We are often distracted in life and never really dive deep into the real foundation of self improvement, goal achieving, and wellbeing. - Join our team of experts every week as we discuss the real facets of manhood. Topics like: How to develop more self esteem, self love, deeper relationships. How to improve our wellbeing, mental toughness, resilience, and productivity. How to develop critical skills, become better leaders, expand our careers/business, create financial security and contribut ...
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Content provided by Sandee Sgarlata. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sandee Sgarlata or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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312. Expert Advice to Overcome Financial Anxiety and Worry with Michael Lewis
Manage episode 419605559 series 2865012
Content provided by Sandee Sgarlata. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sandee Sgarlata or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Happiness Solved with Sandee Sgarlata. In this episode, Sandee interviews Michael Lewis. Michael Lewis CFA, MBA started his career on Wall Street after graduating from the Duke University Fuqua School of Business, where he received his MBA in Finance. Over Michael’s career, he learned how Wall Street really works from the inside, assisting international banks such as BNY Mellon and institutional fund managers such as SEI Investments, manage risk and improve returns using technology. Frustrated by the difference in service quality received by the wealthy vs. the ‘rest of us’, Michael and his wife Sharon founded Tutor Financial Advisors, LLC. The name Tutor Financial Advisors reflects the importance education plays in the financial planning process. Tutor’s mission is to assist families to cement their legacy and transition wealth to future generations in a tax-efficient manner. Tutor Financial believes that estate planning is for everyone, no matter your personal situation. They feel that we all have a responsibility to our children, and to our grandchildren to pass on our values, virtues, and wisdom. At the same time, we must prepare them to assume the responsibility that comes with inheriting wealth. Michael sits on the boards of the East North Carolina Red Cross and the Jewish Federation of Raleigh-Cary. He educates patients at recovery centers on financial literacy and further advises families, who are financially trying to balance the expenses incurred when a loved one is experiencing addictive behaviors. When not working on his business, Michael enjoys a good round of golf and BBQ. He is particularly fond of his Big Green Egg and the crust he achieves on his briskets.
Sign up for the Happiness Solved Plus Exclusive Membership Site: http://HappinessSolved.Supercast.com
Connect with Michael: www.familylegacync.com
Email: Michael@familylegacync.com
Connect with Sandee www.sandeesgarlata.com
Podcast: www.happinesssolved.com
www.facebook.com/coachsandeesgarlata
323 episodes
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Manage episode 419605559 series 2865012
Content provided by Sandee Sgarlata. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sandee Sgarlata or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Happiness Solved with Sandee Sgarlata. In this episode, Sandee interviews Michael Lewis. Michael Lewis CFA, MBA started his career on Wall Street after graduating from the Duke University Fuqua School of Business, where he received his MBA in Finance. Over Michael’s career, he learned how Wall Street really works from the inside, assisting international banks such as BNY Mellon and institutional fund managers such as SEI Investments, manage risk and improve returns using technology. Frustrated by the difference in service quality received by the wealthy vs. the ‘rest of us’, Michael and his wife Sharon founded Tutor Financial Advisors, LLC. The name Tutor Financial Advisors reflects the importance education plays in the financial planning process. Tutor’s mission is to assist families to cement their legacy and transition wealth to future generations in a tax-efficient manner. Tutor Financial believes that estate planning is for everyone, no matter your personal situation. They feel that we all have a responsibility to our children, and to our grandchildren to pass on our values, virtues, and wisdom. At the same time, we must prepare them to assume the responsibility that comes with inheriting wealth. Michael sits on the boards of the East North Carolina Red Cross and the Jewish Federation of Raleigh-Cary. He educates patients at recovery centers on financial literacy and further advises families, who are financially trying to balance the expenses incurred when a loved one is experiencing addictive behaviors. When not working on his business, Michael enjoys a good round of golf and BBQ. He is particularly fond of his Big Green Egg and the crust he achieves on his briskets.
Sign up for the Happiness Solved Plus Exclusive Membership Site: http://HappinessSolved.Supercast.com
Connect with Michael: www.familylegacync.com
Email: Michael@familylegacync.com
Connect with Sandee www.sandeesgarlata.com
Podcast: www.happinesssolved.com
www.facebook.com/coachsandeesgarlata
323 episodes
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Similar to Happiness Solved
We are often distracted in life and never really dive deep into the real foundation of self improvement, goal achieving, and wellbeing. - Join our team of experts every week as we discuss the real facets of manhood. Topics like: How to develop more self esteem, self love, deeper relationships. How to improve our wellbeing, mental toughness, resilience, and productivity. How to develop critical skills, become better leaders, expand our careers/business, create financial security and contribut ...
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
The Primal Potential Podcast is about transformation, not information. So many of us KNOW what we need to do to achieve our goals but we aren't DOING it. There's a continuous gap between our INTENTIONS and our ACTIONS. Primal Potential is a TOOL to help you create massive change in your life and ENJOY the journey!
…
continue reading
Seeking a healthier emotional life? It’s time to bring a trained psychologist and mental health expert along for the ride. Dr. Monica Johnson explains the why behind complex emotions, helps you form better relationships, and guides you down the path of self-understanding.
…
continue reading
Developing Mental Strength for Peak Performance
…
continue reading
Gretchen Rubin is HAPPIER, and she wants you to be happier too. The #1 bestselling author of The Happiness Project and Better Than Before gets more personal than ever as she brings her practical, manageable advice about happiness and good habits to this lively, thought-provoking podcast. Gretchen’s cohost and guinea pig is her younger sister, Elizabeth Craft, a TV writer and producer living in Los Angeles, who (lovingly) refers to Gretchen as her happiness bully. Part of the Audacy Network.
…
continue reading
Begin each day with purpose and positivity with the 7 Good Minutes Daily Self-Improvement Podcast, the essential listen for mindful achievers. Tailored for those who strive for personal growth amidst their busy lives, our podcast offers daily guidance in mindfulness, gratitude, and maintaining a positive mindset. Explore a world of transformative ideas and begin your day with the inspiration you need to cultivate a life of awareness, appreciation, and optimism. Subscribe now to ensure you ne ...
…
continue reading
For the complete newbie or the experienced hypnotist, Brain Software with Mike Mandel is the world's most interesting, educational and fun podcast discussing hypnosis, NLP and strategies for peak performance and self improvement. Mike Mandel is a 6-time award winning hypnotist, immensely popular keynote speaker, stage performer, psychotherapist and NLP trainer. He has been doing hypnosis since he was 12 years old. Mike has an amazing ability to demystify hypnosis, teach core concepts, and te ...
…
continue reading
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continue reading
Are you looking for more happiness, success and vitality in your life? Get inspired each week with Wellness Expert, Integrative Medicine Fellow & Keynote Speaker, Kristel Bauer. Live Greatly shares empowering conversations about life, wellness & success talking with top experts, athletes, celebrities, CEOs and other incredible individuals. Tune in for insights to thrive personally and professionally. It’s time to awaken your ultimate potential! Disclaimer: All of the information shared on th ...
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continue reading
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