Episode Details
Back to EpisodesFinancial Planning has FAILED, why one "Certified Financial Planner" choose NOT to renew her designation
Description
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In this episode Kim Butler shares with us what led her to walk away from "typical" financial planning; including giving up her CFP designation and ultimately create the Prosperity Economics Movement. For the last 20 plus years, Kim has shunned common financial products such as stocks, bonds, savings accounts and CD's in favor of alternative investments, private lending, and creative life insurance strategies outside of the typical financial planning "box." In today's interview we discuss the following topics:
A CFP's perspective on "Financial Plans"
What led her to give up her CFP designation
What she learned from her wealthy clients about how to CREATE wealth
Where the best place to store your emergency/opportunity fund is
How her advice has changed over the years
Words are important: TRADITIONAL vs. "typical" Financial Planning
What is the Prosperity Economics Movement?
Check our on-line course at www.InfiniteWealthCourse.com
Resources:
Financial Planning has Failed ebook
Perpetual Wealth by Kim Butler
The Mystery of Capital by Hernando De Soto
The Future is Faster Than You Think by Peter Diamandis
ProsperityEconomicsMovement.org