Mar 5, 2021
For more than a decade, our team has been using a proprietary process we call the Money Map to help clients identify and overcome the financial obstacles that are preventing them from reaching their retirement goals. If you’ve ever thought about taking advantage of this complimentary review we offer everyone, check out this episode as Joel explains each step of the process and how you can utilize it to secure your financial future.
Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-190-how-to-utilize-our-proprietary-process/
What we discuss on this episode:
1:39 – More than a decade doing the Money Map process
3:36 – Even simple questions require a thorough review
5:22 – The steps we take you through
8:31 – How do we get paid?
11:04 – Example of this process in action
13:21 – How you can start this process
14:48 – The Money Map book
16:14 – The culture of Wall Street
18:09 – How Wall Street impacts us
20:32 – If you anxiety of your money