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.
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.
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.
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.
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.
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.
I was honored to be a guest on The Road to Wealth Podcast hosted by my friend Justin Nacpil. We cover: My early relationship with money Entering the Financial Planning Industry The importance of a financial plan and working with a fiduciary Why I ultimately fired Justin and his wife (jokingly!) You can listen to …