Conversations for Financial Professionals

Podcast Details:

Podcast Title:  All You Ever Wanted To Know About Municipal Bonds

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

***LISTENER BONUS****

To receive a complimentary review of your bond portfolio or see bond portfolio samples, click here!

 

Questions/Issues We’ll Address on this Episode:

-What are municipal bonds

-Why they are used in investment strategy or portfolios

-Things to be aware of when considering as an investment

Helpful Links:

Submit a “Boot Camp Listener” question

Sign up for more updates like these

Subscribe to the podcast!

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

Where to Find Us:

 

#FinancialLiteracyBootCamp

Sound bumps provided by www.bensound.com

Podcast Details:

Podcast Title:  All You Ever Wanted To Know About Municipal Bonds

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

***LISTENER BONUS****

To receive a complimentary review of your bond portfolio or see bond portfolio samples, click here!

 

Questions/Issues We’ll Address on this Episode:

-What are municipal bonds

-Why they are used in investment strategy or portfolios

-Things to be aware of when considering as an investment

Helpful Links:

Submit a “Boot Camp Listener” question

Sign up for more updates like these

Subscribe to the podcast!

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

Where to Find Us:

 

#FinancialLiteracyBootCamp

Sound bumps provided by www.bensound.com

Podcast Details:

Podcast Title:  Financial You–Part 3

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

Sticking with the weight loss analogy…

* Know the following:

* it is easier to behave your way into a new way of thinking about your situation than to wait for your thinking to cause new behavior.  Do you think wishing that you weren’t overweight is as effective of going to the gym, signing up for a membership and hiring a personal trainer?  Or better yet, finding a friend that you can go to the gym with to help you in your quest.  Of course everyone would agree that adopting a new way of behaving all the not the easiest or most comfortable is the most effective.

* What you choose to do becomes less important from the stand point that you now have a new frame of thinking around your current situation that reflects two things:  where you are versus where you want to be.

THIS IS THE POWER IN THIS SECOND STEP OF “ADDRESSING”, BECAUSE IT DRIVES OR MOTIVATES YOU TO ADJUST.  Don’t lose sight of this.

* After a while the results begin to show.  People will begin to ask if you’ve lost weight.  But the reality is you’ve been living with a change mindset and resulting behaviors for a while.  Cutting down on your trips to Starbucks to buy expensive coffee or whatever else you do that can be curtailed or even eliminated begin to translate in financial “wins” for you on your path to true financial contentment.  All these steps have to take place–Assessing, addressing and now adjusting–in order for you to be more financially content and begin placing your money where your heart is.  This is the overlap of that Venn diagram we spoke about in the first step.

* So as you think about what you need to adjust, whether that be how much you spend or save, think about where you want to be.  Think about how you have already acknowledged that you are not there and you want to get there, so these are the things that need to change so you can reach your goal.

Subscribe to the podcast!

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

Where to Find Us:

 

#FinancialLiteracyBootCamp

Sound bumps provided by www.bensound.com

Podcast Details:

Podcast Title:  Financial You–Part 3
...

Podcast Details:

Podcast Title:  Solutions for Fixing the Athlete Fraud Problem

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

 

Questions/Issues We’ll Address on this Episode:

My discussion with Chase Carlson and Jonathan Miller about solutions to fix the athlete fraud problem.

Helpful Links:

* Jonathan’s organization:  Sports Financial Advisor Association

* Chase Carlson is on Twitter at @ChaseACarlson

* “60 Minutes” piece featuring Chase Carlson

Submit a “Boot Camp Listener” question

Sign up for more updates like these

Subscribe to the podcast!

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

Where to Find Us:

 

#FinancialLiteracyBootCamp

Sound bumps provided by www.bensound.com

Podcast Details:

Podcast Title:  Solutions for Fixing the Athlete Fraud Problem

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

 

Questions/Issues We’ll Address on this Episode:

My discussion with Chase Carlson and Jonathan Miller about solutions to fix the athlete fraud problem.

Helpful Links:

* Jonathan’s organization:  Sports Financial Advisor Association

* Chase Carlson is on Twitter at @ChaseACarlson

* “60 Minutes” piece featuring Chase Carlson

Submit a “Boot Camp Listener” question

Sign up for more updates like these

Subscribe to the podcast!

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

Where to Find Us:

 

#FinancialLiteracyBootCamp

Sound bumps provided by www.bensound.com

Podcast Details:

Podcast Title:  Financial You–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.

