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Conversations for Financial Professionals
Conversations for Financial Professionals episodes
- FLBC 026: The Fundamentals of Investing - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your MoneyPodcast Details:Podcast Title: The Fundamentals of InvestingPodcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:1) Review of 2016 Investment Performances2) What is an asset class? How big are they? Which should l choose?3) How to track your portfolio if you are managing it.Helpful Links:Link to 2016 Asset Class PerformanceSubmit a “Boot Camp Listener” questionSign up for more updates like theseWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter#FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2017 DJH Capital Management, LLC.Sound bumps provided by www.bensound.comPodcast Details:Podcast Title: The Fundamentals of InvestingPodcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:1) Review of 2016 Investment Performances2) What is an asset class? How big are they? Which should l choose?3) How to track your portfolio if you are managing it.Helpful Links:Link to 2016 Asset Class PerformanceSubmit a “Boot Camp Listener” questionSign up for more updates like theseWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter#FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2017 DJH Capital Management, LLC.Sound bumps provided by www.bensound.com20 min
- FLBC 025: Protecting, Maintaining and Enhancing Your Credit - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your MoneyPodcast Details:Podcast Title: Protecting, Maintaining and Enhancing Your CreditPodcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:Protecting –Understand the FCRA. This allows you free access to your credit reports to check the details.Maintaining – Get identity theft protection and look at it as an insurance product.Enhancing – You have to know the formula. YOu also have to understand what the formula is designed to portray or illustrate. The Formula – 35% payment history; 30% amount owed; 15% length of history; 10% type of credit accts; 10% new accounts. The Formula’s purpose is to convey how well you borrow and pay back money. So if you are a cash buyer and don’t believe in debt then your FICO score will likely be low. It doesn’t reflect your level of income to debt or assets–so don’t look at it that way.Helpful Links:Blog Article on CreditNumberSense by Kaiser FungCheck your credit report for freePIRG ReportSubmit a “Boot Camp Listener” questionSign up for more updates like theseWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter#FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2017 DJH Capital Management, LLC.Sound bumps provided by www.bensound.comPodcast Details:Podcast Title: Protecting, Maintaining and Enhancing Your CreditPodcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:Protecting –Understand the FCRA. This allows you free access to your credit reports to check the details.Maintaining – Get identity theft protection and look at it as an insurance product.Enhancing – You have to know the formula. YOu also have to understand what the formula is designed to portray or illustrate. The Formula – 35% payment history; 30% amount owed; 15% length of history; 10% type of credit accts; 10% new accounts. The Formula’s purpose is to convey how well you borrow and pay back money. So if you are a cash buyer and don’t believe in debt then your FICO score will likely be low. It doesn’t reflect your level of income to debt or assets–so don’t look at it that way.Helpful Links:Blog Article on CreditNumberSense by Kaiser FungCheck your credit report for free15 min
- FLBC 024: ABCs of Financial Advisor Compensation - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your MoneyPodcast Details:Podcast Title: ABCs of Financial Advisor CompensationPodcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:-We break down how financial advisors are compensated;-Compensation transparency (difference between suitability and fiduciary standard); and-What is best for youHelpful Links:Submit a “Boot Camp Listener” questionSign up for more updates like theseWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter#FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2017 DJH Capital Management, LLC.Sound bumps provided by www.bensound.comPodcast Details:Podcast Title: ABCs of Financial Advisor CompensationPodcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:-We break down how financial advisors are compensated;-Compensation transparency (difference between suitability and fiduciary standard); and-What is best for youHelpful Links:Submit a “Boot Camp Listener” questionSign up for more updates like theseWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter#FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2017 DJH Capital Management, LLC.Sound bumps provided by www.bensound.com12 min
- FLBC 023: The Question Bonanza – Part 2 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your MoneyPodcast Details:Podcast Title: The Question Bonanza – Part 2Podcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:I tackle investor questions.– How should I construct my portfolio? (for DIY investors)– What do I need in my estate plan?– Should I contribute to my HSA or not?Helpful Links:Submit a “Boot Camp Listener” questionWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter #FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2016 DJH Capital Management, LLC.Sound bumps provided by www.bensound.comPodcast Details:Podcast Title: The Question Bonanza – Part 2Podcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:I tackle investor questions.– How should I construct my portfolio? (for DIY investors)– What do I need in my estate plan?– Should I contribute to my HSA or not?Helpful Links:Submit a “Boot Camp Listener” questionWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter #FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2016 DJH Capital Management, LLC.Sound bumps provided by www.bensound.com12 min
- FLBC 022: The Question Bonanza – Part 1 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your MoneyPodcast Details:Podcast Title: The Question Bonanza – Part 1Podcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:I tackle investor questions.– What type of insurance should I have?The Building Blocks of a Financial Plan – Part 1The Building Blocks of a Financial Plan – Part 2– What should I look for in a financial advisor?References:FINRA: https://brokercheck.finra.org/SEC: https://adviserinfo.sec.gov/CFP Board: http://www.letsmakeaplan.org/– How much should I invest in the market?Helpful Links:Submit a “Boot Camp Listener” questionWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter #FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2016 DJH Capital Management, LLC.Sound bumps provided by www.bensound.comPodcast Details:Podcast Title: The Question Bonanza – Part 1Podcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:I tackle investor questions.– What type of insurance should I have?The Building Blocks of a Financial Plan – Part 1The Building Blocks of a Financial Plan – Part 2– What should I look for in a financial advisor?References:FINRA: https://brokercheck.finra.org/SEC: https://adviserinfo.sec.gov/CFP Board: http://www.letsmakeaplan.org/– How much should I invest in the market?Helpful Links:Submit a “Boot Camp Listener” questionWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter #FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2016 DJH Capital Management, LLC.Sound bumps provided by www.bensound.com11 min
