“Off the Wall” Podcast

Reframing “Success” | Winning At Your Own Game

Sep 16, 2021 Behavioral Investing

Financial success is not about following arbitrary rules of thumb or beating a market index. It’s about getting the big things right so that you can win at your game, not everyone else’s.

Emily Harper, a CFP(R) and Partner at Monument, joins Dave and Jessica to talk about better ways to think about success. She also shares how we define “financial planning” at Monument (spoiler: it’s not budgeting). Be sure to listen to the end, where we each share what “success” personally means to us.

Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com

Are you looking for clarity, conviction and unfiltered advice about your wealth?

You’ve come to the right place.

Related "Off the Wall" Podcasts

How is it that we are already heading into Q2 of 2024? In this episode, we deep dive into the first quarter of 2024 with special guest Jordan Jackson, Executive Director and Global Market Strategist with JP Morgan Asset Management's Global Market Insight Strategy team. Tune in for our breakdown of the Q1 2024 market and our optimistic (and pessimistic) views as we head into Q2.

As a philanthropist, how can you do more than just “give back” to a charitable cause? How do you make a real impact with your time, skills, passion, and money? Should you become a board member for a non-profit? Let’s dive into it. In this Off the Wall chat, hosts David B. Armstrong and Jessica Gibbs welcome Meera Pillai, a retired IT professional turned philanthropist, to talk about the ways you can make an impact through philanthropy and board membership.

Get Monument #Unfiltered: Our Free Private Wealth Newsletter

Our no B.S. wealth advice delivered 2x per month, max. Tuned specifically for busy, high-net-worth business professionals and investors who want straightforward advice without the fluff.