Richer Soul: Life Beyond Money. You Got Rich Now What? Focus On Freedom, Abundance, Financial Security, Early Retirement, We
Ep 269 Wealth Management with Kirk Chisholm
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 1:13:04
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Sinopsis
Wealth Management Do you know your money mindsets and how they affect your ability to build wealth over time? Take away: Understand that the world is abundant and the more you look at the world through an abundant lens the more it will give back to you. Action step: Improve your mindset and understand yourself. Money Learnings: Kirk did not learn anything about money from school because back then money is not something to talk about. Bio: Kirk Chisholm is a Principal and Wealth Manager at Innovative Advisory Group, an independent RIA (Registered Investment Advisor) located in Lexington, MA. He has been providing financial advice to individuals and families since 1999. Kirk’s influence and innovation has promoted change in many areas of the wealth management industry. Kirk provides a different perspective on many commonly held beliefs when it comes to portfolio management, retirement investing, financial planning, inflation, economics, and other personal finance topics. His rare expertise with alt