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Wealth isn’t about just numbers … Would you agree?
Join host Robert Curtiss and special guest Tyson Ray, CFP®, CExP®, and CIMA® from FORM Wealth Advisors in this eye-opening episode of The Millionaire Next Door!
Together, they unravel the lesser-known aspects of wealth management while talking about their approach to guiding individuals toward a life of choice and comfort beyond the balance sheet.
Rob and Tyson explore:
- Changing the meaning of financial success to match wealth with personal goals and dreams
- Moving from careful saving to spending with confidence
- The value of client-advisor communication when planning for a strong financial future
- The role of financial advisors when helping their clients create meaningful legacies and increasing the happiness that comes from their wealth
- Key lessons from Tyson’s book “The Total Relationship”
- And much more!
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