IM Wealth
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser.
09/12/2023
Meaningful Journeys. Meaningful People. Congrats Dr. Mike Parker & Dr. Grateful to be a part of the celebration!
08/22/2023
Are you on track to retire on purpose? Join us tonight for our free financial wellness masterclass webinar to find out!
You will learn:
* Have you been thinking about retirement wrong? And does it really matter?
*What you should NEVER do when preparing for retirement.
*5 ways to live NOW and later without sacrificing one for the other.
Welcome! You are invited to join a meeting: Retire On Purpose - How to Retire Successfully On YOUR Terms Without Sacrificing Your Lifestyle [LIVE BROADCAST]. After registering, you will receive a confirmation email about joining the meeting. Hello, super achiever! James from IM Wealth here. We're IM Wealth — A community that empowers physicians and affluent families to take control of their money and live meaningful lives. Join Financial Planners Jeff McPherson, CFP, and myself from IM Wealth and Guest Speaker Doug Giblett Regional Vi...
07/20/2023
Gut check Thursday.
A little wisdom from the great philosopher Will Smith
Have you been making life & money decisions to keep up with the “insta-Jones’s” of the world?
Are you letting society “should” all over you. Ya know the endless lists of things you “should” be doing to conform to society.. don’t get should on, it’s not a good look 💩
Or have you been making money and life decisions that’s in alignment with your values, vision, & moral compass?
Do you have clearly defined core values? Do you have a clear vision of your meaningful life with action steps to get there? Do you trust your moral compass?
Ask yourself this question: would the 80 year old version of me say I lived each day in alignment with my core values in life? Or would they smack you upside the head & say I regret not learning this lesson sooner.
Those who do the hard things live an easy life, those who do the easy things live a hard life.
Your meaningful journey begins & ends with you.
Our community of meaningful people choose the hard things & critical self reflection to succeed. What will it be for you?
07/17/2023
5 Mistakes Physicians Make With Their First Million Dollars Attention women physicians who can't find the time. These 5 Common Pitfalls Make It Virtually Impossible For Women Physicians To Reduce Burnout.
07/12/2023
Anyone else feeling like this summer is feeling as busy if not busier than pre 2020 life?
Let me ask you this, when was the last time you took yourself on a date? Myself on a date? How could I ever I’d disappoint so many people… exactly why it’s more important than ever for you to take you on a date & refresh your soul!
Filling your cup is the best possible way to show up your best for others. Don’t forget in the midst of the summer craziness to take time out for yourself.
So go on a little date with you.
An artist date as internationally best selling author Julia Cameron calls it in her book ”the artists way.”
These have been the most energizing / refreshing part of my week and I typically do them on Tuesday nights!
My challenge for you: Make a list of what brings you the most joy in life and or things you used to do in your past life or childhood self that you’ve forgotten about, that give you that nostalgic bliss feeling..
okay go grab a pen and paper or your notes app if your like me & jot a few down.
Got em?
Now pick one, put it on your calendar, and go do it!! Once a week for an hour or two. You have 168 hours to pick from, at the very least you can give yourself two…
My personal favorites, going & getting lost in the woods or by the water. What are some things you thought of or wrote while reading this? Let me know, I’m always looking for inspiration!
Cheers to the best version of you showing up for those you love most.
07/11/2023
Join us tonight at 5:30 for a live masterclass webinar to learn the 6 Key Money Habits of Physicians and Affluent Families Winning Now.
Welcome! You are invited to join a meeting: 6 Key Money Habits of Physicians & Affluent Families Winning Now [LIVE MASTERCLASS]. After registering, you will receive a confirmation email about joining the meeting. Hello to you, James Nutter from IM Wealth here. Join Financial Planners Jeff McPherson, CFP, and myself from IM Wealth for our Exclusive 60-Minute Invite Only Masterclass for Physicians and Affluent Families. You will learn the 6 Key Behaviors To Build Wealth During A Recession Without Making Costly...
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