She Means Profit

What Can Financial Planning Do For You With Kurt Mueller

July 21, 2021 Melissa Houston / Kurt Mueller Episode 57
She Means Profit
What Can Financial Planning Do For You With Kurt Mueller
Show Notes

No two financial plans are alike, and you won’t get anywhere good by comparing your plan to those of your friends, family, or neighbours. Your plan should be designed to fit your specific financial goals, needs, and circumstances — no one else’s.

Certified financial planner Kurt Mueller helps business owners and entrepreneurs make the complex simple, guiding them through the overwhelm of business tax and accounting. He advises his clients to stay aware of their financial situation, including major expenses, gaps in their insurance coverage, tax implications, and more. “Financial planning is not just about investment management or portfolio management,” Kurt says. “Don’t be fooled into thinking that making your money work just means that you go invest it in the stock market. It could mean that. It could also mean investing in real estate, it could mean investing in start-up companies, it could mean investing in oil and gas.”

In‌ ‌this‌ ‌episode,‌ ‌you’ll discover:‌

✔   The importance of choosing the right investments to provide protection against inflation

✔   New changes in American tax law & what you need to know about the current state of the market

✔  Whether now is a good time to make investments

About Kurt Mueller: Kurt Mueller is a personal financial expert and financial advisor who considers himself a “go-giver” — his passion lies in helping others plan their financial future and develop into tomorrow’s leaders.


01:12  Meet Kurt Mueller

02:46  Insurance & retirement

04:47  Unique financial plan

07:19  Keep your money working

09:03  Risk & tolerance

14:31  Money & emotion

15:58  American tax law

19:02  State of the market

22:53  Selling financial products

23:50  Takeaway

25:54  Recommendations


Kurt Mueller

Twitter & Instagram: @financearchitect

The Go-Giver by Bob Burg

Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend by Jonathan K. DeYoe

The Business Society:

5-Step Roadmap to Biz Finance Freedom:

Biz Basics:

The 20 Minute Money Method:

Confident Cash: https://melissahoustoncpa.lp

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