October 2016 - Experiencing Financial Contentment

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Monthly Archives: October 2016

FLBC 014: Making Better Financial Decisions-Part 1

Podcast Details: Podcast Title:  Making Better Financial Decisions-Part 1 Podcast Series: Financial Literacy Boot Camp Full Illustrations available on YouTube Version here. Questions/Issues We’ll Address on this Episode: – Introduction to the Idea of what biases are and why our brains get in the way of good financial decision making. – Behavioral Economics/behavioral finance is the basic […]

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What is Your Financial Professional–A Broker or Fiduciary?

Summary:  Athletes understand “off-the-field” distractions.  None are probably worse than those of the financial variety.  Last April, the Department of Labor (DOL) decided that financial professionals giving advice for retirement assets must act in their client’s “best interest”.  Yes. You heard me right. Well, you may be thinking, “I thought my advisor was already acting in my […]

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FLBC 012: Pulling Back the Covers

Podcast Details: Podcast Title:  Pulling Back the Covers Podcast Series: Financial Literacy Boot Camp Full Illustrations available on YouTube Version here. Questions/Issues We’ll Address on this Episode: An “intimate” look at me, why I started the Financial Literacy Boot Camp and my role as a financial advisor. Helpful Links: Submit a “Boot Camp Listener” question Subscribe […]

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