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22. Creating True Wealth - Mindy McCubbin

Author
Bill Ellis
Published
Wed 26 May 2021
Episode Link
https://whatsthepointpodcast.libsyn.com/22-creating-true-wealth-mindy-mccubbin

True Wealth involves more than monetary growth. In reality, when it comes to true wealth, the money aspect is secondary. What are your objectives? What is your vision? How do you define freedom? What about your legacy?

Those are key considerations for today's guest, Mindy McCubbin. Yes, she's a wealth advisor and financial consultant committed to creating financial wealth for her clients. Yet she realizes that financial wealth is merely a piece of the puzzle.

Mindy's tailored guidance combines her extensive financial experience with her keen interest in helping individuals live the life they desire. When live goals and financial goals are in synch the result is True Wealth.

 

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QUICK EPISODE SUMMARY 

  • Get to know Mindy McCubbin
  • Mindy’s career path and journey 
  • The dangers of misguided professional loyalty 
  • Supporting women in the workplace and Mindy’s experience 
  • Why Mindy started a female run financial planning firm  
  • Who is in the driver's seat?
  • How Mindy uniquely approaches her clients
  • What true wealth looks like
  • Vision, freedom and legacy.
  • Mindy’s money mindset Monday 
  • 3 key traits to the investor mindset 
  • Mindy’s love for surfing
  • Why we need a more diverse perspective 
  • Mindy’s answer to - What’s The Point?

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