That’s scary! And just because you make well into six figures as a Realtor, loan officer, or small business owner, it doesn’t mean immune from financial worries. We all should be investing in education and planning for a better financial future.
So, today I’m enlisting the help of one of the premier financial planners to do just that: Brian Boyd.
Brian, who also happens to be a great friend of mine from when I lived in Sacramento, Ca, is the founder and principal of Boyd Wealth Management, an elite financial planning firm that deals with high net worth individuals.
I know…there are a lot of great financial planners out there (in their own estimation), but I’ll tell you what makes Brian different:
He operates on an extremely high level on behalf of his circle of clients, but still believes in transparency and simplicity.
It was Albert Einstein who said that the mark of true genius is being able to take a very complex topic and explain it simply (I’m paraphrasing), and Brian manages to do that with aplomb.
So, I was thrilled and honored that he took a couple of hours out of his bustling schedule to jump on the podcast and offer some sage wisdom about what his wealthy clients understand about money and finances that the average person may not.
We could all tighten up our knowledge, planning, and discipline when it comes to investing and managing our finances, and you’ll be closer to that goal just by listing to Brian’s wisdom.
Enjoy - and feel free to check out Brian by subscribing to his insightful financial newsletter by clicking here.
The Boyd Wealth Management investment philosophy:
The real estate marketingw/ Norm Podcast!
Connecting, informing, and empowering the real estate, mortgage, and small business community.