Financial Planning Blueprint Podcast

It's hard to become a successful investor, but there are proven tips and strategies anyone can use to improve their results. The problem is most people don't know about these valuable insights when they're first getting started. In this episode, Jason shares how to avoid the 3 most common mistakes rookie investors make. Whether you're new to the investment game or not, learning these lessons can help you operate like a seasoned pro and reach your goals with more confidence. 

Far too many people think they can outperform the stock market if they follow the advice of an expert. The reality is, however, that the collective wisdom of the masses is usually a better guide to follow. In this episode, Jason explains why that's the case and explains why the experts are usually wrong. Don't make your next investment decision until you've heard this! 

There's a lot of talk in the financial media about stocks, bonds, mutual funds, hedge funds, and other financial terms that everyone seems to just automatically understand – unless that everyone is you and you don't understand what they're talking about. Fortunately, anybody can learn more about their finances and in this episode, Jason describes how bonds work using the most unlikely illustration - a dairy cow! Listen now to find out more...   

The vast majority of people are believing things about their own retirement and the strategies involved in saving for retirement that simply aren't true. Their beliefs are reinforced by the financial media, the companies they work for, and their financial advisors – because in most cases they all have a vested financial interest in seeing people follow the conventional wisdom of saving for retirement in retirement accounts. The problem is that what appears to be a nice benefit might actually turn out to be a burden for you down the road.

In this episode, Jason shows you how and where to save for retirement so that your best interests are taking care of instead of doing what everyone else does without ever thinking about who else may be benefiting along the way too.

How many times have you thought about what life will be like when you don't have to work for a living? The word "retirement" is what most people think about when work becomes optional, but retirement has become more of an experience these days than an event like it used to be for most people. For previous generations being retired meant having the freedom to live a life filled with joy, pleasure, and the time to do all the things you weren't able to do during your working years, but in this episode, Jason shows you why taking that approach is extremely risky. learn better ways to build a plan that not only protects your future but also allows you to enjoy more of the present as you go.

Many people rightly view debt as the enemy of building wealth, but is there a time that someone should consider using debt as a part of their financial game plan? You may be surprised to learn that the answer is actually yes. There are ways you can use debt wisely, and in this episode, Jason shares with you how to understand the difference between smart debt and dumb debt.

Studies and surveys show that paying for college is THE most important goal people have these days and not having enough saved for college THE #1 concern on people's minds.

Financial advisors are taught to help people to save for college and save for retirement, but the reality is most advisors focus way more on the retirement side of things than they do on preparing clients to face college in a comfortable manner. 

In this episode, Jason shares 3 huge areas that are misdirected or missed altogether by those who give people advice on saving for college. These essential tips will blow your mind – and once you learn the truth about how to properly handle these areas, they can also save you a ton of money.

Want to supercharge your financial plan so that you'll be able to protect what's most important to you? You can do it and in this episode, Jason shares three areas you can focus on that can give you the kind of boost you need to reach your goals.

It's easy to think of your nest egg as one big pile of money, but in reality, we need different types of vehicles to get us to where we want to go with any kind of real confidence and certainty. In this episode, Jason talks about the two main types of vehicles people use - Savings and Investments - and why you need BOTH to be successful. Sure, they sound similar, but listen in to see just different they actually are.

Most people have been told that paying off their mortgage is one of the best financial decisions they can make, but is that really true? Could there be a better way to secure your home and build wealth that no one has ever told you about? In this episode, Jason shares insights into how to turn your home into one of your most valuable assets. Listen right now to see what you've been missing.