7 Steps to Build Wealth - Year End Wealth Review

Win Make Give with Ben Kinney

Ben Kinney Training

Self-improvement, Education

4.9 • 1.5K Ratings

🗓️ 3 December 2021

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ben & Bob let Chad have a well-deserved break as they dive into talking about doing a year-end wealth review. Ben discusses the seven questions you need to ask to set yourself up for success in the new year. Learn how to build your net worth and plan for the future with this year-end wealth review.

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Transcript

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0:00.0	Hey, welcome to the win-make-give podcast. This is Bob Stewart. I'm here with my friend,
0:13.5	Ben Kinney. Guess who's not here, Ben. Who's not here today? I don't know. I can't even
0:20.1	remember his name. What's it? I don't know. Yeah, it feels like this is a complete room.
0:24.2	It is. Yeah, it's a full room. There's the green dinosaurs over on his side or whatever.
0:28.6	I think it's good. Well, ladies and gentlemen, we got some good news and we got some bad news.
0:31.9	The good news is you have Bob Stewart and Ben Kinney here live today to help you a little further
0:39.9	on the win-make-give podcast, but we don't have Chad Himes. So do you want to tell everybody what
0:45.5	happened to Chad? He didn't take a vacation, did he? No, we don't. We don't allow vacations.
0:51.7	Do you know what happened to him? No, what happened? He got family. He got family. Yeah, family came
1:01.0	into town and he couldn't join us today. Well, he did. I think he did offer to drag the family along.
1:08.3	He said, I'll come in there, but I got to bring the fam. But we didn't want to get family. No,
1:13.2	we didn't want to get family. No, ladies and gentlemen, it's that time of year. And I'm not talking
1:20.2	about Christmas cheer. Like where this is going. I'm not talking about Christmas cheer. I'm talking
1:28.9	about the New Year. And when you think about the New Year, Bob Stewart, what goes through a lot of
1:34.6	people's mind when they think about the New Year? Oh, I mean, I would imagine people are making
1:39.1	resolutions. It's a chance to start over, to start afresh. It's like that. Yeah, I like that.
1:45.7	To improve on what happened this year and to make next year just a little bit better. Sure.
1:54.4	So today, here's what I thought I'd I'd bring up for us to talk about. Let's do a financial
2:02.3	review conversation with ourselves. Ladies and gentlemen, it is almost the end of the year. I'm sure
2:11.0	that you partook in the winmategive.com forward slash wealth, which is our wealth series. I'm
2:20.8	pretty sure you did. And if you did, you probably thought a lot about your financial situation.
2:30.0	Let's start with Bob, what we call the seven steps to wealth. Because this is kind of the the
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