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Wealth by Design

Danielle G. Nava, CFP® and Dustin R. Granger, CFP®

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Wealth by Design

Wealth by Design

Danielle G. Nava, CFP® and Dustin R. Granger, CFP®

1
Followers
0
Plays
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About Us

*Formally known at Worth It Podcast*Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique challenges and opportunities presented by self-employment and entrepreneurship. Each episode is designed to show you how to feel secure, wealthy, and in control of your money + biz. Ready to get started? Tune in. You can also take the first step in designing a life on your terms with our FREE guide, Wealth by Design: Your Blueprint to Real Wealth + Security: toujoursplanning.com/blueprint. Dustin R. Granger, CEO & CFP ®️Danielle Granger Nava, VP & CFP ®️ For a list of states in which the LPL Financial Registered Representatives associated with this site are registered to do business, please visit www.toujoursplanning.com. Securities offered through LPL Financial. Member FINRA/SIPC (www.finra.org | www.sipc.org). Investment advice offered through GWM Advisors, a registered investment advisor. GWM Advisors and Toujours Planning are separate entities from LPL Financial.

Latest Episodes

104: How the Laws of Human Nature Relate to Investing

Episode 104 is all about human nature and how it can work against us when it comes to investing. Fear of the unknown and fear of failure can hold us back. And greed can lead us down some bad paths and entice us to make poor decisions that we’ll pay for later.

26 MIN1 w ago
Comments
104: How the Laws of Human Nature Relate to Investing

103: How to Prioritize Saving for Now, the Future, and In-Between

What’s the most important part of your financial strategy? Creating an emergency fund? Saving and investing? Understanding what money goals you need to set for your priorities? Trick question, it’s kind of all three. In this week’s episode, we’re revisiting an old friend who you may have heard a lot about on this show: the bucket strategy.

28 MIN2 w ago
Comments
103: How to Prioritize Saving for Now, the Future, and In-Between

102: Net Worth is King

We talk about fear a lot on our podcast. Fear is natural and, TBH, necessary. But fear can also make you focus on the wrong thing when it comes to your net worth. Paying down debt rather than building up your assets, to be specific. And that’s what we discuss in this week’s episode: where our fear of the “debt boogeyman” comes from, our three-step strategy on how to overcome it, and what part of your finances you should be focusing on instead.

25 MIN3 w ago
Comments
102: Net Worth is King

101: Robo-advisors: Your New Best Friend or Your Worst Enemy?

The robots have taken over. Just kidding. But, they have taken over a major chunk of the financial industry in the form of robo-advisors. But the truth is, we think robo-advisors are actually pretty useful. Of course, there’s a time and a place to use them, which is exactly what we cover in this episode of Wealth by Design.

24 MIN3 w ago
Comments
101: Robo-advisors: Your New Best Friend or Your Worst Enemy?

100: High Yield Savings vs. Stocks: Who Wins?

There are a lot of misconceptions about investing in the stock market, thanks to fear-mongering in the news, horror stories from family and friends, and a lack of education about the stock market in general. Your fears may also be why high yield savings seems like the better option for your money. In this episode, we talked about the differences between high yield savings and stocks. We know you’re probably a big fan of saving because it’s “safe,” right? Well, we’re about to rock your world.

36 MINJAN 21
Comments
100: High Yield Savings vs. Stocks: Who Wins?

99: Adjusting Your Focus with Taylor Jacobson

Anyone who works remotely full-time or runs their biz from their home office knows: it’s not all sunshine and rainbows. Much of the time, you’re fighting distractions that are pulling you away from your work. Thankfully, Focusmate can help you… well, focus. We talked about productivity and human habit with Focusmate’s creator, Taylor Jacobson, on this week’s episode of Wealth by Design.

33 MINJAN 14
Comments
99: Adjusting Your Focus with Taylor Jacobson

98: Leaving Behind the “Punch Clock” Mindset

The concept of a punch clock — punching in to start a shift and punching out when it ends — is ingrained in many of us, even as business owners who write our own checks and make our own schedules. But it doesn’t have to stay that way! On this episode of Wealth By Design, we talk about how you can start changing your mindset and your life right now.

22 MINJAN 7
Comments
98: Leaving Behind the “Punch Clock” Mindset

97: What You Need to Know So You Can Prepare for 2020

With 2020 just around the corner, now is (hopefully) the time when you’re laying the groundwork for what you’re doing in the New Year. We’re sharing a few things you should be aware of in 2020 in this episode. Our hope is that, by sharing what the New Year might bring, you can build some buffer into your plans and create a really strong strategy that helps you weather anything that comes your way.

27 MIN2019 DEC 10
Comments
97: What You Need to Know So You Can Prepare for 2020

96: Charitable Giving & Making an Impact All Year-Round

The Giving Season is upon us. Between Giving Tuesday, the Salvation Army Santas standing outside your favorite shops, you’ve probably got giving on the brain. On this episode of Worth It, we’ll be talking about donations — including how you can make more impact with something called a “charitable giving policy.”

