Moxie Wealth Management

06/29/2023

We’re proud to announce that our Co-Founder and President, Joe Burgess, was recently announced as a one of AdvisorHub’s 200 Fast Growing Advisors to Watch! This nomination is very much reflective of his dedication to his clients and the growth that our firm has experienced under his leadership.

From all of us at Moxie, we want to offer warm congratulations to Joe on his exciting achievement! To learn more about his nomination, view the press release that our affiliate firm, North Star Resource Group, recently published announcing this news: https://bit.ly/4348yta.

All Press Releases Growing his team, his services and his clients: Joe Burgess becomes a fastest growing financial advisor in the nation June 27, 2023 MINNEAPOLIS — June 27, 2023 — Joe Burgess, CFP®, CAP®, AIF®, co-founder and president of Moxie Wealth Management, was announced today as one o...

03/13/2023

Joe, our Founding Partner, had a lot of fun doing the Brian Oake Podcast again last week! Many of you know Brian from Cities97. He has a local podcast that focuses on music, culture and community.

Joe was tasked with bringing three songs that had an influence on him. He and Brian cover that, tips for Boundary Waters camping, and a little about our firm, Moxie Wealth Management.

Below is a link to the episode.

https://podcasts.apple.com/us/podcast/ep-301-joe-burgess-moxie-wealth-management/id1487753242?i=1000603508784

02/28/2023

⏱⏳Only 9 MORE WEEKS until we kickoff , and we're so excited to spotlight our next amazing breakout session speaker and LinkedIn strategy expert…

🔦🌟 Kristin Brandli Printon (Co-Founder & Vice President, Moxie Wealth Management)!

✅Session Track: Practice Management & Marketing
✅Session Topic: Capitalize on LinkedIn: Create Content and Make the Algorithm Work for You!

Kristin Brandli Printon, WMCP®, AIF® is the Co-Founder & Vice President of Moxie Wealth Management and, over the last 12 years, has developed a national financial planning practice. Since 2020, she has quickly become the “LinkedIn go-to” for advisors within her own firm, as well as her parent company and broker-dealer, speaking to multiple advisor groups around the country.

In this session, Kristin Printon will walk you through the world of LinkedIn. You’ll learn more about defining your sub-niche, writing personalized content for your audience, creating a content strategy that works for you and your business, and expand your knowledge of LinkedIn’s algorithm to better identify what you can do in order to make the most of your results, including increasing your engagement, follower count, and new clients or recruits! 🔥🔥

🎤Learn more about Kristin and all of our dynamic speakers: https://www.lamp2023.org/page/2394419/2023-speakers.

💯Register for LAMP 2023: https://www.lamp2023.org/page/2324163/register

🏛 Book your hotel room at Caesars Palace using our special reservation link: https://book.passkey.com/gt/218556683?gtid=43f1494a318117493404cd4cd675e535

Bonnie Godsman Gama Philippines Gama Global Philippines GAMA THAILAND GAMA Vietnam GAMA Global-Bahamas GAMA Global Hellas GAMA HK Gama Latam ASPRO GAMA México GAMA International Canada

02/17/2022

From securing your retirement income, to charitable strategies, to college funding-- there are a lot of aspects to be accounted for when it comes to your finances. Getting all of these things in order can be daunting. However, ensuring that all of these facets of life are taken care of allows for a certain amount of freedom that is invaluable for our stress-levels and general wellbeing. Allow us to help. Contact us now at

If you’re searching for the right local financial planners or wealth advisors for your unique situation, trust Moxie Wealth to help.

02/16/2022

Entertaining this winter season?

Wow your guests with a perfectly paired charcuterie board and wine. Here's our suggestion: prepare a board of fresh goat’s milk chevre, an artisan brie, pear, honey, crackers, and fresh in-season vegetables with a high-quality sparkling Sauvignon Blanc. Your guests will be enthralled by how the citrus and mineral notes of the wine interact with the earthy and creamy elements of the board.

02/15/2022

Many of us were not taught the intricacies of finances as a child, or were not guided in the pursuit of financial success. So, it is only natural that we want better for our children, and want to be the ones to teach them the importance of money, and how to respect it and accumulate it.

The issue? Many older and adult children are not interested in learning about these things, so it may be difficult to hold an engaging conversation with them. Our biggest tip is to start big-picture. Host an informal discussion with your child about the high-level concepts you would like to convey with them about wealth. Explain how it was accumulated in your experience, how you envision it being distributed to future generations to follow, and any other guiding wisdom you may have. Then, schedule follow-up discussions, encourage your children to come with questions, and connect them with your trusted financial advisor.

02/14/2022

The new American Dream is to be afforded the flexibility to live our lives as we please.

This is a dream to live wholly and completely, free from the stress of financial loose ends and other technicalities of life. How can we turn this dream into a reality? Comprehensive financial planning that accounts for the smallest of details. Don't let anything slip through the cracks-- be sure you have an expert on your side that can help guide you to your goals.

02/11/2022

Dare to be bold and intelligent-- and watch your fortune only increase.

02/10/2022

Leave a legacy for your family, so that they may enjoy the generational wealth that you may have not been afforded. Doing better for generations to follow is so incredibly rewarding. We can help-- start a conversation with us today.

*Financial Professionals do not provide tax or legal advice and this should not be considered as such. Please consult a tax or legal professional for advice regarding your specific situation.

02/09/2022

Have you listened to our podcast The Ascent yet? If you're in need of a little motivation, look no further. We interview successful people from all walks of life to hopefully inspire you to do the best for yourself while living your life to the fullest. Listen now at:

Joe Burgess's goal with The Ascent Podcast is to inspire and motivate people to go after their dreams like the leaders of top companies.

02/08/2022

It can be very difficult to make important decisions related to finances due to the emotional load attached to these decisions. And, often, the strongest “financial” course of action feels counter-intuitive to the strongest “emotional” course of action. That's where we come in. Our team of experts is ready and capable to help you merge logic and emotions, so that you can better make decisions that will benefit you and your family in the long run.

02/07/2022

Pursuing your own dreams requires passion, perserverance, and steadfast dedication. Are you willing to step up to the plate?