Don’t Look in the Rearview Mirror!
An Interview with Rob Auclair, CFP®
Episode 135
Today’s podcast episode is the second in the Breaking Money Silence® with Your Younger Self series. I interviewed Robert Auclair, CFP® about his passion for financial education, his financial struggles at the beginning of his career, and what advice he would give his younger self about money.
Rob founded Balanced Wealth Management (BWM) in 2015 and he serves as principal/managing partner. BWM integrates investment planning, financial planning, and technology with the psychology of motivating people to help clients reach their life and financial goals. Rob currently hosts Successful Living, a television show that airs on Fox in Providence, RI. Read more.
Here are 5 things you will learn by listening to this episode:
- Why financial professionals struggle with money too!
- The role of curiosity in living a financially balanced life
- Why you need to stop looking out the rearview mirror
- How to face your money fears and visualize your future
- Ways to help kids avoid repeating their parents’ money mistakes
Want to connect with Rob? Here’s how:
- Balanced Wealth website
- Successful Living TV show
- Social: Facebook, LinkedIn, Twitter
Check out the financial app Rob uses with his kids:
Special offer: A complimentary education session to get your financial questions answered. Click here to schedule.
A special thank you to our episode sponsor, Plan Well. Be Well.
Plan well. Be Well is a place that connects your financial well-being to your personal well-being. It’s a place to inspire and learn. To define aspirations. To begin articulating what well-being looks like for you. And a place to provide the financial tools needed to achieve your financial goals and live your intended life. Because when you plan well, you can be well. Now and in the future. For more information, visit PlanWellBeWell.com
Apply for the Master Class on Negotiating: Join me for this small group coaching experience and learn how to remove psychological roadblocks to earning your true worth. A new group starts January 2022. Space is limited so register today. Click here to register.
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