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155 : Joy on The Path To Financial Independence and Beyond with Lawrence Sprung

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Manage episode 451987381 series 2881033
Content provided by Adam Coelho. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Coelho or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode: Financial planning strategies, Importance of social infrastructure in retirement, Personal journey in wealth management, Navigating financial challenges, Key components of a financial plan with Lawrence Sprung
Episode Summary
In this episode, Adam Coelho welcomes Lawrence Sprung, a wealth advisor and best-selling author, to discuss the nuances of financial planning and the importance of having a personal approach to wealth management. They explore how individuals can prepare for unexpected life events while also embracing joyful moments. Lawrence shares insights from his personal journey, highlighting the need for a solid financial plan and social connections as one approaches retirement.
Guest Bio
Lawrence Sprung is the founder and wealth advisor at Mitland Financial, as well as the best-selling author of "Financial Planning Made Personal." With over 20 years of experience in the financial profession, Lawrence has dedicated his career to helping families navigate their financial journeys and achieve their goals.
Resources & Books Mentioned

  • "Financial Planning Made Personal" by Lawrence Sprung

Guest Contact Information

Key Takeaways

  • Building a personal financial plan is essential for navigating both challenges and joyful milestones in life.
  • The importance of starting early with financial planning to take advantage of compound interest.
  • Understanding the mental and social aspects of retirement is just as crucial as the financial components.
  • Having a roadmap in financial planning helps define outcomes and prioritize family needs.
  • Financial advisors should provide comprehensive services beyond just investment management.
  • Enjoying small expenses, like coffee, can be part of a health

PS: Introducing the…

🔥 FIRE Starter Group Coaching Program

Connect with your big vision for the next chapter of your life and start living it in 10 weeks or less using envisioning and the power of your mind.

Interested? Let's chat.

🔥 WHO I'm creating this for:

I'm creating this for YOU if you are feeling stuck & frustrated after saving and investing for years to create "financial freedom" only to find yourself:

  1. Unclear or unsure about what you want
  2. Overwhelmed by all the options created by financial freedom
  3. Not sure how to move forward to start living the next chapter of your life

🔥 WHAT we’ll do together over 10 weeks:

In this small group coaching program, you will:

  1. Finally answer “What do I actually want?”
  2. Come up with a BIG vision for your next chapter of life
  3. Learn what envisioning is and the brain science that makes it work
  4. Learn how to use your mind to start living your new vision right away

🔥 Sound interesting?

If you’re ready to start living the life you’ve saved for all these years, grab one of the few remaining spots for a no-pressure curiosity call with me to learn more.

  continue reading

204 episodes

Artwork
iconShare
 
Manage episode 451987381 series 2881033
Content provided by Adam Coelho. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Coelho or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode: Financial planning strategies, Importance of social infrastructure in retirement, Personal journey in wealth management, Navigating financial challenges, Key components of a financial plan with Lawrence Sprung
Episode Summary
In this episode, Adam Coelho welcomes Lawrence Sprung, a wealth advisor and best-selling author, to discuss the nuances of financial planning and the importance of having a personal approach to wealth management. They explore how individuals can prepare for unexpected life events while also embracing joyful moments. Lawrence shares insights from his personal journey, highlighting the need for a solid financial plan and social connections as one approaches retirement.
Guest Bio
Lawrence Sprung is the founder and wealth advisor at Mitland Financial, as well as the best-selling author of "Financial Planning Made Personal." With over 20 years of experience in the financial profession, Lawrence has dedicated his career to helping families navigate their financial journeys and achieve their goals.
Resources & Books Mentioned

  • "Financial Planning Made Personal" by Lawrence Sprung

Guest Contact Information

Key Takeaways

  • Building a personal financial plan is essential for navigating both challenges and joyful milestones in life.
  • The importance of starting early with financial planning to take advantage of compound interest.
  • Understanding the mental and social aspects of retirement is just as crucial as the financial components.
  • Having a roadmap in financial planning helps define outcomes and prioritize family needs.
  • Financial advisors should provide comprehensive services beyond just investment management.
  • Enjoying small expenses, like coffee, can be part of a health

PS: Introducing the…

🔥 FIRE Starter Group Coaching Program

Connect with your big vision for the next chapter of your life and start living it in 10 weeks or less using envisioning and the power of your mind.

Interested? Let's chat.

🔥 WHO I'm creating this for:

I'm creating this for YOU if you are feeling stuck & frustrated after saving and investing for years to create "financial freedom" only to find yourself:

  1. Unclear or unsure about what you want
  2. Overwhelmed by all the options created by financial freedom
  3. Not sure how to move forward to start living the next chapter of your life

🔥 WHAT we’ll do together over 10 weeks:

In this small group coaching program, you will:

  1. Finally answer “What do I actually want?”
  2. Come up with a BIG vision for your next chapter of life
  3. Learn what envisioning is and the brain science that makes it work
  4. Learn how to use your mind to start living your new vision right away

🔥 Sound interesting?

If you’re ready to start living the life you’ve saved for all these years, grab one of the few remaining spots for a no-pressure curiosity call with me to learn more.

  continue reading

204 episodes

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