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

In the next step of addressing, this when we figure out we need to do something about what was uncovered.   It is ok to not know “what” to do.  What happens when you realize you are overweight and that it could lead to you not reaching your goal of longer life or a healthier enjoyment of life?  When you identify that you are overweight, you now have a few choices:  will it be dieting, exercise or some combination.  No matter what you choose you realize you want results that will get you to your goal of weight loss.

* Likely with your current physical state of being overweight there is an accompanying mindset of frame of thinking about your image, your weight, etc. that has aided in your current condition.

 Identify that there a problem with how you view yourself that has resulted in your current condition.  You can conduct this exercise not only for your weight, but for your financial condition or any other situation.  This part is important–this acknowledgement or addressing–is your line in the sand to say that “where I am is not where I want to be”.  And you have to own this so that you can change.

* You may have to do some really deep work about how you got to this place.  If you are in debt, was it through bad spending habits that led to the debt?  Or was it something else?  Or if you haven’t saved enough for retirement at this point, why is that?  Whatever your situation is, you have to own it so that you can move forward.  The old folks would say, “getting to the root of the problem”.

Subscribe to the podcast!

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

Where to Find Us:

 

#FinancialLiteracyBootCamp

Sound bumps provided by www.bensound.com

Podcast Details:

Podcast Title:  Financial You–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.

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...

Podcast Details:

Podcast Title:  Solutions to the Career Transition Problem

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

 

Questions/Issues We’ll Address on this Episode:

Marques Ogden and I continue our conversation about:  “The Career Transition Problem” and how to re-brand and financially empower yourself!

Helpful Links:

* Link to Legend Magazine Article

* Link to sign up for Marques’ speaking academy 

* Link to my “Open Letter” to Athletes

* Link to “5 Tips When Hiring a Financial Advisor“

*

Submit a “Boot Camp Listener” question

Sign up for more updates like these

Subscribe to the podcast!

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

Where to Find Us:

 

#FinancialLiteracyBootCamp

Sound bumps provided by www.bensound.com

Podcast Details:

Podcast Title:  Solutions to the Career Transition Problem

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

 

Questions/Issues We’ll Address on this Episode:

Marques Ogden and I continue our conversation about:  “The Career Transition Problem” and how to re-brand and financially empower yourself!

Helpful Links:

* Link to Legend Magazine Article

* Link to sign up for Marques’ speaking academy 

* Link to my “Open Letter” to Athletes

* Link to “5 Tips When Hiring a Financial Advisor“

*

Submit a “Boot Camp Listener” question

Sign up for more updates like these

Subscribe to the podcast!

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

Where to Find Us:

 

Podcast Details:

Podcast Title:  Financial You–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.

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

In assessing, you have to start with a real honest picture of just where you are versus where you want to be.  Any good assessment will identify gaps or holes that will prevent you from getting to where you want to be.  No matter what you use you have to get REAL about where you are.

* What are the things holding you back?  Is it bad spending habits?  Overwhelming debt?  Or is it more mental in nature–in that you have mental framing that causes you to view money as good or bad?

* Money is neither good or bad, it is just a means to achieve a purpose.  However, how you view something whether good or bad, will ultimately determine how you use that very thing.

* In your assessment and identification of any gaps that are impeding your progress to becoming truly financially content, think about the causes of the way you think about things–money and finances in particular.

Subscribe to the podcast!

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

Where to Find Us:

 

#FinancialLiteracyBootCamp

Sound bumps provided by www.bensound.com

Podcast Details:

Podcast Title:  Financial You–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.

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

In assessing, you have to start with a real honest picture of just where you are versus where you want to be.  Any good assessment will identify gaps or holes that will prevent you from getting to where you want to be.  No matter what you use you have to get REAL about where you are.

* What are the things holding you back?  Is it bad spending habits?  Overwhelming debt?

Podcast Details:

Podcast Title:  Financial Trends for 2017 & Beyond

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

 

Questions/Issues We’ll Address on this Episode:

I  cover trends in investing, fintech, and regulation investors should be aware of.

Helpful Links:

* Link to FinTech Summary article

* Link to DOL Fiduciary article

* Link to Investment Adviser Act of 1940

Submit a “Boot Camp Listener” question

Sign up for more updates like these

Subscribe to the podcast!

