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Mar 30, 2020

If you’ve listened to this podcast for a while, then you know I’m a huge proponent of getting your personal finances in order. When you’re not clear on your household expenses and long-term goals you can put undue stress and pressure on your business.

That’s why I broke away from our normal discussions around online business strategies and am sharing an interview I did with Colin Exelby, a Certified Financial Planner.

Colin has 20 years of experience helping people navigate the stock market and reach their financial goals. With everything going on with the market right now, the timing for this conversation could not have been better. 

In this episode, we discuss:

  • The difference between a financial planner and a financial advisor

  • How this current economic downturn compares to ones from the past 20-30 years

  • How to make smarter decisions with your investments

  • Why building up savings is so important

  • The art of balancing cash with liquidity as a business owner

  • Colin’s 5 tips for successfully growing your wealth for the long run

If you want to learn more about how Colin helps entrepreneurs reach their personal financial goals, please visit the links below.