Conversations for Financial Professionals

Conversations for Financial Professionals

By Dominique Henderson, CFP®BusinessEntrepreneurshipCareers
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Conversations for Financial Professionals episodes

  • Creating “Walk-Away” Wealth: Strategies for Employer Benefits – Part 4 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
    TODAY>>>>Learn how to put more money in your pocket and stop leaving it on the table!
    Creating “Walk-Away” Wealth: Strategies for Employer Benefits – Part 4
    Link to Show Episode (For mobile users)





    If you’ve ever had the feeling that you’re leaving “money on the table”…(KEEP READING)
    As a financial advisor, I read through hundreds of employer benefit plans–and do you know what I see?
    Money left on the table.
    On average, I see five figures not utilized through several very easy, simple strategies that can be implemented by anyone.
    On today’s show, I want to give you the 3 most common, best “bang-for-your-buck” strategies that I’m employing with my current clients. When properly employed, you can put thousands of dollars back into your pocket!
    I’ll give you an example of money left on the table through under-utilization of employer benefits that involves:
    -a common retirement plan strategy

    -a triple tax-advantaged strategy to fund your medical care

    -a strategy to reduce the costs of childcare
    All these questions and more in the 4th episode of the “Creating Walk Away Wealth” series.
    Download your copy of my free guide “Creating Wealth to Walk Away” (CLICK HERE)
    Subscribe to stay up to date with the latest videos here: http://bit.ly/FLBCYouTube
    TOOLS FOR GROWTH




    * Want to connect with others that think like you?  Join my Facebook group:  “Creating Your Roadmap to Financial Contentment” —Join Here!
    * Where do you stand financially–Take our quiz!
    * Upgrade your life….check out The Maven’s Financial Boot Camp: http://djhendersonsr.com/ecourse
    * Need help figuring out what to invest in?  Get a free portfolio analysis:  http://bit.ly/DJHCM_RTQ

    #employerbenefits #taxdeduction #taxsavings #financialliteracy #economicempowerment #personaldevelopment #behavioralfinance #financialadvice #financialcontentment #episode045
    WHERE TO FIND US





      Book an appointment

      https://www.djh-capital.com

      Blog: http://www.djhendersonsr.com

    https://www.linkedin.com/in/dhendersonsr

      http://wwww.facebook.com/djhcapital

      @DomHendersonSr

      @DominiqueHendersonSr

    ABOUT ME

    Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.
    0 min
  • Creating “Walk-Away” Wealth: Strategies for the Pension – Part 3 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
    TODAY>>>>Learn how to maximize your pension benefit in your retirement income strategy!
    Creating “Walk-Away” Wealth: Strategies for the Pension – Part 3
    Link to Show Episode (For mobile users)





    So you’re ready to retire and now you have to decide how to take your pension benefit–all at once or over a series of payments.
    On today’s show, I’ll help you with your pension strategy by discussing the following…
    -why companies moved away from offering pension benefits

    -how to determine whether or not to take as a lump-sum

    -what you need to do in order to maximize your pension benefit and lower your tax burden

    -several considerations that will allow you to use your pension as the “foundation” to your retirement income plan

    -what taking your pension benefit early can do to your retirement income strategy
    …this and more on this week’s episode!
    When determining your retirement income plan, you have a lot to decide…
    -How stable is the company you worked for?

    -Do you have a spouse?

    -What will interest rates be?

    -What other sources of income do you have?
    All these questions and more in the 3rd episode of the “Creating Walk Away Wealth” series.
    Download your copy of my free guide “Creating Wealth to Walk Away” (CLICK HERE)
    Subscribe to stay up to date with the latest videos here: http://bit.ly/FLBCYouTube

    TOOLS FOR GROWTH




    * Want to connect with others that think like you?  Join my Facebook group:  “Creating Your Roadmap to Financial Contentment” —Join Here!
    * Where do you stand financially–Take our quiz!
    * Upgrade your life….check out The Maven’s Financial Boot Camp: http://djhendersonsr.com/ecourse
    * Need help figuring out what to invest in?  Get a free portfolio analysis:  http://bit.ly/DJHCM_RTQ

    #pension #retirementincome #financialliteracy #economicempowerment #personaldevelopment #behavioralfinance #financialadvice #financialcontentment #episode044
    WHERE TO FIND US





      Book an appointment

      https://www.djh-capital.com

      Blog: http://www.djhendersonsr.com

    https://www.linkedin.com/in/dhendersonsr

      http://wwww.facebook.com/djhcapital

      @DomHendersonSr

      @DominiqueHendersonSr

    ABOUT ME

    Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only,
    0 min
  • Creating “Walk-Away” Wealth: Strategies for the 401k – Part 2 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
    Creating “Walk-Away” Wealth: Strategies for the 401k – Part 2
    Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email)
     
