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The Key to Mastering Your Finances and Achieving Your Dreams.

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Manage episode 363125910 series 2887088
Content provided by Dustin Serviss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dustin Serviss 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.
In this episode, Dustin discusses financial strategy and efficiency. He emphasizes the importance of having a plan and monitoring progress toward financial goals. He shares a personal story about achieving a financial goal by laying out a spending accelerator and monitoring progress. He suggests taking at least one hour a year to lay out a financial plan and meet with an advisor if necessary. He adds that it's important to have a big-picture goal in mind and regularly assess progress toward that goal. Dustin also discusses the concept of a law corp and holding company for financial management.The 3 POWS of this episode: Regularly assess progress toward your goals. Meet with your financial advisors as often as you need. You can make big financial decisions a reality with proper planning. Timestamps: [00:00:01] Dustin talks about the secret recipe of an efficient structure and shares his story of implementing a financial plan to afford a fighter plane training course.[00:00:48] Dustin discusses the importance of monitoring progress toward financial goals and how it takes time and repetition to feel comfortable with spending.[00:02:58] Dustin talks about how reducing expenses can affect the big number at the end of the financial plan and how it is important to save and work hard towards financial goals. If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com
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143 episodes

Artwork
iconShare
 
Manage episode 363125910 series 2887088
Content provided by Dustin Serviss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dustin Serviss 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.
In this episode, Dustin discusses financial strategy and efficiency. He emphasizes the importance of having a plan and monitoring progress toward financial goals. He shares a personal story about achieving a financial goal by laying out a spending accelerator and monitoring progress. He suggests taking at least one hour a year to lay out a financial plan and meet with an advisor if necessary. He adds that it's important to have a big-picture goal in mind and regularly assess progress toward that goal. Dustin also discusses the concept of a law corp and holding company for financial management.The 3 POWS of this episode: Regularly assess progress toward your goals. Meet with your financial advisors as often as you need. You can make big financial decisions a reality with proper planning. Timestamps: [00:00:01] Dustin talks about the secret recipe of an efficient structure and shares his story of implementing a financial plan to afford a fighter plane training course.[00:00:48] Dustin discusses the importance of monitoring progress toward financial goals and how it takes time and repetition to feel comfortable with spending.[00:02:58] Dustin talks about how reducing expenses can affect the big number at the end of the financial plan and how it is important to save and work hard towards financial goals. If you found this episode helpful share it with a friend and leave a review. For more information visit servissweath.com
  continue reading

143 episodes

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