The Confident Wealth Experience
Summary:
The hosts of The Confident Wealth podcast Bill Bush and Peter Bush spend this episode explaining each of the six steps that make up the financial planning system Peter developed for the Horizon Financial Group called “The Confident Wealth Experience.” You will learn all the important steps that include: “The Discovery Conversation,” “Your Confident Wealth Strategies,” “Your Confident Wealth Action Plan,” “The AdvisorLink Advantage,” “The Confident Wealth Monitor,” and “The Confident Care System.” Learn the valuable reasons why many Horizon Financial Group clients have benefitted from “The Confident Wealth Experience” to plan for a more financially sound tomorrow.
Time Stamped Show Notes:
- 00:35 – Bill Bush and Pete Bush introduce the episode’s topic of financial planning.
- 01:32 – The importance for planning to let your money outlive you to leave legacies.
- 02:28 – The mindset for leading by planning for retirement savings.
- 03:50 – The kind of technological tools that Pete Bush used pre-internet and post-internet
- 04:58 – The Confident Wealth Experience system, once called The Financial Coordinator Solution that Pete Bush created and has been using for over 10 years.
- 06:40 – Step 1: “The Discovery Conversation,” of The Confident Wealth Experience takes place. Where have you been financially, and where you do you want to go?
- 09:56 – Step 2: “Your Confident Wealth Strategies”: after gathering the client’s financial data, the feedback and analysis that lead to discoveries to create your roadmap to success.
- 11:48 – Step 3: “Your Confident Wealth Action Plan”: where specific, recommended, customized steps take place to put into action to gain results.
- 13:45 – Step 4” “The AdvisorLink Advantage”: gathering experts to support your focused plan of action.
- 16:37 – Step 5: “The Confident Wealth Monitor”: the method of checking in on the progress of our plan to keep your hands on the wheel to keep driving straight towards your goals and to keep your confidence.
- 18:27 – Step 6: “The Confident Care System”: assistance for navigating an changing future.
- 20:43 – Pete shares some unique stories of people that have completed “The Confident Wealth Experience.”
- 23:43 – Final Thoughts: having a plan will help your money outlive you.
3 Key Points:
- Either your money is going to outlive you or you are going to outlive your money.
- Steps 1-3 of “The Confident Wealth Experience” make up your strategies to identify your financial goals and translate them into action steps.
- Steps 4-6 of “The Confident Wealth Experience” form the way you gather your support system to keep your financial goals on track.
Tweetable Quotes:
- “There’s two main outcomes you can have in your life. And one is you outlive your money, and the other one is your money outlives you.” – Pete Bush
- “The outcome of planning is confidence.” – Pete Bush
- “Financial planning tends to get emotional, because you start to deal with people, and dreams, and goals.” – Pete Bush
Resources Mentioned:
