There is no better way to prepare for the year ahead than by getting organized around the most important aspects of your financial life. A great deal of time, for most young professionals, is spent discussing the minutiae of personal finance and investing. Examples include finding the next hot stock, how best to invest in real estate and whether or not to purchase whole life insurance. The truth is, when it comes to your financial life there are only a few things that you should focus on: the things that really matter and the things you can control. This discussion will focus on practical planning that can help you make the most of your time and money in order to lead a financially intelligent life.
You will learn
-The 10 things that matter most in your financial life
-Common "Lifestyle" pitfalls to avoid that can hamper your financial flexibility
-The critical number that determines how quickly you can achieve financial independence
-Two simple investment principles that can have a seven figure impact on your net worth
Matt Rinkey, Founder & President of Illumination Wealth Management, is committed to empowering people to live their best financial lives. His clients, who are growing in both their personal and professional lives, often retain him as a personal CFO to help them 'have it all' and utilize their unique resources to live their best financial life.
Sponsor: Chai @ Beth El