How to Build Money Confidence and Take Ownership of Your Finances

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If you’re anything like me the topic of managing money makes your stomach tighten and teeth clench.  Maybe you break out into a cold sweat when someone says ‘retirement planning’? I can happily deliver a speech in front of 10,000 people without getting nervous but ask me about budgeting and I might pass out:)

Which is why today we have the pleasure of having wealth advisor Mike Muniz on our show. He’s here to talk about all aspects of financial planning and wealth creation/wealth preservation. Mike is good friend of mine and I’ve always been impressed by how intelligent and well-spoken he is. I think you’ll enjoy listening to him.

Building money confidence is a topic I’ve wanted to tackle for a while but could never find the right guest*. I wanted someone you & I can relate to, someone who can give us all some much needed real-world advice. Mike is our guy.

Mike talks about:

  1. The best money moves to make at any age
  2. How his wealthiest clients built their wealth (great exercise in reverse-engineering for all of us)
  3. The biggest mistakes most people make and how to avoid them

*I recorded another episode with a financial planner a while ago and never published it.  Quite frankly, it wasn’t any good. The advice was bad/boring and my questions sucked so I trashed it.  Very glad I did, Mike’s advice is way better.

 

Mike Muniz - Wealth Advisor