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In this episode, Melissa Joy, CFP®, and Dr. David Rhoiney discuss how to overcome barriers to building wealth and get financial advice to those who need it the most. David is a General Surgeon, a graduate of the United States Naval Academy, and a former two-sport NCAA athlete. He is also a person who has overcome incredible barriers and learned valuable tools to building wealth. 

We will discuss:

·       Why the first step is always knowing where your money is going every month.

·       When you start out with less you need to be willing to take risk to catch up.

·       Why maximizing your income by aligning your skillsets with a higher paying career is a game-changer?

·       How we can fix the financial industry to offer advice to those who need it most.

Resources:

·       Follow David on Twitter. 

·       Find out more about David and read his Blog. 

·       Order a copy of One Up on Wall Street: How to Use What you Already Know to Make Money in the Marketby Peter Lynch. 

 Pearl Planning is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Pearl Planning is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...