The #1 Personal Finance and Investing Podcast in Hawaii!
March 5, 2023

169. The Right Mindset to Achieve Financial Freedom with Alex Cabot and Ed Lambert

169. The Right Mindset to Achieve Financial Freedom with Alex Cabot and Ed Lambert

Join Mike Cavaggioni with Alex Cabot and Ed Lambert on the 169th episode of the Average Joe Finances Podcast. Alex and Ed share how to avoid common financial pitfalls and have the right mindset to make smart financial decisions.

In this episode, you’ll learn:

  • How to create the right mindset to achieve financial freedom.
  • The capital markets in the first six months of 2022 and what lies ahead.
  • Why the "no debt" approach isn't optimal for every investor.
  • And so much more!

About Alex and Ed:

Alex and Ed were recognized in the 2021 Forbes Best-In-State Wealth Advisors list, and they're also the Co-Founders and Managing Partners of Birch Run Financial, a financial advisory managing $350M+ in clients' assets.

Alex and Ed are the authors of Mastering the Money Mind: A New Way of Thinking About Personal Finance, a book that offers advice investors of all ages can use to make smarter financial decisions.

They have 35+ years of combined experience guiding people on how to avoid common financial pitfalls like adopting a groupthink approach or investing with emotion as well as providing insightful perspectives designed to weather stock market volatility and navigate inflation.

 

Find Alex and Ed on:

Website: https://www.birchrunfinancial.com/

Alex:

Forbes: https://www.forbes.com/profile/alex-cabot/

LinkedIn: https://www.linkedin.com/in/alexander-cabot-b5a359b/

 

Ed:

Forbes: https://www.forbes.com/profile/ed-lambert/

LinkedIn: https://www.linkedin.com/in/ed-lambert-a03b9520/

 

Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://themikecav.com

 

REWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save on tickets. https://averagejoefinances.com/rewbcon

 

Important Tools and Resources that I Use

Financial Resources: www.averagejoefinances.com/resources

CRM Tool: www.averagejoefinances.com/crm

 

Pay Off Your Mortgage in 5-7 Years:

www.theshredmethod.com/averagejoefinances

https://bit.ly/replaceyourmortgage

 

Find a REALTOR® in any state: www.averagejoefinances.com/realtor

 

Make Real Estate Investing Easier with DealMachine:

www.averagejoefinances.com/dealmachine

 

Podcast Hosting: www.averagejoefinances.com/buzzsprout

 

Podcast Editing Services: www.editpods.com

 

*DISCLAIMER* www.averagejoefinances.com/disclaimer

 

See our full episode transcripts here: www.averagejoefinancespod.com/episodes

Support the show