Welcome to Season 2, Episode 9 of the Real Wealth Podcast, proudly sponsored by Leading Edge Financial Planning. I'm your host, Mike Proctor, CFP®, RICP®, CVGA. In this engaging episode, we delve into the world of financial transformation. Michael Proctor hosts three of our seasoned advisors – Lyndon Zielke, CFP®, Jacob Swisher, and James Oswald – who have dedicated their careers to helping people make wise financial decisions using the Ramsey Solutions platform.
In this enlightening discussion, our adviso...
Welcome to Season 2, Episode 9 of the Real Wealth Podcast, proudly sponsored by Leading Edge Financial Planning. I'm your host, Mike Proctor, CFP®, RICP®, CVGA. In this engaging episode, we delve into the world of financial transformation. Michael Proctor hosts three of our seasoned advisors – Lyndon Zielke, CFP®, Jacob Swisher, and James Oswald – who have dedicated their careers to helping people make wise financial decisions using the Ramsey Solutions platform.
In this enlightening discussion, our advisors take you on a journey through the fundamental steps of the Ramsey Solutions financial roadmap. From the very first baby step of building an emergency fund to the art of effective budgeting, they share their personal experiences with these principles, both in their own lives and in guiding their clients.
Lyndon Zielke, CFP® opens up about his inspiring transformation, recounting how Ramsey's time-tested methods enabled him to become debt-free over six years ago. This pivotal moment empowered him to transition into a fulfilling career in financial planning. Lyndon also touches our hearts with a client success story, demonstrating how the application of Ramsey's principles not only eliminated overwhelming medical debt but also boosted the client's self-esteem along the way.
James Oswald shares how Ramsey's teachings, acquired through his upbringing and educational experiences, helped him avoid the pitfalls of debt. He vividly illustrates a client's journey, showcasing how Ramsey's principles led to the escape from payday loans and credit card debt, ultimately creating a solid financial foundation.
Jacob Swisher adds valuable insights into the journey from saving for retirement to the noble goal of giving generously. The advisors collectively explore the power of Dave Ramsey's focused, step-by-step approach to reshaping financial behaviors and mindsets, resulting in greater financial freedom and long-term stability for both clients and advisors alike.
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Join us and discover how you can unlock your own path to financial success through the wisdom of Dave Ramsey and the expertise of Leading Edge Financial Planning in this Season 2, Episode 9 special!
Your Financial Partner: Explore comprehensive financial planning at www.leadingedgefp.com. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey.
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For valuable insights on various aspects of life, tune in to the Real Wealth Podcast's thought-provoking episodes at your favorite podcast platforms listed here: https://www.leadingedgefp.com/real-wealth-podcast
Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions.
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