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#42 How To Manage Your Money For Success with Josh Krafchick
Manage episode 432658844 series 3564559
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In this episode, Josh Krafchick, founder of 369 Financial, shares his journey from being a financial advisor to starting his own financial advisory firm. He emphasizes the importance of educating clients and helping them build wealth strategically. He discusses the pitfalls of traditional financial institutions and their focus on sales rather than the best interests of clients. Josh also highlights the misconceptions around whole life insurance policies and the need for a comprehensive financial plan. He advises investors to take calculated risks and adapt their investment strategies throughout their lifetime.
In this episode, we'll cover:
- Traditional financial institutions often prioritize sales over the best interests of clients.
- Whole life insurance policies may not be the best option for building wealth due to high commissions and limited growth potential.
- A comprehensive financial plan should consider factors such as investment strategy, expenses, and retirement goals.
- Investors should take calculated risks and adapt their strategies to take advantage of market opportunities.
- Building wealth requires a long-term mindset and a willingness to make uncomfortable decisions.
Click here for the show notes from today’s episode: podcastingyou.com/josh-krafchick
59 episod
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