159: From Surviving to Thriving with Jon Wong, CFP®
On My Way to Wealth
English - May 29, 2024 07:00 - 45 minutes - 104 MB - ★★★★★ - 18 ratingsInvesting Business financialadvice genx retirement buildingcredit financialplanning generationx gettingoutofdebt investinginvestments money saving Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode, Luis speaks with Jonathan Wong, CFP®. Jonathan Wong is the Founder and CERTIFIED FINANCIAL PLANNER™ professional of Layari Financial, a fee-only comprehensive financial planning practice helping individuals, growing families, business owners and high-level executives organize, grow and protect their assets through life’s transitions.
Jon founded Layari Financial to offer a better experience.
After 15 years working for larger financial planning practices, he decided to follow his dream of starting his own firm. His mission is to serve people like himself: a first generation minority, ambitious in taking control of his financial future.
In this episode Luis and Jon discuss:
· The entrepreneurial journey and the importance of having a strong why
· How to setup a strong financial foundation
· Changing your mindset to set yourself up for financial success
· Empowering your children via education in order to create generational wealth
And much more…..
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