Conversations for Financial Professionals

TODAY’S TOPIC:  Know Your Numbers:  Going Beyond the Math for Life 2.0- Part 2

Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email)

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Link to Show Episode (For mobile users)

What will it take for you to be financially free? What are your numbers?

This discussion is Part 2 of the previous episode around creating a financial or life plan to deliver on your dreams.

We’ll do the following in this episode:

1) Take a deeper dive on how to look past just the numbers to create a life plan.

2) Find ways to fulfill your passion and your purpose with your money.

This discussion includes:

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TODAY’S TOPIC:  Know Your Numbers:  Going Beyond the Math for Life 2.0- Part 1

Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email)

Get Alerts at: 

Link to Show Episode (For mobile users)

I was recently inspired by a couple conversations in my practice around the specificity of knowing your number.  And it got me to thinking how important this can be to a plan.  So I want to take the next couple of episodes to cover:

* How to calculate your number given a set of circumstances.

* Then I’ll take a sample case and walk you through the math and some of the consideration.

* Then we’ll discuss the recommendations that would apply.

This discussion includes:

 

 

 

 

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Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  Know Your Numbers:  Going Beyond the Math for Life 2.0- Part 1

Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email)

Get Alerts at: 

Link to Show Episode (For mobile users)

I was recently inspired by a couple conversations in my practice around the specificity of knowing your number.  And it got me to thinking how important this can be to a plan.  So I want to take the next couple of episodes to cover:

* How to calculate your number given a set of circumstances.

* Then I’ll take a sample case and walk you through the math and some of the consideration.

* Then we’ll discuss the recommendations that would apply.

This discussion includes:

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Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  2017 Investment Review and 2018 Market Outlook

Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email)

Get Alerts at: 

Link to Show Episode (For mobile users)

We’ll recap investment performance in 2017 and discuss whether those type of returns will continue in 2018 and how you can take advantage of that in accounts like your 401k. I’m gonna walk you through how to do that today.

This discussion includes:

Segment 1: Show you how to read a couple important charts to give you an indication of how to pick funds in your 401(k)

Segment 2: Show you fund choices from a sample 401(k) plan to convey how to use that information learned in Segment 1

 

TOOLS FOR GROWTH

* Where do you stand financia

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Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  2017 Investment Review and 2018 Market Outlook

Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email)

Get Alerts at: 

Link to Show Episode (For mobile users)

We’ll recap investment performance in 2017 and discuss whether those type of returns will continue in 2018 and how you can take advantage of that in accounts like your 401k. I’m gonna walk you through how to do that today.

This discussion includes:

Segment 1: Show you how to read a couple important charts to give you an indication of how to pick funds in your 401(k)

Segment 2: Show you fund choices from a sample 401(k) plan to convey how to use that information learned in Segment 1

TOOLS FOR GROWTH

* Where do you stand financia

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Send in a voice message: https://anchor.fm/dom-the-maven/message

TODAY’S TOPIC:  Asking the Right Questions Blockchain, Bitcoin and Cryptos

Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email)

Get Alerts at: 

Link to Show Episode (For mobile users)

If you’ve ever wanted to know what are the right questions regarding blockchain, bitcoin or other cryptocurrencies–especially if you’re considering them for your investment portfolio, you don’t want to miss this episode.

Segment 1: How is value exchanged? How will that change with Blockchain or Bitcoin?

Segment 2: What is Bitcoin? What is Blockchain

Segment 3: How do you invest? What are the pros/cons?

 

TOOLS FOR GROWTH

* Where do you stand financially–

TODAY’S TOPIC:  Asking the Right Questions Blockchain, Bitcoin and Cryptos

Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email)

Get Alerts at: 

Link to Show Episode (For mobile users)

If you’ve ever wanted to know what are the right questions regarding blockchain, bitcoin or other cryptocurrencies–especially if you’re considering them for your investment portfolio, you don’t want to miss this episode.

Segment 1: How is value exchanged? How will that change with Blockchain or Bitcoin?

Segment 2: What is Bitcoin? What is Blockchain

Segment 3: How do you invest? What are the pros/cons?

TOOLS FOR GROWTH

* Where do you stand financially–

TODAY’S TOPIC:  What is Good Financial Advice?

Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email)

Get Alerts at: 

Link to Show Episode (For mobile users)

If you’ve ever asked: “what is good financial advice” or “what does good financial advice look like”, I’m going to talk about how to figure out if you should:

1) take your own financial advice, or

2) hire someone to give you financial advice

Segment 1- Know yourself…

Segment 2 – Understand financial planning is both emotional and logical…

Segment 3 – Integrate the 4 components of financial planning…

 

TOOLS FOR GROWTH

* Where do you stand financially–Take our quiz!

TODAY’S TOPIC:  What is Good Financial Advice?

Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email)

Get Alerts at: 

Link to Show Episode (For mobile users)

If you’ve ever asked: “what is good financial advice” or “what does good financial advice look like”, I’m going to talk about how to figure out if you should:

1) take your own financial advice, or

2) hire someone to give you financial advice

Segment 1- Know yourself…

Segment 2 – Understand financial planning is both emotional and logical…

Segment 3 – Integrate the 4 components of financial planning…

TOOLS FOR GROWTH

* Where do you stand financially–Take our quiz!

TODAY’S TOPIC:  What to Look for in a Good Financial Adviser

Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an   email)

Get Alerts at: 

Link to Show Episode (For mobile users)

If you’ve ever wanted to know what to look for in a good financial adviser–credentials, qualifications, education and just a way to check their background, I’m going to give that to you today.

We’ll walk through my own personal registered profile and show you how to find:

Segment 1-What it takes to get into the financial industry? (6:25-8:25)

 

Segment 2 – How to fact check your person before working with them (8:30-16:10)

* Time in the Industry

* Education & Qualification

* Compensation

TOO

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Send in a voice message: https://anchor.fm/dom-the-maven/message