In this engaging conversation, Andrew Gold, a wealth and tax strategy expert, discusses the importance of financial education, breaking the time-for-money mindset, and the role of faith and family in financial stewardship.
He emphasizes the need for younger generations to adopt critical money principles early on, the significance of paying oneself first, and the difference between tax planning and preparation. Andrew also shares personal experiences and insights on building a legacy and the importance of mentorship in financial success.
Chapters
00:00 Introduction to Wealth Management and Mindset Shift
03:21 Understanding Financial Genetics and Mindset
05:27 The Importance of Educating Younger Generations
07:55 Faith, Family, and Financial Stewardship
10:25 Personal Journey: Overcoming Adversity and Learning
15:17 Critical Money Principles for Young Adults
20:12 Instant Gratification and Financial Responsibility
23:01 Paying Yourself First: Strategies for Success
26:32 Tax Strategies for Keeping More of Your Earnings
29:28 Finding the Right Financial Mentor
32:02 Navigating Wealth Growth Strategies
34:09 Understanding Tax Planning vs. Preparation
37:23 Balancing Wealth and Faith
39:54 The Meaning of Legacy
41:41 Non-Negotiable Financial Principles
43:33 Taking the First Step in Financial Awareness
45:33 Engaging with Andrew Gold
52:57 Final Thoughts and Motivational Insights
Takeaways
Connect with Andrew:
https://www.instagram.com/the_dailyprofit
https://www.pwealthmgmt.com/
https://www.facebook.com/pwealthmgmt
https://www.linkedin.com/in/andrew-gold-fpwmp%C2%AE-2165bbaa/
