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A Podcast shaping the next generation of financial advice! Join the free community at https://www.jumpstartcoachinglab.com
Episodes
Friday Jun 16, 2017
Friday Jun 16, 2017
Podcast Details:
Podcast Title: What Do You Need to Know Before Working with a Financial Planner?
Podcast Series: Financial Literacy Boot Camp
(Video and illustrations available on our YouTube channel here.)
Powerpoint Slides
I really wanted to use this show as a way to update my article: “Five Tips to Consider Before Choosing an Advisor”. As an industry insider and one that has a concern for those that consume financial services, there are things you should know before working with a financial planner/advisor/professional.
Some of this has been covered previously through the above-referenced article and
Tuesday Jun 13, 2017
Tuesday Jun 13, 2017
Podcast Details:
Podcast Title: How to Unlearn Fear
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)
Today, we will be dealing with the subject of FEAR. How does one unlearn fear? What happens in between the stages of GOAL FORMATION and GOAL ACHIEVEMENT? I’d argue that most people deal with different levels of “FEAR of the unknown” that may cause us to settle for not going after our
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Friday Jun 09, 2017
Friday Jun 09, 2017
Podcast Details:
Podcast Title: The Power of Compound Interest Explained
Podcast Series: Financial Literacy Boot Camp
Video and illustrations available on our YouTube channel here.
Powerpoint Slides
Today we’ll discuss a topic that almost all of us have heard of “Compound Interest“. Over the past couple of weeks, I’ve had conversations with prospective clients and they mentioned finding a way to let “their money work for them”. I realized they meant “compound interest”. So today we’ll answer the questions of:
* How does it work? (4:30)
* Why is it so powerful? (8:50)
* How do I take advantage of it? (14:10)
Tuesday Jun 06, 2017
Tuesday Jun 06, 2017
Podcast Details:
Podcast Title: Goals, Goals, Goals – Part 3
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)
GOAL EXECUTION
How do you execute? Try this formula…
* Start with the end in mind
* Develop a strong “WHY” (in Goal articulation)
* Put one foot in front of the other…rinse and repeat.
* Revisit your why when times get tough (as often as necessary)
* Move on from defeats and learn your lessons from failur
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Friday Jun 02, 2017
Friday Jun 02, 2017
Podcast Details:
Podcast Title: Some Popular Questions and What They Mean
Podcast Series: Financial Literacy Boot Camp
Video and illustrations available on our YouTube channel here.
Powerpoint Slides
In episode 44, we discussed “Knowing Your Numbers” and this is a follow-up to that episode on some of the more popular questions I’ve come across.
Questions/Issues We’ll Address on this Episode:
Q) What is a good debt ratio and what is a bad debt ratio? (5:23)
A) Most experts would say for every dollar of income you should have no more than 36 cents of debt. This would be anything you have a payment on (house, car, etc.). As I explained in episode 44 about knowing your numbers, underwriters will use 43% t
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Tuesday May 30, 2017
Tuesday May 30, 2017
Podcast Details:
Podcast Title: Goals, Goals, Goals – 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)
In GOAL ARTICULATION, you must…
Start with the vision, write down what you think it will take you to get there, and finally, commit to the plan!
This 3-step process is called GOAL ARTICULATION. It creates the accountability system you need to accomplish whatever goal you are striving to achieve. Generally speaking, my clients come to me with a picture
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Friday May 26, 2017
Friday May 26, 2017
Podcast Details:
Podcast Title: Know Your Numbers: The Most Important Financial Ratios/Formulas to Know
Podcast Series: Financial Literacy Boot Camp
Video and illustrations available on our YouTube channel here.
Powerpoint Slides
In episode 40, we talked about whether we were winning the fight for financial literacy and I made a comment about understanding certain financial ratios when it comes to your personal finance. Today, I’ll cover some of the most important financial ratios and formulas to know that are crucial to your financial picture. After this episode you should be able to take these financial ratios and formulas to get an indication of where you are when it comes to spending, saving or investing.
Questions/Issues We
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Tuesday May 23, 2017
Tuesday May 23, 2017
Podcast Details:
Podcast Title: Goals, Goals, Goals – 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)
The first step in reaching your goals is to DREAM. The dream is the essence of your GOAL FORMATION.
A common theme in our society is saving for retirement. But where do you begin? GOAL FORMATION.
Spending some time on GOAL FORMATION is the first step in how you would attack how much money needs to be saved, such as:
* What do you want your l
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Friday May 19, 2017
Friday May 19, 2017
Podcast Details:
Podcast Title: The Low-Down on Financial Advisor Credentials
Podcast Series: Financial Literacy Boot Camp
Video and illustrations available on our YouTube channel here.
Powerpoint Slides
Questions/Issues We’ll Address on this Episode:
How many financial advisors are there? (5:15)
Per the BLS there are 249,400 (in 2014) of “financial advisors”.
How many financial advisors are there? (7:20)
Natural Questions….Which one should I work with? Which designation is “better”? What are the qualifications to become one? How are they regulated?
Top Down View on Advisors and their Specialty (8:15)
What is a CFP and what are the requirements? (9:35)
What is CFA and what are the requirements? (16:12)
Tuesday May 16, 2017
Tuesday May 16, 2017
Podcast Details:
Podcast Title: Using Money and Not Letting It Use You
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.
(HEAD OVER TO YOUTUBE FOR THE VIDEO VERSION)
* Journal of Financial Planning Tweet (2:35)
Bloomberg View article
* What does the research really show? (3:20)
* What is our problem? (5:40)
* Making Better Financial Decisions Part 1,