154: Small Changes, Big Results! with Oliver Pursche, AAMS®, CEPA

In this episode, Luis speaks with Oliver Pursche. Oliver is a recognized thought leader with nearly 30 years of Financial Advisory Experience, currently with Wealthspire Advisors. His opinions and guidance on saving and investing are frequently requested by CNBC, Bloomberg Television and Radio, Kiplinger’s and Forbes Magazines as well as many other national and world-wide news outlets such as Reuters and Dow Jones. In his role as an advisor, Oliver has been named “amongst the best of the best” by Barron’s Magazine six years in a row (2008-2014) as part of their “Top Independent Advisor” annual ranking. As an educator, Oliver has been a keynote speaker at both industry and private events, has been featured in hundreds of investment seminars including events sponsored by AAII (American Association of Independent Investors), Vanguard, and Fidelity. Oliver is also the author of Money Can Grow on Trees: When you Take Care of It!

 

Notes:

 

In this episode Luis and Oliver talk about:

 

• Saving for your future while still enjoying your latte
• How to teach your children good money habits
• The truth about social media and keeping up with the Joneses
• How to take small steps that will  have a lasting positive impact on your finances

 

And much more……..

 

Resources:

 

·         Oliver’s Wealthspire Advisors contact page

·         Oliver’s website

·         Purchase on Amazon: Money Can Grow on Trees: When You Take Care of It!

·         Connect with Oliver on LinkedIn

·         Visit On My Way to Wealth

·         Luis’ LinkedIN

·         Luis’ Twitter

·         Luis’ IG

·         On My Way to Wealth YouTube Channel