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Infinite Relationship with Money & Wealth: Part 2 of 2

Infinite Relationship with Money & Wealth: Part 2 of 2

May 7, 2023
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Posted by Marcelo Bermudez

My relationship with money changed when I released tens of tons of personal baggage.

It allowed me to feel worthy of being a spouse and self.

The future was no longer nebulous.

There were real scenarios to consider now, especially with three kids I would adopt.

As a business owner and new father, I began to keep the end in mind.

I wanted to ensure they grew up with a healthy relationship around wealth and money.

I speak revenue, not wages to them.

I share my business pipeline with them. We talk about the various challenges business and property owners face.

They come to client meetings with me.

We celebrate together when I close a deal.

We talk about our next set of goals, not the commas in the wire transfer.

We have a “no question is a dumb question” policy. I have had some of the most memorable conversations with my family.

They know they can be vulnerable.

My view has become infinite versus the next 40-50 years.

I’m thinking about the generations of family members I can affect with a good attitude and excellent relationship with money and wealth.

This helps to ensure the future will have no self-imposed limitations.

This is exit planning.

What else do you want know? Drop it in the comments!

 

Marcelo Bermudez

Capital and Strategy
Marcelo Bermudez is the CEO of Shōkunin, a commercial real estate and business capital and strategy advisory firm.

As a strategist, keynote speaker, and mediator, he helps owners and investors unlock value and achieve their business and financial goals.

With hands-on experience managing businesses and navigating complex commercial real estate transactions, Marcelo understands the challenges of growth, restructuring, and successful exits.

He works closely with his clients to deliver practical solutions and drive results.

   
   
Infinite Relationship with Money & Wealth: Part 2 of 2