Building Generational Wealth & Answering Your Financial Questions with Morgan's Wealth Advisor!
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- čas přidán 11. 09. 2024
- There is no gatekeeping on The Journey Podcast! You asked and Morgan delivered. In this episode, Morgan's joined by her renowned wealth manager, Adam Katz, to give us a crash course on managing your money like a pro! Around here we're aiming for a wealthy life, not just a rich one.
Adam shares all the behind-the-scenes secrets, and Morgan shares her personal experience of building her wealth and how she ended up hiring him as her wealth manager.
We'll dive into the fascinating world of time autonomy and uncover how successful entrepreneurs and people use their businesses and investments to create wealth that lasts for generations. Whether you're just starting your business or a high earner ready to take your wealth to the next level! Get ready to level up your financial game.
Key Topics Covered:
Morgan's path to wealth and how she leveraged multiple businesses to create her wealthy life.
The two types of approaches you'll find when looking for wealth advisors, and which type is right for you.
Adam's tips and recommendations to getting the most out of your wealth!
Morgan and Adam share when you should begin hiring and seeking professional help for financial goals as well as how to find your perfect team of advisors aligned for your needs and values
Then, they're answering YOUR burning wealth questions!
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Produced and managed by MicMoguls.
An incredible episode. Thx for a conversation that doesn’t happen often for public consumption
He seems the coolest! Thanks for sharing
Love this! Shout out to Morgan, Adam, and The Bronx! lol Also, please stop being mean to Morgan. She's giving free game. She could literally hoard this, but she's putting us aspiring first gen multi-millionaires on. Fall back!
Wow, Thank you, Morgen and Adam, for giving so much invaluable information on the topics you spoke about. My financial picture has been an uphill journey. Still, after watching this, I feel more empowered to take back control, seek a financial advisor for my stage of life, and also not be ashamed of the not-so-great financial decisions I’ve made while being a W2 employee wanting to transition to being an entrepreneur.
I am looking forward to more videos like this. Thanks again!
So much value in this podcast!
I've been listening to these episodes during my long car rides and they're all so good! Back to hit that like, but I love these! Everyone needs to tap in.
5:37 I love it. Learning the difference between the streams of income that pay you ON TIME and OVER TIME🔥
This is a public service, Morgan. Not done listening, but wow. Some of this stuff I knew AND I'm learning so much. 🙏🏾🙏🏾🙏🏾
Hear me well, this episode was everything I needed. I’ve been researching advisors and didn’t know how to navigate certain things and here this comes confirming my instincts and quiet challenges
Firstly, big ups to you for keeping your word to bring Adam!
I’m loving this series!! Thank you!
Totally enjoyed this! Thanks Morgan for bringing Adam!
Glad you enjoyed it!
This was a really good episode!
This was so damn good. Kudos Morgan!
Thank you!!
This was really helpful!
How do you Go about finding the mentors that you all mention when the resources are there to pay them?
Great Episode! As an entrepreneur, these are the types of conversations I want to listen to!
Great info! Thanks Morgan! This will help with my next steps in business planning.
Great info! That home buying process is a BIHHH they also probably were giving you a hard time cause you were black. AND I can relate to having no heirs not having children or a husband I am like who is getting this stuff?...lol
Love this!!
30:15 An 'in-law' is missing here 😂