Episode #322
20/20 Money Episode #322 – Ten Habits For Success, Growth, & Achievement in 2025 (and Beyond!)
January 6, 2025
Welcome to another Episode of 20/20 Money!
As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan your life on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. You can also check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars. Lastly, if you’re interested in learning more about the 20/20 Money Ultimate Financial Masterclass, a course that we created to help ODs become “brilliant at the financial basics,” please check out the link in the show notes of this episode to learn more.
Resources:
Start Planning Today
Don’t miss out on exclusive access to financial tips, strategies, and expert-led webinars. Subscribe to the “Planning Life, On Purpose” newsletter today and stay ahead of the planning curve!
Share