The Recap, First Edition

INTRODUCTION
The Recap

As we close on the first round of interviews filled with inspiring journeys and practical wisdom, I’m thrilled to bring you this recap edition of the Freedom Launch Newsletter.

One of my goals for this newsletter is to share these inspirational stories. However, I don’t want to stop there. There are lessons from each story, but I believe success leaves clues.

The recap edition aims to identify the common threads that tie each story together.

If you missed the previous newsletters, you can check them out here: blog.stage3finance.com.

THE COMMON THREADS
Diverse Paths, Shared Destination

Matt Viera showed us that it's never too late to pivot toward financial freedom. His journey from a paratrooper and attorney to an educator, overcoming $220,000 in student debt, is a testament to the power of resilience, strategic debt management, and the snowball method.

Kurtis Hanni's story is a beacon for the importance of early financial education, consistent investment in index funds, and the wisdom of simplicity over complexity. His transition from CFO to running his own fractional CFO business underscores the value of aligning work with personal values and goals.

Clint Murphy reminds us that the road less traveled can lead to remarkable destinations. From a Big Four firm to CFO, and now as of February 15th, onto a new chapter focused on writing, podcasting, and investing, Clint's journey is about the courage to redefine success and the impact of building a personal brand.

COMMON THREADS UNWOUND
Mindset and goals lead the way

Across these narratives, several key themes emerged:

• The Importance of Mindset: Each story begins with a mindset shift—a realization that the traditional path isn't the only or best route to financial satisfaction and freedom.

• Debt Management: Whether through the snowball method or strict budgeting, understanding and taking control of debt is crucial.

• Investment Strategy: From index funds to real estate, choosing investments that align with your knowledge and long-term goals is vital.

• Simplicity Wins: Complexity isn't a prerequisite for financial success. Often, the most straightforward strategies are the most effective.

• Build Your Brand: In today's digital age, creating a personal brand can accelerate your path to freedom, opening doors you never knew existed.

Action Steps You Can Take Today

Inspired by these interviews, here are actionable steps you can take to propel you toward your financial freedom:

1. Evaluate Your Mindset: Reflect on your beliefs about money and success. Are they serving you, or is it time for a shift?

2. Strategize Your Debt: Create a plan to manage your debt. Whether it's student loans, credit card debt, or a mortgage, understanding and tackling your debt is a step toward freedom.

3. Invest Wisely: Simplify your investment strategy. Consider index funds or sectors you know about; remember, consistency is key.

4. Embrace Simplicity: Don't overcomplicate your path. Focus on foundational financial practices that have stood the test of time.

5. Craft Your Story: Start thinking about your brand. What message do you want to share, and how can it help you achieve your goals?