On this week’s episode, we catch you up on some of the best answers you might have missed on your summer vacation! If you’ve taken the past few months off from worrying about your finances, soaked up some sun, and enjoyed the summer – we’ve got you covered! This week and next week we will be recapping some of the best answers from the podcast that happened over the summer. Enjoy!
Podcast
084 – The Biggest Planning Mistakes Every Generation Makes
In Ep. 84, Tim talks with Tom about some major financial planning mistakes people make during different stages of their life. They each share their top two mistakes for people in their 20’s just getting started, people in their 40’s with an established career and a family, and people in their 60’s nearing retirement. Enjoy!
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083 – The Power of Planning for Millennials
In Ep. 83 Tim talks about the power of planning for Millennials. He talks about life planning, setting goals, and how to approach big life events in your mid-to-late 20’s. Setting yourself up on the right track early in life is one of the smartest decisions a person can make. He also talks with his brothers Brendan and Casey about how THEY view goal-setting and life planning since one of the main messages of the episode is that everybody is going to plan differently.
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082 – Dr. Brad Klontz – Your Mental Wealth
In Ep. 82, Tim talks with Dr. Brad Klontz. Brad is a financial psychologist, a certified financial planner, author of five books, a professor at Creighton University and more! They talk about the close ties between money and emotions, and why humans are wired to make sometimes irrational decisions. They also talk about negative money mindsets, self-sabotaging financial practices, and whether or not money can buy you happiness.
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081 – Justin Castelli – You Are Your Brand
In Ep. 81, Justin Castelli returns to the podcast to talk about the value of creating content. Justin talks about how he plans to help financial advisors build their personal brand by utilizing blogs, videos, podcasts and more. They discuss the importance of finding your voice, being authentic, and speaking directly to your audience. This conversation isn’t just for financial advisors, any business owner in any industry could benefit from this conversation. Enjoy!
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