312. Expert Advice to Overcome Financial Anxiety and Worry with Michael Lewis

Happiness Solved

Sandee Sgarlata

Joy, Love, Motivational, Peace, Inspirational, Depression, Happiness, Health & Fitness, Selflove, Business, Education

5.0 • 1.9K Ratings

🗓️ 22 May 2024

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

Happiness Solved with Sandee Sgarlata. In this episode, Sandee interviews Michael Lewis. Michael Lewis CFA, MBA started his career on Wall Street after graduating from the Duke University Fuqua School of Business, where he received his MBA in Finance. Over Michael’s career, he learned how Wall Street really works from the inside, assisting international banks such as BNY Mellon and institutional fund managers such as SEI Investments, manage risk and improve returns using technology. Frustrated by the difference in service quality received by the wealthy vs. the ‘rest of us’, Michael and his wife Sharon founded Tutor Financial Advisors, LLC. The name Tutor Financial Advisors reflects the importance education plays in the financial planning process. Tutor’s mission is to assist families to cement their legacy and transition wealth to future generations in a tax-efficient manner. Tutor Financial believes that estate planning is for everyone, no matter your personal situation. They feel that we all have a responsibility to our children, and to our grandchildren to pass on our values, virtues, and wisdom. At the same time, we must prepare them to assume the responsibility that comes with inheriting wealth. Michael sits on the boards of the East North Carolina Red Cross and the Jewish Federation of Raleigh-Cary. He educates patients at recovery centers on financial literacy and further advises families, who are financially trying to balance the expenses incurred when a loved one is experiencing addictive behaviors. When not working on his business, Michael enjoys a good round of golf and BBQ. He is particularly fond of his Big Green Egg and the crust he achieves on his briskets. Sign up for the Happiness Solved Plus Exclusive Membership Site: http://HappinessSolved.Supercast.com Connect with Michael: www.familylegacync.com Email: Michael@familylegacync.com Connect with Sandee www.sandeesgarlata.com Podcast: www.happinesssolved.com www.facebook.com/coachsandeesgarlata www.twitter.com/sandeesgarlata www.instagram.com/coachsandeesgarlata

Transcript

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0:00.0	This is happiness solved with America's Happiness Coach Sandy Scarlata.
0:17.0	Hello and thank you for joining us today. I'm so happy you're here.
0:24.1	Happiness Solved is the place where we explore everything you need to become the
0:29.2	best possible version of you. This is Sandy Scarlata and today I've got some exciting news for our dedicated
0:35.7	listeners. We've just launched our exclusive members only portal. This is your ticket to a world of additional
0:42.4	content designed to deepen your understanding and engagement with a happiness solved mission.
0:48.0	To learn more about all of the exciting benefits, stay tuned until the end of the episode where I will explain in greater detail.
0:55.4	For those interested now, head over to happiness solved. supercast.com.
1:01.8	Today is another amazing conversation, so let's get started.
1:05.0	Michael Lewis, such a pleasure to have you on my show today. How's everything going in your world?
1:17.0	Oh, thanks for having me, Sandy. It's really awesome. A lot has changed in my world. I've recently accepted the opportunity to join a family practice. So Tudor financial has now joined family legacy.
1:34.6	It's a great situation for me and it's great for my clients.
1:38.8	I can do much better service for them.
1:41.8	And the family is great. Our son just came back from a trip to Israel to see
1:47.6	firsthand what's going on in the Mideast. So a lot of things to be happy for, a lot of things to be happy for a lot of things to be grateful for thank you for asking I love it. I love it so for the audience
1:57.8	Michael is a CFA
2:01.5	Which is a certified financial advisor, is that correct?
2:05.8	analyst.
2:06.8	analyst, analyst.
2:08.4	Okay.
2:10.6	You started your career on Wall Street.
2:12.4	You went to Duke University School of Business, you have your MBA in finance, which is so hard to do. So I am like, applaud anybody that can actually get any sort of finance degree.
	...

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