• Client Spotlight: When the Worst Happens to a Parent with James Miles

  • Jul 3 2024
  • Length: 56 mins
  • Podcast

Client Spotlight: When the Worst Happens to a Parent with James Miles

  • Summary

  • What's the worst thing that can happen to a parent? To lose their child.

    During this time it's important to be financially strong, especially when other children are mourning along with the parents.

    You might learn some useful money lessons from this experience.

    We hope you never lose a child. Here's your chance to hear James' story and learn through his experience.

    James shares his life and financial journey, from how he grew up, his first investments, and his current memory care real estate endeavors. He talks about his career history, financial setbacks, and strategies for teaching his children financial literacy. James also talks about his faith and how it helped him during tough times. His story shows why taking smart risks, learning from your experiences, and giving your kids a good money foundation are important.

    As James says, "Don't stick your head in the sand." and "Get started with your kids early."

    00:00 Introduction and Welcome

    00:19 James' Personal and Financial Background

    02:39 Early Investment Experiences and Lessons

    03:48 Questioning Traditional Financial Wisdom

    06:05 Transition to Real Estate and Entrepreneurship

    10:37 Discovering Wealth Wisdom

    19:13 Implementing Financial Strategies for Family

    19:46 The Importance of Financial Education for Children

    23:32 The Value of Life Insurance Policies

    32:05 Reflections on Financial Planning and Advice

    43:39 Conclusion and Final Thoughts

    Watch this episode on YouTube here: https://youtu.be/YQUtHS8d92I

    Show more Show less
activate_WEBCRO358_DT_T2

What listeners say about Client Spotlight: When the Worst Happens to a Parent with James Miles

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.