In this episode of the Big Hitters podcast, Andrew Hathaway interviews Joe Griffin, CEO of TenCap, who shares his extensive experience in the financial planning industry. They discuss the journey of building a successful financial firm, the mindset of wealthy individuals, the importance of financial education, and how technology like AI is transforming financial planning. Joe emphasizes the need for intentional saving and investing, and he shares insights on achieving time and energy freedom. The conversation concludes with Joe's thoughts on balancing optimism and pessimism in financial decisions.
Takeaways:
Joe Griffin has over 15 years of experience in financial planning.
He emphasizes the importance of modern marketing in financial services.
Wealthy individuals often have a different mindset about money.
Many people delay saving for retirement longer than they should.
Education about money is often minimal for most people.
Intentional saving is crucial for financial success.
Life expenses increase over time, especially with children.
AI is being integrated into financial planning tools.
The right team members can significantly impact business success.
Balancing optimism and pessimism in financial decisions is essential.
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