< 1 min read
Whether you're interested in learning about how to listen to your gut when you find yourself misaligned with the business you're deeply invested in, ways to structure your client services calendar in a way that allows clients to let go of their worry about money because of the trust they have in their relationship with you and your firm, or how to build a team, no matter how small, that truly fits with the trajectory of the firm and proves to be the perfect balance you are looking for, then we hope you enjoy this episode of the Financial Advisor Success podcast.
4 min read
We are starting a new series of blog posts looking behind the scenes of how we manage portfolios for our ongoing clients. Many of these things have been discussed in various levels of detail in the past, but we wanted to give you a full picture of what happens on an ongoing basis. Let’s begin discussing “Rebalancing”
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In this conversation, we discuss how to create a solid financial plan in your career so you can focus your time and energy on the impact you can make. We discuss all kinds of possibilities; whether you want to stay in your current position as a therapist and/or teacher, whether you want to add an additional income stream, or whether you know for certain you want to start a business full time. We even talk about ways to explore opportunities if you have lots of ideas in your head and aren’t sure which direction is best for you.
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In this conversation, we discuss: 1. How to overcome shame so you can teach kids about money, even if you’re not a financial expert (or don’t think you’re good at money management) 2. How to have intentional conversations that help kids understand the value of money. 3. Making money tangible: How to help kids learn the value behind the numbers 4. What skills and abilities should someone have before they get a credit card? 5. How can families set up boundaries and expectations in their homes when it comes to responsibilities, chores, and earning money. 6. Helping kids navigate earning opportunities such as getting money for chores, getting a job, or starting a side hustle.
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Ben goes over his expectations for the capital markets in 2024.
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Our 10-year return forecasts show increased opportunity across fixed income and real assets with a modest step back for equities. This makes for one of the more attractive risk-adjusted returns for fixed income relative to equity we have seen in several years.
< 1 min read
In this episode Ben and Misty discuss how goals-based financial planning can help motivate smarter financial decisions. They also dive into how financial planning has evolved and ways that people can start to feel better about their money no matter what stage of life they are in.
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This episode is focused on helping parents talk to their kids about money. We talk about how wealth can relate to our self-worth, enough"ness" and balance as we navigate the world of choices for ourselves and our lifestyles. Financial health can reflect many aspects of our lives. Let's dive in!
< 1 min read
On this episode of CFO at Home, Vince has a conversation with Ben Hockema about how the habits, routines, and behaviors that he’s observed in High Net Worth Individuals that he’s actually worked with lines up with some of the common personal financial advice on wealth building that’s available today.
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Ben and Shannah explore the idea of how much is "enough" money and what financial security looks like.
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Ben and the Financial Dads talk the FIRE movement and other "hot" topics.
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Do you know how your financial life fits into your LIFE? Are your finances working toward your fulfillment, or standing in your way?
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How money is a tool. Where the stories you have about money originate. How to navigate differing financial beliefs with your spouse (maybe one of you sees money as providing security and the other sees it as providing opportunity). What criteria you should consider when making investment decisions. The stages every person goes through on their journey to financial freedom. If you’re not completely satisfied with your relationship with money, listen in and get the gears turning on how you can begin to make financial progress you can feel great about!
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Ben talks personal finance and helps provide a different perspective when it comes to our relationship with money.
< 1 min read
Discover the ins and outs of financial intimacy and how it can strengthen your relationships in this eye-opening conversation with Ben Hockema of Illuminate Wealth Management and our host Ed Coambs of Healthy Love and Money. Learn how to navigate the challenges couples face in their financial lives together while uncovering the psychology of money and the important role it plays in our lives.
< 1 min read
We talked about how to give yourself a financial permission slip to spend and invest your money, how to find financial certainty, the psychology behind money and why we make the same mistakes over and over again, and how to get started.
< 1 min read
Ben kicks off this episode by discussing his decision to leave an independent advisory firm and pursue his own vision. He dives into how he managed to create a virtual client base and business model that focuses on work-life balance and client needs.
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What you believe about money affects your financial decisions. Know yourself better to understand how you deal with money.
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What is the number one mistake people make in financial planning? Ben Hockema addresses this question and many more has he talks with Jeff and Jami about what financial planning is really about and it's not about whole life insurance or savvy stock trades. Ben shares insight, wisdom, and stories on what you can do to make your financial future bright.
< 1 min read
My guest this week is Patrick Ross, estate planning & business attorney from Ross Law Firm in Inverness, IL. I have worked with Patrick for a number of years, both on my own estate plan and with my clients and I appreciate the thorough yet personal approach Patrick takes with his clients. We recorded this episode earlier in 2021, and I am excited to share this to you now.