Conversations for Financial Professionals

By Dominique Henderson, CFP®

A Podcast shaping the next generation of financial advice!

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FAQs about Conversations for Financial Professionals:

How many episodes does Conversations for Financial Professionals have?

The podcast currently has 450 episodes available.

Conversations for Financial Professionals episodes:

November 11, 2016 FLBC 016: Making Better Financial Decisions-Part 3 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
Podcast Details:
Podcast Title: Making Better Financial Decisions-Part 3
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:
– Introduction to the Idea of what biases are and why our brains get in the way of good financial decision making.
– Heart: Emotional Biases

– OVERCONFIDENCE BIAS.
– Head: Cognitive Biases

– REPRESENTATIVENESS BIAS.
How do you move forward with these questions?
– When will I start my budget?

– When will I start paying down and eventually pay off that student loan?

– When will I take advantage of the 401(k) employer match?

– When will I complete my will?

– When will I check to see if I have enough life insurance just in case something happens to me?

– When will I build up my rainy day fund, just in case it rains?

– When will I hire a financial advisor to help me with some or all of the above?
Helpful Links:
Submit a “Boot Camp Listener” question
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
Podcast Details:
Podcast Title: Making Better Financial Decisions-Part 3
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:
– Introduction to the Idea of what biases are and why our brains get in the way of good financial decision making.
– Heart: Emotional Biases

– OVERCONFIDENCE BIAS.
– Head: Cognitive Biases

– REPRESENTATIVENESS BIAS.
How do you move forward with these questions?
– When will I start my budget?

– When will I start paying down and eventually pay off that student loan?

– When will I take advantage of the 401(k) employer match?

– When will I complete my will?

– When will I check to see if I have enough life insurance just in case something happens to me?

– When will I build up my rainy day fund, just in case it rains?

– When will I hire a financial advisor to help me with some or all of the above?
Helpful Links:
Submit a “Boot Camp Listener” question
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.
...more
13min
November 04, 2016 FLBC 015: Making Better Financial Decisions-Part 2 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
Podcast Details:
Podcast Title: Making Better Financial Decisions-Part 2
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:
– Introduction to the Idea of what biases are and why our brains get in the way of good financial decision making.
– Cognitive Bias (Head) – mental misfire

– Emotional Bias (Heart) – avoid pain, produce pleasure “fight or flight”
Loss Aversion Bias – you want to avoid the loss
Examples: Not selling a losing stock in your portfolio because you’re emotionally tied to it…it represents something.
Confirmation Bias – This is the view that people generally look to confirm what they already believe about something ignoring evidence to the contrary.
Examples: holding too much employer stock in your retirement plan
Helpful Links:
Submit a “Boot Camp Listener” question
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
Podcast Details:
Podcast Title: Making Better Financial Decisions-Part 2
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:
– Introduction to the Idea of what biases are and why our brains get in the way of good financial decision making.
– Cognitive Bias (Head) – mental misfire

– Emotional Bias (Heart) – avoid pain, produce pleasure “fight or flight”
Loss Aversion Bias – you want to avoid the loss
Examples: Not selling a losing stock in your portfolio because you’re emotionally tied to it…it represents something.
Confirmation Bias – This is the view that people generally look to confirm what they already believe about something ignoring evidence to the contrary.
Examples: holding too much employer stock in your retirement plan
Helpful Links:
Submit a “Boot Camp Listener” question
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
...more
9min
October 28, 2016 FLBC 014: Making Better Financial Decisions-Part 1 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
Podcast Details:
Podcast Title: Making Better Financial Decisions-Part 1
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:
– Introduction to the Idea of what biases are and why our brains get in the way of good financial decision making.
– Behavioral Economics/behavioral finance is the basic premise that we as individuals have several biases that keep us from behaving rationally when it comes making investment decisions.
– Faulty Decisions–From Brain or Heart?

– Emotional and Cognitive?
Helpful Links:
Daniel Kahneman

Howard Marks memo
Submit a “Boot Camp Listener” question
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
Podcast Details:
Podcast Title: Making Better Financial Decisions-Part 1
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:
– Introduction to the Idea of what biases are and why our brains get in the way of good financial decision making.
– Behavioral Economics/behavioral finance is the basic premise that we as individuals have several biases that keep us from behaving rationally when it comes making investment decisions.
– Faulty Decisions–From Brain or Heart?

