VIDEO: The Model For Financial Success

Topics covered on this video coaching call

On this week’s live coaching call, we are joined by financial advisor Mike Mitchell to discuss a powerful macroeconomic planning process that can help you create measurable financial strategies to build, protect, and grow your wealth.

Table of Contents:
00:08 – Introduction/Important Disclaimer
01:21 – An introduction to Christian financial advisor Mike Mitchell, President and CEO of Strategic Wealth Partners
04:05 – The Model for Financial Success
05:36 – We all desire a financial life that performs to its full potential
06:32 – The manner in which we make financial decisions presents a challenging problem
09:00 – The typical “Rules of the Game” when dealing with financial institutions
10:09 – Wealth Eroding Factors in our financial world work against us
14:27 – The Leap Model is our financial Game Board
17:45 – The Rulebook of the Leap Model
18:55 – The Macro Manager is one of the most vital components in succeeding financially
21:06 – The Leap Model and Objectives
23:35 – Full financial protection is critical for guarding against unforeseen events
37:48 – The power of permanent life insurance paired with an income-producing investment portfolio
39:05 – The Savings + Growth components
42:00 – Understanding Cash Flow + Debt Management
43:20 – Financial coordination with our Macro Manager creates team synergy with all our independent advisors
44:36 – Q&A