The American Dream Experience

The American Dream Experience

The Importance of Discipline

October 14, 2019

In this episode, Margaret Wittkopp, Founder and CEO of Veritas Financial Services, talks about the importance of discipline to reach your American Dream. Margie discusses the first thing about living within your means: a spending plan. No matter how much you make, without a spending plan you will be living from paycheck to paycheck.

Discipline in investing is next. By having a structure and formula in investing, you help ensure that your portfolio actually gets good returns. Margie shares actionable tips that investors can use to help make sound investment decisions instead of emotional reactions, with a particular focus on 401k's. 



(01:46) Spending plans versus paycheck to paycheck mentality

(04:320 Structure and formula: Discipline in investing

(08:08) 401k's: Avoiding emotional reactions

(11:00) You are your own best boss

Key Links:

Veritas Financial Services, LLC. website:

Get in touch with Margie directly via email at

You can also ask questions, get educational resources, and sign up for the next American Dream Experience event by calling the Veritas Office: (920) 893-5262