May 24, 2023
The financial journey starts with understanding your cash flow.
In this engaging episode, Dr. Felecia Froe exchanges valuable insights with Steven Huskey as they explore the role of a comprehensive financial planner and how they can help you optimize your cash flow, make empowered decisions, and plan for a secure future.
Steven Huskey, CExP is a Financial Advisor & Owner of Huskey Financial, a Consulting and Wealth-Management Firm that helps physicians and their families to create long-term financial strategies, and small business owners to grow, protect, and exit their business.
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.
00:00 - Introduction
01:33 - What is Financial Planner
02:40 - The Emotional Blueprint Conversation
02:56 - Money as a Tool for Life’s Goals
09:11 - Face of Retirement
11:11 - Five Steps of Financial Planning
14:17 - Four Principles of Investment Philosophy
22:26 - Retirement Planning: Creating Your Buckets
29:38 - Fee of a Financial Planner
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Website: https://www.huskeyfinancial.com/
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Quotes:
“Don’t sell anything proprietary. Sell a process.” - Steven Huskey
“Understanding one’s cash flow is the ultimate value driver that a Financial Planner can offer.” - Steven Huskey