January 4, 2020
Money, Love, and Freedom
Host: Coach George Wang
Ep 051 - Financial Freedom in 2021
Financial Freedom in 2021
We’re here! It’s 2021 and a lot of people have desperately hoped for this year to arrive and usher in a change of things.
Here’s the big question, though: what are you going to do this year that’ll serve as the catalyst for that change? Change doesn’t just happen by itself; it happens through intention.
For the next few weeks, we’re going to be talking about how you can change or elevate certain areas of your life.
This week we’re starting with one of the most fun and exciting topics: money and how you can plan for wealth (and I’m not just referring to earning a high income, either).
How do you ensure that you have wealth, both in your youth and into your later years, so you never have to worry about money again?
For the first episode of the new year, I’m bringing on Amy Getz who’s a financial advisor and licensed CPA. Best of all, she’s a living, breathing example of what it means to build wealth. She came from your typical middle-class background and was the first from her family to graduate from college.
But Amy didn’t just settle for getting a job and living paycheck to paycheck. She became her own first client, building her wealth well into the seven-figure amounts now, and is helping people just like you do the same in your life.
Listen now to hear her share her tools and tips to propel you on your path of wealth!
Amy Getz believes wealth and financial freedom are for everyone. She is a financial advisor with IRC Wealth, a boutique SEC registered investment firm in Atlanta, GA but works with clients nationwide. She is also a CPA and a CDFA® (Certified Divorce Financial Analyst).
Amy is on a mission to educate individuals, entrepreneurs, business owners and independent contractors about their ability to save taxes while investing in their personal retirement. All too often, entrepreneurs reinvest their profits back into their business or even their personal development and delay investing in their future financial freedom.
Not only does she talk the talk, but she also walks the walk. Amy is 100% debt free including her home, will have 3 kids in college at the same time and their education is covered and already has over 7 figures invested in the stock market. When she’s not working, Amy loves to travel with her family, connect with friends or read a good book. You can connect with her @amywgetzfinance on Instagram and Amy Getz on LinkedIn.
The difference between having wealth and having a high income
The thief of joy and essential advice Amy followed to grow her wealth
The wealth mindset and how anyone can have it, regardless of their money situation
How giving can open up doors for you and treating personal finance as self-care
Defining traditional and Roth IRAs and the differences between them
Setting the record straight about paying taxes and the marginal tax rate
The differences between individual stocks and ETFs
Defining 529 accounts for those who want to invest in their children’s education
Visit Amy’s firm online: https://ircwealth.com
Visit the IRC Wealth resource page: https://ircwealth.com/resources
Follow Amy on Instagram @amywgetzfinance
Follow Amy on LinkedIn: https://www.linkedin.com/in/amy-getz
Follow Amy on Facebook: https://www.facebook.com/amy.w.getz
Coach George Wang
George is a certified NLP Master Practitioner, Life, and Business coach. He helps young entrepreneurs and professionals develop the skills to grow their businesses and relationships to live a life of total abundance.
About the show
The Money, Love, & Freedom podcast is a show for young professionals, entrepreneurs, and hustlers who want the most out of life – Money, Love, and Freedom. Listen for weekly interviews, strategies, and tips to help you grow your finances, grow your business, develop amazing relationships, and create your life of freedom. Coach George Wang, a business and life coach dedicated to serving, is your coach and guide as you explore and discover your path to freedom, on your terms. Subscribe Now