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#2 - Marc Smith on the Primacy of Cash Flow and Building Systems to Succeed

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Manage episode 509093542 series 3618989
Content provided by I. M. Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by I. M. Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Zak, Mike, and Marc Smith discuss why all things financial, regardless of life phase, should boil down to cash flow, and how to focus on creating the systems and capacity required to succeed rather than focusing on sheer will and manual execution.

Marc is President of I. M. Financial, leads the personal planning division, and is a two-time recipient of the prestigious Forbes award "Top Financial Security Professional - Best in State" for the State of New York. With about two decades of experience, Marc understands that money is more than numbers. It's about aligning resources with values, vision, and lifestyle goals. His expertise bridges the gap between financial theory and real-life application, making him a trusted advisor for those who want to live well today, while preparing for tomorrow.

7065881.13

---

Find more insights on our blog (updated often): https://www.im-financial.com/blog

Website: https://www.im-financial.com/

Email: [email protected]

Call Our Office: 914-603-8325

  continue reading

2 episodes

Artwork
iconShare
 
Manage episode 509093542 series 3618989
Content provided by I. M. Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by I. M. Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Zak, Mike, and Marc Smith discuss why all things financial, regardless of life phase, should boil down to cash flow, and how to focus on creating the systems and capacity required to succeed rather than focusing on sheer will and manual execution.

Marc is President of I. M. Financial, leads the personal planning division, and is a two-time recipient of the prestigious Forbes award "Top Financial Security Professional - Best in State" for the State of New York. With about two decades of experience, Marc understands that money is more than numbers. It's about aligning resources with values, vision, and lifestyle goals. His expertise bridges the gap between financial theory and real-life application, making him a trusted advisor for those who want to live well today, while preparing for tomorrow.

7065881.13

---

Find more insights on our blog (updated often): https://www.im-financial.com/blog

Website: https://www.im-financial.com/

Email: [email protected]

Call Our Office: 914-603-8325

  continue reading

2 episodes

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