My Life is Built Podcast
Host: Andrew Ulvestad, AAMS®, Wealth Advisor
Welcome to My Life is Built, the podcast that delves deep into the
foundations of wealth and empowers you to take control of your financial future.
Episode 2
Five Areas of Financial Planning
Delve into the core principles of financial planning with Gordon Wollman, a seasoned expert with over 30 years of experience. Discover how Cornerstone Financial Solutions approaches the five key areas of financial planning.
We want to hear from you! Share your thoughts, questions, or financial planning stories by reaching out to us on Facebook and LinkedIn. Your engagement could be featured in future episodes. Or email cfsteam@mycfsgroup.com to share your thoughts, questions, and experiences with us.
What are the five essential elements of financial planning?
What is Gordon’s background? What led him to the financial industry?
Why is it importnt to have a solid financial plan?
How Cornerstone Financial Solutions evolved to be what it is today. What’s the story behind the name?
Hear real-life examples of the impact strategic financial planning can have on individuals and families/
How to navigate the complexities of investment planning during times of market volatility.
What role does income tax planning play in financial planning? What are its potential benefits?
Practical advice for individuals nearing retirement amid economic uncertainty.
Practical Takeaways:
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- Gain insights into the importance of personal development and planning for a successful life.
- Understand the significance of having a comprehensive financial plan that includes insurance, investment, tax, estate, and retirement planning.
- Learn from real-life experiences and examples that highlight the impact of financial planning.
- Discover actionable tips for navigating market volatility and making informed investment decisions.
- Recognize the value of income tax planning and how it can contribute to long-term financial success.
- Get inspired to take charge of your financial future and build a legacy that lasts.
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Episode 1
Foundations of Wealth and Fulfillment
In this episode, we embark on a journey to understand the various foundations that people build their lives upon. From religious beliefs to health, and, of course, the cornerstone for many – financial stability, we uncover the elements that form the bedrock of our existence.
Specifically, we focus on the financial aspect, exploring how it serves as a crucial piece of the foundation for countless individuals.
Released March 6, 2024. 15 Minutes.
CSP #382108 Exp. 2025.01.10
Tell us about your foundations – what is your life built on? Email cfsteam@mycfsgroup.com to share your thoughts, questions, and experiences with us. Follow us on Facebook and connect with us on LinkedIn.
The “My Life is Built” podcast exists to support you on
your journey to financial empowerment, encourage you to dream big
and focus on building the life you deserve.
Every investor situation is unique, and prior to making any investment decisions, consult with your financial advisor. The opinions expressed are those of the host and not necessarily those of Raymond James, member of NYSE, and SIPC.
This information is not intended to be a substitute for specific individualized tax, legal, estate, or investment planning advice as individual situations will vary. Please discuss these matters with the appropriate professional. All opinions are as of this date and are subject to change without notice. This information has been obtained from sources considered to be reliable, but Raymond James Financial Services, Inc. does not guarantee that these statements, opinions or forecasts provided herein will prove to be correct.
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