{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"The Confident Wealth Experience","description":"  The Confident Wealth Experience   Summary:   The hosts of The Confident Wealth podcast Bill Bush and Peter Bush spend this episode explaining each of the six steps that make up the financial planning system Peter developed for the Horizon Financial Group called \u201cThe Confident Wealth Experience.\u201d You will learn all the important steps that include: \u201cThe Discovery Conversation,\u201d \u201cYour Confident Wealth Strategies,\u201d \u201cYour Confident Wealth Action Plan,\u201d \u201cThe AdvisorLink Advantage,\u201d \u201cThe Confident Wealth Monitor,\u201d and \u201cThe Confident Care System.\u201d Learn the valuable reasons why many Horizon Financial Group clients have benefitted from \u201cThe Confident Wealth Experience\u201d to plan for a more financially sound tomorrow.     Time Stamped Show Notes: 00:35 \u2013 Bill Bush and Pete Bush introduce the episode\u2019s topic of financial planning. 01:32 \u2013 The importance for planning to let your money outlive you to leave legacies. 02:28 \u2013 The mindset for leading by planning for retirement savings. 03:50 \u2013 The kind of technological tools that Pete Bush used pre-internet and post-internet 04:58 \u2013 The Confident Wealth Experience system, once called The Financial Coordinator Solution that Pete Bush created and has been using for over 10 years. 06:40 \u2013 Step 1: \u201cThe Discovery Conversation,\u201d of The Confident Wealth Experience takes place. Where have you been financially, and where you do you want to go? 09:56 \u2013 Step 2: \u201cYour Confident Wealth Strategies\u201d: after gathering the client\u2019s financial data, the feedback and analysis that lead to discoveries to create your roadmap to success. 11:48 \u2013 Step 3: \u201cYour Confident Wealth Action Plan\u201d: where specific, recommended, customized steps take place to put into action  to gain results. 13:45 \u2013 Step 4\u201d \u201cThe AdvisorLink Advantage\u201d: gathering experts to support your focused plan of action. 16:37 \u2013 Step 5: \u201cThe Confident Wealth Monitor\u201d: the method of checking in on the progress of our plan to keep your hands on the wheel to keep driving straight towards your goals and to keep your confidence. 18:27 \u2013 Step 6: \u201cThe Confident Care System\u201d: assistance for navigating an changing future. 20:43 \u2013 Pete shares some unique stories of people that have completed \u201cThe Confident Wealth Experience.\u201d 23:43 \u2013 Final Thoughts: having a plan will help your money outlive you.     3 Key Points: Either your money is going to outlive you or you are going to outlive your money. Steps 1-3 of \u201cThe Confident Wealth Experience\u201d make up your strategies to identify your financial goals and translate them into action steps. Steps 4-6 of \u201cThe Confident Wealth Experience\u201d form the way you gather your support system to keep your financial goals on track.   Tweetable Quotes: -    \u201cThere\u2019s two main outcomes you can have in your life. And one is you outlive your money, and the other one is your money outlives you.\u201d \u2013 Pete Bush -     \u201cThe outcome of planning is confidence.\u201d \u2013 Pete Bush -     \u201cFinancial planning tends to get emotional, because you start to deal with people, and dreams, and goals.\u201d \u2013 Pete Bush   Resources Mentioned: Confident Wealth \u2013 Website for Confident Wealth The Confident Wealth Experience \u2013 Horizon Financial Group\u2019s planning system           ","author_name":"The Confident Wealth Podcast","author_url":"http:\/\/confidentwealth.libsyn.com\/website","html":"