Mission Wealth and Seth Streeter hosted our ninth INSPIREDtalk with world-renowned speaker and New York Times best-selling author, Bruce Feiler.
Watch the INSPIREDtalk with Dr. Daniel Crosby
During the past couple of years, we have navigated some of the most complicated, challenging, and emotionally complex markets of all time. At our latest INSPIREDtalk, psychologist and New York Times bestselling author Dr. Daniel Crosby discussed how to make financial decisions in times of uncertainty and nine timeless truths about investing and finance.
How to Make 2022 the Best Year Yet
Resolutions and goal setting are all the rage this time of year. But as excited as you’re feeling about your New Year’s to-do list, you might be overlooking four important factors that could help you accomplish more in 2022. View this article to see these four factors that will help you start your New Year off right and make 2022 the best year yet.
Reimagine Your Ideal Retirement
During our recent Wisdom Share event, we met in groups to define top ways to boost your wealth and abundance throughout retirement. Read this article for a summary of tips we crowd-sourced for each Dimension of Retirement and to watch the video.
Top 5 Traits That Make Women Great Investors
With common traits such as patience, willingness to deal with mistakes and recognizing when help is needed, women can naturally find themselves with a long-term, sustainable investment mindset and approach. Read the top five traits of good female investors in this article.
Should You Relocate After Becoming an Empty Nester?
Life can be very different now that you’re not working and the kids have moved out. As your retirement evolves, your feelings about your home might evolve as well. Take a look at this article to see if downsizing is the right move for you.
How to Teach Your Kids About Finance
Even before your children can count, they already know something about money: it’s what you have to give the ice cream man to get a cone, or put in the slot to ride the rocket ship at the grocery store. So, as soon as your children begin to handle money, start teaching them how to handle it wisely. In this article, we explore financial tips for your children.
Planning for Your Health in Retirement
Making a level-headed assessment of potential risks is important to every phase of your retirement planning. Your health can be one of the most financially challenging – and potentially damaging – if you haven’t weighed all your options and made some key decisions. Read this article to learn about the three key areas where health care and financial plans intersect in retirement.
How to Ease Your Transition into Retirement
Whether it is through phased retirement plans, or exploring part-time jobs, many people don’t realize their options when it comes to their transition into retirement. This article explains three of the benefits of downshifting, particularly for folks who are reluctant to stop working even if they have the means to do so.
Put the Planning in Estate Planning
Your last will and testament may sound like the definitive word on your estate. But while it’s important to have your basics covered, truly effective estate planning runs much deeper than just assigning assets and finding a notary.
4 Tips for Building an Ideal Retirement Schedule
Your IRA and 401(k) haven’t magically grown all by themselves. Your nest egg is the result of years of planning and hard work, and so should your retirement schedule. Read these tips to plan your ideal retirement schedule.
3 Tips for Planning a Last Minute Summer Trip
Are you ready to take a break from your backyard before the kids are back in school and the year-end push starts at work? Now might be the time to start thinking about one last couples’ getaway or family road trip.
TEDxSantaBarbara | The Untethered Life: Wealth Redefined | Seth Streeter
Watch Seth Streeter’s TEDtalk and redefine what wealth means to you. Learn about about conscious wealth and explore Mission Wealth’s Inspired Living™ services which put Seth’s framework into practice.
Stay Healthy and Wealthy in Retirement
Staying healthy and wealthy in retirement is a common goal but the best health care is preventative, especially in the early years of retirement. Here are 4 ways to keep your medical costs from negatively affecting your plans.
Wisdom Share | Crowd-Sourcing a Wealth Mindset
During Mission Wealth’s recent Wisdom Share event, we met in groups to define top ways to boost your wealth and abundance within each of the 11 Dimensions of Life™. Read this article for a summary of tips we crowd-sourced for each dimension.
Habits that Help Lead to Financial Freedom
Financial freedom is a common goal as it includes savings, investments and guidelines to reduce money-related anxiety for both you and your family. These tips can help you define what wealth and financial freedom means to you so that you can learn how to take immediate actions that help you reduce your spending in targeted areas.
The Science Behind a Billionaire Mind
In this two-part podcast interview, listen to Seth Streeter and Ananya Dugar, host of the Rising High Podcast, as they reflect on the true meaning of wealth – and how Seth is shifting this definition within the financial industry.
