Conversations for Financial Professionals

Podcast Details:

Podcast Title:  Finding (and Doing) What you Love to Do

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.

So last week we discussed what real or true financial contentment is and I broached a subject that I feel obligated to unpack just a bit. Because in order to have this true financial contentment that we are speaking about, you have spend your time doing what you love to do. Many of us can push past what we desire to do out of obligation to others.  But to be truly financially content, your resources (time, ta

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

Podcast Details:

Podcast Title:  Finding (and Doing) What you Love to Do

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.

So last week we discussed what real or true financial contentment is and I broached a subject that I feel obligated to unpack just a bit. Because in order to have this true financial contentment that we are speaking about, you have spend your time doing what you love to do. Many of us can push past what we desire to do out of obligation to others.  But to be truly financially content, your resources (time, ta

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

Podcast Details:

Podcast Title:  The Retirement Solution: “Finding What You Love to Do”

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

 

Questions/Issues We’ll Address on this Episode:

In today’s episode and maybe for the next couple weeks, I want to highlight some key takeaways from a few case studies that I’ve experienced in my years of practice around the subject of “retirement solutions”.  In addition to starting my own practice last year, I have had the benefit of serving about 600 families with another firm in the 6 years prior.  From that experience, I helped form several “retirement solutions” with several different financial planning strategies and techn

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

Podcast Details:

Podcast Title:  The Retirement Solution: “Finding What You Love to Do”

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

Questions/Issues We’ll Address on this Episode:

In today’s episode and maybe for the next couple weeks, I want to highlight some key takeaways from a few case studies that I’ve experienced in my years of practice around the subject of “retirement solutions”.  In addition to starting my own practice last year, I have had the benefit of serving about 600 families with another firm in the 6 years prior.  From that experience, I helped form several “retirement solutions” with several different financial planning strategies and techn

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

Podcast Details:

Podcast Title:  What is True Financial Contentment?

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.

For the last few weeks we have discussed “Financial You” which was all about ASSESSING (identifying the gaps), ADDRESSING (owning your situation), ADJUSTING (changing your behavior) to ACHIEVE your ideal financial situation, I thought it would be appropriate to cover wha

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

Podcast Details:

Podcast Title:  What is True Financial Contentment?

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.

For the last few weeks we have discussed “Financial You” which was all about ASSESSING (identifying the gaps), ADDRESSING (owning your situation), ADJUSTING (changing your behavior) to ACHIEVE your ideal financial situation, I thought it would be appropriate to cover wha

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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 with special guest Marques Ogden

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

 

Questions/Issues We’ll Address on this Episode:

A discussion of “Solutions to the Career Transition Problem”and the tools needed by young athletes to effectively transition from the gridiron to the boardroom!

Marques Ogden and I continue our conversation on “Solutions to the Career Transition Problem” by having a very candid discussion on the tools he used after leaving the NFL to begin his transition into the business world.  We discuss the development of his thought process, a strategic plan, and a business network to launch his next phase in life.  We also cover in the discussion practical examples on what business owners can do to boost their networks

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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 with special guest Marques Ogden

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

Questions/Issues We’ll Address on this Episode:

A discussion of “Solutions to the Career Transition Problem”and the tools needed by young athletes to effectively transition from the gridiron to the boardroom!

Marques Ogden and I continue our conversation on “Solutions to the Career Transition Problem” by having a very candid discussion on the tools he used after leaving the NFL to begin his transition into the business world.  We discuss the development of his thought process, a strategic plan, and a business network to launch his next phase in life.  We also cover in the discussion practical examples on what business owners can do to boost their networks

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

Podcast Details:

Podcast Title:  Financial You–Part 4

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.

What makes up financial you?  Is it your money?  How do you feel about it?  Are you happy?  Are you content?  If you are or aren’t content do you know what is making you feel that way?

I believe a lot of people ask these questions internally, everyday and don’t always have answers.  Here are 4 steps to uncovering answers to those type of questions.

ASSESS, ADDRESS, ADJUST, ACHIEVE

A brief review of the rubric.  These are the questions I believe a lot of people ask internally, everyday.

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

Podcast Details:

Podcast Title:  Financial You–Part 4

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.

What makes up financial you?  Is it your money?  How do you feel about it?  Are you happy?  Are you content?  If you are or aren’t content do you know what is making you feel that way?

I believe a lot of people ask these questions internally, everyday and don’t always have answers.  Here are 4 steps to uncovering answers to those type of questions.

ASSESS, ADDRESS, ADJUST, ACHIEVE

A brief review of the rubric.  These are the questions I believe a lot of people ask internally, everyday.

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