David Spellman is the RIA and Director for Money Concepts Capital Corp. He has a committed and benevolent interest in others and has all the appropriate licenses to help clients with financial planning in their personal lives as well as their business endeavors. As a fiduciary, he is responsible for the advice he gives both professionally and personally. He says his goal is to help every person he meets with save taxes, protect assets, and build wealth. He says that before you can really achieve financial freedom and create a legacy, you have to learn how to budget, invest, and protect your assets. He emphasizes the importance of being strategic when building wealth, noting that not everyone has the same opportunities or access to wealth-building tools as those who do not have wealth.
[00:00 - 06:04] Opening Segment
[06:05 - 12:47] Setting Goals And Protecting Your Assets
[12:48 - 34:24] Building Wealth Through Financial Literacy
[34:24 - 38:02] Closing Segment
"If there's extra money, discretionary money, we want to find a way to get that to grow, on a compound level.” - David Spellman
"You want to think about the abundance that we have everywhere." - David Spellman
" I want to have enough to replace that income mortgage if you have any mortgages on the docket. You won't have enough to cover that." - David Spellman
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