The Wealth and Income Podcast

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On this podcast, we use the same financial tools you already know to help set you free. Free to do what you want with your time, with your money, and with your energy, free to live your life the way you have dreamt about. We will talk about wealth knowledge, personal reflections, and the financial industry news of the day.

Episodes

Thursday May 22, 2025

Episode 248 - Test Drive Your Dreams

Thursday May 22, 2025

What if your dream life isn’t actually your dream? In this episode, we explore the powerful concept of test-driving your dreams before committing to big life changes. From buying lake houses to manual-transmission sports cars, our hosts share personal stories, client experiences, and honest realizations about what brings real joy, energy, and purpose. It's a thought-provoking dive into understanding what we truly want—and how to figure that out before we spend the money.

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