    Get Alerts at: 
    Link to Show Episode (For mobile users)




    This week we continue the fun…with the 401k!
    Have you ever thought: “how can I use my 401k to build wealth?”
    If you’ve ever asked yourself this question, this week I’m going to give you 3 strategies, that if followed, will help you maximize your 401k AND save you thousands in taxes!!!!
    Get your copy of these strategies… Click to get my FREE guide: “Creating Wealth to Walk Away!” >>>>>>>>>>http://snip.ly/7lhvwi
    P.S. Subscribe to stay up to date with the latest videos here: http://bit.ly/FLBCYouTube

    TOOLS FOR GROWTH




    * Want to connect with others that think like you?  Join my Facebook group:  “Creating Your Roadmap to Financial Contentment” —Join Here!
    * Where do you stand financially–Take our quiz!
    * Upgrade your life….check out The Maven’s Financial Boot Camp: http://djhendersonsr.com/ecourse
    * Need help figuring out what to invest in?  Get a free portfolio analysis:  http://bit.ly/DJHCM_RTQ

    #financialliteracy #economicempowerment #personaldevelopment #behavioralfinance #financialadvice #financialcontentment #episode042
    HOW TO STAY IN TOUCH
    Thanks so much for watching and listening. Don’t forget to subscribe to our YouTube channel.

    If you’d like more information about DJH Capital Management, you can visit https://www.djh-capital.com. You can also read more informative articles about financial literacy, economic empowerment, and personal development at https://www.djhendersonsr.com.
    WHERE TO FIND US




      Book an appointment

      https://www.djh-capital.com

      Blog: http://www.djhendersonsr.com

    https://www.linkedin.com/in/dhendersonsr

      http://wwww.facebook.com/djhcapital

      @DomHendersonSr

      @DominiqueHendersonSr

    ABOUT ME

    Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.
    Sound bumps provided by www.bensound.com


    0 min
  • What Should I Do with My Stock Options?
    Eventually, wouldn't you like to kick your feet up?
    You know...just sit back, relax and live off the fruits of your labor from all the hard years of work.
    Before you do this, you'll need to create "walk-away" wealth.
    Join me today, as I begin a new 4-part series on wealth strategies I'm using inside my financial planning practice which enables my clients create "walk-away" wealth.
    If you have ever had questions about the following topics, don't spend another weekend sorting through:
    401(k) allocations;
    employer benefit plans and options;
    monthly budgets with cumbersome software;
    employer stock purchase plans;
    and restricted stock units and stock options
    Get out your pen and paper as I walk you through several strategies which will maximize your opportunities to create "walk-away" wealth.
    Avoid the common mistakes of "do-it-yourself" financial planning by using these strategies to create wealth for the lifestyle you want!
    ---
    Send in a voice message: https://anchor.fm/dom-the-maven/message
    20 min
  • What Should I Do with My Stock Options?
    Eventually, wouldn't you like to kick your feet up?
    You know...just sit back, relax and live off the fruits of your labor from all the hard years of work.
    Before you do this, you'll need to create "walk-away" wealth.
    Join me today, as I begin a new 4-part series on wealth strategies I'm using inside my financial planning practice which enables my clients create "walk-away" wealth.
    If you have ever had questions about the following topics, don't spend another weekend sorting through:
    401(k) allocations;
    employer benefit plans and options;
    monthly budgets with cumbersome software;
    employer stock purchase plans;
    and restricted stock units and stock options
    Get out your pen and paper as I walk you through several strategies which will maximize your opportunities to create "walk-away" wealth.
    Avoid the common mistakes of "do-it-yourself" financial planning by using these strategies to create wealth for the lifestyle you want!
    ---
    Send in a voice message: https://anchor.fm/dom-the-maven/message
    20 min
  • Creating “Walk-Away” Wealth: Strategies for Equity Compensation – Part 1 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Bet...
    Creating “Walk-Away” Wealth: Strategies for Equity Compensation – Part 1
    Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email)
    Get Alerts at: 
    Link to Show Episode (For mobile users)
    Eventually, wouldn’t you like to kick your feet up?
    You know…just sit back, relax and live off the fruits of your labor from all the hard years of work.
    Before you do this, you’ll need to create “walk-away” wealth.
    Join me today, as I begin a new 4-part series on wealth strategies I’m using inside my financial planning practice which enables my clients create “walk-away” wealth.
    If you have ever had questions about the following topics, don’t spend anothe
    ---
    Send in a voice message: https://anchor.fm/dom-the-maven/message
    20 min

About Conversations for Financial Professionals

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A Podcast shaping the next generation of financial advice!