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A Podcast shaping the next generation of financial advice! Join the free community at https://www.jumpstartcoachinglab.com
Episodes
Friday May 12, 2017
Friday May 12, 2017
Podcast Details:
Podcast Title: The Infamous 401(k) Rollover: The Why and The How
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:
* There are two buckets of money…qualified or non-qualified (5:00)
* What is a 401(k)? (6:00)
* Is it mine? (6:35)
* Can I roll this into my new employer’s plan? (10:35)
* Can I still participate in my former employer’s plan? (11:30)
* How should I invest my 401(k)? (12:33)
* What is an IRA? (15:35)
* Why would I want to rollover my 401(k)? (17:00)
* The steps to a 401(k) Rollover (19:00)
#financialliteracy #
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Tuesday May 09, 2017
Tuesday May 09, 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)
* The 3 Questions…(1:55)
-Why do I need financial success?
-What will I do once it is obtained?
-How will I pass on my financial success?
Answers to these questions by you reveal the lenses through which you view money and will reveal other things about yourself if you choose to explore them.
* What “space” does money take up in your life? (2:50)
Friday May 05, 2017
Friday May 05, 2017
Podcast Details:
Podcast Title: Solutions to the Career Transition Problem: “Starting New Things”
Podcast Series: Financial Literacy Boot Camp
Video and illustrations available on our YouTube channel here.
Questions/Issues We’ll Address on this Episode:
-We talk about Marques’ upcoming speaking academy and how attendance has tripled (2:10)
-Marques’ advice on “fearing to fail” (3:48)
-Marques’ newest endeavor….SURPRISE!!! (7:40)
-Another life lesson “unpacked” (14:40)
-The lightning round: what is Marques think about….(16:40)
Solutions to the Career Transition Problem Series: 1st Interview, 2nd Interview, 3rd Interview,
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Tuesday May 02, 2017
Tuesday May 02, 2017
Podcast Details:
Podcast Title: What’s Your [Financial] Motivation?
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)
So we just completed a series on developing our “money mindset” to address our attitudes and behavior with money. I’d argue it is impossible to use something for its intended purpose if you don’t know it’s purpose. Which constantly gives me something to talk about….but it occurred to me that I gave you the purpose of money in the last 3 podcasts on
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Friday Apr 28, 2017
Friday Apr 28, 2017
Podcast Details:
Podcast Title: Are We Winning the Fight for Financial Literacy?
Podcast Series: Financial Literacy Boot Camp
Video and illustrations available on our YouTube channel here.
Powerpoint Slides for the Presentation
Questions/Issues We’ll Address on this Episode:
The Question–“Are We Winning the Fight?” (2:25)
What drives or influences our spending decisions? (5:30)
The influences that marketing has on us are undeniable. We are constantly bombarded with the message of CONSUMPTION to, if not drive decision making, definitely influence our decision making.
What is US consumer spending?(8:00)
Domestic consumption of goods and services is near 70% (per the Bureau of Economic Analysis or the B
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Tuesday Apr 25, 2017
Tuesday Apr 25, 2017
Podcast Details:
Podcast Title: Developing Your Money Mindset: “You as Steward and Your Money as a Tool”
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)
So we’ve been talking about developing your money mindset and we want to wrap things up today with how we should view money.
Last week I talked about Marvel Comics and this week I’ll stay with the entertainment theme and talk about The Count of Monte Cristo---
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Friday Apr 21, 2017
Friday Apr 21, 2017
Podcast Details:
Podcast Title: The Evolution of the Retirement Landscape
Podcast Series: Financial Literacy Boot Camp
Video and illustrations available on our YouTube channel here.
(HEAD OVER TO YOUTUBE FOR THE VIDEO VERSION)
Questions/Issues We’ll Address on this Episode:
So I recently penned an article entitled: “Executive Compensation: A Guide to Building Wealth” (send me an email to get the article) and I wanted to use a podcast segment to take a high-level view at the purpose behind that article, and talk about the evolving retirement landscape that I’ve witnessed in my years of practice. Per the Survey of Consumer Finances conducted by the Federal Reserve Board, the number one reason for individuals to save and invest i
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Tuesday Apr 18, 2017
Tuesday Apr 18, 2017
Podcast Details:
Podcast Title: Developing Your Money Mindset: Money as an Amplifier
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)
In talking about “Developing Your Money Mindset”, I want to begin this episode with an analogy to help unpack today’s discussion. I watch the Marvel movies and Netflix series because I do enjoy the entertainment value of the movies and Netflix series. And it occurs to me (and probab
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Friday Apr 14, 2017
Friday Apr 14, 2017
Podcast Details:
Podcast Title: The Challenges Facing Financial Advisors in the 21st Century with Special Guest Tywanna Smith
Podcast Series: Financial Literacy Boot Camp
Video and illustrations available on our YouTube channel here.
Questions/Issues We’ll Address on this Episode:
I discuss the challenges facing financial advisors in the 21st century with special guest Tywanna Smith of Athlete’s Nexus (on Twitter @AthletesNeXus)
* Who is Tywanna Smith (2:25)
* Tywanna talks about her idea behind writing “Surviving the Ligh
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Tuesday Apr 11, 2017
Tuesday Apr 11, 2017
Podcast Details:
Podcast Title: Developing Your Money Mindset: “Money as a Tool”
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)
We’ve covered a lot on the first seven episodes and now it is time to start talking about “developing your money mindset”. Today is a topic that we’ll probably unpack over the next 3 or 4 episodes for the sake of being thorough. So we’ll start with “developing your money mindset–money as
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