05 Finances empowering your life, with Tristan & Harry of Purpose Advisory - Nucleus Wealth Empower

Published: May 18, 2021, 2 a.m.

b"In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by Harry Goldberg and Tristan Scifo of Purpose Advisory to explore the process of life planning, and the effect it can have on our lives.\\n\\nEmpowering you to develop money and investing as tools for living your fullest life.\\n\\nResources to create a life plan: https://purposeadvisory.com.au/blog/f/what-are-the-best-resources-for-creating-a-life-plan \\n\\n00:00 Introduction\\n03:13 What is a life plan?\\n11:49 Resistance to life planning\\n21:25 Balancing the now with the future\\n25:04 Working through a life plan\\n27:23 Beginning a life plan\\n30:24 Different styles of life planning\\n33:07 How long does a life plan take?\\n35:54 Different tools you can use to assist in the process\\n\\nTo listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast\\nGet an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast\\nLearn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast\\n\\nFind us on social media:\\nhttps://www.facebook.com/NucleusWealth/\\nhttps://twitter.com/NucleusWealth\\nhttps://linkedin.com/company/nucleuswealth\\n\\n\\nNucleus Wealth is an Australian Investment and Wealth Manager providing premium wealth services to all Australians. We're here to help you achieve financial peace of mind. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.\\n\\nThe information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796\\n\\n#financialplanning #finance #money"