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Wealth by Design

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by Danielle G. Nava, CFP® and Dustin R. Granger, CFP®

4.9(34 reviews)

100 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

*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.

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Publishing Since

6/14/2018

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Recent Episodes

October 12, 2020

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 <a href= "https://toujoursplanning.com/">Toujours Planning</a> 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: <a href= "https://www.foundationswla.org/">https://www.foundationswla.org/</a> 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! <h3>LINK TO DONATE:</h3> <ul> <li><a class="ProsemirrorEditor-link" href= "https://www.foundationswla.org/">https://www.foundationswla.org/</a></li> </ul> <h3>CONNECT WITH DANIELLE AND DUSTIN</h3> <ul> <li><a href="https://toujoursplanning.com/contact">Ask Your Questions</a></li> <li><a href="http://facebook.com/toujoursplanning">On Facebook</a></li> <li><a href="https://twitter.com/wealthxdesign">On Twitter</a></li> </ul> See you in 2021!

September 22, 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. <h2>WHAT YOU’LL LEARN</h2> <ul> <li>The different titles of financial professionals</li> <li>The designations and licenses that financial advisors may have</li> <li>What a CERTIFIED FINANCIAL PLANNER™ professional does</li> <li>How a CFP® can help you</li> <li>The three Es of the CERTIFIED FINANCIAL PLANNER™ designation</li> </ul> Watch this week’s episode: <a href= "https://youtu.be/3UQ7soViuUg">https://youtu.be/3UQ7soViuUg</a> 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. <h3>RESOURCES & PEOPLE MENTIONED</h3> <ul> <li style="list-style-type: none;"> <ul> <li style="font-weight: 400;"><a href= "https://toujoursplanning.com/2018/02/choosing-personal-finance-professional-financial-coach-financial-advisor-financial-planner-use-episode-15/"> How to choose which financial professional you need: Episode 015</a> </li> <li style="font-weight: 400;">Sign up for our free <a href= "https://dustinanddanielle.lpages.co/know-your-numbers-challenge/"> Know Your Numbers challenge</a>!</li> <li style="font-weight: 400;"><a href= "https://dustinanddanielle.lpages.co/wxd-coming-soon/">Check out our DIY Financial Planning Course</a></li> <li style="font-weight: 400;">Our <a href= "https://www.youtube.com/channel/UCGJGmtfRz_PvHRr4LTKbt1A">YouTube Channel</a></li> <li style="font-weight: 400;"><a href= "https://toujoursplanning.typeform.com/to/k4XD8A">Schedule a free call with us</a> — Are we a good fit for your financial planning needs?</li> </ul> </li> </ul> <h3>CONNECT WITH DANIELLE AND DUSTIN</h3> <ul> <li style="list-style-type: none;"> <ul> <li style="font-weight: 400;"><a href= "https://toujoursplanning.com/contact">Ask Your Questions</a></li> <li style="font-weight: 400;"><a href= "http://facebook.com/toujoursplanning">On Facebook</a></li> <li style="font-weight: 400;"><a href= "https://twitter.com/wealthxdesign">On Twitter</a></li> </ul> </li> </ul>

September 8, 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. <h2>WHAT YOU’LL LEARN</h2> <ul> <li style="font-weight: 400;">The “stock market trap”</li> <li style="font-weight: 400;">How fear clouds our judgment</li> <li style="font-weight: 400;">...and greed affects it, too</li> <li style="font-weight: 400;">Pick a strategy and stick with it for awhile</li> </ul> This material is for general information only and is not intended to provide specific advice or recommendations for any individual. <h3>RESOURCES & PEOPLE MENTIONED</h3> <ul> <li>More on fear and greed in investing in <a href= "https://toujoursplanning.com/2020/02/104-how-the-laws-of-human-nature-relate-to-investing/"> Episode 104</a></li> <li>More on timing the market in <a href= "https://toujoursplanning.com/2020/05/107-the-key-to-consistency-in-investing/"> Episode 107</a></li> <li>Check out our new program, <a href= "https://www.wealthbydesigndiy.com/">Wealth by Design™ DIY</a>!</li> <li>Join the <a href= "https://dustinanddanielle.lpages.co/know-your-numbers-challenge/"> Know Your Numbers</a> challenge</li> <li><a href= "https://toujoursplanning.typeform.com/to/k4XD8A">Schedule a free call with us</a> — Are we a good fit for your financial planning needs?</li> </ul> <h3>CONNECT WITH DANIELLE AND DUSTIN</h3> <div style="margin-left: 4em"> <ul> <li style="font-weight: 400;"><a href= "https://toujoursplanning.com/contact">Ask Your Questions</a></li> <li style="font-weight: 400;"><a href= "http://facebook.com/toujoursplanning">On Facebook</a></li> <li style="font-weight: 400;"><a href= "https://twitter.com/worthit_podcast">On Twitter</a></li> </ul> </div>

100 total episodes available

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What is Wealth by Design?: 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.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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