Financial Smart Takes

From Dreams To Goals

In this Podcast, Keith Donnell discusses the art and discipline of setting and achieving SMART financial goals. SMART goals are more than just a cliché. They are the most important ingredient in making your dreams a reality. Listen in as Keith Donnell unlocks the secrets of getting the things you really want.

The Estate Planning Gateway

The Estate Planning Gateway: Listen in as Keith Donnell discusses one of the most important financial topics of our lifetimes, the Estate Planning Gateway. What is the Estate Planning Gateway? What tools do you need to avoid the common pitfalls of not being prepared for the end of life situations that affects us all? Get the information you need to make smart decisions.

Mastering Your Cash Flow to Build Wealth

Mastering Your Cash Flow is the most important ingredient in building wealth over time. Listen in as Keith Donnell shares his insights into the process of effectively managing your cash flow to achieve your financial goals and objectives. Resources: http://www.modernwealthconcepts.com/ mailto:keith.donnell@modernwealthconcepts.com Call Keith at 215-782-1877

Retirement in America

5 Keys to Financial Life Empowerment

In our first episode, Keith Donnell of Modern Wealth Concepts explains the 5 Keys to Financial Life Empowerment.  They are: Develop clear and deeply ingrained priorities to guide you in decision making. Spend less than they earn – in order generate excess cash for savings. Avoid credit card debt – avoids the expense of consumption and high interest rates. Own assets that go up in value over time – investment in things that offer equity ownership. They take full advantage of the “corporate wealth building machine” – extra saving and investment opportunities. Resources: http://www.modernwealthconcepts.com/ mailto:keith.donnell@modernwealthconcepts.com Call Keith at 215-782-1877