22 MIN2019 DEC 3
Comments
96: Charitable Giving & Making an Impact All Year-Round

95: Hustle, Prioritize, and Charge Your Worth w/ Alisha Robertson

For biz owners and entrepreneurs, you know it’s about more than just building a business for the money. You want to live the life you want, and use the skills and superpowers that are unique to you. And you want to make a difference, right? Our guest, Alisha Robertson - the creator of “Living Over Existing,” a podcast, a membership community, and a book - understands that, and is reshaping what entrepreneurship looks like.

33 MIN2019 NOV 26
Comments
95: Hustle, Prioritize, and Charge Your Worth w/ Alisha Robertson

Latest Episodes

104: How the Laws of Human Nature Relate to Investing

Episode 104 is all about human nature and how it can work against us when it comes to investing. Fear of the unknown and fear of failure can hold us back. And greed can lead us down some bad paths and entice us to make poor decisions that we’ll pay for later.

26 MIN1 w ago
Comments
104: How the Laws of Human Nature Relate to Investing

103: How to Prioritize Saving for Now, the Future, and In-Between

What’s the most important part of your financial strategy? Creating an emergency fund? Saving and investing? Understanding what money goals you need to set for your priorities? Trick question, it’s kind of all three. In this week’s episode, we’re revisiting an old friend who you may have heard a lot about on this show: the bucket strategy.

28 MIN2 w ago
Comments
103: How to Prioritize Saving for Now, the Future, and In-Between

102: Net Worth is King

We talk about fear a lot on our podcast. Fear is natural and, TBH, necessary. But fear can also make you focus on the wrong thing when it comes to your net worth. Paying down debt rather than building up your assets, to be specific. And that’s what we discuss in this week’s episode: where our fear of the “debt boogeyman” comes from, our three-step strategy on how to overcome it, and what part of your finances you should be focusing on instead.

25 MIN3 w ago
Comments
102: Net Worth is King

101: Robo-advisors: Your New Best Friend or Your Worst Enemy?

The robots have taken over. Just kidding. But, they have taken over a major chunk of the financial industry in the form of robo-advisors. But the truth is, we think robo-advisors are actually pretty useful. Of course, there’s a time and a place to use them, which is exactly what we cover in this episode of Wealth by Design.

24 MIN3 w ago
Comments
101: Robo-advisors: Your New Best Friend or Your Worst Enemy?

100: High Yield Savings vs. Stocks: Who Wins?

There are a lot of misconceptions about investing in the stock market, thanks to fear-mongering in the news, horror stories from family and friends, and a lack of education about the stock market in general. Your fears may also be why high yield savings seems like the better option for your money. In this episode, we talked about the differences between high yield savings and stocks. We know you’re probably a big fan of saving because it’s “safe,” right? Well, we’re about to rock your world.

36 MINJAN 21
Comments
100: High Yield Savings vs. Stocks: Who Wins?

99: Adjusting Your Focus with Taylor Jacobson

Anyone who works remotely full-time or runs their biz from their home office knows: it’s not all sunshine and rainbows. Much of the time, you’re fighting distractions that are pulling you away from your work. Thankfully, Focusmate can help you… well, focus. We talked about productivity and human habit with Focusmate’s creator, Taylor Jacobson, on this week’s episode of Wealth by Design.

33 MINJAN 14
Comments
99: Adjusting Your Focus with Taylor Jacobson

98: Leaving Behind the “Punch Clock” Mindset

The concept of a punch clock — punching in to start a shift and punching out when it ends — is ingrained in many of us, even as business owners who write our own checks and make our own schedules. But it doesn’t have to stay that way! On this episode of Wealth By Design, we talk about how you can start changing your mindset and your life right now.

22 MINJAN 7
Comments
98: Leaving Behind the “Punch Clock” Mindset

97: What You Need to Know So You Can Prepare for 2020

With 2020 just around the corner, now is (hopefully) the time when you’re laying the groundwork for what you’re doing in the New Year. We’re sharing a few things you should be aware of in 2020 in this episode. Our hope is that, by sharing what the New Year might bring, you can build some buffer into your plans and create a really strong strategy that helps you weather anything that comes your way.

27 MIN2019 DEC 10
Comments
97: What You Need to Know So You Can Prepare for 2020

96: Charitable Giving & Making an Impact All Year-Round

The Giving Season is upon us. Between Giving Tuesday, the Salvation Army Santas standing outside your favorite shops, you’ve probably got giving on the brain. On this episode of Worth It, we’ll be talking about donations — including how you can make more impact with something called a “charitable giving policy.”

22 MIN2019 DEC 3
Comments
96: Charitable Giving & Making an Impact All Year-Round

95: Hustle, Prioritize, and Charge Your Worth w/ Alisha Robertson

For biz owners and entrepreneurs, you know it’s about more than just building a business for the money. You want to live the life you want, and use the skills and superpowers that are unique to you. And you want to make a difference, right? Our guest, Alisha Robertson - the creator of “Living Over Existing,” a podcast, a membership community, and a book - understands that, and is reshaping what entrepreneurship looks like.

33 MIN2019 NOV 26
Comments
95: Hustle, Prioritize, and Charge Your Worth w/ Alisha Robertson
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