Your Portfolio as Power: Shifting from Goals to Wealth

In this episode of Living Your Wealth: Today and Tomorrow, Kelly Ennis challenges the traditional goal-based approach to personal finance. She explores why building income-producing assets—rather than simply achieving one-off goals—creates lasting financial momentum. Using vivid analogies like buckets versus wells and ships with purposeful crews, Kelly explains how a consistent focus on wealth can fund personal goals more efficiently, increase freedom, and ultimately transform your relationship with money. This episode offers a six-step roadmap to help listeners shift from short-term goal chasing to long-term wealth creation.

_______________________________________________________________

[00:00:00] Introducing the episode’s central question: build wealth or achieve goals?
[00:00:58] Defining true wealth as income-producing assets, not just cash or net worth.
[00:02:01] Comparing saving for goals with building lasting financial infrastructure.
[00:02:44] Why wealth building is like digging a well, not filling a bucket.
[00:03:05] The importance of giving every dollar a purpose, beyond just earmarked goals.
[00:04:10] Wealth building as a disciplined approach to assigning dollars across needs and investments.
[00:05:17] Income-producing assets as tireless workers generating money around the clock.
[00:06:23] How compounding returns create momentum that requires less effort over time.
[00:07:08] Shifting income from labor to portfolio and what that freedom can look like.
[00:08:12] A real-world example of a family reaching financial freedom through rental properties.
[00:09:22] How wealth accelerates goal achievement by funding multiple objectives simultaneously.
[00:09:46] Six concrete steps to start building wealth today.
[00:11:20] Final analogy: planting an orchard versus short-lived flowers.
[00:12:06] A call to action: take the first step toward building wealth this week.


Links:

Learn more at: https://infinityfinancialstrategies.net
Follow Kelly on LinkedIn:   / kelly-ennis-cfp  
Subscribe, review, and share the show to help others live their wealth today and tomorrow:
YouTube:    / @infinityfinancialstrategies  
Spotify: https://open.spotify.com/show/4RKP0s0...