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How is your money mindset affecting your everyday life?
In this episode, we’re joined by best-selling author and money management advisor Kim Curtis, who says how you do money is how you do life because money is the thread that navigates human existence.
Kim shares how after realizing the brokerage world wasn’t putting clients first, she created the Wealth Legacy Institute, where she uses her experience, wisdom, and skill to help each client build a successful retirement and lasting legacy.
She discusses what an RIA is, how it benefits her clients, and essential tips she learned as a financial advisor to help aging clients and those with aging parents transition smoothly and happily into their next stage of life.
Kim gives fantastic advice on how to have a successful money mindset; talk to your kids about their money mindset, and use money as a foundation for a successful, fulfilled life!
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I hope you found this episode valuable. I have one more thing to give you. We have a page for my coaching clients where you can get a free copy of my book and much more from previous guests on the show. Check out NextLevelIncome.com/coaching to get a free copy of my book, audiobook and much more. I’ll send you a copy of my book and cover all the shipping costs as a thank you for listening to the show. Also, please like, share and take 90 seconds to give us a rating on Apple Podcasts.
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About Chris Larsen:
Christopher Larsen is the founder and Managing Partner of Next-Level Income. Since “retiring” after 18 years in the medical device industry he dedicates his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years.
While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single-family rental at age 21. Chris expanded into development, private-lending, buying distressed debt as well as commercial office, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $500M of real estate acquisitions.
In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups. Chris lives with his wife and two boys (and Viszla, Lucy!) in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer.
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