Wealth by Design Podcast

A financial planning podcast for successful, modern-day biz owners + entrepreneurs. Securities offered thru LPL Financial, Member SIPC,

[Wealth by Design Podcast @wealthxdesign]

Happy Thanksgiving from the Grangers, the Navas, and the Toujours Planning family. Thanks for being here and for being you! Here's to the start of a wonderful (and maybe a little weird) holiday season.

[Wealth by Design Podcast @wealthxdesign]

Before we sign off for a long holiday weekend, we just want to remind all of you: Where you spend your money matters! Make sure you're supporting small and local businesses. This year more than ever, they need your patronage! #shopsmall #shoplocal

[Wealth by Design Podcast @wealthxdesign]

84% of U.S. adults expect COVID-19 and the economic downturn will have an impact on their ability to achieve long-term financial security. 59% believe that impact will be moderate or high. https://t.co/JYAmWtlapA

[Wealth by Design Podcast @wealthxdesign]

Are you in a committed relationship? Then you should probably have a joint checking account. #unpopularopinion https://t.co/MobNdK3tSK

[Wealth by Design Podcast @wealthxdesign]

It's #Fridaythe13th and we want to share a few fun superstitions about money. Do you have any you want to share? ⬇️ Personally, we hope we never find a 🕷 in our pocket. https://t.co/UA7AjaIZ6m

[Wealth by Design Podcast @wealthxdesign]

Thank you to the veterans out there. If you want to say "Thanks" with a donation, here's a great list of #veterannonprofits to browse: https://t.co/ZwTtpgz4Tt

[Wealth by Design Podcast @wealthxdesign]

Whether you've got student loans, credit card debt, or other personal lines of credit, there's a rule of thumb we use to decide what to pay off first: Look at the account with the highest INTEREST rate. Anything 6% or higher should have your attention first.

[Wealth by Design Podcast @wealthxdesign]

This week has been a wild ride. If you're an investor (or want to start)... just remember this quote from The Man himself.

[Wealth by Design Podcast @wealthxdesign]

You're watching the polls. We're watching the stock markets (and the polls). Even though this presidential run is one of the most contentious in history, every election has impacted global markets. Here's why: https://t.co/50UfaUmq4D

[Wealth by Design Podcast @wealthxdesign]

As we gear up for the election tomorrow, we're curious to know: What outcomes are you hoping for? Whether it's social, economic, environmental, or global... what makes you vote? (No, you don't need to say WHO you're voting for) #electionday #whyIvote

[Wealth by Design Podcast @wealthxdesign]

Enjoying a horror movie marathon with tons of candy? Wearing (comfy) costumes at home? Having a very safe and socially distanced party with your quarantine pals?

However you’re celebrating, we want to wish you a Happy Halloween! 🎃🎃🎃

[Wealth by Design Podcast @wealthxdesign]

Did you know?: In 2019, over 170 million Americans celebrated Halloween. And Halloween retail spending was estimated at nearly $9 billion!

What do you think the numbers will look like for 2020? How are you planning to celebrate Halloween this year?

https://t.co/3SScYsDDrw

[Wealth by Design Podcast @wealthxdesign]

The individuals and businesses that can "get by" during a crisis are the ones who can liquidate their assets fast.

If you're not sure what liquidity means, or how it applies to you, here's a quick recap: https://t.co/ogZR2L64NF

#liquidity #assetmanagement #buildingwealth

[Wealth by Design Podcast @wealthxdesign]

In a 2019 survey, 78 million Americans said their finances are not where they want them to be. But managing your finances doesn’t have to be stressful. Let’s talk about a few ways you can overcome your financial fears. https://t.co/vjfPl7xO7r

[Wealth by Design Podcast @wealthxdesign]

There's a lot of talk about the economy and stock markets, as well as the approaching election. We are firm believers that we vote every day: with our decisions, with our actions, and with our money. https://t.co/So1ocJ8oLQ

[Wealth by Design Podcast @wealthxdesign]

This DIY financial plan is effective and simple. Everything you've probably felt like your financial wrangling efforts are not. https://t.co/1HqzgposCy

#financialplanning #planningforthefuture #Millennialfinances

[Wealth by Design Podcast @wealthxdesign]

Just 3 weeks until Halloween! Scary #financialfact for ya: most Americans don't have enough savings to cover a $1k emergency 👀 it's never too late to start an emergency fund! Work towards saving 3-6 months of income, and you'll get there eventually.

[Wealth by Design Podcast @wealthxdesign]

Imagine if you knew how much you should save, how much you need for an emergency, and how much you need for the future. You’d feel pretty dang cool, right? 😎 That’s what our Know Your Numbers Challenge does! Learn more here: https://t.co/xIAqXE9dgU

[Wealth by Design Podcast @wealthxdesign]

We recently talked about "voting with your dollars" on the podcast. But don't forget to vote by...well, voting! Check your state’s voter registration deadline on this list by @votedotorg https://t.co/hjBVr9cSTa

[Wealth by Design Podcast @wealthxdesign]

In our new episode, we dig deeper into how the global economy affects our stock market, how we’re interconnected with everyone else in the world, why it’s much harder to call a multinational company “American,” and much more. Give it a listen! https://t.co/50UfaU4Pd5