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

Where to Find Us:

 

#FinancialLiteracyBootCamp

Sound bumps provided by www.bensound.com

Podcast Details:

Podcast Title:  Financial Trends for 2017 & Beyond

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

 

Questions/Issues We’ll Address on this Episode:

I  cover trends in investing, fintech, and regulation investors should be aware of.

Helpful Links:

* Link to FinTech Summary article

* Link to DOL Fiduciary article

* Link to Investment Adviser Act of 1940

Submit a “Boot Camp Listener” question

Sign up for more updates like these

Subscribe to the podcast!

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

Where to Find Us:

 

#FinancialLiteracyBootCamp

Sound bumps provided by www.bensound.com

Podcast Details:

Podcast Title:  Is the Market for Creating or Maintaining Wealth?

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

 

Questions/Issues We’ll Address on this Episode:

Discussion around why the primary purpose of the market may be to preserve and not create wealth.

Helpful Links:

* Previous post on Wealth allocation framework

* Link to The Aspirational Investor

* Link to Zero to One

Submit a “Boot Camp Listener” question

Sign up for more updates like these

Subscribe to the podcast!

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

Where to Find Us:

 

#FinancialLiteracyBootCamp

Sound bumps provided by www.bensound.com

Podcast Details:

Podcast Title:  Is the Market for Creating or Maintaining Wealth?

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

 

Questions/Issues We’ll Address on this Episode:

Discussion around why the primary purpose of the market may be to preserve and not create wealth.

Helpful Links:

* Previous post on Wealth allocation framework

* Link to The Aspirational Investor

* Link to Zero to One

Submit a “Boot Camp Listener” question

Sign up for more updates like these

Subscribe to the podcast!

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

Where to Find Us:

 

#FinancialLiteracyBootCamp

Sound bumps provided by www.bensound.com

Podcast Details:

Podcast Title:  The New President and Policy Implication

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

 

Questions/Issues We’ll Address on this Episode:

We’ll look at 3 aspects of the new POTUS and policy implications:

– Economy and GDP

– Tax Reform

– Healthcare Reform

Helpful Links:

* Link to get POTUS white paper

* Link to How the Economic Machine Works

* Link to Trump Policies

* Link to IRS tables and tax collections

Submit a “Boot Camp Listener” question

Sign up for more updates like these

Subscribe to the podcast!

 

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

Where to Find Us:

 

#FinancialLiteracyBootCamp

© 2017 DJH Capital Management, LLC.

Sound bumps provided by www.bensound.com

Podcast Details:

Podcast Title:  The New President and Policy Implication

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

 

Questions/Issues We’ll Address on this Episode:

We’ll look at 3 aspects of the new POTUS and policy implications:

– Economy and GDP

– Tax Reform

– Healthcare Reform

Helpful Links:

* Link to get POTUS white paper

* Link to How the Economic Machine Works

* Link to Trump Policies

* Link to IRS tables and tax collections

Submit a “Boot Camp Listener” question

Sign up for more updates like these

Subscribe to the podcast!

 

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

Podcast Details:

Podcast Title:  Solutions to the Athlete Transition Problem

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

Questions/Issues We’ll Address on this Episode:

My conversation with Marques Ogden about rebranding yourself, career transition, strategic partnerships and more!

Helpful Links:

1st Interview with Marques Ogden

Ogden Speaking Academy Website

Click here to book Marques for speaking

Submit a “Boot Camp Listener” question

Sign up for more updates like these

Subscribe to the podcast!

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

#FinancialLiteracyBootCamp

© 2017 DJH Capital Management, LLC.

Sound bumps provided by www.bensound.com

Podcast Details:

Podcast Title:  Solutions to the Athlete Transition Problem

Podcast Series: Financial Literacy Boot Camp

Video and illustrations available on our YouTube channel here.

Questions/Issues We’ll Address on this Episode:

My conversation with Marques Ogden about rebranding yourself, career transition, strategic partnerships and more!

Helpful Links:

1st Interview with Marques Ogden

Ogden Speaking Academy Website

Click here to book Marques for speaking

Submit a “Boot Camp Listener” question

Sign up for more updates like these

Subscribe to the podcast!

About Me:

Dominique Henderson, CFP® is founder of DJH Capital Management, LLC., a fee-only, registered investment advisory firm specializing in comprehensive financial planning and wealth management.

#FinancialLiteracyBootCamp

© 2017 DJH Capital Management, LLC.

Sound bumps provided by www.bensound.com