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John Sidery: Personalized Financial Planning for All Families

John Sidery: Personalized Financial Planning for All Families

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 💰 What if your financial plan could unlock not just wealth—but freedom, purpose, and legacy? In this episode of Legacy Leaders, discover how intentional financial planning can reshape your life and future generations. In this episode of Legacy Leaders, Oliver Cushing sit down with John Sidery, Founder and Wealth Advisor at Olympus Wealth Strategies. Together, they explore how family-first financial planning can empower individuals and generations to thrive, sharing valuable insights and practical tips for listeners. John draws from his extensive experience in wealth advising to discuss the importance of proactive planning, personalized service, and building memory dividends, offering actionable advice for individuals and families seeking financial clarity and legacy-focused strategies. This episode is a must-listen for professionals, families, and business owners who want to turn financial planning into a lifelong gift for themselves and their loved ones. Key Takeaways:● 🧭 Start Early: The earlier you begin your financial and estate planning, the more flexibility and opportunity you gain.● 👨‍👩‍👧 Family-Level Service: John emphasizes treating every client like family—offering guidance and attention regardless of net worth.● 🎯 Retire to Something: Planning isn't just about stopping work—it's about transitioning to a life of purpose and activity.● 📊 True Holistic Wealth Management: It’s more than investments—estate planning, taxes, and insurance all play critical roles.● 💡 Be Curious: The most successful clients ask questions, stay engaged, and understand why behind their strategy. Quotes from John Sidery:● "The best investment you can make is memory dividends."● "Retire to something. Have a purpose, not just a finish line."● "Our goal at Olympus is to deliver family-level service—no matter your account size, you’re treated like family." 🔗 Conclusion:Whether you're just starting your career, preparing for retirement, or already enjoying it—this conversation will inspire you to approach financial planning not as a task, but as a gift to yourself and those you love. Learn more about your ad choices. Visit megaphone.fm/adchoices
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