
Wealth Insights


Episode #34: Five Key Financial Ratios You Need to Know
How do you know if you're financially healthy? Is it the balance in your bank account? The car you drive? Or is it something less visible but more fundamental?
The truth is, financial health isn't about how much money you have but rather how well you manage what you have. That's where financial ratios come in.
We'll explore this topic through the lens of key financial ratios that can give you a clear picture of your financial well-being.

Episode #31: 5 Momentous Decisions to Live a Richer Life
To live a richer life, many important decisions need to be made about your health, life, and financial habits. A life with wealth but poor health is not a richer life. Excellent health, but no financial security won't allow you to do all that you want to do. Being healthy and wealthy with no deep-quality relationships is also not a rich life. A rich life is about finding a balance of all the things that bring life meaning. It’s about accomplishing things without sacrificing your most important relationships. It’s about making a difference in the lives of others. It’s about experiencing all that life has to offer.
Your life is the sum of all the choices you have made up until now. The decisions you make each day lead to the actions you take, which lead to the life they are currently living

Episode #30- Don't Play Politics with Your Investment Strategy
In this episode, I discuss one of Momentous Wealth Advisors' 9 investment principles: "Don't Play Politics with Your Investment Strategy." I explore the relationship between political parties in power and investment performance by taking a journey through history, examining how the stock market and various sectors have performed under different administrations and political landscapes.
I want to emphasize that this episode is purely educational and based on historical data. It's not intended to be a political statement or a prediction of future performance. As always, remember that past performance doesn't guarantee future results.

Episode #29- The Value of Research Analysts and Price Targets
IWhether you're a seasoned investor or just starting out, you've probably come across stock price targets in financial news or brokerage reports. But have you ever wondered who sets these targets and how they're determined? That's exactly what we'll be discussing today.
What are Research Analysts?
Let's start with the basics. Research analysts, also known as equity analysts or stock analysts, are financial professionals who study publicly traded companies and their stocks. They work for investment banks, brokerage firms, and asset management companies, providing valuable insights to both institutional and retail investors.

Episode #28- Investing Near All-Time Highs
In today's episode, I am tackling a topic that's on many investors' minds: how to invest when the market is at or near all-time highs.
Are you nervous about putting your money into a market that seems to have nowhere to go but down? Or are you worried about missing out on potential gains? You're not alone.
Today, we'll explore the challenges, strategies, and opportunities of investing when markets are near all-time highs.

Episode #27- Investing Cycles and The Wall of Worry
#27- Investing Cycles and The Wall of Worry. As a financial advisor, I've seen many investors struggle with the market's ups and downs. Understanding these cycles and how to navigate them is key to long-term investing success. In this episode, we'll explore the concept of market cycles and the phenomenon known as "climbing the wall of worry."
Remember, successful long-term investing isn't about avoiding all worry or perfectly timing the market. It's about having a solid plan, staying disciplined, and using market cycles to your advantage rather than being used by them.

Episode #26: Stress Testing Your Financial Plan
In today's episode, I discuss an essential but often overlooked aspect of financial planning: stress testing your financial plan. I'm here to guide you through this crucial process that can help ensure your financial stability and peace of mind.
First, let's define what we mean by "stress testing" your financial plan. It's evaluating how well your financial strategy would hold up under various challenging scenarios. Just as engineers stress test buildings to ensure they can withstand earthquakes or severe weather, we need to stress test our financial plans to ensure they can withstand economic shocks and personal setbacks.





Episode #18- 9 Steps to Retire and Stay Comfortably Retired
There is something that's getting in your way with building your wealth. And it has to do with what you believe, think and expect when it comes to money.
One of the major blocks to financial freedom is our money mindset.
And when we release those money blocks and become self-aware about our own personal relationship with money, we can begin to rewrite our own personal money story.
Episode #17-What to Do 3-5 Years Before Retirement
This episode is specifically tailored for those looking to retire in the next three to five years, but also really valuable information to prepare you for the things you will have to think about while you are saving and investing toward this period of time.
As football fans know, the “red zone” is the area of the field where the offense is within 20 yards of scoring a touchdown. Applied to retirement, the red zone concept means the period where retirement is in the near future.
Episode #16- The 9-Step Wealth Decisions Plan for Financial Freedom
To achieve financial freedom, you need to have a solid financial plan. A plan that super funds your retirement and gives you smart steps in order of importance to make the biggest impact on your future wealth. The 9-Step Wealth Decisions Plan is just that. This plan is for anyone aged 45-55 who wants to retire in 10-15 years and can save more than 10-15% of their income.
Download the 9-Step Wealth Decisions Plan for Financial Freedom here:
https://www.momentouswealthadvisors.com/wealth-decisions-plan
Pre-order my book:
MOMENTOUS DECISIONS: 7 Steps to Better Health, More Wealth, and a Richer Life.
Achieve success in every area of your life
After losing his wife to pancreatic cancer in 2017, author Brian Muller forced himself to reevaluate his entire life. He came to realize that there was but one question that every person should be asking themselves every day: “What are you going to do right now to make the time you have left count?”
In Momentous Decisions: 7 Steps to Better Health, More Wealth and a Richer Life, Certified Health and Life Coach and veteran financial planner Brian Muller delivers a deeply insightful and practical exploration of how to use your present circumstances to become stronger and better. You'll learn how to lead a richer and more fulfilling life through the author's seven essential steps that help you make better wealth management and healthcare decisions. Through the M.A.D.E. Life framework, you'll discover how to create more meaning, accomplish your most important goals without sacrificing your relationships, make a difference in the lives of others, and create more joyful and memorable experiences.
From smart investing decisions to disciplined lifestyle choices, Momentous Decisions is a book about how to make those few big decisions that really matter for you and your family.
Inside the book:
Learn the ten most crucial wealth decisions to help you achieve financial independence and freedom
Find out how to build a holistic Life, Wealth, and Health plan that guides you every 90 days to develop your version of a richer life.
Revamp your lifestyle and adopt a healthy living mindset
Identify the things getting in your way of achieving permanent change in your health and wealth habits
Find out how to create a Compelling Vision of your future that creates a pull and strong internal motivation to help you create permanent change in your life
Learn how focusing on ONE MOMENTOUS THING in each area of your life every 90 days will help create new standards that contribute to the new vision you have for your life
Perfect for anyone interested in changing the way they approach the truly critical parts of their life, Momentous Decisions is an inspirational and transformative new take on what it means to pursue a life of meaning, purpose, and abundance.

The Wealth Decisions Podcast
Each week on the Wealth Decisions Podcast I discuss crucial wealth decisions and mindset hacks to help individuals build and keep more of their wealth so that they can live a richer life. You can listen to the podcast on Apple Podcasts or Spotify. Click the link below

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