MI214: A Modernist’s Approach to Financial Planning w/ Georgia Lee Hussey
MI214: A Modernist’s Approach to Financial Planning w/ Georgia Lee Hussey

MI214: A Modernist’s Approach to Financial Planning w/ Georgia Lee Hussey

Ajayshrees

48 min
Business & Finance
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<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong>&nbsp;</p><ul><li>02:12 - How Modernist Financial is different from other wealth management firms.&nbsp;</li><li>05:10 - What are the core pillars that make up a financial plan, and why having one matters.&nbsp;</li><li>17:12 - How to figure out what your money story is, and how it impacts your financial decisions.&nbsp;</li><li>19:52 - Why her definition of wealth is about more than just money.&nbsp;</li><li>22:34 - How to build an investment portfolio using an evidence-based approach.&nbsp;</li><li>29:06 - Why having some global diversification in your portfolio matters.&nbsp;</li><li>35:18 - What are some of the biggest money mistakes she sees people make.&nbsp;</li><li>40:40 - How to avoid making emotionally driven financial decisions.&nbsp;</li><li>And much, much more!&nbsp;</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Check out&nbsp;<a href="https://modernistfinancial.com/about-2" rel="noopener noreferrer" target="_blank"><strong>Modernist Financial</strong></a>.&nbsp;</li><li>Follow Rebecca on<a href="https://www.instagram.com/millennialinvestingpodcast/" rel="noopener noreferrer" target="_blank"><strong> Instagram</strong></a>.&nbsp;</li><li>Related Episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/rewind-cash-uncomplicated/" rel="noopener noreferrer" target="_blank"><strong>Cash Uncomplicated: Wealth Building Mindset w/ Aaron Nannini - MI Rewind</strong></a>.&nbsp;</li><li>Related Episode:<a href="https://www.theinvestorspodcast.com/millennial-investing/mi021-developing-and-simplifying-your-financial-plan-with-peter-lazaroff/" rel="noopener noreferrer" target="_blank"> <strong>Developing and Simplifying Your Financial Plan w/ Peter Lazaroff - MI021</strong></a>.</li><li>Related Episode:<strong>&nbsp;</strong><a href="https://www.theinvestorspodcast.com/episodes/how-to-build-a-weal

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