“Off the Wall” Podcast

Our podcast is aimed at helping you answer the questions, “What is the purpose of my wealth and how can I make that vision a reality?” As Wealth Managers, we’re skilled at helping our clients think through these challenging, but important, questions. Let’s dive in!

Reframing “Success” | Winning At Your Own Game

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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

Important Disclosures: https://monumentwealthmanagement.com/disclosures