*Formally known at Worth It Podcast*
Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms.
Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique challenges and opportunities presented by self-employment and entrepreneurship. Each episode is designed to show you how to feel secure, wealthy, and in control of your money + biz.
Ready to get started? Tune in. You can also take the first step in designing a life on your terms with our FREE guide, Wealth by Design: Your Blueprint to Real Wealth + Security: toujoursplanning.com/blueprint.
Dustin R. Granger, CEO & CFP ®️
Danielle Granger Nava, VP & CFP ®️
For a list of states in which the LPL Financial Registered Representatives associated with this site are registered to do business, please visit www.toujoursplanning.com. Securities offered through LPL Financial. Member FINRA/SIPC (www.finra.org | www.sipc.org). Investment advice offered through GWM Advisors, a registered investment advisor. GWM Advisors and Toujours Planning are separate entities from LPL Financial.
Publisher
Danielle G. Nava, CFP® and Dustin R. Granger, CFP®
MINISODE: Hurricane Hiatus - An Update on the Wealth by Design Podcast
Hello, loyal listeners! We wanted to let you know that we have a quick update on the podcast and a few things that are happening over at Toujours Planning right now.
As you may know, we are a Lake Charles-based business and family, and our community, homes, and offices were devastated by Hurricane Laura in August. While we work to rebuild our community and also weather other storms that have come through the area, we are taking a break from the Wealth by Design podcast.
We do not know how long it will take to return to “normal,” whatever that means. In the meantime, we ask that willing listeners of the podcast donate to Lake Charles and Louisiana recovery efforts.
We are personally supporting the Community Foundation of Southwest Louisiana, an organization that has helped care for people who’ve lost their homes and livelihoods, as well as get our community up and running again. If you are able and interested, please donate here: https://www.foundationswla.org/
In the meantime, we thank you for being a listener of the Wealth by Design podcast, and we hope to be back on the airwaves soon!
LINK TO DONATE:
https://www.foundationswla.org/
CONNECT WITH DANIELLE AND DUSTIN
Ask Your Questions (https://toujoursplanning.com/contact)
On Facebook (http://facebook.com/toujoursplanning)
On Twitter (https://twitter.com/wealthxdesign)
See you in 2021!
22 Sept 2020
MINISODE: Do You Need a Financial Advisor or a Certified Financial Planner™?
When you decide to get your financial ducks in a row, you probably start to look for help with a good old Google search. But when you look up “financial advisor,” “financial planner,” “planning for retirement” or any variation of your financial needs… you might get confused. Quickly.
Why? Because there are so many titles for financial professionals out there. Do you need a financial planner? A financial advisor? An investment professional? A money coach? And what are those initials after their names?!
In this minisode, Dustin briefly describes the different types of financial professionals and designations you may see and explains when you’ll want to call a CERTIFIED FINANCIAL PLANNER™ professional.
WHAT YOU’LL LEARN
The different titles of financial professionals
The designations and licenses that financial advisors may have
What a CERTIFIED FINANCIAL PLANNER™ professional does
How a CFP® can help you
The three Es of the CERTIFIED FINANCIAL PLANNER™ designation
Watch this week’s episode: https://youtu.be/3UQ7soViuUg
Want more quick tips like this? Make sure you’re subscribed to the Wealth by Design podcast!
This material is for general information only and is not intended to provide specific advice or recommendations for any individual.
RESOURCES & PEOPLE MENTIONED
How to choose which financial professional you need: Episode 015
Sign up for our free Know Your Numbers challenge!
Check out our DIY Financial Planning Course
Our YouTube Channel
Schedule a free call with us — Are we a good fit for your financial planning needs?
CONNECT WITH DANIELLE AND DUSTIN
Ask Your Questions
On Facebook
On Twitter
8 Sept 2020
MINISODE: Are You Falling into This Stock Market Trap?
Sir John Templeton, an American-born British investor, banker, fund manager, and philanthropist, said this on investing: “Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.”
He was named “the greatest global stock picker of the century” by Money in the 1990s, so we’re inclined to listen to his advice.
In this new minisode, Dustin breaks down each part of Sir Templeton’s quote. He also discusses timing the stock market, why it’s a bad idea, and what you should do instead.
WHAT YOU’LL LEARN
The “stock market trap”
How fear clouds our judgment
...and greed affects it, too
Pick a strategy and stick with it for awhile
This material is for general information only and is not intended to provide specific advice or recommendations for any individual.
RESOURCES & PEOPLE MENTIONED
More on fear and greed in investing in Episode 104
More on timing the market in Episode 107
Check out our new program, Wealth by Design™ DIY!
Join the Know Your Numbers challenge
Schedule a free call with us — Are we a good fit for your financial planning needs?
CONNECT WITH DANIELLE AND DUSTIN
Ask Your Questions
On Facebook
On Twitter
Reach and audience
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Apple Podcasts (US)
4.9 / 5
34 ratings
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