In this episode of Built For Life, Not Just Wealth, Ryan Burklo shares his personal journey of discovering that discipline was not the issue in his life, but rather a lack of alignment with his true desires and values. He emphasizes the importance of understanding what one truly wants in life and aligning actions and goals accordingly. Through self-reflection and questioning, he encourages listeners to design their future lives rather than merely reacting to circumstances. The conversation explores themes of identity, success, and the significance of family and personal fulfillment over mere financial achievement.

Check out our website: https://www.builtforlifenotjustwealth.com/

Find us on YouTube: https://www.youtube.com/@builtforlifenotjustwealth/

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Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw

Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/

Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/

For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo

#BuiltForLifeNotJustWealth

#alignment

#discipline

#identity

#success

#lifedesign

#personalgrowth

#financialfreedom

#family

#motivation

#self-reflection

Takeaways

Discipline is not the main issue; alignment is.
Understanding what you truly want is crucial.
Feeling productive doesn't always equate to fulfillment.
Guilt can arise from misaligned priorities.
Behaviors often protect us from discomfort.
Identity can trap us in unfulfilling patterns.
Asking better questions leads to better outcomes.
Design your life rather than react to it.
Financial success should align with personal values.
Self-reflection is key to personal growth.

Chapters

00:00 The Journey of Alignment
07:39 Designing Your Life for Fulfillment
10:02 Reflection and Future Planning

In this episode of "Built For Life, Not Just Money," hosts Ryan Burklo and Alex Collins delve into the complexities of wealth management beyond mere financial metrics. They discuss how, for high net worth individuals, money transitions from being a problem to a source of tension, as conversations shift from basic financial survival to deeper questions about values, legacy, and the purpose of wealth. The hosts emphasize the importance of understanding one's values and priorities when it comes to financial decisions, highlighting the need for a decision-making framework rather than traditional budgeting methods, which often fail to address the unique challenges faced by affluent families.

The conversation also touches on the emotional weight that comes with wealth, particularly the fears surrounding the next generation's financial stewardship. Ryan and Alex explore the archetypes of wealth management—stewards focused on preservation and architects who prioritize experiences and impact. They conclude with a thought-provoking question about what will truly matter in the long run, encouraging listeners to reflect on their values and the legacy they wish to leave behind. This episode serves as a reminder that financial success should align with personal fulfillment and meaningful living.

Check out our website: https://www.builtforlifenotjustwealth.com/

Find us on YouTube: https://www.youtube.com/@builtforlifenotjustwealth/

Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now

Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw

Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/

Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/

For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo

#BuiltForLifeNotJustWealth

#wealthmanagement

#financialplanning

#highnetworth

#moneymindset

#legacyplanning

#financialstewardship

#budgeting

#values-basedfinance

#familyfinance

Takeaways

Money is just a tool that allows us to accomplish our goals.
When money stops being a problem, it becomes a tension.
High net worth individuals often struggle with what to do with their money.
Budgeting breaks down at higher net worth levels; a decision-making framework is needed.
It's essential to consider what will make you feel proud 20 years from now.

Chapters

00:00 Introduction to Financial Purpose
00:38 From Money Problems to Life Values
03:05 Understanding Wealth Roles: Stewards vs. Architects
04:10 The Limitations of Traditional Budgeting
06:24 Concerns About the Next Generation
07:28 Designing a Life Without Regrets
09:51 The Importance of Diversification
11:04 Coordinating Financial Advisors
11:59 Reflecting on Legacy and Values

In this episode of "Built for Life Not Just Wealth," Ryan Burklo and Alex Collins discuss the importance of aligning financial planning with life events rather than just focusing on wealth accumulation. They emphasize how significant life moments—whether joyous or challenging—can shift perspectives on money, highlighting that financial security allows individuals to make decisions without the burden of financial stress. The conversation also touches on the need for flexibility in financial planning, advocating for liquidity and a cash flow system that empowers clients to prioritize their life experiences over mere wealth optimization.

Check out our website: https://www.builtforlifenotjustwealth.com/

Find us on YouTube: https://www.youtube.com/@builtforlifenotjustwealth/

Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now

Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw

Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/

Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/

For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo

#financialplanning

#lifeevents

#liquidity

#cashflow

#wealthmanagement

#financialsecurity

#lifeoptimization

#financialflexibility

#wealthvslife

Takeaways

"What money can't actually fix."
"Flexibility is greater than maximum net worth."
"We want to design your future so powerfully that it reshapes your present."
"You don't know how much liquidity you need until you need it."
"It's not about this, it's about family."

Chapters

00:00 Introduction to the New Podcast Theme
01:10 Life Events and Financial Planning
04:21 Optimizing Finances for Life
07:51 Planning with Flexibility
10:40 The Importance of Liquidity
12:27 Creating a Cash Flow System
13:17 Designing a Future that Reshapes the Present