Jun 24, 2021
David works with Unique Advantage as an advisor, doing Principles-Based Planning. Curtis and David discuss how to deal with student debt.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- Connect with David Mullen
- david@uniqueadvantage.biz
- https://uniqueadvantage.biz/contact/
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Planning Has Failed
Show Notes - David’s background - 1:32
- Being a certified financial planner - 2:28
- Student loans are a big deal - 3:26
- There’s good debt and bad debt - 6:45
- Examples of good debt - 7:45
- What financial institutions are doing - 14:23
- Teaching the value of work - 16:48
- Money is not math, math is not money - 17:04
- The cost of not paying interest - 19:48
- You have to start with why - 27:29
- Understanding how the money works and flows - 30:10
- You have to switch your thinking - 34:19
- What’s principle-based planning - 45:13
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