We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
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The Summit Method: How to Build a Life Plan for Wealth and Success With Aliki Samone
Manage episode 479099666 series 2431232
Content provided by Marc Bautis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marc Bautis 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.
Most people plan for their finances — but what about their relationships, community, and passions? It’s time to take a more holistic approach to your future.
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Aliki Samone, author of Conquer Your Summit: How to Build a Five-Year Plan & Live Your Best Life and The Summit Method: A 3-Step Strategy for Success in Self, Wealth, and Community. Aliki shares her transformative “Summit Method,” which guides individuals in creating a values-based five-year plan that goes far beyond financial goals — touching on relationships, community, and personal growth.
In this episode, you will learn:
- How to apply goal-setting strategies to both tangible and intangible life objectives.
- Why community and relationship goals deserve a place in your long-term planning — and how to structure them.
- The importance of visualization, data tracking, and regular check-ins to stay aligned with your plan.
- What to do when you hit a setback or lose momentum — and how to bounce back with clarity and purpose.
- And more!
Whether you’re in a transitional phase or simply seeking more intentionality in life, this episode is packed with practical tools to help you map out and live your vision.
Resources:
Episode Transcript & Blog | www.conqueryoursummit.com | Conquer Your Summit: How to Build a Five-Year Plan & Live Your Best Life | The Summit Method: A 3-Step Strategy for Success in Self, Wealth, and Community | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
242 episodes
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Manage episode 479099666 series 2431232
Content provided by Marc Bautis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marc Bautis 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.
Most people plan for their finances — but what about their relationships, community, and passions? It’s time to take a more holistic approach to your future.
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Aliki Samone, author of Conquer Your Summit: How to Build a Five-Year Plan & Live Your Best Life and The Summit Method: A 3-Step Strategy for Success in Self, Wealth, and Community. Aliki shares her transformative “Summit Method,” which guides individuals in creating a values-based five-year plan that goes far beyond financial goals — touching on relationships, community, and personal growth.
In this episode, you will learn:
- How to apply goal-setting strategies to both tangible and intangible life objectives.
- Why community and relationship goals deserve a place in your long-term planning — and how to structure them.
- The importance of visualization, data tracking, and regular check-ins to stay aligned with your plan.
- What to do when you hit a setback or lose momentum — and how to bounce back with clarity and purpose.
- And more!
Whether you’re in a transitional phase or simply seeking more intentionality in life, this episode is packed with practical tools to help you map out and live your vision.
Resources:
Episode Transcript & Blog | www.conqueryoursummit.com | Conquer Your Summit: How to Build a Five-Year Plan & Live Your Best Life | The Summit Method: A 3-Step Strategy for Success in Self, Wealth, and Community | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
242 episodes
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Similar to The Agent of Wealth
We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
10k279
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…
continue reading
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…
continue reading
Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether they’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. That’s where HerMoney comes in. In her frank, often funny, but always compassionate way, Jean Chatzky takes every audience of women through the steps they need to take today to live comfortably (and worry-free) tomorrow, offering the latest research, expert tips and personal advice. Want more money ...
…
continue reading
Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 3,000 journalists and analysts.
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continue reading
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…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
Breaking news on the environment, climate change, pollution, and endangered species. Also featuring Climate Connections, a special series on climate change co-produced by NPR and National Geographic.
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continue reading
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