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In today’s episode of Agency Intelligence podcast, host Jason Cass interviews Erik Garcia, Certified Financial Planner and owner of Garcia Insurance Services. Erik explores the idea of measuring wealth, not by money, but by the quality and quantity of relationships that we accumulate throughout our lives. He explains how shared experiences and investing in building memories can help build strong relationships. 

Episode Highlights:

  • Jason Cass introduces Guest Erik Garcia. (1:08)
  • Erik Garcia talks about the blog he wrote years ago. (5:35)
  • Erik Garcia values being friends with people who think differently. (9:36)
  • Erik Garcia says that he doesn’t look at the relationship in dollar value. (13:17)
  • Erik Garcia talks about when he started his career in 2001. (18:00)
  • Erik Garcia shares that he will be doing a podcast recording soon with the author of The Millionaire Next Door.  (31:13)
  • Erik Garcia shares why investing in some relationships makes no financial sense. (33:59)
  • Erik Garcia shares why he thinks that we are naturally selfish people. (35:50)
  • Erik Garcia talks about the COVID environment. (37:50)
  • Erik Garcia talks about a few important relationships that you need to be investing in. (40:44)

Key Quotes:

  • “What if we didn’t measure wealth in the traditional sense using money, but we measured it by relationships, the quality, and quantity of relationships that we accumulate throughout our lives?”- Erik Garcia
  • “Investing in relationships sometimes makes absolutely no financial sense.” -Erik Garcia
  • “I do value relationships. I value being friends with people who think differently than me because I think it challenges us where we are and I think that we have to be good listeners of people who disagree with us.”- Erik Garcia
  • “Things happen financially, people get into bad situations. Just because someone has bad credit doesn’t mean necessarily that they’re irresponsible, terrible people.”- Erik Garcia

Resources Mentioned

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