Building Generational Wealth & Answering Your Financial Questions with Morgan's Wealth Advisor!

There is no gatekeeping on The Journey Podcast! You asked and Morgan delivered. In this episode, Morgan's joined by her renowned wealth manager, Adam Katz, to give us a crash course on managing your money like a pro! Around here we're aiming for a wealthy life, not just a rich one. Adam shares all the behind-the-scenes secrets, and Morgan shares her personal experience of building her wealth and how she ended up hiring him as her wealth manager. We'll dive into the fascinating world of time autonomy and uncover how successful entrepreneurs and people use their businesses and investments to create wealth that lasts for generations. Whether you're just starting your business or a high earner ready to take your wealth to the next level! Get ready to level up your financial game. Key Topics Covered:

• Morgan's path to wealth and how she leveraged multiple businesses to create her wealthy life.
• The two types of approaches you'll find when looking for wealth advisors, and which type is right for you.
• Adam's tips and recommendations to getting the most out of your wealth!
• Morgan and Adam share when you should begin hiring and seeking professional help for financial goals as well as how to find your perfect team of advisors aligned for your needs and values
• Then, they're answering YOUR burning wealth questions!

 If you enjoyed this episode, please consider rating and reviewing the show. Your feedback helps support more people in achieving the personal and professional life they desire. Click here to rate with five stars and write a review, letting us know what you loved most about this episode! Be sure to follow the podcast to catch all the new episodes. We release new content every week, and by following, you won't miss out on valuable insights and discussions. Click the follow button now! We'd love to hear your thoughts on this episode. Connect with us on social media and share your experiences and key takeaways using the hashtag #WealthManagementWisdom.

Let's continue the conversation and support one another in building generational wealth.

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