal Growth (with special guest Andy Moran)
Manage episode 416985157 series 3573046
Kandungan disediakan oleh Erin Gray | Financial Mentor and Guide and Erin Gray | Financial Mentor. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Erin Gray | Financial Mentor and Guide and Erin Gray | Financial Mentor atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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I invited Andy Moran, a Financial Planner on this week's podcast to discuss topics that we both have experienced like breaking the mold, diving into the possibilities of career breaks, mini-retirements, and the empowerment that comes with aligning work with our deepest values.
It was so refreshing to visit with Andy and his unconventional ways of thinking, how he navigates his own finances and advice he has for clients.
Andy has navigated the transition from a Silicon Valley startup to one of balanced living, Together, we dissect societal pressures, workplace flexibility, and the siren call of IPO culture as well as mainstream culture, all while offering a blueprint for those eager to redefine their professional and financial trajectories.
In this episode we discuss:
It was so refreshing to visit with Andy and his unconventional ways of thinking, how he navigates his own finances and advice he has for clients.
Andy has navigated the transition from a Silicon Valley startup to one of balanced living, Together, we dissect societal pressures, workplace flexibility, and the siren call of IPO culture as well as mainstream culture, all while offering a blueprint for those eager to redefine their professional and financial trajectories.
In this episode we discuss:
- Redefining work and financial freedom
- The FIRE movement and our thoughts about it
- Tax planning during low income years
- Differences between SEP IRAs and Solo 401(k)s
- The different types of Financial Advisors/Planners
Compassionate financial mentor and guide to female entrepreneurs so that they have peace of mind and fun with their money in order to live life now and in the future.
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As always, thanks for listening.
From my soul to yours.
Erin
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1. Redefining Work and Financial Freedom (00:00:00)
2. Perspectives on Finance and Life (00:09:07)
3. Financial Planning and Investment Advice (00:17:09)
4. Tax Planning and Financial Strategy (00:29:03)
5. Differences Between SEP and 401k (00:37:57)
6. Financial Advisor Licensing and Fee Models (00:42:26)
7. Understanding Captive vs Non-Captive Agents (00:54:41)
8. Embracing Change and Creating Space (01:02:53)
9. Entrepreneur Growth and Support Program (01:10:03)
71 episod
Kongsi
