Did you know that less than 25% of people have a financial plan in place? This week, I broke down the essential steps to create a robust financial strategy that can weather any storm. In the race between inflation and investment returns, knowledge is your ultimate power-up. It's all about preparation and understanding that your future deserves the investment of planning today.
"I was modeling a behavior of fitness and exercise first thing in the morning for them, and they caught on that that's something they need to be doing."
What you will learn:
Modeling Positive Behavior
Managing Different Personalities
Creating Positive Memories
Learn more about Adam Olson by visiting the following links:
Personal Website
Business Website
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Investing involves risk, including loss of principal.
Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions. Any strategies discussed may not be suitable for everyone.
Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative. Mutual of Omaha Investor Services is not affiliated with any entity listed herein.
This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product.
Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.
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