Wealth Strategies with Tim McNeely

Episode 909,   Feb 21, 2021, 12:01 AM

On this show, we talked about why it's important to challenge the assumptions we make about our personal finances, how to develop your own family office structure, and the starting point for getting where you want to go with Tim McNeely, CFP, CIMA, CEO of the LifeStone Companies, speaker and podcaster.  Listen to learn how to begin incorporating some of the wealth strategies of the super rich! 
For the difference making tip, scan ahead to 16:31!
You can learn more about Tim at TimMcNeely.com, LifeStoneCo.com, Twitter, and LinkedIn.
We’re honored to have been named one of the top podcasts for investing!
We’re on YouTube, check us out!
George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2020!
Have George speak to your organization.
You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

On this show, we talked about why it's important to challenge the assumptions we make about our personal finances, how to develop your own family office structure, and the starting point for getting where you want to go with Tim McNeely, CFP, CIMA, CEO of the LifeStone Companies, speaker and podcaster.  Listen to learn how to begin incorporating some of the wealth strategies of the super rich! 

For the difference making tip, scan ahead to 16:31!

You can learn more about Tim at TimMcNeely.com, LifeStoneCo.com, Twitter, and LinkedIn.

We’re honored to have been named one of the top podcasts for investing!

We’re on YouTube, check us out!

George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2020!

Have George speak to your organization.

You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.