- FLBC 021: The Year End Planning Guide – Part 3 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your MoneyPodcast Details:Podcast Title: Year End Planning Guide- Part 3Podcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:-The most common ways to estate plan, and-Why you would (or would not) create a trust for your assetsHelpful Links:Click here for our Year-End Tax Planning Guide.Submit a “Boot Camp Listener” questionSign up for more updates like theseWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter#FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2016 DJH Capital Management, LLC.Sound bumps provided by www.bensound.comPodcast Details:Podcast Title: Year End Planning Guide- Part 3Podcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:-The most common ways to estate plan, and-Why you would (or would not) create a trust for your assetsHelpful Links:Click here for our Year-End Tax Planning Guide.Submit a “Boot Camp Listener” questionSign up for more updates like theseWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter#FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2016 DJH Capital Management, LLC.Sound bumps provided by www.bensound.com12 min
- FLBC 020: The Year End Planning Guide – Part 2 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your MoneyPodcast Details:Podcast Title: Year End Planning Guide- Part 2Podcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:-Reasons for Tax Loss Selling/Harvesting and-Advantages of doing soLink to Tax Loss Selling white paperHelpful Links:Click here for our Year-End Tax Planning Guide.Submit a “Boot Camp Listener” questionSign up for more updates like theseWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter #FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2016 DJH Capital Management, LLC.Sound bumps provided by www.bensound.comPodcast Details:Podcast Title: Year End Planning Guide- Part 2Podcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:-Reasons for Tax Loss Selling/Harvesting and-Advantages of doing soLink to Tax Loss Selling white paperHelpful Links:Click here for our Year-End Tax Planning Guide.Submit a “Boot Camp Listener” questionSign up for more updates like theseWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter #FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2016 DJH Capital Management, LLC.Sound bumps provided by www.bensound.com11 min
- FLBC 019: The Year End Planning Guide – Part 1 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your MoneyPodcast Details:Podcast Title: Year End Planning Guide- Part 1Podcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:Click here for our Year-End Tax Planning Guide.-Understand the Tax Formula-Tax Saving StrategiesHelpful Links:Submit a “Boot Camp Listener” questionSign up for more updates like theseWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter #FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2016 DJH Capital Management, LLC.Sound bumps provided by www.bensound.comPodcast Details:Podcast Title: Year End Planning Guide- Part 1Podcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:Click here for our Year-End Tax Planning Guide.-Understand the Tax Formula-Tax Saving StrategiesHelpful Links:Submit a “Boot Camp Listener” questionSign up for more updates like theseWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter #FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2016 DJH Capital Management, LLC.Sound bumps provided by www.bensound.com13 min
- FLBC 018: Tackling your W-4 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your MoneyPodcast Details:Podcast Title: Tackling your W-4Podcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:– IRS Formula for calculating your tax liability– Reconciliation of taxable income can’t be done with front page of W-4 (YOU NEED TO USE THE WORKSHEET!)-Increasing your taxable income will help to fund YOUR GOALSHelpful Links:Submit a “Boot Camp Listener” questionSign up for more updates like theseClick here for our Year-End Tax Planning Guide.Where to Find Us:WebsiteBlogLinkedInFacebookTwitter #FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2016 DJH Capital Management, LLC.Sound bumps provided by www.bensound.comPodcast Details:Podcast Title: Tackling your W-4Podcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:– IRS Formula for calculating your tax liability– Reconciliation of taxable income can’t be done with front page of W-4 (YOU NEED TO USE THE WORKSHEET!)-Increasing your taxable income will help to fund YOUR GOALSHelpful Links:Submit a “Boot Camp Listener” questionSign up for more updates like theseClick here for our Year-End Tax Planning Guide.Where to Find Us:WebsiteBlogLinkedInFacebookTwitter #FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2016 DJH Capital Management, LLC.Sound bumps provided by www.bensound.com8 min
- FLBC 017: Real Talk from the Trenches - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your MoneyPodcast Details:Podcast Title: Real Talk from the TrenchesPodcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:Segment 1 – Marques and I talk about his NFL career and how he transitioned into speakingSegment 2 – Marques and I talk about how athletes need better financial literacy.Segment 3 – Marques and I talk about how the current theme of “Athletes Gone Broke” can change.Segment 4 – Marques discusses his speaking academy and how it can help individuals make that “next” step.Marques Ogden’s websiteSpeaking Academy LinkHelpful Links:Submit a “Boot Camp Listener” questionWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter #FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2016 DJH Capital Management, LLC.Sound bumps provided by www.bensound.comPodcast Details:Podcast Title: Real Talk from the TrenchesPodcast Series: Financial Literacy Boot CampFull Illustrations available on YouTube Version here.Questions/Issues We’ll Address on this Episode:Segment 1 – Marques and I talk about his NFL career and how he transitioned into speakingSegment 2 – Marques and I talk about how athletes need better financial literacy.Segment 3 – Marques and I talk about how the current theme of “Athletes Gone Broke” can change.Segment 4 – Marques discusses his speaking academy and how it can help individuals make that “next” step.Marques Ogden’s websiteSpeaking Academy LinkHelpful Links:Submit a “Boot Camp Listener” questionWhere to Find Us:WebsiteBlogLinkedInFacebookTwitter #FinancialLiteracyBootCampBio:Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.© 2016 DJH Capital Management, LLC.Sound bumps provided by www.bensound.com14 min
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