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Sinopsis

Jonathan shares how to create clarity and vision on your goals so you can build generational wealth and live in harmony with your desired outcomes.   Take away: Jonathan shares how to live life holistically and build a financial team to help you achieve wealth.   Action step: What's your goal for this year with money? What changes do you need to make to ensure you achieve them? Money Learnings: Jonathan's parents taught him to give and save. They instilled the value of setting and achieving goals.   Bio: Jonathan Krueger, the founder and owner of LionsGate Advisors likes to call himself “the advisors’ advisor” and for good reason! He has been investing in the personal finance industry since 2000 and now owns the only fee-based investment firm in St. Louis that quarterbacks key strategies for converting tax liabilities to assets. Jonathan also holds his CEPA designation and prides himself on understanding the importance of combining the concept, effort, and process of succession planning for business owners in