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Illuminate Wealth Management
Services & Fees
Specialties
Wealth Management
Financial Projects
Investment Management
Equity Compensation
Virtual CFO
Library
Blog
Podcast Appearances
About Us
Contact
Schedule a Call
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Wealth Management
Financial Projects
Investment Management
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Folder: Library
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Blog
Podcast Appearances
About Us
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Schedule a Call
Successful Working Parents
Financial Planning, Money Psychology Ben Hockema 2/7/24 Financial Planning, Money Psychology Ben Hockema 2/7/24

Successful Working Parents

This is a really great episode if you feel like you don't have a great relationship with money and you're worried about passing that on to your kids.

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Financial Independence for Therapists & Educators
Financial Planning, Money Psychology, Insurance, Outside CFO, Relationships Ben Hockema 1/25/24 Financial Planning, Money Psychology, Insurance, Outside CFO, Relationships Ben Hockema 1/25/24

Financial Independence for Therapists & Educators

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.

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Building Financial Literacy from Elementary School through Adulthood
Financial Planning, Money Psychology, Insurance, Outside CFO, Relationships Ben Hockema 1/17/24 Financial Planning, Money Psychology, Insurance, Outside CFO, Relationships Ben Hockema 1/17/24

Building Financial Literacy from Elementary School through Adulthood

In this conversation, Ben and Karen 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)…

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Modern Financial Planning
Financial Planning, Money Psychology, Insurance, Outside CFO, Relationships Ben Hockema 11/20/23 Financial Planning, Money Psychology, Insurance, Outside CFO, Relationships Ben Hockema 11/20/23

Modern Financial Planning

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…

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Let’s Talk More About Money So That It Feels Less Taboo
Financial Planning, Money Psychology, Insurance, Outside CFO, Relationships Ben Hockema 10/30/23 Financial Planning, Money Psychology, Insurance, Outside CFO, Relationships Ben Hockema 10/30/23

Let’s Talk More About Money So That It Feels Less Taboo

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”…

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Do high net worth individuals really do that?
Financial Planning, Money Psychology, Insurance, Outside CFO, Relationships Ben Hockema 9/6/23 Financial Planning, Money Psychology, Insurance, Outside CFO, Relationships Ben Hockema 9/6/23

Do high net worth individuals really do that?

Vince and Ben discuss the habits, routines, and behaviors that Ben’s observed in High Net Worth Individuals…

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How much is enough?
Financial Planning, Money Psychology, Insurance, Outside CFO, Relationships Ben Hockema 8/2/23 Financial Planning, Money Psychology, Insurance, Outside CFO, Relationships Ben Hockema 8/2/23

How much is enough?

Ben and Shannah explore the idea of how much is “enough” money and what financial security looks like….

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The FIRE Movement
Financial Planning, Money Psychology, Insurance, Outside CFO, Relationships Ben Hockema 6/11/23 Financial Planning, Money Psychology, Insurance, Outside CFO, Relationships Ben Hockema 6/11/23

The FIRE Movement

Ben and the Financial Dads talk the FIRE movement and other “hot” topics.

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Get Your Fill - Financial Independence & Long Life
Financial Planning, Money Psychology, Insurance, Outside CFO, Relationships Ben Hockema 6/4/23 Financial Planning, Money Psychology, Insurance, Outside CFO, Relationships Ben Hockema 6/4/23

Get Your Fill - Financial Independence & Long Life

How will you pay yourself after retirement?

Are you on track for your financial goals?

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