Are you struggling to talk about money, even with your financial advisor?
In this episode, Nick Garofalo, founder and chief compliance officer of Openhanded Wealth LLC, discusses the importance of open communication in financial planning, common financial mistakes, and how to empower clients to make informed decisions. He emphasizes a faith-based approach, integrating Biblical wisdom into financial planning to help clients align their life goals and vision with their faith.
5 Key Takeaways:
The importance of open communication in financial planning.
Common financial mistakes people make.
How to empower clients to make informed financial decisions.
The power of small steps in financial planning.
Integrating Biblical wisdom into financial planning.
Nick encourages listeners to schedule a discovery call with a fee-only financial advisor to discuss their financial goals and concerns.
Quote: "I believe everything we have is a gift from God, entrusted to us to manage wisely—not just our money, but our time, attention, relationships, and all our resources." - Nick
How to reach the guest:
Website: openhandedwealth.com
Podcast: https://podcasts.apple.com/us/podcast/one-degree/id1728707319
LinkedIn: (25) Nick Garofalo | LinkedIn
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