27 - The Investment Decision Filter: A Game-Changer for Your Financial Journey with Legacy Investment Planning's Sten Morgan

The Leader's Edge

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17d ago 39:49

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In this episode of The Leader's Edge: Authentic Conversations with Champions of Industry, HR Huntsman talks to the President of Legacy Investment Planning, Sten Morgan. Sten delves into financial planning, personal growth, and the lessons he has learned throughout his career.

He introduces the "investment decision filter," which evaluates investments based on risk, performance, taxes, fees, and time. Sten stresses the importance of understanding one's limitations and embracing life's unpredictability. Sten also emphasizes the importance of connecting with one's future self, overcoming resistance to change, and investing in personal development for achieving long-term success.

Learn more about Sten's work HERE.

Connect with Sten on LinkedIn HERE.

Think you'd be a great guest on the show? Apply HERE.

28 episodes