The Wealth Equation

The 10-Minute Annual Money Audit

Episode Summary

If you want to get massive investment growth in 2025, evaluating your 2024 is the easiest way to optimize.

Episode Notes

If you want to get massive investment growth in 2025, evaluating your 2024 is the easiest way to optimize. 
Here’s a quick and dirty, insanely simple process.

Tune in to learn:

• The difference between personal, business and portfolio investments (and why it matters)
• My WORST performing investment of 2024.
• An insanely simple 10 minute process to highlight your winners and losers of 2024
• ONE question that will exponentially improve your spending and investments for 2025