Galici Financial

07/16/2024

Figure THESE two things out before buying an investment 📈

Once you’ve answered the two questions in the video, it makes choosing investments MUCH simpler. Let’s take a look at two examples. What is the purpose of yo...

06/27/2024

Are you in the top 1% of income earners in the world?

This data from Vox.com shows how fortunate many of us are. Even if you’re not exactly where you want to be, what is one thing that you’re grateful for? Share...

03/20/2024

I've previously shared how you can determine when you can retire (or become "work optional" as I like to call it).

But today, I wanted to show you. Here's a conversation I had with one of the best advisors in the industry, Scott Frank.

We'll review Ron and Diane Swanson's financial health scorecard and talk through how they'll be able to retire.

I'd love to hear your thoughts in the comments. 👇

Brandon Galici of Galici Financial and Scott Frank of Stone Steps Financial talk about a client and how to know if they are ready for retirement using the El...

05/26/2023

Are you planning to make a big purchase soon? 💰

Check out my latest blog post to uncover 3 important questions you should be asking yourself. 💭

If you want more guidance, simply send me a DM and I can help you out 📲

05/18/2023

Did you know that spending money at restaurants can POSITIVELY impact your financial and overall well-being? 🤔🤯

Check out my latest blog, “Embrace the Value of Spending Money at Restaurants: Breaking Free from Financial Guilt.” 💸

05/12/2023

Did you know that despite having financial plans, many households still experience stress about money? According to research, 72% of Americans reported feeling stressed about finances recently. 🤯

So, where's the disconnect?

In my latest blog post, I write about this issue and offer a powerful solution: understanding your next actionable step with your money. By sharing compelling client stories and a practical framework, I demonstrate how taking that next step can reduce financial anxiety.

Curious to learn more? Dive into my blog post for an in-depth exploration of how identifying your next step with money is key to reducing financial anxiety. Gain insights, actionable tips, and inspiring client stories that will empower you to take control of your finances.

🔗 in comments 👇

05/11/2023

Thank you Ashley for the thoughtful words and vote of confidence! I’m so glad you’ve already experienced grace and peace in the financial assessment process. 😁

Looking at our money can be intimidating, but it’s worth it to feel more in control over our finances. 💪📱

If you want to experience it for yourself, go to https://www.galicifinancial.com/free-financial-assessment

05/09/2023

Had fun speaking again at Letip Mission Viejo last week!

I shared:

👉 The meaning behind my slogan, Maximize Life Today. Plan for Tomorrow.®

👉 The clients I serve - HENRYs (High Earners, Not Rich Yet) & Entrepreneurs

👉 My process for working with them (Asking questions, ongoing monitoring, etc.)

Looking forward to hearing Kevin McAdam speak about cybersecurity this week!

05/06/2023

“How do I get better investment returns?”

This isn’t the question that we should be asking. Read this short article (less than a 2-minute read) to learn what you should be focused on instead. 👇

https://www.galicifinancial.com/blog?p=savings-rate-investment-return

05/04/2023

Don't fall for misleading money advice on TikTok! If it sounds good to be true, then it probably is (like writing off your chihuahua as a “guard dog” for your business). 🤷🏻‍♂️🦮🙅

If you want personalized answers to your money questions, go to https://www.galicifinancial.com/free-financial-assessment to get started.

05/03/2023

After over a year-long process, I'm thrilled to announce that my slogan, “Maximize Life Today. Plan for Tomorrow” is now a registered trademark! 🎉😁

This concept is so important to me because, in a world where some money gurus tell you to sacrifice everything to save as much as you can, the truth is that you're never guaranteed tomorrow.

Instead, it's essential to live a fulfilled life both now and in the future. I encourage you to make the most of each day while still being smart about your financial decisions. 💸

Maximize Life Today. Plan for Tomorrow.®