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Humanizing Personal Finance with David Steele
Manage episode 446281469 series 3533620
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We focused on humanizing personal finance and financial planning, the importance of understanding our motivations and how to do it, building a firm based on vision and purpose, versus short-term results, and why perfect isn’t the goal, with David Steele, CEO of One Wealth Advisors and entrepreneur.
Listen to hear a difference-making tip on why setting goals is a form of human magic!
You can learn more about David at OneWealth.net, and LinkedIn.
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The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.
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