Aug 22, 2022
We’re about to tell you something your traditional financial advisor doesn’t want you to know! In this episode, I’m joined by Dan Berckes and Eric Schmoll of The Freedom Strategy Group to talk about what it takes to build wealth and protect your money! While they’re wealth strategists, Dan and Eric are super passionate about teaching financial education. You know, one of those “teach a man to fish” type things so you know the game, how to play it yourself, and can teach it to the next generation! They’re here to share how to STOP putting your money in economic jail, and the 4 things you need to make your money grow! You can hear in this episode how passionate Dan and Eric are about looking at investing differently and making sure people know their options. Including the power of being your own bank!
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WATCH THE FULL EPISODE HERE:
EPISODE HIGHLIGHTS:
02:40 How do you teach people about money and how to think about it as wealth strategists?
04:30 What inspired Dan to change his career path from farmer to wealth strategist?
10:00 Meet husband, father, and cancer survivor Eric Schmoll.
13:20 If what you thought to be true about investments was false, when would you want to learn the truth?
15:40 How do traditional financial institutions work?
17:00 Would you rather pay tax on the “seed” or the “harvest”?
18:15 The 4 things you need to make your money grow.
21:00 Why is financial education so important?
25:00 What does it mean to be your own banker?
33:20 Stop just giving your money away.
34:40 The importance of learning financial education for yourself and teaching your family.
41:00 How to protect your money by keeping it private.
45:50 How can we learn more and work with you at Freedom Strategy Group?
RESOURCES & LINKS
Check out this Book:
Becoming Your Own Banker by R. Nelson Nash
https://amzn.to/3wmBejD
For more information:
Email Freedom Strategy Group [email protected]
Or give us a call at 763-421-9456 https://freedomstrategygroup.com/
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