Episode 357

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

Rebecca Hotsko chats with Georgia Lee Hussey. In this episode, they discuss what the core pillars are that make up a financial plan, what is a money story, and how it impacts your financial decisions, how to build an investment portfolio using an evidence based approach, what are some of the biggest money mistakes she sees people make, how to remove the emotional aspect from our financial decisions, and so much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

August 30, 202244m 31s

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Show Notes

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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
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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