Financial Planning

Master Your Life the Charisma Movement

CH1 MYL EP0014: “YOUR FINANCIAL GAME PLAN” ~ SURVIVING A RECESSION

Leaha Mattinson and father of four and Financial Advisor Gregory Bird, CFA, CEA (Certified Executive Advisor) shares his personal experiences with almost “losing it all” physically, emotionally and mentally and how to rally during challenging times. Leaha and Greg delve into the underpinnings, values and operating principles of greatness ~ the ‘rallying spirit’ that every …

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Master Your Life the Charisma Movement

CH1 EP0015: “YOUR 7 GENERATIONS PLANNING” ~ YOUR LEGACY IS WHAT ENDURES

In Part 2 of this Financial Wellness series, Leaha Mattinson and Greg Bird, CEA talk about the origins and effectiveness of 7-generations planning. They also delve into forgiveness, practicing the Golden Rule, writing your own obituary, character traits of Superhero’s, tools to build Family Ties that bind (not ones that gag) and the connecting and …

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