In this conversation, Jake Powell discusses the importance of personalization in financial planning and the role of time in investing. He also explores the changing landscape of financial planning and the concept of becoming a personal family CFO. The conversation highlights the power of listening and the importance of budgeting in achieving financial goals. Jake addresses the challenges of navigating the dopamine culture and emphasizes the role of a trusted advisor in providing guidance and coaching through emotions in financial planning. In this conversation, Jake Powell discusses various aspects of personal finance and financial planning. He emphasizes the importance of managing risk and perception, finding balance in financial decisions, and the role of a financial advisor. He also touches on the topic of trust in financial planning and provides insights into understanding Bitcoin and digital currency. Lastly, he highlights the significance of awareness and emotional decision making in financial matters.

00:00 Introduction and Setting the Stage

00:45 The Importance of Personalization in Financial Planning

03:04 The Changing Landscape of Financial Planning

04:31 Becoming a Personal Family CFO

05:20 The Misconception of Universal Financial Advice

06:33 The Power of Listening in Financial Planning

09:26 The Importance of Budgeting

14:07 Finding the Right Budgeting Approach

20:07 Navigating the Dopamine Culture

21:41 The Role of a Trusted Advisor

26:38 The Importance of Authenticity and Trust

29:20 Coaching Through Emotions in Financial Planning

30:24 Managing Risk and Perception

33:12 Finding Balance

39:56 Finding a Financial Advisor

46:13 The Role of Trust in Financial Planning

47:23 Understanding Bitcoin and Digital Currency

51:06 Awareness and Emotional Decision Making

52:20 Getting in Touch with Jake Powell

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This podcast is sponsored by Excelsior Capital. To learn more about the firm please visit our website HERE.

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