MI214: A Modernist’s Approach to Financial Planning w/ Georgia Lee Hussey

IN THIS EPISODE, YOU’LL LEARN:  

02:12 - How Modernist Financial is different from other wealth management firms.  05:10 - What are the core pillars that make up a financial plan, and why having one matters.  17:12 - How to figure out what your money story is, and how it impacts your financial decisions.  19:52 - Why her definition of wealth is about more than just money.  22:34 - How to build an investment portfolio using an evidence-based approach.  29:06 - Why having some global diversification in your portfolio matters.  35:18 - What are some of the biggest money mistakes she sees people make.  40:40 - How to avoid making emotionally driven financial decisions.  And much, much more! 

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Check out Modernist Financial.  Follow Rebecca on Instagram.  Related Episode: Cash Uncomplicated: Wealth Building Mindset w/ Aaron Nannini - MI Rewind.  Related Episode: Developing and Simplifying Your Financial Plan w/ Peter Lazaroff - MI021. Related Episode: How To Build A Wealth Plan For Financial Independence w/ Katie Gatti - TIP456.

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Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Robert and Clay’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services.

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Read this episode’s transcript and full show notes on our website.

Connect with Georgia: LinkedIn | Instagram 

Connect with Rebecca: Twitter

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Key Smash Notes In This Episode

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