Episode Details

IN THIS EPISODE, YOU’LL LEARN:  

• 02:12 - How Modernist Financial is different from other wealth management firms. 
• 05:10 - What are the core pillars that make up a financial plan, and why having one matters. 
• 17:12 - How to figure out what your money story is, and how it impacts your financial decisions. 
• 19:52 - Why her definition of wealth is about more than just money. 
• 22:34 - How to build an investment portfolio using an evidence-based approach. 
• 29:06 - Why having some global diversification in your portfolio matters. 
• 35:18 - What are some of the biggest money mistakes she sees people make. 
• 40:40 - How to avoid making emotionally driven financial decisions. 
• And much, much more! 

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
• Check out Modernist Financial. 
• Follow Rebecca on Instagram. 
• Related Episode: Cash Uncomplicated: Wealth Building Mindset w/ Aaron Nannini - MI Rewind. 
• Related Episode: Developing and Simplifying Your Financial Plan w/ Peter Lazaroff - MI021.
• Related Episode: How To Build A Wealth Plan For Financial Independence w/ Katie Gatti - TIP456.

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