Goal Setting for the Remainder of 2020
As the last few months of the year come to an end, we’ve put together three questions that can help you put an action plan in place to achieve your most important goals and start laying the groundwork for a successful 2021. Learn more in this article.
Why College Students May Want to Consider a Gap Year
Is a gap year a good idea? As colleges and universities decide whether to re-open versus transitioning to online classes, this could be an opportunity for students to consider waiting out this period, turning their attention to other means of experiential learning.
How To Reduce Spending During Quarantine
Reducing the amount of money you spend is essential in times like these. Knowing that this is not an easy thing to do, Client Advisor Skyler Kraemer provides some exercises on how to manage your expenses in a reasonable way.
The Purpose of Money is NOT Just to Make More of It
There is a purpose to having money and growing your wealth. But what money can’t do is create purpose in and of itself. Read more!
How to Preserve Your Life’s Lessons for Future Generations
Your legacy isn’t just about your assets. It is about helping your heirs think about their own relationships to money in more meaningful ways based off the lessons you learned over the years. Many families today are looking for planning and legacy tools to supplement their traditional estate planning documents. Beyond making sure taxes are paid and distributions transfer smoothly, families care about sharing values and carrying forward a lasting legacy.
Improve Your Relationship with Money by Answering These 5 Questions
Many people have a complicated relationship with money. Hang-ups carried over from childhood experiences get mixed together with positive and negative experiences from adulthood. Few people ever take the time to reflect on what money really means to them and how they can “get right” with money to make smarter decisions. Take time to answer these 5 questions and you’ll do a better job of living your best life possible with the money you have.
A New Definition of Wealth | Seth Streeter on the MindBody Podcast
Mission Wealth‘s co-founder and CEO, Seth Streeter, was recently interviewed by Blake Beltram in Wellness Revolutionaries, a new podcast that shines a light on the leaders of the Wellness Revolution – inspiring women and men focused on building a culture of wellness in America.
Is How You Use Your Money Aligned With Your Values?
Just like a good sailor learns how to maneuver the sails to catch the most wind, aligning what’s most important to you with your financial resources is the key to successful financial planning. So instead of asking yourself if you have enough money, or if you will run out of money, ask yourself a better question: Am I managing my money in a way that’s improving my life?
Is Your Money Being Used to Improve Your Life?
With Inspired Living™ you can create a strategy to gain more fulfillment from your money than ever. Use your money to improve your life, and start living your Inspired Life Purpose™.
4 Myths Women May Believe About Their Money
Jenna Rogers, Partner and Client Advisor, outlines a few of the common stories that women have shared with her.
Mission Wealth’s CEO Seth Streeter Featured in Financial Advisor Magazine
Seth Streeter was recently featured in Financial Advisor Magazine’s online article, Future Advisors Must Be Vulnerable And Empathetic. This piece, written by top industry consultant Steve Sanduski, is based on Sanduski’s podcast interview with Seth in which Seth discusses Mission Wealth’s role in helping clients reframe their perspectives of wealth beyond just the financial.
What Should I Have Done with My Money by 40?
By Jenna Rogers, MS, CFP® Client Advisor Are you staying up at night wondering if you will ever be able to retire? Worried that you are not as far along financially as you should be? We’ve devised a road map of goals that everyone should be focusing on before turning 40. It’s never too late to start! Increase …
The Single Parent’s Guide to Financial Planning
Being a single parent means that you are now the head of your household, which can be a lot for anyone to take on. It can be even harder when you have to deal with financial stress. As the head of your household, you are responsible for creating a stable financial future for yourself and your children; that burden can often seem overwhelming.
The Great Shift for CEOs — From Struggle to Awakening
By Seth Streeter, MS, CFP® CEO and Founder of Mission Wealth As a leader, in both business and community circles, I’ve enjoyed getting to know other leaders on an intimate level. I find it fascinating to get inside a leader’s head, to see what fuels them, scares them and awakens them to live a life of risk, exposure and potential …
Success: Your Financial Transformation
By Seth Streeter, MS, CFP® Founder and CEO How do YOU define success? Many people believe that the best measure of whether they have “arrived” in life is financial and material accumulation. Do you drive the newest Range Rover or Mercedes, or do you envy your neighbor who does? Do you find yourself feeling more attractive in that new …