Dadpreneurs Rising with Carl Taylor
088: Creating Your Wealth Plan: My Lessons from Todd Polke
August 23, 2023
Your financial well-being is not just luck; it's a result of careful planning. And to create wealth, you need a clear and comprehensive wealth plan. In this episode, I share what I learned from talking with Todd Polke in episode 87 - Unveiling The Power of Systemic Strategies to Wealth Creation. Your wealth plan is more than just a blueprint; it is the strategic compass that guides you through the ever-changing landscape of business investments and even personal ventures. It's also about understanding how you can leverage your investment portfolio and the purpose of each asset. One powerful takeaway from my discussion with Todd is the process of normalising wealth creation and the impact of a disciplined habit of investing. A resilient wealth plan develops a firm decision to regularly set aside funds for investment, which business owners often neglect to do. By having a clear wealth plan, you prepare for a journey to financial freedom and success. And this begins with a step towards crafting a purposeful wealth plan that puts high value on investing.
Your financial well-being is not just luck; it's a result of careful planning. And to create wealth, you need a clear and comprehensive wealth plan.

In this episode, I share what I learned from talking with Todd Polke in episode 87 - Unveiling The Power of Systemic Strategies to Wealth Creation.

Your wealth plan is more than just a blueprint; it is the strategic compass that guides you through the ever-changing landscape of business investments and even personal ventures. It's also about understanding how you can leverage your investment portfolio and the purpose of each asset. 

One powerful takeaway from my discussion with Todd is the process of normalising wealth creation and the impact of a disciplined habit of investing. A resilient wealth plan develops a firm decision to regularly set aside funds for investment, which business owners often neglect to do.

By having a clear wealth plan, you prepare for a journey to financial freedom and success. And this begins with a step towards crafting a purposeful wealth plan that puts high value on investing.



For full show notes visit: rising.show

WHERE YOU CAN FIND CARL TAYLOR

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