Have you ever felt overwhelmed by the world of finance? This episode is for you! 

We are schooled by Joe Haslam, a seasoned accountant and financial manager with a passion for mathematics and physics.

 Joe and I delve into everything finance-related, from the dizzying array of roles and titles in the financial management landscape to advice on how to stand out in a job search. 

We explore how titles like accounts receivable clerks, maintenance authorization coordinators, and accounts payable clerks can seem complex, but understanding them is key to finding the right help for your finances. 

Prepare to have your financial literacy boosted!


The conversation doesn't stop there. 

We bring light to common misconceptions about financial planners and CPAs, offering insights into their distinct roles and the importance of regulations and restrictions implemented by the IRS. 

Joe candidly shares his experiences and the confidence instilled by earning his NMLS license. 

Moreover, we delve into the role of consultants in the financial world, the value of a consultative approach to advice, and the significance of building relationships in achieving financial success. 


But it's not all finance-talk! To round off, we venture into a fascinating discussion about the decline of cursive writing, reflecting a shift in our language and communication. 

We trace the journey from hieroglyphics to emojis, debate the implications of the transition from handwritten to electronic communication, and ponder what the future holds for our signatures. 

Whether you're a finance enthusiast or a language lover, this episode is packed with intriguing thoughts and insights. Tune in, and let's get talking!