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Building a Legacy of Wealth: Secrets to Safe Money and a Fabulous Future with Kris Miller

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Content provided by Rebecca Davison. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rebecca Davison 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.

Everyone wants to feel financially secure and have their money protected for the future.

But the challenge lies in the lack of financial literacy and the understanding of safe money strategies.

Many individuals are unaware of the risks associated with traditional investment methods and may not have the necessary legal documents in place to safeguard their assets.

By working with a financial expert like Kris Miller, individuals can learn about safe money strategies, create a solid financial plan, and protect their assets for the long term.

Kris Miller is the founder and CEO of Healthy Money Happy Life. She is a Legacy Wealth Strategist, and over the last 30 years she has helped over 6000 individuals, families and businesses avoid financial disaster by getting real about their money with strategic planning.

Empower yourself with the knowledge needed to protect your wealth.

Topics covered:

  • Uncover the hidden dangers of mainstream investment myths that could be costing you your hard-earned money.
  • Outlive your wealth with strategic planning and proactive financial measures.
  • Explore the personal benefits of implementing safe money strategies. Discover how living trusts offer superior advantages over wills, providing you with peace of mind and financial security for you and your loved ones.

Kris’ Gift to the Audience: Your Next Chapter Checklist For the Changes in Your Life https://pages.healthymoneyhappylife.com/your-next-chapter1234

Topics Covered:

02:01 - Kris Miller's experience and impact

03:03 – The importance of financial security

05:47 - Mainstream investment myths

07:12 - Longevity and retirement planning

08:01 - Kris Miller's start in the financial industry, the evolution of Kris Miller's business and legal services

13:13 - The impact of health emergencies on finances

22:13 - The next chapter checklist for financial preparedness

28:20 - The advantages of living trusts over wills

31:35 - Closing thoughts and encouragement to seek financial advice

Key Takeaways:

  • "You have to be your own government. You have to take control of your assets, of your life, of your health, of your wealth, so that you can be empowered." - Kris Miller
  • "It's not a one-size-fits-all because it really depends on your goal, but when I set myself up I've owned what I show people for three decades." - Kris Miller
  • "When people don't know, people need to know this information. It doesn't have to be hard or difficult." - Kris Miller

Connect with Kris Miller

  continue reading

74 episodes

Artwork
iconShare
 
Manage episode 405958520 series 2890573
Content provided by Rebecca Davison. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rebecca Davison 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.

Everyone wants to feel financially secure and have their money protected for the future.

But the challenge lies in the lack of financial literacy and the understanding of safe money strategies.

Many individuals are unaware of the risks associated with traditional investment methods and may not have the necessary legal documents in place to safeguard their assets.

By working with a financial expert like Kris Miller, individuals can learn about safe money strategies, create a solid financial plan, and protect their assets for the long term.

Kris Miller is the founder and CEO of Healthy Money Happy Life. She is a Legacy Wealth Strategist, and over the last 30 years she has helped over 6000 individuals, families and businesses avoid financial disaster by getting real about their money with strategic planning.

Empower yourself with the knowledge needed to protect your wealth.

Topics covered:

  • Uncover the hidden dangers of mainstream investment myths that could be costing you your hard-earned money.
  • Outlive your wealth with strategic planning and proactive financial measures.
  • Explore the personal benefits of implementing safe money strategies. Discover how living trusts offer superior advantages over wills, providing you with peace of mind and financial security for you and your loved ones.

Kris’ Gift to the Audience: Your Next Chapter Checklist For the Changes in Your Life https://pages.healthymoneyhappylife.com/your-next-chapter1234

Topics Covered:

02:01 - Kris Miller's experience and impact

03:03 – The importance of financial security

05:47 - Mainstream investment myths

07:12 - Longevity and retirement planning

08:01 - Kris Miller's start in the financial industry, the evolution of Kris Miller's business and legal services

13:13 - The impact of health emergencies on finances

22:13 - The next chapter checklist for financial preparedness

28:20 - The advantages of living trusts over wills

31:35 - Closing thoughts and encouragement to seek financial advice

Key Takeaways:

  • "You have to be your own government. You have to take control of your assets, of your life, of your health, of your wealth, so that you can be empowered." - Kris Miller
  • "It's not a one-size-fits-all because it really depends on your goal, but when I set myself up I've owned what I show people for three decades." - Kris Miller
  • "When people don't know, people need to know this information. It doesn't have to be hard or difficult." - Kris Miller

Connect with Kris Miller

  continue reading

74 episodes

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