Mar 25, 2020
Kyle Christensen has a company
and software named Personal Financial Snapshot. His company is
designed with the clients’ needs in mind first and uses five core
principles. The five principles of Personal Financial Snapshot take
financial planning to another level by using a project-based
analysis. In today’s episode, Curtis and Kyle talk about principal
based planning.
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 Kyle Christensen
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Show Notes
- Starting in the financial planning system - 1:05
- The rules of financial institutions - 2:51
- Financial institutions produce products - 3:31
- What affects the way we play our game - 4:03
- The secret of wealth creation - 5:16
- How financial institutions play the game - 6:38
- Saving 15% or more of income - 7:32
- The financial planning world and maximum protection - 8:10
- Financial planners ideas - 9:01
- Putting your money in retirement plans - 11:50
- What are retirement savings? - 17:25
- The definition of the word “invest” - 18:25
- Explaining the five key principles - 20:40
- Having cash in your house - 22:37
- Investing in things that we do not understand - 23:43
- Focusing on the value of your assets - 24:52
- There’s very little financial education in schools - 25:58
- What you can do to create wealth - 30:03
- Invest in your skillset - 30:46
- Controlling your money - 33:42
- Creating wealth with real estate - 33:55
- Assets that produce cash flow - 36:02
- The multiplier effect - 37:08
- Typical financial products - 40:19
- Living in the information age - 42:20
- If you have cash, opportunities will find you - 43:40
- Knowing the rules of financial institutions - 47:25
- All based on the stock market - 48:43
- Successful people operate with principles - 53:00
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