Navigating Life's Transitions: Connecting Your Means to Your Meaning
What is true wealth? Contrary to popular belief, it's not about amassing a great fortune. Instead, true wealth comes from deeply understanding your life's purpose and ensuring that your financial decisions and short- and long-term planning support it. Financial industry pioneers Josh Kadish and Nicole Mayer of RPG - Life Transition Specialists® help clients develop a thorough understanding of their financial picture and priorities. Now, with expert insight, empathy, and understanding, Kadish and Mayer help readers navigate these choices, giving them the confidence to take charge of their future. In Navigating Life's Transitions: Connecting Your Means to Your Meaning, Kadish and Mayer provide a story-based, insider's view of what to know, what to consider, what to ask, and what steps to take to uncover your own life's purpose—and create the financial foundation to enjoy it.
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Navigating Life's Transitions: Connecting Your Means to Your Meaning
What is true wealth? Contrary to popular belief, it's not about amassing a great fortune. Instead, true wealth comes from deeply understanding your life's purpose and ensuring that your financial decisions and short- and long-term planning support it. Financial industry pioneers Josh Kadish and Nicole Mayer of RPG - Life Transition Specialists® help clients develop a thorough understanding of their financial picture and priorities. Now, with expert insight, empathy, and understanding, Kadish and Mayer help readers navigate these choices, giving them the confidence to take charge of their future. In Navigating Life's Transitions: Connecting Your Means to Your Meaning, Kadish and Mayer provide a story-based, insider's view of what to know, what to consider, what to ask, and what steps to take to uncover your own life's purpose—and create the financial foundation to enjoy it.
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Navigating Life's Transitions: Connecting Your Means to Your Meaning

Navigating Life's Transitions: Connecting Your Means to Your Meaning

Navigating Life's Transitions: Connecting Your Means to Your Meaning

Navigating Life's Transitions: Connecting Your Means to Your Meaning

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Overview

What is true wealth? Contrary to popular belief, it's not about amassing a great fortune. Instead, true wealth comes from deeply understanding your life's purpose and ensuring that your financial decisions and short- and long-term planning support it. Financial industry pioneers Josh Kadish and Nicole Mayer of RPG - Life Transition Specialists® help clients develop a thorough understanding of their financial picture and priorities. Now, with expert insight, empathy, and understanding, Kadish and Mayer help readers navigate these choices, giving them the confidence to take charge of their future. In Navigating Life's Transitions: Connecting Your Means to Your Meaning, Kadish and Mayer provide a story-based, insider's view of what to know, what to consider, what to ask, and what steps to take to uncover your own life's purpose—and create the financial foundation to enjoy it.

Product Details

BN ID: 2940150481299
Publisher: RTC Publishing
Publication date: 08/21/2014
Sold by: Barnes & Noble
Format: eBook
Pages: 162
File size: 742 KB

About the Author

About Josh Kadish, AIF, RFC
Josh began his financial services career in 1994 and soon realized that the financial services industry was trying to deliver a one-size-fits-all solution to people with vastly different circumstances. He began to tailor solutions to individuals in a life transition (between jobs, retirement, sale of a business, divorce, loss of a loved one, caring for aging relatives, professional athlete careers, etc.). Now, Josh works with highly successful individuals and executives who are at a turning point in their lives and want to successfully navigate through their immediate transition and beyond.

With his partners at RPG, Josh developed the LifePrint Advantage™, an educational approach for wealth management and financial life mapping. By bridging the gap between education and planning, the LifePrint Advantage gives clients newfound confidence in both their life and financial decisions.

Josh graduated from the University of Wisconsin-Madison with a double major in international relations and political science with an emphasis in economics.
He is an Accredited Investment Fiduciary (AIF), Registered Financial Consultant (RFC), and a member of the Financial Planning Association (FPA). Josh has been featured for his financial knowledge in The Wall Street Journal, Money magazine, Consumer Reports, Kiplinger's Personal Finance, Crain's Chicago Business, and more.



About Nicole Mayer, AIF, CDFA
Nicole Mayer has always had a desire to educate others. With her passion for education and finance, she realized the financial services model in the United States was broken. She takes a holistic approach when advising clients facing life transitions; cultivating relationships by identifying their individual goals and concerns and educating them based on their unique situations.
With an unyielding commitment to guiding clients by clarifying and prioritizing their objectives, Nicole provides high quality, personalized independent advice, helping clients go beyond their finances to find their True Wealth and life purpose, and then to navigate that journey.

A graduate of DePaul University with a degree in finance and marketing, an Accredited Investment Fiduciary (AIF), and a Certified Divorce Financial Analyst (CDFA), Nicole has been recognized nationally for her knowledge and commitment and has been featured on Fox Business Network, WGN 9 News, Home and Family Finance radio, and InfoTrak rad
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