– Emotional and Cognitive?
Helpful Links:
Daniel Kahneman

Howard Marks memo
Submit a “Boot Camp Listener” question
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
...more
9min
October 21, 2016 FLBC 013: The Financial Playbook for Entrepreneurs - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
Podcast Details:
Podcast Title: The Financial Playbook for Entrepreneurs
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:
-From the Financial Playbook

1) Tax Efficiency

2) Entity Structure and Selection

3) Maximizing Business Monetization Event
Helpful Links:

* Link to sign up for financial playbook–When you sign up, I will send you 17 common tax deductions for entrepreneurs!
* Submit a “Boot Camp Listener” question
* Schedule 30-minute free consultation

Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
Podcast Details:
Podcast Title: The Financial Playbook for Entrepreneurs
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:
-From the Financial Playbook

1) Tax Efficiency

2) Entity Structure and Selection

3) Maximizing Business Monetization Event
Helpful Links:

* Link to sign up for financial playbook–When you sign up, I will send you 17 common tax deductions for entrepreneurs!
* Submit a “Boot Camp Listener” question
* Schedule 30-minute free consultation

Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
...more
10min
October 14, 2016 FLBC 012: Pulling Back the Covers - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
Podcast Details:
Podcast Title: Pulling Back the Covers
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:
An “intimate” look at me, why I started the Financial Literacy Boot Camp and my role as a financial advisor.
Helpful Links:
Submit a “Boot Camp Listener” question
Subscribe to our Newsletter
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
Podcast Details:
Podcast Title: Pulling Back the Covers
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:
An “intimate” look at me, why I started the Financial Literacy Boot Camp and my role as a financial advisor.
Helpful Links:
Submit a “Boot Camp Listener” question
Subscribe to our Newsletter
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
...more
9min
October 07, 2016 FLBC 011: The Not So Obvious Benefits of your 401(k) - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
Podcast Details:
Podcast Title: The Not So Obvious Benefits of your 401(k)
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:
Benefits of making pre-tax contributions to your 401(k)

* pretax means tax savings
* tax deferred growth of contributions
* employer match (if available)
* distributions/withdrawals

Helpful Links:
Submit a “Boot Camp Listener” question
Sign up for newsletter
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
Podcast Details:
Podcast Title: The Not So Obvious Benefits of your 401(k)
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:
Benefits of making pre-tax contributions to your 401(k)

* pretax means tax savings
* tax deferred growth of contributions
* employer match (if available)
* distributions/withdrawals

Helpful Links:
Submit a “Boot Camp Listener” question
Sign up for newsletter
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
...more
9min
September 30, 2016 FLBC 010: Putting the Serve Back into Financial Services - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
Podcast Details:
Podcast Title: Putting the Serve Back into Financial Services
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:

* How can we as a profession put the serve back into financial services? What actions can we take to make sure people in need of financial services feel they can trust advisors with this great responsibility?
* How can I serve you? Be a listener
* Refer away the business you can’t service. Seek the client’s best interest.
* Always follow-up. Remain accessible throughout the financial planning advice process.

Helpful Links:
Help with Finding and Advisor

Submit a “Boot Camp Listener” question
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
Podcast Details:
Podcast Title: Putting the Serve Back into Financial Services
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:

* How can we as a profession put the serve back into financial services? What actions can we take to make sure people in need of financial services feel they can trust advisors with this great responsibility?
* How can I serve you? Be a listener
* Refer away the business you can’t service. Seek the client’s best interest.
* Always follow-up. Remain accessible throughout the financial planning advice process.

Helpful Links:
Help with Finding and Advisor

Submit a “Boot Camp Listener” question
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
...more
7min
September 23, 2016 FLBC 009: Understanding the Psychology Behind Investing - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
Podcast Details:
Podcast Title: Understanding the Psychology Behind Investing
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:

* What is up with the psychology behind investing? Looking at the numbers any rationale person would avoid destructive behaviors right?
* What is the difference between active and passive investment management?
* What has taken place with investors and their behavior?- DALBAR Quantitative Analysis of Investor Behavior sites that between January 1, 1985 to December 31, 2014::

– equity mutual fund investors underperformed the S&P 500 (the equity market proxy) by 8.19% (13.69% vs. 5.5%)

– fixed income mutual fund investors underperformed the Barclays (the bond market proxy) by 4.81% (5.97% vs. 1.16%)- Parting Thought: What if instead of trying to outperform the market to create wealth, you instead looked at the market as a way to preserve the wealth you are creating through your income?

