The Meeting Of The Minds in Dana Point was one of my favorite videos I’ve recorded this year. After getting such a warm response to it, I decided I am going to do my best to organize a fresh Meeting Of The Minds at each conference I attend. As I’m sure you are well aware, Wealth/Stack wrapped up not too…
Audience: Clients and Financial Advisors There are numerous factors to consider when it comes to retirement planning, and I don’t know of anyone better suited to discuss some of these topics than Ashby Daniels, CFP®, so I asked him to join me for a conversation covering some of them. In this episode we discuss: Understanding and re-evaluating your budget Choosing…
At the IMN Global Indexing and ETF conference in Dana Point, a group of talented financial professionals got together in a hotel room for an impromptu conversation about the current state of financial services, the future, improvements we’d like to make, and what excites us the most about our profession. You may have seen all or parts of the video,…
George Kinder is the father of the Life Planning movement, a unique approach to financial planning, and author of one of my favorite planning books, The Seven Stages Of Money Maturity; he also recently released another book that expands on the life planning concept called A Golden Civilization And The Map Of Mindfulness, which we discuss later in our conversation.…
(041) I knew when Kyle offered to fly out to Fishers to see me we would have a day filled with great conversation and record top-notch content. I had no idea the videos we’d record would be so good that I’d have to make a podcast out of them. With nearly 35 minutes of important information, I was afraid many…
Episode 40: It seems as if the American Dreams of a college education and home ownership have put many individuals, particularly Millennials, in financial distress. Financial advisors are not immune from the same financial constraints we help our clients with, and in a couple of honest blog posts, Chris Haigh, CFP® shared his experience and anger with the student loan machine.…
Episode 39: In the last year I’ve begun to work with more entrepreneurs and have begun learning new planning strategies that while may not be a good fit for everyone, can be very impactful for business owners and other entrepreneurs. In an effort to continue to expand my horizons as a financial advisor, I met Nina O’Neal who has been…
Episode 38: Establishing a solid financial foundation starts in the home; most people develop their money habits, good or bad, from their parents. While it’s not the case for everyone, most carry on the same behaviors witnessed when while growing up which means it is important for parents to show good money habits, but also teach them to their children. My…
The future of financial services is very bright; there’s a lot to be excited about: The technology. Access to information. The people. And more. I’m not the only one optimistic about the future–while at the Inside ETFs conference this week I managed to grab nineteen of my friends and asked them all the same question, “When you think about the…
I’ll keep this introduction short; Khe Hy has been someone I’ve been following for almost two years now–I first heard him on Patrick O’Shaughnessy’s podcast Invest Like The Best and was captivated by his story. I’ve enjoyed his writing and podcast, Rad Awakenings, and it was a tremendous honor to have him the show. We cover a lot of ground…