Episodes
Friday Jul 21, 2017
Friday Jul 21, 2017
Podcast Details:
Podcast Title: Tools for Your Personal Development
Podcast Series: Financial Literacy Boot Camp
Link to Show Episode
So on today’s show, I wanted to wind-up this series on “Solutions to the Career Transition” by talking about some things I have come across that will be helpful in your personal development.
Understand the difference between the necessary and the important…
* Very successful people say “no” a lot more than they say “yes”
* Very successful people prioritize things that are necessary (essential to life or their purpose) and focus on those things. Important things (relevant, but not essential) receive less attention. This is key in avoiding distractions and maintaining your focus.
To get a “return” on yourself, you have to “invest” in yourself…
Tuesday Jul 18, 2017
Tuesday Jul 18, 2017
Podcast Details:
Podcast Title: The Social Cartographer Series: Monitoring
Podcast Series: The Maven’s Keys to Financial Contentment
The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur. Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers.
Link to Show Episode
So last week we talked about “PRESCRIBING“…and today we’ll cover “MONITORING”.
So a brief recap…
In DIAGNOSIS we have to have a DESTINATION DECISION and DESTINATION ADJUSTMENTS. This is inevitable. Although possible, it is rare when you are traveling long distances that you won’t have to ma
---
Send in a voice message: https://anchor.fm/dom-the-maven/message
Friday Jul 14, 2017
Friday Jul 14, 2017
radPodcast Details:
Podcast Title: Solutions to the Career Transition Problem: “Developing a Millionaire Mindset” with Brandon M. Williams
Podcast Series: Financial Literacy Boot Camp
(Video and illustrations available on our YouTube channel here.)
Link to Show Episode
* (3:07)–Brandon’s background and journey in college and professional football
* (6:50)–Brandon’s transition from football to broadcasting; his mindset when leaving NFL and not reaching all his goals while playing in the NFL
* (11:45) –Brandon’s perspective on wealth management and what drove his decision
* (16:40)–Brandon takes us inside the NFL locker room;
* (23:10) –Brandon and his passion for financial literacy and his partnership with Wisconsin’s new financial literacy legislation
---
Send in a voice message: https://anchor.fm/dom-the-maven/message
Tuesday Jul 11, 2017
Tuesday Jul 11, 2017
Podcast Details:
Podcast Title: The Social Cartographer Series: Prescribing
Podcast Series: The Maven’s Keys to Financial Contentment
The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur. Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers.
Link to Show Episode
So last week we talked about “DIAGNOSIS“…and today we’ll cover “PRESCRIBING”.
Any good physician will diagnose prior to prescribing a solution/medicine/remedy for the patient. I have a similar mindset when working with a financial planning client. I believe gone are the days of a paradigm where advisers withhold information in a condescending manne
---
Send in a voice message: https://anchor.fm/dom-the-maven/message
Friday Jul 07, 2017
Friday Jul 07, 2017
Podcast Details:
Podcast Title: Solutions to the Career Transition Problem: Discovering Passion from Adversity with Ernest Owusu
Podcast Series: Financial Literacy Boot Camp
(Video and illustrations available on our YouTube channel here.)
* (1:25)–Ernest’s journey into football, his perspective as an undrafted free agent competing in the NFL and what it felt like when he started to realize the “business” part of being a player in the NFL;
* (8:58)–the transition process he went through when an injury related to his sickle cell trait caused his premature exit from the league and what some of the crucial decisions he made during that time;
* (11:05)–we also talked about his money habits (and where they came from) and the discipline he employed while being in the spotlight of the National Football League; and
* (15:15) –we talk about what
---
Send in a voice message: https://anchor.fm/dom-the-maven/message
Tuesday Jul 04, 2017
Tuesday Jul 04, 2017
Podcast Details:
Podcast Title: The Social Cartographer Series: Diagnosing
Podcast Series: The Maven’s Keys to Financial Contentment
The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur. Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers.
Link to Show Episode
As we discussed a couple of weeks ago in “Decoding Our Money Messages“, there are belief systems that essentially act as the software program in our brains that have us carry out certain behaviors or decisions that produce a set of desired or undesired results. For example, you may be that money is something that only the rich have because they take it from others, and therefore you find it hard to
---
Send in a voice message: https://anchor.fm/dom-the-maven/message
Friday Jun 30, 2017
Friday Jun 30, 2017
Podcast Details:
Podcast Title: What to Do Before You’re Gone
Podcast Series: Financial Literacy Boot Camp
(Video and illustrations available on our YouTube channel here.)
So recently I created a little template that I like to call the “Financial Contentment Letter“. And it is really a discussion starter and thought provoker for clients to start to take action on their estate planning. This is a good document to go over before you create a will, medical & health care directives, or power of attorney because it helps you think through the things necessary in all those documents.
So I wanted to take the time during this show just to walk through the rationale behind my creation of this document and some of the experiences I’ve had
---
Send in a voice message: https://anchor.fm/dom-the-maven/message
Tuesday Jun 27, 2017
Tuesday Jun 27, 2017
Podcast Details:
Podcast Title: Decoding Our Money Messages – Part 2
Podcast Series: The Maven’s Keys to Financial Contentment
The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur. Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers.
(CHECK OUT OUR YOUTUBE CHANNEL FOR THE VIDEO VERSION)
Link to Show Episode
George Kinder from 7 Stages of Money Maturity – (2:30)
* The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life
* page 5…”Money Maturity helps resolve the troubling emotional conflicts around money that never seem to go a
---
Send in a voice message: https://anchor.fm/dom-the-maven/message
Friday Jun 23, 2017
Friday Jun 23, 2017
Podcast Details:
Podcast Title: Strategies to Maximize Executive Compensation
Podcast Series: Financial Literacy Boot Camp
(Video and illustrations available on our YouTube channel here.)
Powerpoint Slides
In my previous positions and just through a lot of reading on executive compensation, we’ve developed an expertise. So any of you listening out there that have executive compensation like RSUs, restricted stock, NSOs or ISOs, you want to give us a call so we can evaluate whether not you are maximizing your wealth potential and saving yourself money in tax liability. Today, I’m going to share a little parable that gives a high-level overview of how we help our clients.
In previous articles, we’ve have mentioned the importance of having a specific strategy to maximize your wealth bu
---
Send in a voice message: https://anchor.fm/dom-the-maven/message
Tuesday Jun 20, 2017
Tuesday Jun 20, 2017
Podcast Details:
Podcast Title: Decoding Our Money Messages – Part 1
Podcast Series: The Maven’s Keys to Financial Contentment
The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur. Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers.
(CHECK OUT OUR YOUTUBE CHANNEL FOR THE VIDEO VERSION)
Link to Show Episode
George Kinder from 7 Stages of Money Maturity – (3:30)
* The Seven Stages of Money Maturity: Un
---
Send in a voice message: https://anchor.fm/dom-the-maven/message