October is almost over and before you know it, December will be here and we’ll all be planning for the new year. Before you look back in late November only realize you’ve missed some important deadlines, check out this episode of the Whiteboard Series. Roman and Leo joined me today to discuss a 4th quarter financial planning checklist: Tax planning…
Author: Justin
Atomic Habits With James Clear (028)
It all started with a tweet. I’ve been an avid reader of James Clear for the last couple of years, and when I saw he was releasing a book, Atomic Habits, I immediately pre-ordered it. Not too long after placing my order, I saw James mention he would be making the rounds in the podcast circuit so I decided to tweet…
The Behavioral Investor With Dr. Daniel Crosby (027)
Behavioral finance, the field of understanding why we make the decisions we do with money, is not a new topic for this podcast; I am fascinated by the subject and it is a tremendous honor to have Dr. Daniel Crosby on this episode. Dr. Crosby has just released a book called The Behavioral Investor, which is a must-read for anyone…
Reversion To The Mean Ep. 016: Millennials Kill Again
</ifra iTunes: Episode 16: Millennials Kill Again Show Notes: Bloomberg: Millennials Are Causing the U.S. Divorce Rate to Plummet The Wall Street Journal: Elon Musk to Step Down as Tesla Chairman, Remain CEO Of Dollars And Data: Why The Best Predictor of Future Stock Market Returns is Useless Humble Dollar: A Good Life The Wall Street Journal: Jack Bogle’s Bogleheads Keep Investing Simple.…
Weekly Mixtape For October 13th, 2018
Week In Review Articles: Skip to Mixtape! Mixtape: Humble Dollar: A Good Life ” Now, what people increasingly want is A Good Life—one that’s focused on time with friends and family, work that’s fulfilling and a sense of financial security.” The Belle Curve: Advisors Earn Their Stripes In Down Markets: “When markets are humming along with no volatility in sight, an advisors’ job appears easy. Investment performance…
Financial Advice and Fintech With Andres Garcia-Amaya (026)
Fintech has already made its impact on investment management, and with innovators like Andres Garcia-Amaya, it’s moving its sights toward financial planning and advice. While most Fintech companies are focusing on driving the cost of investing down, more companies are coming along looking to help individuals find a financial advisor that best fits their needs. Zoe Financial, Andres’ startup company,…
Talkin’ Shop: Franqlin Gatson and Becoming A Financial Advisor
Earlier this summer a friend of mine asked me if I would meet with one of his friends who was in graduate school studying finance to talk about being a financial advisor. Without hesitation, I said yes–I am so glad I did. I was immediately impressed when I met Franqlin, who is a father, a personal trainer running a gym,…
Project One Question: XYPN Live 2018 (025)
Last month I spent three days in St. Louis at the XY Planning Network’s annual conference, XYPN Live, learning and discussing how advisors can collectively continue to move the financial planning industry forward. Most in attendance were financial advisors and most of those financial advisors were CFP® Professionals and XYPN members; however, there were non-XYPN members thinking of breaking away…
Weekly Mixtape For October 6th, 2018
Week In Review Articles: The WSJ: U.S. Unemployment Rate Falls to Lowest Level Since 1969 The WSJ: Low-Income Workers See Long-Awaited Wage Gains The WSJ: U.S. and Canada Reach Nafta Deal The WSJ: Kavanaugh in Line for High Court Confirmation The WSJ: U.S. Stocks Widen Lead Over Rest of the World The WSJ: Bond Yields Reach New Highs On Growth Outlook Mixtape: A Wealth Of Commons…
Talkin’ Shop: Isaiah Douglass, CFP® and XYPN Live, Young Professionals and More
Last week was a busy week; I spent Sunday through Wednesday at the XY Planning Network’s annual conference, XYPN Live. I followed that up with a trip to Pennsylvania the March For The Fallen fundraiser–I’ll have a post talking about each event in the coming days, but in the meantime, I wanted to have my buddy Isaiah Douglass, founder of…