Conversations for Financial Professionals

This week I spend some time with former NFL defensive end, Ernest Owusu, to talk about life during and after professional sports.

Podcast Details:

Podcast Title:  The Social Cartographer Series:  Diagnosing

Podcast Series: The Maven’s Keys to Financial Contentment

The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers.

Link to Show Episode

As we discussed a couple of weeks ago in “Decoding Our Money Messages“, there are belief systems that essentially act as the software program in our brains that have us carry out certain behaviors or decisions that produce a set of desired or undesired results.  For example, you may be that money is something that only the rich have because they take it from others, and therefore you find it hard to

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

Podcast Details:

Podcast Title:  The Social Cartographer Series:  Diagnosing

Podcast Series: The Maven’s Keys to Financial Contentment

The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers.

Link to Show Episode

As we discussed a couple of weeks ago in “Decoding Our Money Messages“, there are belief systems that essentially act as the software program in our brains that have us carry out certain behaviors or decisions that produce a set of desired or undesired results.  For example, you may be that money is something that only the rich have because they take it from others, and therefore you find it hard to

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

Podcast Details:

Podcast Title:  What to Do Before You’re Gone

Podcast Series: Financial Literacy Boot Camp

(Video and illustrations available on our YouTube channel here.)

 

So recently I created a little template that I like to call the “Financial Contentment Letter“.  And it is really a discussion starter and thought provoker for clients to start to take action on their estate planning.  This is a good document to go over before you create a will, medical & health care directives, or power of attorney because it helps you think through the things necessary in all those documents.

So I wanted to take the time during this show just to walk through the rationale behind my creation of this document and some of the experiences I’ve had

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

Podcast Details:

Podcast Title:  What to Do Before You’re Gone

Podcast Series: Financial Literacy Boot Camp

(Video and illustrations available on our YouTube channel here.)

So recently I created a little template that I like to call the “Financial Contentment Letter“.  And it is really a discussion starter and thought provoker for clients to start to take action on their estate planning.  This is a good document to go over before you create a will, medical & health care directives, or power of attorney because it helps you think through the things necessary in all those documents.

So I wanted to take the time during this show just to walk through the rationale behind my creation of this document and some of the experiences I’ve had

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

Podcast Details:

Podcast Title:  Decoding Our Money Messages – Part 2

Podcast Series: The Maven’s Keys to Financial Contentment

The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers.

(CHECK OUT OUR YOUTUBE CHANNEL FOR THE VIDEO VERSION)

Link to Show Episode

George Kinder from 7 Stages of Money Maturity – (2:30)

* The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life

* page 5…”Money Maturity helps resolve the troubling emotional conflicts around money that never seem to go a

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

Podcast Details:

Podcast Title:  Decoding Our Money Messages – Part 2

Podcast Series: The Maven’s Keys to Financial Contentment

The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers.

(CHECK OUT OUR YOUTUBE CHANNEL FOR THE VIDEO VERSION)

Link to Show Episode

George Kinder from 7 Stages of Money Maturity – (2:30)

* The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life

* page 5…”Money Maturity helps resolve the troubling emotional conflicts around money that never seem to go a

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

Podcast Details:

Podcast Title:  Strategies to Maximize Executive Compensation

Podcast Series: Financial Literacy Boot Camp

(Video and illustrations available on our YouTube channel here.)

Powerpoint Slides

In my previous positions and just through a lot of reading on executive compensation, we’ve developed an expertise.  So any of you listening out there that have executive compensation like RSUs, restricted stock, NSOs or ISOs, you want to give us a call so we can evaluate whether not you are maximizing your wealth potential and saving yourself money in tax liability.  Today, I’m going to share a little parable that gives a high-level overview of how we help our clients.

In previous articles, we’ve have mentioned the importance of having a specific strategy to maximize your wealth bu

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

Podcast Details:

Podcast Title:  Strategies to Maximize Executive Compensation

Podcast Series: Financial Literacy Boot Camp

(Video and illustrations available on our YouTube channel here.)

Powerpoint Slides

In my previous positions and just through a lot of reading on executive compensation, we’ve developed an expertise.  So any of you listening out there that have executive compensation like RSUs, restricted stock, NSOs or ISOs, you want to give us a call so we can evaluate whether not you are maximizing your wealth potential and saving yourself money in tax liability.  Today, I’m going to share a little parable that gives a high-level overview of how we help our clients.

In previous articles, we’ve have mentioned the importance of having a specific strategy to maximize your wealth bu

---

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

Podcast Details:

Podcast Title:  Decoding Our Money Messages – Part 1

Podcast Series: The Maven’s Keys to Financial Contentment

The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers.

(CHECK OUT OUR YOUTUBE CHANNEL FOR THE VIDEO VERSION)

Link to Show Episode

George Kinder from 7 Stages of Money Maturity – (3:30)

* The Seven Stages of Money Maturity: Un

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