210. 7 Basic Wealth Strategies

In this episode of CFO at Home, Vince’s guest is Victor Idoko, wealth strategist and author of 7 Basic Wealth Strategies. Vince and Victor discuss the importance of a holistic approach to wealth management, and walk through the seven strategies outlined in his book, which serve as a roadmap for anyone looking to enhance their financial well-being, regardless of their current financial status. We also discuss common biases that affect financial decision- making, the significance of tailored cash flow management, and the critical need for a mindset shift when it comes to budgeting. To learn more about Victor and the 7 Basic Wealth Strategies, go to cfvservices.com.au/resources

Key Topics:

• Victor's Journey in Personal Finance

• The Motivation Behind 'Seven Basic Wealth Strategies'

• Overview of the Seven Basic Wealth Strategies

• Understanding and Overcoming Financial Biases

• The Importance of Tailored Cash Flow Management

• Shifting Mindsets Around Budgeting and Spending

Key Links

• https://cfvservices.com.au/

• CFV Advisory - Wealth and Financial Planning - Facebook

• Victor Idoko - Financial Adviser (@iamvictoridoko) • Instagram photos and videos

• victoridoko (@victoridokowlthadv) | TikTok

• Victor Idoko, CFA - 7 Basic Wealth Strategies | LinkedIn

• Victor Idoko - Elevate Your Wealth & Fin. Adviser - YouTube

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500