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February 28, 2024 49 mins

Learning about finances isn't just about managing budgets; it's about finding a meaningful life. By understanding money rules and matching them with your values, you can build a life full of purpose and satisfaction. Money is not the goal but a way to live a life that fits who you are.

In this episode, Tim and Paul and their guest, Damion Lupo, the CEO of FrameTec, discuss the importance of financial education and finding purpose beyond wealth accumulation. They suggest taking responsibility for one's financial future, narrowing focus for success, and fostering a supportive community.
The discussion covers topics such as debt versus savings, formal education versus self-learning, and crafting a fulfilling life beyond the confines of a traditional 9-5 workday.

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WHAT TO LISTEN FOR
2:41 Real Estate Investment
7:27 Financial Education
17:03 EQRP Plan
33:23 FrameTec Company

RESOURCES/LINKS MENTIONED
Rich Dad Poor Dad by Robert Kiyosaki
The ONE Thing by Gary Keller
FrameTec

Website: https://www.frametec.com/


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Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

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