Recently, Mission Wealth hosted its fourth virtual Wisdom Share for clients, family, and friends as a part of our Inspired Living™ program. During the event, our client advisors collaborated with small groups to crowd-source some of the most effective strategies, tools, and tips for gaining enhanced fulfillment in the new year, and boosting abundance in each of the 11 Dimensions of Life™. Read our top takeaways below.
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.
On Thursday October 21, 2021, Mission Wealth hosted our fifth INSPIREDtalk where we heard from Dr. Victor Rios, who explained his experience of living on the streets, dropping out of school, and being incarcerated as a juvenile. In this video, learn how he took his research findings to develop interventions for marginalized students aimed at promoting personal transformation and civic engagement.
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.
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.
“Voluntourism” gives travelers an opportunity to enjoy a new place while also helping those in need. Now that vaccines are rolling out and things are reopening, why not see how you can give back during retirement and catch up on some travel in the meantime?
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.
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.
If Covid-19 and social justice movements have inspired your charitable side, you might consider approaching philanthropy the same way you would approach a career move. Here are some ways that you can connect with others to boost your lasting impact.
With so many people needing so much help right now, parents and grandparents have a unique opportunity to teach younger family members the value of giving back. We’ve put together three ways that giving back can bring you together.
“How can I retire happy?” is a question that generations have asked. The professional skills you’ve honed during your career are still incredibly valuable even though you’re retired, so we’ve put together some of our top ways that you can retire happy and get back that sense of fulfillment.
Many soon-to-be retirees struggle to imagine their week without work in it. All those blank calendar days are exciting, but they can also be overwhelming.
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.
You’ve worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you. But to ensure that your legacy reaches your heirs as you intend, you must make the proper arrangements now. There are four basic ways to leave a legacy: (1) by will, (2) by trust, (3) by beneficiary designation, and (4) by joint ownership arrangements.
If you feel like your life is something that just happens to you, it’s time to reassess how you’re spending your time. Feeling that your life has purpose will become more and more critical to your emotional and physical well-being as you age — especially when you finally retire.
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 …