166: Guest Interview - Who Needs a Financial Advisor?

Millionaires Unveiled

Jace Mattinson

Investing, Millionaire, Financialplanning, Business, Self-improvement, Education, Finance

4.8 • 872 Ratings

🗓️ 28 December 2020

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jonathan is a financial advisor at Lionsgate Advisors. We discuss the financial planning industry, who needs a financial advisor, and why he believes the industry has a bad rap. Jonathan also shares the importance of having a clear vision and goal for where you want to be. We also discuss the "order of operations" of investing - where to save and invest the next dollar.

Transcript

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0:00.0	When you have a clear concise middle picture of what you want to achieve in a burning desire to achieve it
0:06.4	Napoleon Hill wrote that and think and grow rich it really is true when it comes to wealth management that you're able to accelerate it your
0:13.5	impact not only in your wealth but also in every area of your life.
0:17.3	You're listening to the Millionaires Unvealed Podcast where you'll hear the stories and interviews of everyday
0:25.3	millionaires. We'll unveil their decisions, their strategies, and their current
0:31.4	portfolio allocation.
0:33.0	Now to your hosts, Clark Sheffield and Jace Matinson.
0:38.0	Welcome back to another episode of the Millionairesville Podcast.
0:41.0	This is episode number 166. Clark, how's it going? What's going on in your world?
0:44.9	Nothing much man. Merry Christmas. Happy Hanukkah, happy New Year's, happy holidays. I mean everything, right?
0:51.3	Yeah, dude, right. We're right in the middle of the holidays it's great you all do
0:54.8	anything fun or you got any traditions that we're able to see some family you guys took a
0:59.3	little bit a little trip huh yeah yeah we are about to be heading here on a trip here. Just, actually I think this will be releasing when we're on our trip. So yeah, it'll be great.
1:08.5	Yeah, I could ask you how it was, but since we're recording it, and we did that last year year I think we were like oh you know how
1:15.0	was your trip? Oh we went skiing it's kind of hard to talk about what you're going to be
1:18.0	doing a week and a half in the future if you don't know for sure.
1:20.3	Yeah it's totally true. Which brings me to our topic today, you know, we started this year the Dow rose quite significantly
1:29.5	and we're closing out the year on quite the bull run just keeps it continuing obviously we had a
1:35.1	little bit of a hiccup mid-year with with coronavirus and uncertainty around
1:39.6	that I think there's still a lot of uncertainty but nonetheless the markets up you know real estate
1:44.2	seems to be rock and enroll in most places where it keeps saying this every year where is there
1:47.8	record low interest rates and you know it doesn't it doesn't really seem that we're going to have a lot of change here
	...

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