Helpful Links:

Dalbar report

S&P 500 index

Barclays index

CFA Institute
Submit a “Boot Camp Listener” question
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
Podcast Details:
Podcast Title: Understanding the Psychology Behind Investing
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:

* What is up with the psychology behind investing? Looking at the numbers any rationale person would avoid destructive behaviors right?
* What is the difference between active and passive investment management?
* What has taken place with investors and their behavior?- DALBAR Quantitative Analysis of Investor Behavior sites that between January 1, 1985 to December 31, 2014::

– equity mutual fund investors underperformed the S&P 500 (the equity market proxy) by 8.19% (13.69% vs. 5.5%)

– fixed income mutual fund investors underperformed the Barclays (the bond market proxy) by 4.81% (5.97% vs. 1.16%)- Parting Thought: What if instead of trying to outperform the market to create wealth, you instead looked at the market as a way to preserve the wealth you are creating through your income?

Helpful Links:

Dalbar report

S&P 500 index

Barclays index

CFA Institute
Submit a “Boot Camp Listener” question
Where to Find Us:
Website

Blog

...more
8min
September 16, 2016 FLBC 008: The Building Blocks of a Financial Plan – Part 4 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
Podcast Details:
Podcast Title: The Building Blocks of a Financial Plan – Part 4
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:

* Creating the financial plan:

* Risk Management Portfolio
* Short Term Investments & Debt Management Plan
* Long Term Investments & Estate Planning

* Retirement Funds (e.g. 401k)–3 Rules

* contribute consistently
* take advantage of the match
* pick funds with long track records and low fees

* Education funding (for kids)
* Wealth transfer/gifting
* Estate documents:

* Will/Living Will/Medical Power of Attorney

Helpful Links:
The Essential Estate Planning Documents
Submit a “Boot Camp Listener” question
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
Podcast Details:
Podcast Title: The Building Blocks of a Financial Plan – Part 4
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:

* Creating the financial plan:

* Risk Management Portfolio
* Short Term Investments & Debt Management Plan
* Long Term Investments & Estate Planning

* Retirement Funds (e.g. 401k)–3 Rules

* contribute consistently
* take advantage of the match
* pick funds with long track records and low fees

* Education funding (for kids)
* Wealth transfer/gifting
* Estate documents:

* Will/Living Will/Medical Power of Attorney

Helpful Links:
The Essential Estate Planning Documents
Submit a “Boot Camp Listener” question
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
...more
7min
September 09, 2016 FLBC 007: The Building Blocks of a Financial Plan – Part 3 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money
Podcast Details:
Podcast Title: The Building Blocks of a Financial Plan – Part 3
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:

* Creating the financial plan:

* Risk Mgmt Portfolio
* Short Term Investments & Debt Mgmt Plan
* Long Term Investments & Estate Planning

* Short Term Investments & Debt Mgmt part is made up of:

* Emergency Funds
* Debt Management
* Setting yourself up for being able to fuel your LT Investment Portfolio

Helpful Links:
Guidelines for debt ratios, good vs bad debt

Building an emergency fund
Submit a “Boot Camp Listener” question
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
Podcast Details:
Podcast Title: The Building Blocks of a Financial Plan – Part 3
Podcast Series: Financial Literacy Boot Camp
Full Illustrations available on YouTube Version here.
Questions/Issues We’ll Address on this Episode:

* Creating the financial plan:

* Risk Mgmt Portfolio
* Short Term Investments & Debt Mgmt Plan
* Long Term Investments & Estate Planning

* Short Term Investments & Debt Mgmt part is made up of:

* Emergency Funds
* Debt Management
* Setting yourself up for being able to fuel your LT Investment Portfolio

Helpful Links:
Guidelines for debt ratios, good vs bad debt

Building an emergency fund
Submit a “Boot Camp Listener” question
Where to Find Us:
Website

Blog

LinkedIn

Facebook

Twitter #FinancialLiteracyBootCamp
Bio:
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.com
...more
7min

FAQs about Conversations for Financial Professionals:

How many episodes does Conversations for Financial Professionals have?

The podcast currently has 450 episodes available.