The typical American trades the vast majority of their time and energy for the hope that, someday, they will be free. Meanwhile, their intense pursuit of financial success is the very thing robbing them of their freedom. So, where do we find freedom? What should we pursue?
My first guest today Steve Cook, is the author of Lifeonaire: An Uncommon Approach to Wealth, Success, and Prosperity, which is a fictional story that shares how Americans blindly pursue financial wealth and why our heart’s desire is about much more than money. He joins us today to talk about the Great American Reset and how 2021 is a great time to reshape your life down to its foundation and revamp everything. Steve also shares seven things that we should stop doing in 2021 to improve our finances, relationships, success, and overall happiness.
My second guest is Greg Weimer, Co-Founder of Confluence Financial Partners, who has been guiding clients in the management of their wealth since 1986 and strives to set a new standard for the financial services industry. He joins us today to discuss why market timing doesn’t work and how to not get hit by the market bus that you’re watching.
We also talk about the three biggest retirement risks—longevity, inflation, and market decline—and what you need to consider implementing in order to manage and mitigate your risks.
Where do we find freedom? What should we pursue?
In Lifeonaire: An Uncommon Approach to Wealth, Success, and Prosperity, author Steve Cook answers these questions by challenging us to consider what it is that we really desire out of life.
Through this fictional story, he shares how Americans blindly pursue financial wealth—thinking that money will reward them with what they want—and helping us to discover that our heart’s desire is to become more than just a Millionaire… what we really desire is to become a Lifeonaire.
To learn more about the book, visit: https://amzn.to/3wwOQrd
In a profession that reveres experience, Greg Weimer has been guiding clients in the management of their wealth since 1986. His substantial breadth of knowledge led to his decision to co-found Confluence Financial Partners – and strive to set a new standard for the financial services industry.
Greg’s career began when he joined Butcher & Singer as a financial advisor. He moved to CNL Securities Corporation in 1989 and to American Funds in 1993, where he became a senior vice president and served on the board of directors.
Greg earned American Funds’ Daniel C. Brown award for creativity and was a two-time winner of its Graham Holloway award, given to employees who exemplify the company’s core values.
He earned his business degree at the University of Pittsburgh, with concentrations in computer science and math. Additionally, Greg also holds Series 7, 24, 26, 63, and 65 professional licenses.
Greg is passionate about giving back to his community. He currently serves on the Board of Trustees of the Children’s Hospital of Pittsburgh Foundation as well as being a member of the Finance and Investment Committee.
Greg also serves on the Board of the new South Hills Catholic Academy school and has also served as Vice-Chairman of the Washington City Mission, chairing the committee that built The Patriot House, a 22-bed shelter for homeless veterans.