Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has 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 every Monday, Wed ...
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Inhalt bereitgestellt von Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
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Andy Baxley - The Power of Financial Purpose
MP3•Episode-Home
Manage episode 427068447 series 1454631
Inhalt bereitgestellt von Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Tune in to hear:
- Why do humans seem to have such limited access to understanding what they want, from a financial perspective?
- Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical?
- Should we try to expand our clients’ notion of capital and what might be the broader impact on their lives if we were to do so?
- How would Andy tease out the subtle differences between goals, values and purpose and is one of these more fundamental than the rest of them?
- Does Andy often see dissonance between clients’ professed values and how they spend their money and time? How can we help our clients achieve better alignment with their values?
- How can advisors take a client’s values and transmute that into a statement of financial purpose?
- What would Andy say to clients who want an advisor who is effectively just a stock picker and not a guide to fulfilling their financial purpose?
- Why is a purpose-centered portfolio a great “regret minimization tool?”
- How often should clients revisit their financial purpose thesis?
- What are some of the benefits that accrue to both clients and advisors who go with a more bespoke, meaning-centered financial plan?
Links
Connect with Us
Compliance Code: 1304-OAS-5/23/2024
299 Episoden
MP3•Episode-Home
Manage episode 427068447 series 1454631
Inhalt bereitgestellt von Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Tune in to hear:
- Why do humans seem to have such limited access to understanding what they want, from a financial perspective?
- Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical?
- Should we try to expand our clients’ notion of capital and what might be the broader impact on their lives if we were to do so?
- How would Andy tease out the subtle differences between goals, values and purpose and is one of these more fundamental than the rest of them?
- Does Andy often see dissonance between clients’ professed values and how they spend their money and time? How can we help our clients achieve better alignment with their values?
- How can advisors take a client’s values and transmute that into a statement of financial purpose?
- What would Andy say to clients who want an advisor who is effectively just a stock picker and not a guide to fulfilling their financial purpose?
- Why is a purpose-centered portfolio a great “regret minimization tool?”
- How often should clients revisit their financial purpose thesis?
- What are some of the benefits that accrue to both clients and advisors who go with a more bespoke, meaning-centered financial plan?
Links
Connect with Us
Compliance Code: 1304-OAS-5/23/2024
299 Episoden
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