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.
Do you know how your financial life fits into your LIFE? Are your finances working toward your fulfillment, or standing in your way?
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!
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.
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.
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.