Conversations for Financial Professionals

Podcast Details:

Podcast Title:  Some Popular Questions and What They Mean

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

Powerpoint Slides

In episode 44, we discussed “Knowing Your Numbers” and this is a follow-up to that episode on some of the more popular questions I’ve come across.

Questions/Issues We’ll Address on this Episode:

Q) What is a good debt ratio and what is a bad debt ratio? (5:23)

A) Most experts would say for every dollar of income you should have no more than 36 cents of debt.  This would be anything you have a payment on (house, car, etc.).  As I explained in episode 44 about knowing your numbers, underwriters will use 43% t

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

Podcast Details:

Podcast Title:  Goals, Goals, Goals – 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)

In GOAL ARTICULATION, you must…

 

Start with the vision, write down what you think it will take you to get there, and finally, commit to the plan!

 

This 3-step process is called GOAL ARTICULATION.  It creates the accountability system you need to accomplish whatever goal you are striving to achieve.  Generally speaking, my clients come to me with a picture

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

Podcast Details:

Podcast Title:  Goals, Goals, Goals – 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)

In GOAL ARTICULATION, you must…

Start with the vision, write down what you think it will take you to get there, and finally, commit to the plan!

This 3-step process is called GOAL ARTICULATION.  It creates the accountability system you need to accomplish whatever goal you are striving to achieve.  Generally speaking, my clients come to me with a picture

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

Podcast Details:

Podcast Title:  Know Your Numbers:  The Most Important Financial Ratios/Formulas to Know

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

Powerpoint Slides

In episode 40, we talked about whether we were winning the fight for financial literacy and I made a comment about understanding certain financial ratios when it comes to your personal finance. Today,  I’ll cover some of the most important financial ratios and formulas to know that are crucial to your financial picture.  After this episode you should be able to take these financial ratios and formulas to get an indication of where you are when it comes to spending, saving or investing.

Questions/Issues We

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

Podcast Details:

Podcast Title:  Know Your Numbers:  The Most Important Financial Ratios/Formulas to Know

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

Powerpoint Slides

In episode 40, we talked about whether we were winning the fight for financial literacy and I made a comment about understanding certain financial ratios when it comes to your personal finance. Today,  I’ll cover some of the most important financial ratios and formulas to know that are crucial to your financial picture.  After this episode you should be able to take these financial ratios and formulas to get an indication of where you are when it comes to spending, saving or investing.

Questions/Issues We

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

Podcast Details:

Podcast Title:  Goals, Goals, Goals – 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)

 The first step in reaching your goals is to DREAM.  The dream is the essence of your GOAL FORMATION.

A common theme in our society is saving for retirement.  But where do you begin?  GOAL FORMATION.

Spending some time on GOAL FORMATION is the first step in how you would attack how much money needs to be saved, such as:

* What do you want your l

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

Podcast Details:

Podcast Title:  Goals, Goals, Goals – 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)

 The first step in reaching your goals is to DREAM.  The dream is the essence of your GOAL FORMATION.

A common theme in our society is saving for retirement.  But where do you begin?  GOAL FORMATION.

Spending some time on GOAL FORMATION is the first step in how you would attack how much money needs to be saved, such as:

* What do you want your l

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

Podcast Details:

Podcast Title:  The Low-Down on Financial Advisor Credentials

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

Powerpoint Slides

Questions/Issues We’ll Address on this Episode:

How many financial advisors are there?  (5:15)

Per the BLS there are 249,400 (in 2014) of “financial advisors”.

How many financial advisors are there?  (7:20)

Natural Questions….Which one should I work with? Which designation is “better”? What are the qualifications to become one? How are they regulated?

Top Down View on Advisors and their Specialty (8:15)

What is a CFP and what are the requirements? (9:35)

What is CFA and what are the requirements? (16:12)

Podcast Details:

Podcast Title:  The Low-Down on Financial Advisor Credentials

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

Powerpoint Slides

Questions/Issues We’ll Address on this Episode:

How many financial advisors are there?  (5:15)

Per the BLS there are 249,400 (in 2014) of “financial advisors”.

How many financial advisors are there?  (7:20)

Natural Questions….Which one should I work with? Which designation is “better”? What are the qualifications to become one? How are they regulated?

Top Down View on Advisors and their Specialty (8:15)

What is a CFP and what are the requirements? (9:35)

What is CFA and what are the requirements? (16:12)

Podcast Details:

Podcast Title:  Using Money and Not Letting It Use You

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.

(HEAD OVER TO YOUTUBE FOR THE VIDEO VERSION)

* Journal of Financial Planning Tweet (2:35)

Bloomberg View article

* What does the research really show? (3:20)

* What is our problem?  (5:40)

* Making Better Financial Decisions Part 1,