Business
Jonathan shares how to create clarity and vision on your goals so you can build generational wealth and live in harmony with your desired outcomes. Take away: Jonathan shares how to live life holistically and build a financial team to help you achieve wealth. Action step: What's your goal for this year with money? What changes do you need to make to ensure you achieve them? Money Learnings: Jonathan's parents taught him to give and save. They instilled the value of setting and achieving goals. Bio: Jonathan Krueger, the founder and owner of LionsGate Advisors likes to call himself “the advisors’ advisor” and for good reason! He has been investing in the personal finance industry since 2000 and now owns the only fee-based investment firm in St. Louis that quarterbacks key strategies for converting tax liabilities to assets. Jonathan also holds his CEPA designation and prides himself on understanding the importance of combining the concept, effort, and process of succession planning for business owners into a clear, simple strategy. He also hosts his own podcast called Living a Richer Life By Design where he talks about how to use relationships, community engagement, and of course, personal finances to live a more prosperous life. Highlights from this episode: Link to episode page Mixing faith and business together. Living a Richer Life. How to raise wealthy children. Lessons learned living in Russia. Converting IRA's to Roth IRA's Using tax credits to lower your tax obligations. Who should be on your team? Profit First Website: https://lionsgateadvisors.com/ Instagram: https://www.instagram.com/lionsgateadvisors/?hl=en Facebook: https://www.facebook.com/pages/category/Loan-Service/LionsGate-Advisors-431121450751592/ Linkedin: https://www.linkedin.com/in/jonathankrueger1/ -advisors/ Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom! Thanks for listening! Show Sponsor: http://profitcomesfirst.com/ Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening!