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31 - A Journey Of Faith in Finance with Keith Conley
Manage episode 378198019 series 3367297
Jackie Meyer द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Jackie Meyer या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
We're joined by Keith Conley, a financial advisor who embarked on a transformative journey from pastoral ministry to discovering his true passion in finance. Keith's story is both inspirational and faith-driven, always seeking his calling.
Our discussion delves into the paramount importance of financial planning and how Keith's firm, True Legacy Financial Planning, specializes in assisting high-net-worth business owners with generational wealth transfer planning. Keith emphasizes that wealth often dissipates from the first to the third generation, underscoring the need to preserve and share the story of wealth.
Keith provides valuable insights into collaborative advisory services, emphasizing the significance of holistic advisors working together for the benefit of clients. He shares strategies for successful estate planning, the impending changes in estate tax laws, and the increasing importance of long-term care planning.
In this episode, you'll gain a deeper understanding of financial planning, charitable giving, the ever-evolving landscape of wealth management, and the enduring legacy we can create through responsible financial stewardship. Join us for an enriching conversation that will leave you inspired and informed.
What you'll hear in this episode:
[1:50] From pastoral ministry to becoming a financial advisor.
[6:20] The importance of financial planning.
[11:40] The importance of telling the story of wealth.
[15:25] Learning social media and building team members.
[22:10] The different levels of charitable giving.
[31:40] The importance of insurance and investing.
[39:55] Time blocking and structured weeks.
[43:20] Where did you grow up?
[47:50] How to market your business?
Connect with Keith on LinkedIn: https://www.linkedin.com/in/keith-conley1980/
Find more information on his website: https://www.truelegacyfp.com/
Connect with Jackie on Instagram @jackiemCPA
Check out more of Jackie’s work at https://www.jackiemeyercpa.com/
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