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Dec 19, 2017

Completing the Scorecard

Summary:

In this episode, the Bush brothers, Bill and Pete of Horizon Financial Group, talk about the final three categories of the Confident Wealth Scorecard: sharing your success, coordinated plan and vision and leading a balanced life. Cultivating a GROWTH mindset is not only necessary for...


Nov 27, 2017

Wealth Building & Cash Management

-Podcast Show Notes-

 

Summary:

 

In this episode, the Bush brothers, Bill and Pete of Horizon Financial Group talk about the next two critical categories on the Confident Wealth Scorecard – wealth building and cash management. Planning is ESSENTIAL when it comes to succeeding in...


Oct 25, 2017

More With The Scorecard

Summary:

 

In this episode, the Bush brothers, Bill and Pete of Horizon Financial Group, talk about three important categories on the Confident Wealth Scorecard: tax efficiency, business continuity and estate planning. Tax efficiency is a year round process that needs professional intervention....


Oct 10, 2017

Keeping Score

Summary:

 

In this episode, the Bush brothers, Bill and Pete of Horizon Financial Group, list and explain the 8 categories of their Confident Wealth Scorecard. Filling in this scorecard helps an individual outline their personal and financial vision for the future. Oftentimes, business owners compare their...


Sep 26, 2017

It's About Confidence

Summary:

 

In this episode, the Bush brothers, Bill and Pete of Horizon Financial Group, discuss the various ways through which individuals can build confidence when it comes to managing their wealth. Bill and Pete consider financial planning as much more than working through just income, estate...