Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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continue reading
Content provided by Trevor Cummings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trevor Cummings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Manage episode 464264389 series 3315608
Content provided by Trevor Cummings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trevor Cummings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
This week's blogpost - https://bahnsen.co/3Ekku3k
Guiding Financial Futures with Purpose: A Conversation with Josh Klooz
In this episode of the Thoughts on Money (TOM) Podcast, hosted by Trevor Cummings, special guest Josh Klooz shares his journey from serving in the military to entering the finance industry, emphasizing the importance of trust and personal connection in financial advising. They discuss the pitfalls of marketing in the financial industry, the necessity of caring for clients beyond temporary fixes, and the ongoing pursuit to enhance service offerings at The Bahnsen Group. They touch on topics like the emotional impact of missing family moments during military service, the complexities of financial planning, and the importance of a holistic approach that includes tax and estate planning. The conversation provides valuable insights for both existing and prospective clients on finding an advisor who truly cares and can help fulfill their financial purposes.
00:00 Welcome to the Thoughts on Money Podcast 00:45 Introducing Josh Clues and His Background 03:11 From Military Service to Financial Industry 04:36 Critique of the Financial Industry 17:19 The Importance of Trust and Competency in Financial Advisors 24:55 Aligning Financial Resources with Life Purpose 28:04 Closing Remarks and Contact Information
Links mentioned in this episode:
224 episodes
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Manage episode 464264389 series 3315608
Content provided by Trevor Cummings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trevor Cummings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
This week's blogpost - https://bahnsen.co/3Ekku3k
Guiding Financial Futures with Purpose: A Conversation with Josh Klooz
In this episode of the Thoughts on Money (TOM) Podcast, hosted by Trevor Cummings, special guest Josh Klooz shares his journey from serving in the military to entering the finance industry, emphasizing the importance of trust and personal connection in financial advising. They discuss the pitfalls of marketing in the financial industry, the necessity of caring for clients beyond temporary fixes, and the ongoing pursuit to enhance service offerings at The Bahnsen Group. They touch on topics like the emotional impact of missing family moments during military service, the complexities of financial planning, and the importance of a holistic approach that includes tax and estate planning. The conversation provides valuable insights for both existing and prospective clients on finding an advisor who truly cares and can help fulfill their financial purposes.
00:00 Welcome to the Thoughts on Money Podcast 00:45 Introducing Josh Clues and His Background 03:11 From Military Service to Financial Industry 04:36 Critique of the Financial Industry 17:19 The Importance of Trust and Competency in Financial Advisors 24:55 Aligning Financial Resources with Life Purpose 28:04 Closing Remarks and Contact Information
Links mentioned in this episode:
224 episodes
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Similar to Thoughts On Money [TOM]
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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continue reading
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…
continue reading
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…
continue reading
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
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