Nucleus Wealth Insights

05 Finances empowering your life, with Tristan & Harry of Purpose Advisory - Nucleus Wealth Empower

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Sinopsis

In this episode of Nucleus Wealth Empower, Nucleus Wealth's Head of Operations Shelley George is joined by Harry Goldberg and Tristan Scifo of Purpose Advisory to explore the process of life planning, and the effect it can have on our lives. Empowering you to develop money and investing as tools for living your fullest life. Resources to create a life plan: https://purposeadvisory.com.au/blog/f/what-are-the-best-resources-for-creating-a-life-plan 00:00 Introduction 03:13 What is a life plan? 11:49 Resistance to life planning 21:25 Balancing the now with the future 25:04 Working through a life plan 27:23 Beginning a life plan 30:24 Different styles of life planning 33:07 How long does a life plan take? 35:54 Different tools you can use to assist in the process To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswea