Every dollar in your pocket has a job—it’s either helping you live the life you want or letting you give back to what matters.
The question is: Are you the one deciding where it goes?
In this episode of Wisdom in Wealth, Chief Behavioral Officer Brendan Frazier reveals a simple yet powerful framework that can help you take charge of your finances and align them with your values.
With a few quick, creative exercises and some deep-dive questions, he challenges you to imagine:
- What if money were no issue—how would your life look different?
- If you could give away a million dollars, who or what would you choose to support?
- What would “you” from 10 years ago think about your current financial habits and goals?
Full Disclosure: Nothing on this YouTube video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure.
This commentary reflects the personal opinions, viewpoints and analyses of RFG Advisory, LLC employees and should not be regarded as a description of advisory services provided by RFG Advisory, LLC or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. RFG Advisory, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment Advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No Advisory services may be rendered by RFG Advisory unless a Client agreement is in place.