Conversations for Financial Professionals

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,

Podcast Details:

Podcast Title:   The Infamous 401(k) Rollover:  The Why and The How

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:

* There are two buckets of money…qualified or non-qualified (5:00)

* What is a 401(k)? (6:00)

* Is it mine?  (6:35)

* Can I roll this into my new employer’s plan?  (10:35)

* Can I still participate in my former employer’s plan?  (11:30)

* How should I invest my  401(k)?  (12:33)

* What is an IRA?  (15:35)

* Why would I want to rollover my 401(k)? (17:00)

* The steps to a 401(k) Rollover (19:00)

 

#financialliteracy #

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

Podcast Details:

Podcast Title:   The Infamous 401(k) Rollover:  The Why and The How

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:

* There are two buckets of money…qualified or non-qualified (5:00)

* What is a 401(k)? (6:00)

* Is it mine?  (6:35)

* Can I roll this into my new employer’s plan?  (10:35)

* Can I still participate in my former employer’s plan?  (11:30)

* How should I invest my  401(k)?  (12:33)

* What is an IRA?  (15:35)

* Why would I want to rollover my 401(k)? (17:00)

* The steps to a 401(k) Rollover (19:00)

#financialliteracy #

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

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)

* The 3 Questions…(1:55)

 -Why do I need financial success?

-What will I do once it is obtained?

-How will I pass on my financial success?

 

Answers to these questions by you reveal the lenses through which you view money and will reveal other things about yourself if you choose to explore them.

* What “space” does money take up in your life? (2:50)

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)

* The 3 Questions…(1:55)

 -Why do I need financial success?

-What will I do once it is obtained?

-How will I pass on my financial success?

Answers to these questions by you reveal the lenses through which you view money and will reveal other things about yourself if you choose to explore them.

* What “space” does money take up in your life? (2:50)

Podcast Details:

Podcast Title:  Solutions to the Career Transition Problem:  “Starting New Things”

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

Questions/Issues We’ll Address on this Episode:

 

-We talk about Marques’ upcoming speaking academy and how attendance has tripled (2:10)

-Marques’ advice on “fearing to fail” (3:48)

-Marques’ newest endeavor….SURPRISE!!!  (7:40)

-Another life lesson “unpacked” (14:40)

-The lightning round:  what is Marques think about….(16:40)

Solutions to the Career Transition Problem Series:  1st Interview, 2nd Interview, 3rd Interview,

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

Podcast Details:

Podcast Title:  Solutions to the Career Transition Problem:  “Starting New Things”

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

Questions/Issues We’ll Address on this Episode:

-We talk about Marques’ upcoming speaking academy and how attendance has tripled (2:10)

-Marques’ advice on “fearing to fail” (3:48)

-Marques’ newest endeavor….SURPRISE!!!  (7:40)

-Another life lesson “unpacked” (14:40)

-The lightning round:  what is Marques think about….(16:40)

Solutions to the Career Transition Problem Series:  1st Interview, 2nd Interview, 3rd Interview,

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

Podcast Details:

Podcast Title:  What’s Your [Financial] Motivation?

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)

So we just completed a series on developing our “money mindset” to address our attitudes and behavior with money.  I’d argue it is impossible to use something for its intended purpose if you don’t know it’s purpose.   Which constantly gives me something to talk about….but it occurred to me that I gave you the purpose of money in the last 3 podcasts on

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

Podcast Details:

Podcast Title:  What’s Your [Financial] Motivation?

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)

So we just completed a series on developing our “money mindset” to address our attitudes and behavior with money.  I’d argue it is impossible to use something for its intended purpose if you don’t know it’s purpose.   Which constantly gives me something to talk about….but it occurred to me that I gave you the purpose of money in the last 3 podcasts on

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

Podcast Details:

Podcast Title:  Are We Winning the Fight for Financial Literacy?

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

Powerpoint Slides for the Presentation

Questions/Issues We’ll Address on this Episode:

The Question–“Are We Winning the Fight?” (2:25)

What drives or influences our spending decisions?  (5:30)

The influences that marketing has on us are undeniable.  We are constantly bombarded with the message of CONSUMPTION to, if not drive decision making, definitely influence our decision making.

What is US consumer spending?(8:00)

Domestic consumption of goods and services is near 70% (per the Bureau of Economic Analysis or the B

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