Wealth by Design
By Danielle G. Nava, CFP® and Dustin R. Granger, CFP®
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Subscribers: 7
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Episodes: 100
Description
*Formally known at Worth It Podcast*
Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms.
Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique challenges and opportunities presented by self-employment and entrepreneurship. Each episode is designed to show you how to feel secure, wealthy, and in control of your money + biz.
Ready to get started? Tune in. You can also take the first step in designing a life on your terms with our FREE guide, Wealth by Design: Your Blueprint to Real Wealth + Security: toujoursplanning.com/blueprint.
Dustin R. Granger, CEO & CFP ®️
Danielle Granger Nava, VP & CFP ®️
For a list of states in which the LPL Financial Registered Representatives associated with this site are registered to do business, please visit www.toujoursplanning.com. Securities offered through LPL Financial. Member FINRA/SIPC (www.finra.org | www.sipc.org). Investment advice offered through GWM Advisors, a registered investment advisor. GWM Advisors and Toujours Planning are separate entities from LPL Financial.
| Episode | Date |
|---|---|
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MINISODE: Hurricane Hiatus - An Update on the Wealth by Design Podcast
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Oct 12, 2020 |
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MINISODE: Do You Need a Financial Advisor or a Certified Financial Planner™?
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Sep 22, 2020 |
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MINISODE: Are You Falling into This Stock Market Trap?
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Sep 08, 2020 |
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MINISODE: Should You Have a Joint Account with Your Partner?
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Aug 25, 2020 |
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MINISODE: When Stock Markets Dip and Bounce Back
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Aug 11, 2020 |
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112: Growing a Business & Wealth with Katell and Jon of Reverielane
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Aug 04, 2020 |
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[Summer Remix] 102: Net Worth is King
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Aug 03, 2020 |
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[Summer Remix] 101: Robo-advisors: Your New Best Friend or Your Worst Enemy?
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Jul 21, 2020 |
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[Summer Remix] 100: High Yield Savings vs. Stocks: Who Wins?
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Jul 14, 2020 |
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[Summer Remix] 98: Leaving Behind the “Punch Clock” Mindset
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Jul 07, 2020 |
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111: What’s Most Important to You?
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Jun 30, 2020 |
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110: Why Everyone Needs an Estate Plan
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Jun 23, 2020 |
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MINISODE: The Problem With Saving Just for Emergencies & Retirement
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Jun 16, 2020 |
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109: The Problem with Baby Steps
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Jun 11, 2020 |
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MINISODE: The Real Reason You Lose (and Gain) Money in the Stock Market
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May 26, 2020 |
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108: Why It’s Important to Know Your Numbers
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May 19, 2020 |
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MINISODE: Tactical Advice for Businesses Affected by COVID-19
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May 12, 2020 |
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107: The Key to Consistency in Investing
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May 05, 2020 |
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MINISODE: COVID-19 & Your Retirement Accounts
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Apr 28, 2020 |
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MINISODE: The Importance of Liquidity in a Crisis
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Apr 14, 2020 |
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MINISODE: Is This Market Crash Short-term or Long-term?
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Apr 07, 2020 |
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MINISODE: The Stock Market, Coronavirus, & Three Things Business Owners Can Do Now
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Mar 31, 2020 |
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MINISODE: 3 Ways To Help Prepare Your Business For A Potential 2020 Recession
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Mar 24, 2020 |
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MINISODE: The #1 Question People Have About Coronavirus & the Stock Market
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Mar 17, 2020 |
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MINISODE: What is a Work-Optional Lifestyle?
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Mar 03, 2020 |
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105: Penny Stocks: Buy In or Beware?
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Feb 25, 2020 |
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104: How the Laws of Human Nature Relate to Investing
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Feb 18, 2020 |
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103: How to Prioritize Saving for Now, the Future, and In-Between
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Feb 11, 2020 |
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102: Net Worth is King
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Feb 04, 2020 |
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101: Robo-advisors: Your New Best Friend or Your Worst Enemy?
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Jan 28, 2020 |
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100: High Yield Savings vs. Stocks: Who Wins?
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Jan 21, 2020 |
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99: Adjusting Your Focus with Taylor Jacobson
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Jan 14, 2020 |
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98: Leaving Behind the “Punch Clock” Mindset
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Jan 07, 2020 |
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97: What You Need to Know So You Can Prepare for 2020
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Dec 10, 2019 |
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96: Charitable Giving & Making an Impact All Year-Round
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Dec 03, 2019 |
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95: Hustle, Prioritize, and Charge Your Worth with Alisha Robertson
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Nov 26, 2019 |
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94: Do You Really Need Insurance?
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Nov 19, 2019 |
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93: Is Your Business Recession-Proof?
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Nov 12, 2019 |
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92: Can You Have Security with Variable Income?
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Nov 05, 2019 |
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91: What’s a CPA and When Should You Hire One? with Amy Northard, CPA
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Oct 29, 2019 |
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90: Which is Most Important in Your Biz: Revenue or Profit?
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Oct 22, 2019 |
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89: Why Your Life Vision Shouldn’t Be Tied to Your Business Vision
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Oct 15, 2019 |
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88: Are You a Spender or Saver in Life & Biz?
