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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/

Linkedin: https://www.linkedin.com/in/huskeyfinancial

 

Be the Boss of Your Own Money and Own Your Future.

Connect with us and Discover Investment Strategies Designed to make a Difference.

Website: https://moneywithmission.com/ 

Linkedin: https://www.linkedin.com/in/moneywithmission/ 





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