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    Wealth Series 2.0 - Episode 17 - Commitment

    enMarch 03, 2023

    About this Episode

    With all the knowledge you’ve gained in Wealth Series 2.0, it’s time to commit to healthy financial habits. In the final episode, Ben Kinney, Bob Stewart, and Chad Hyams discuss key takeaways and the importance of applying what you’ve learned.

    Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional guidance from someone authorized to provide investment and retirement consulting.

    In this episode, we cover the following:

    • Defining wealth and building healthy financial habits [1:37]  
    • Continuing your journey with Win Make Give [3:10]
    • Recap of Wealth Series 2.0 [5:24] 
    • Chad’s key takeaways [11:30]
    • Bob’s key takeaways  [14:14]
    • Ben’s key takeaways [16:07]
    • Knowing your numbers [22:12]
    • Paying fewer taxes and investing smartly [24:04]
    • Creating a wealth plan and retirement strategy [24:38]
    • Recapping tools and strategies [26:19]
    • Reflections on Wealth Series 2.0 [39:44]

    Resources discussed in this episode:

    Connect with the hosts:

    More ways to connect: 

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