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Oct 08, 2019 |
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87: Income is Not Wealth
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Oct 01, 2019 |
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86: Start Finishing - How to Go From Idea to Done with Charlie Gilkey
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Sep 24, 2019 |
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85: Adulting 101 Series: Saving
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Sep 16, 2019 |
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84: Adulting 101 Series: Debt
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Sep 10, 2019 |
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83: Adulting 101 Series: Life
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Sep 03, 2019 |
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82: Adulting 101 Series: Transportation
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Aug 27, 2019 |
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81: Adulting 101 Series: Housing
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Aug 20, 2019 |
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80: Sustainable Fashion & Social Good With Stephanie Hepburn
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Aug 13, 2019 |
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79: Commingling Finances With a Small Business Owner
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Aug 06, 2019 |
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[Summer Remix] 55: From Building A Can’t-Live-Without SaaS Business From The Ground Up to Planning Global Impact with Jesse Patel
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Aug 01, 2019 |
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[Summer Remix] 57: Why Your Money Needs Direction
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Jul 25, 2019 |
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[Summer Remix] 66: Your Business Runs on Liquidity (So Should You)
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Jul 18, 2019 |
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[Summer Remix] 56: How to Let Go (So You Can Level Up)
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Jul 11, 2019 |
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78: How to Be the Boss of Your Money
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Jun 27, 2019 |
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77: Mental Fitness & Your Daily Routine With Marc Champagne
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Jun 20, 2019 |
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76: Build Wealth and Make an Impact With ESG Investing
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Jun 13, 2019 |
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75: What Legacy Do You Want to Leave?
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Jun 06, 2019 |
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74: 3 Ways Entrepreneurs Can Give Back & Make a Difference
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May 30, 2019 |
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73: Pitfalls Series: When You Don’t Invest in Yourself
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May 23, 2019 |
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72: Pitfalls Series: Investing in the Wrong Team
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May 16, 2019 |
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71: Pitfalls Series: When You Invest in the Wrong Arena
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May 09, 2019 |
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70: Protecting Your Biz & Brand With Joey Vitale
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May 02, 2019 |
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69: How Much Cash Do You Need On Hand?
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Apr 25, 2019 |
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68: What You Need to Know for 2019 Taxes
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Apr 18, 2019 |
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67: Investing vs. Spending: Mindset and Differences
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Apr 11, 2019 |
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66: Your Business Runs on Liquidity (So Should You)
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Apr 04, 2019 |
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65: Self Employment + Retirement: Life in Retirement
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Mar 28, 2019 |
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64: Entrepreneurship & Employment Are Not Enemies with Dannie Fountain
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Mar 21, 2019 |
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63: Self Employment + Retirement: Work-Optional Lifestyles
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Mar 14, 2019 |
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62: Self Employment + Retirement: Saving Options
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Mar 07, 2019 |
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61: Sorry, Multiple Businesses Don't Count as Diversification
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Feb 28, 2019 |
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60: All About Debt: The Good, The Bad & The Ugly
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Feb 21, 2019 |
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59: How to Stay in Love With Your Business
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Feb 14, 2019 |
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58: How To Move Forward Despite Your Fear
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Feb 07, 2019 |
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57: Why Your Money Needs Direction
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Jan 31, 2019 |
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56: How to Let Go (So You Can Level Up)
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Jan 24, 2019 |
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55: From Building A Can’t-Live-Without SaaS Business From The Ground Up to Planning Global Impact with Jesse Patel
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Jan 17, 2019 |
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54: When to Consider Hiring an Executive Coach, with Kevin Wilkins
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Nov 29, 2018 |
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53: How to Start a Life Tax Fund
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Nov 22, 2018 |
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52: How to Live Life in Slow Motion
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Nov 14, 2018 |
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51: How to Know Your Worth and Charge It
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Nov 08, 2018 |
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50: When to Hire a CFO and Scale Your Business, with Tyler J. McCall
|
Nov 01, 2018 |
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49: Clothes Through an Investment Lens
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Oct 25, 2018 |
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48: How to Maximize Your HSA (Health Savings Account)
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Oct 18, 2018 |
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47: What It Takes To Be An Influencer
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Oct 11, 2018 |
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046: An Easy Guide To Understanding Your Federal Income Tax Rate
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Oct 04, 2018 |
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045: Start A Ben Franklin-Style Junto Club
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Sep 27, 2018 |
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043: Chasing The Carrot: How To Motivate Yourself To Succeed
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Sep 13, 2018 |
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042: Discovering Your Perfect Client Avatar
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Sep 07, 2018 |
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041: 6 Reasons Why The World Needs More Women Entrepreneurs
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Aug 30, 2018 |
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040: Building Your Net Worth Statement
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Aug 23, 2018 |
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039: Creating Your Ideal Life, with Books & Booze Founder John Leven
|
Aug 16, 2018 |
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038: Catapult Your Success With A Mastermind Group!
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Aug 09, 2018 |
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037: Finding Your Ikigai: How To Discover Your Purpose And Passion In Life
|
Aug 02, 2018 |
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036: Investment Wisdom You Can Bank On, Part 3
|
Jun 28, 2018 |
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035: Create, Don’t Compete,
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Jun 21, 2018 |
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034: 5 Things You Should Do To Prepare For A Recession
|
Jun 14, 2018 |