Not Your Average Financial Podcast™

Not Your Average Financial Podcast™


Episode 237: The Periodic Table of Abundance

March 18, 2022

In this episode, we ask:


  • Did you know we work with clients in all 50 states?
  • What are your financial goals and objectives?
  • What about long, deep conversations?
  • What about satisfaction?
  • What about documents?
  • What about questions?
  • What about general overwhelm?
  • What about talking and thinking about it?
  • What about courage?
  • What are the twelve general categories in the the Periodic Table of Abundance?
  • Do you remember the Periodic Table of Elements?
  • Would you like to join the Not Your Average Community membership site?
  • What about building a true financial teams?
  • What about six month reviews?
  • What about a deep dive on one of the elements?
  • What about Scaling Up?
  • What is EADS?
  • What might you eliminate?
  • What might you automate?
  • What might you delegate?
  • What might you scale?
  • What about building your money team?
  • How do you talk with your spouse or family about money?
  • What happens when tough times or windfalls come?
  • Do you have budget meetings?
  • What about syncing up with your financial professionals?
  • Who should be on your team?
  • Who should not be on your team?
  • What about challenges and opportunities in liquidity?
  • What about storing water?
  • What about the flow of water?
  • What about market volatility?
  • What about fees?
  • Does where you put your money matter?
  • What about discovering your savings rate?
  • What else or who else can help you with this?
  • Would you like to join us in the Not Your Average Financial Community?