#25 - Garrett Konrad - Are You Losing Money Without Even Realizing It?

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  • เผยแพร่เมื่อ 5 ก.พ. 2025
  • What’s the biggest mistake people make with money-and how can you avoid it? In this episode, Garret Konrad, partner at Auburn-based wealth management firm Integrated Financial Concepts (IFC), shares his insights. From budgeting and investing to adapting to new technologies, Garret breaks down the strategies families and businesses use to secure their financial futures.
    Through mentorship and strong client relationships, IFC has become a trusted partner for clients in Auburn and beyond. Whether you’re navigating complex financial decisions or just starting out, this episode delivers actionable advice to help you make smarter money moves.
    02:06 Introduction
    05:50 The Journey of Entrepreneurship and Family Business
    12:28 Why Money Management is Taboo and How to Change It
    17:30 The Power of Time in Building Wealth
    25:37 Understanding Market Volatility and Investment Psychology
    36:15 Optimizing Portfolios with Holistic Strategies
    45:15 Bitcoin, Blockchain, and the Role of Technology in Finance
    49:22 Community Engagement and Local Contributions in Auburn
    56:26 The Importance of Mentorship and Learning from Books
    01:02:21 Future Trends in Wealth Management for 2025
    IFC: tinyurl.com/4f...
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