Investing in Your Future: A Conversation with Wealth Management Expert Percy Avetrani

Rise, Shine, and Redefine

Welcome to the Rise, Shine and Redefine podcast! In this exciting episode, host Caryn sits down with Percy Avetrani, a seasoned wealth management expert and her personal Wealth Advisor. Percy shares his journey from a back-office role to becoming a top financial advisor and founding WealthX Advisors.

Join us as we dive into essential topics such as:

• Starting your investment journey
• Creating generational wealth
• Cultivating a strong money mindset
• The importance of life insurance
• Budgeting and financial planning for entrepreneurs
• Setting financial goals for you and your family

Percy offers invaluable advice for those feeling uncertain about their financial future, emphasizing the significance of defining your relationship with money and understanding its purpose in your life. He also discusses practical steps to take, whether you're just starting out or looking to invest more strategically.

If you're ready to take control of your financial future and learn how to make your money work for you, this episode is a must-listen!

Don't forget to like, subscribe, and hit the notification bell for more insightful episodes!

Connect with Percy Avitrani:

• Website: Percy Avitrani https://www.northwesternmutual.com/financial/advisor/percy-avetrani/
• Phone: [phone]

Thank you for tuning in! Let's redefine our relationship with money together!

[00:02:56] Building a successful team.

[00:06:09] Investing in personal growth.

[00:08:34] Defining your relationship with money.

[00:12:15] Investing in life insurance.

[00:15:53] Money date and budgeting.

[00:19:15] Wealth vs. Money Distinction.

[00:23:37] Give your money a job.

[00:27:58] Investment job description guidance.

[00:33:08] 529 plans for children's education.

[00:34:01] Life insurance for children.

[00:39:11] Goals reflection of personal values.

[00:42:29] Writing a vision for life.

How you can work with me: Click here

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Until next time, keep rising, keep shining, and dare to redefine your life in extraordinary ways.

Disclaimer: This podcast is presented solely for educational and entertainment purposes. It is not intended as a substitute for the advice of a physician, professional coach, psychotherapist, or any other qualified professional. We shall in no event be held liable to any party for any reason arising directly or indirectly for the use or interpretation of the information presented in this video.

• Copyright 2024, Caryn Meininger - All rights reserved