Episode 24
#24 - Financial planning insights with Cory Nunes: from tax strategies to teaching kids responsibility
The Money Mindset Mentoring Podcast
March 12, 202428m 29s
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Show Notes
In this episode, Steve Hamoen chats with Cory Nunes about his journey into financial planning and the role of a financial architect. They discuss predicting tax scenarios, adapting plans to individual goals, leveraging mortgages, and the importance of financial flexibility. They also talk about teaching kids about financial responsibility and the joy of giving.
(0:00) Introduction and Cory Nunes' analogy of financial planning
(1:37) Cory Nunes' journey into financial planning
(4:57) The role of a financial architect and connecting different financial aspects
(8:25) Predicting future tax scenarios and strategies to avoid heavy taxation
(13:11) Adapting financial plans to individual goals and changes
(15:28) Leveraging your mortgage for financial benefits
(17:04) The power of financial flexibility and creative financing
(20:41) The role of attention in financial success
(24:52) The joy of giving and the real value of money
(26:58) Teaching kids about financial responsibility and fundraising
(28:04) How to connect with Cory Nunes for further financial advice