#81 - The 6 Rules of Wealth w/ Patrick Cummings & Jon Gilson

#81 - The 6 Rules of Wealth w/ Patrick Cummings & Jon Gilson

Author: Justin Green, CFP® April 26, 2023 Duration: 55:11

Patrick Cummings and Jon Gilson, the founders of Optimal Agency, discuss the intersection of wealth, health, and time.

They assert that agency is all about personal autonomy, and optimal agency empowers individuals to take control of their lives in these three domains.

The duo outlines six essential rules for building wealth, which include separating time from income, maximizing earnings, living below your means, investing in passive income and appreciating assets, leveraging compounding interest, and having a sound asset allocation strategy.

Additionally, they introduce the HWT score, a free questionnaire that evaluates an individual's health, wealth, and time scores. This tool provides users with valuable insights into their strengths and weaknesses in these areas, along with actionable strategies to improve them. Don't miss out on this opportunity to gain greater control over your life!

Check out Optimal Agency today!

Take the HWT Questionnaire

Ep. 32 w/ Ed Coambs - Money Scripts


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Justin Green, a CERTIFIED FINANCIAL PLANNER™, noticed a gap between the physical wellness online coaches promote and the financial health of their own businesses. That’s the space where Dollars and Dumbbells-Profit and Wealth Tips for Online Health and Fitness Coaches lives. This isn't just generic business advice; it's a focused conversation for creators in the health and fitness space who are ready to move from passion project to sustainable wealth. Justin, drawing from his work at Assist Financial Planning, digs into the specific money decisions coaches face. You’ll hear practical discussions on managing irregular cash flow, structuring your business finances efficiently, and making sense of investing so your profits work for the long term. The podcast unpacks often-overlooked areas like tax strategy, appropriate insurance, and even estate planning, because building a legacy is part of the goal. Through interviews and solo episodes, the content is designed to translate complex financial concepts into actionable steps. Tune in for a straightforward resource that addresses the unique intersection of personal training and personal finance, helping you build a resilient business that supports the life you want.
Author: Language: English Episodes: 100

Dollars and Dumbbells - Profit and Wealth Tips for Online Health and Fitness Coaches
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