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TTS108- Wealth vs. Lifestyle Creep
Manage episode 478623055 series 2953474
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On this week’s episode, I sat down with Daniel Masuda Lehrman. He’s a Fee-Only Fiduciary and Founder of Masuda Lehrman Wealth LLC, serving clients locally in Honolulu, Hawaii and virtually nationwide. Prior to starting his own firm, he was a Vice President Financial Consultant at Charles Schwab in their Downtown Honolulu office. He worked in financial planning for 10 years at Vanguard, Fidelity, and Schwab. He’s a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Certified Student Loan Professional (CSLP®) with an Economics degree from the University of Michigan.
Give a listen to Daniel Daniel Masuda Lehrman as he discusses the journey of entrepreneurship, the importance of teamwork, and the challenges of lifestyle inflation faced by professionals, particularly in the dental industry. They explore the significance of manifesting success, building generational wealth, and the need for intentional family time. The dialogue emphasizes the transition from self-employment to business ownership and the strategies for achieving financial health. In this conversation, Daniel Masuda Lehrman and Greg Essenmacher discuss the complexities of financial planning, particularly in relation to retirement. They explore the hidden costs associated with lifestyle choices, the importance of prioritizing savings, and strategies for navigating financial challenges across different careers. The discussion emphasizes the need for awareness of one's financial position, the reality of retirement savings, and the value of professional guidance in achieving financial goals.
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