IN THIS EPISODE, YOU’LL LEARN:  02:12 - How Modernist Financial is different from other wealth management firms. 05:10 - What are the core pillars that make up a financial plan, and why having one matters. 17:12 - How to figure out what your money story is, and how it impacts your financial decisions. 19:52 - Why her definition of wealth is about more than just money.  22:34 - How to build an investment portfolio using an evidence-based approach. 29:06 - Why having some global diversification in your portfolio matters. 35:18 - What are some of the biggest money mistakes she sees people make. 40:40 - How to avoid making emotionally driven financial decisions. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESCheck out Modernist Financial. Follow Rebecca on Instagram. Related Episode: Cash Uncomplicated: Wealth Building Mindset w/ Aaron Nannini - MI Rewind. Related Episode: Developing and Simplifying Your Financial Plan w/ Peter Lazaroff - MI021.Related Episode: How To Build A Wealth Plan For Financial Independence w/ Katie Gatti - TIP456.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Clay’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Make backing up and accessing your data astonishingly easy with Backblaze. Sign up for a free trial today.Get up to 3% Daily Cash back on everything you buy with Apple Card. Subject to credit approval. Daily cash is available via an Apple Cash card or as a statement credit. See Apple Card customer agreement for terms and conditions. Apple Cash card is issued by Green Dot Bank, Member FDIC. Variable APRs range from 13.24% to 24.24% based on creditworthiness. Rates as of August 1, 2022.Reclaim your health and arm your immune system with convenient, daily nutrition. Athletic Greens is going to give you a FREE 1 year supply of immune-supporting Vitamin D AND 5 FREE travel packs with your first purchase.Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One. Connect your people, your customers, and your business with Hubspot.Support our free podcast by supporting our sponsors. Read this episode’s transcript and full show notes on our website.Connect with Georgia: LinkedIn | Instagram Connect with Rebecca: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.