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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI214: A Modernist’s Approach to Financial Planning w/ Georgia Lee Hussey
Description: IN THIS EPISODE, YOU’LL LEARN: Â
02:12 - How Modernist Financial is different from other wealth management firms.Â
05:10 - What are the core pillars that make up a financial plan, and why having one matters.Â
17:12 - How to figure out what your money story is, and how it impacts your financial decisions.Â
19:52 - Why her definition of wealth is about more than just money.Â
22:34 - How to build an investment portfolio using an evidence-based approach.Â
29:06 - Why having some global diversification in your portfolio matters.Â
35:18 - What are some of the biggest money mistakes she sees people make.Â
40:40 - How to avo...