12/18/2023 12:40pm

Blending Finance and Purpose: Josh St. Laurent's Holistic Approach to Wealth and Well-Being

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In this episode, I sit with Josh St. Laurent, a seasoned real estate investor, financial life planner, and educator. Josh shares his unique backstory of humble beginnings and his...

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In this episode

In this episode, I sit with Josh St. Laurent, a seasoned real estate investor, financial life planner, and educator. Josh shares his unique backstory of humble beginnings and his evolution into successful entrepreneurship, offering valuable insights into his unique business model and approach to personal finance. Josh explains his commitment to providing transparent, high-level financial planning, including his plans to build a cross-disciplinary advisory environment for his clients. This episode also deals with the idea of finding 'enough', the importance of protective time for families, and how to navigate the challenges of entrepreneurship.

You can reach out to Marc on LinkedIn at https://www.linkedin.com/in/joshstlaurent/ or on his YouTube channel at https://www.youtube.com/@UC7Quw5B55KaERd-9z4u4iAA
Chapters-

00:00 Introduction and Welcome
00:25 Guest Introduction: Josh St. Laurent
00:35 Josh's Journey and Business Model
01:03 The Wealth in Yourself Business
02:35 Josh's Approach to Financial Advising
04:57 The Importance of Trust in Financial Advising
05:46 The Concept of Financial Life Planning
06:20 The Role of Goals in Financial Planning
06:58 Creating a Board of Advisors
10:00 The Value of Holistic Financial Planning
11:46 Target Audience for Wealth in Yourself
13:40 The Importance of Understanding Your Financial Goals
17:06 Josh's Personal Journey and Relationship with Money
21:15 Starting the Real Estate Journey
22:20 Taking the Leap into Entrepreneurship
22:51 The Struggles and Rewards of Entrepreneurship
23:27 The Decision to Leave a High-Paying Job
25:43 The Challenges of Entrepreneurship
27:14 The Importance of Routine and Systems
29:24 The Journey to Building a Client Base
32:20 The Concept of 'Enough' and Contentment
35:50 Planning for a Family and Adjusting Priorities
40:17 Final Thoughts and Contact Information

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Feel free to reach out to me at any of the following:
Email: aaron@aaronameen.com
Twitter:

/ aaronameen
Instagram:

/ thehybridrealestatepro
LinkedIn:

/ aaron-ameen
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I write about the bridge of career, family & finances (specifically real estate investing).
Have a fantastic day!

-Aaron Ameen
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