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

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6 • 592 Ratings

🗓️ 30 August 2022

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

IN THIS EPISODE, YOU’LL LEARN: 02:12 - How Modernist Financial is different from other wealth management firms. 05:10 - What are the core pillars that make up a financial plan, and why having one matters. 17:12 - How to figure out what your money story is, and how it impacts your financial decisions. 19:52 - Why her definition of wealth is about more than just money. 22:34 - How to build an investment portfolio using an evidence-based approach. 29:06 - Why having some global diversification in your portfolio matters. 35:18 - What are some of the biggest money mistakes she sees people make. 40:40 - How to avoid making emotionally driven financial decisions. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Check out Modernist Financial. Follow Rebecca on Instagram. Related Episode: Cash Uncomplicated: Wealth Building Mindset w/ Aaron Nannini - MI Rewind. Related Episode: Developing and Simplifying Your Financial Plan w/ Peter Lazaroff - MI021. Related Episode: How To Build A Wealth Plan For Financial Independence w/ Katie Gatti - TIP456. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Georgia: LinkedIn | Instagram Connect with Rebecca: Twitter HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP. We know that markets tend to bounce back and they usually deliver
0:07.0	positive returns at the one, three, and five year mark after a steep decline. I don't even know if
0:12.0	we're in a steep decline. I mean, we were in a bare market, but we bounced out of it pretty quickly.
0:15.8	I'm expecting we could go back down again. We could go back up again. We could stay flat. I don't
0:20.5	know what's
0:20.8	going to happen. But I know that markets will tend to reward investors who weather the ups and
0:26.7	downs, stay committed, ignore what's happening. On today's episode, I'm joined by Georgia Lee Hussie.
0:38.7	Georgia is a certified financial planner, founder and CEO of Modernist Financial,
0:44.0	a B-Corp wealth management firm dedicated to helping progressive people structure their wealth
0:48.8	around their values.
0:50.7	During this episode, I chat with Georgia about the core pillars that make up a financial plan,
0:56.2	how to identify what your money story is, and how it may be impacting your financial decisions,
1:01.8	how to build an investment portfolio using an evidence-based approach,
1:06.0	what are some of the biggest money mistakes she sees people make,
1:09.3	how to remove the emotional aspect from our
1:11.8	financial decisions and so much more. With that, I really hope you enjoy today's conversation
1:17.2	with Georgia as much as I did. You're listening to Millennial Investing by the Investors Podcast Network,
1:24.6	where you are hosts Robert Leonard and Rebecca Hotsko, interview successful
1:28.9	entrepreneurs, business leaders and investors to help educate and inspire the millennial
1:33.9	generation.
1:42.7	Welcome to the millennial Investing Podcast.
1:45.8	I'm your host, Rebecca Hotsko, and on today's episode, I'm joined by Georgia Lee Hussie.
	...

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