Forethought Wealth Podcast

Caregiving is near and dear to me and also my guest on this episode of the podcast. Unfortunately, this will most likely impact your life if it has not already. Karla Hult, Alzheimer's advocate and reporter for KARE 11 (Twin Cities NBC affiliate) joins us to share her personal journey caring for her father as he battled and ultimately lost his battle with Alzheimer's. Since the diagnosis of her father she has been dedicated to bringing awareness to the disease that impacts more lives than that of breast cancer.

Karla recently put together a journalistic piece highlighting her family's journey with Alzheimer's. You can view this piece: KARE 11 Alzheimer's Special Report with Karla Hult

More than 5 million people of all ages live with this disease that does not have a cure.

13.8 million people will be diagnosed with Alzheimer's by 2050 according to the Alzheimer's Association.

$244 BILLION worth of care is provided by families and other unpaid caregivers.

Statistical Source: https://www.alz.org/alzheimers-dementia/facts-figures

Karla Hult loves living and reporting in her home state of Minnesota. She’s forever inspired by the character and courage of the people she meets on most every story.

Karla attended St. Olaf College, where she graduated magna cum laude with a double major in English and Political Science. At St. Olaf, she was also inducted into the Phi Beta Kappa National Honor Society. She later graduated with a Master’s of International Affairs from Columbia University in New York, where she also earned a writing fellowship.

Karla worked as a newspaper reporter before embarking on her television journalism career. She returned to her home state for a reporting job at WCCO-TV before deciding to cross the street to her “T.V. home” at KARE 11.

At KARE, Karla has received multiple awards, including the prestigious Walter Cronkite Award for Excellence in Political Journalism. But she remains most proud of her advocacy work against Alzheimer’s Disease and for refugees.

When Karla is not working, advocating or traveling the world, she and her husband Gary are busy raising their two daughters.

You can follow Karla on Instagram, Facebook, and LinkedIn.

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel

Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Karla Hult and KARE 11 are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.  

#caregiving #alzheimers #longtermcare #loveones #lifetransitions 

Inspiring job transitions and how to still follow your life’s purpose – sounds great right? Are you feeling stuck with where you are and would like to uncover a different space but not sure how to get there? 

JOIN me as I have a conversation with Shelby Wagner, founder of Stronger Together Coaching & Consulting. Shelby and I talk about her life transition from corporate to entrepreneurship especially in 2020. 

Where have you been filled up in life? Have you blown those off as natural talents? Shelby shares how these are actually keys to uncovering your unique purpose that you are designed for.  When you uncover and own those the way you look at your life and the world may change. 

Shelby Wagner, founder of Stronger Together Coaching & Consulting, has over ten years experience coaching individuals to go beyond the surface to Do Work That Matters. As a Certified Strengths Coach, she empowers clients to leverage their unique talents and natural passion to push past the status quo, and contribute meaningfully at work, at home and in their community. 

Website: Stronger Together, Coaching & Consulting

Instagram: www.instagram.com/shelby.m.wagner

LinkedIn: https://www.linkedin.com/in/shelby-wagner-225b35/

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel

Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Shelby Wagner is not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general

🐝 We have heard a lot of buzz (and rightfully so) around equity and sustainability, but what about when it comes to your money?

💰Sure where you spend it and supporting companies that have aligned values.

📈 I mean what about your investments.

Another term for sustainable investing is ESG lets break that down:
✔️ Environmental - 💭 climate change - pollution - energy efficiency
✔️ Social Issues - 💭 data privacy - human rights - community relations
✔️ Governance Issues - 💭 board composition - compensation - company structure

You can invest your wealth and be aligned with your values & investments.

If you are interested in learning more about our process and sustainable invest you can:

Schedule a Wealth Assessment today to find our how you can start a process to building and maintaining responsible wealth.

Here is an article I mention in the podcast:
Sustainable Investing: A Force for Positive Change

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel

Score our free Wealth Assessment tool on our website.
 
Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.  

ESG investing is subject to numerous risks; chief amongst these is that returns may be lower than when decisions are based solely on investment considerations. All company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.

2016 survey by Natixis Global Asset Management of participants in 401K and other defined contribution plans found that 82%of respondents said they want investments in their retirement plan that reflect their personal values.

Have you ever struggled with fitting in? Maybe felt a little awkward? Well both myself and this week’s podcast guest Megan Pulvermacher have been there and maybe even still are but have learned to celebrate our uniqueness. How does finding your confidence play a part in finances? Well, mindset plays a huge role. If you don’t feel good about you the likelihood of your achieving those goals your set out to are slim!

So, grab your headphones, and get ready to laugh and have fun uncovering some tools and resources to feel more confident being you!

We may even have an appearance of the basket of greatness!

Megan Pulvermacher is founder of Living Headfirst. As a lifestyle & mindset coach, she helps LGBT women and allies have more fun, shift their mindset, and build more meaningful connections, so they can live their happiest, most authentic lives - also known as "Living Headfirst"!

Fun is the name of the game in everything Megan does, from her award-winning Create Your Own Happy (Hour) series, to her Beer & Banter LIVE series & Headfirst Radio podcast, to speaking on the importance of fun and play in overall success & wellness...fun & meaningful connection are always front and center!

Megs has also launched a new podcast helping LGBTQ+ individuals who are going through the coming out process by delivering stories from other folks who have traveled down the path. All the links below to connect with Megs. 

Website

Headfirst Radio

Out Now What Podcast

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel

Score our free Wealth Assessment tool on our website.
 
Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Giselle Ugarte is not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.  

Join us as we talk about being the curator of your own life!

 Curate = design

 Let’s step into a space of purpose and knowing what we need to do to be the person we were designed to be. YOU are unique and so are your goals, wealth, health, needs, wants, and relationships. No more cookie cutter approaches! 

 Tune in and let us know what you think.

Giselle Ugarte you may recognize if you a Twin Cities native from her active presence in the community. Giselle is the Marketing Director for Media Bridge Advertising, a sought after motivational speak, and executive performance coach. She has spent a good part of her career as a journalist and producer in television and radio.

Giselle decided to leave radio for marketing at Media Bridge, where she could humanize brands and create more inclusivity in mainstream media culture. She has extended her social media presence (200,000+ followers affectionately referred to as the "fam" and 20M+ video views on YouTube and TikTok) to real-life stages all over the world as a motivational speaker, which has been the most fulfilling experience of her life.

She has an incredible story about perseverance and following your vision. Giselle is authentic and true to her audience and those she engages with. She wants all that she encounters to feel empowered. You can see this through her volunteer work with the Special Olympics and many other organizations in the community.

Giselle's Instagram

Giselle's Website

Giselle’s TikTok

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel

Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Giselle Ugarte is not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.  

Danielle will join us to talk about life transitions and how to overcome life when it just so happens to throw you a curveballs. She hasn't definitely caught a few of those in her life!

Danielle Epps is an advocate, educator, mother, sister, and former media personality. Danni Starr, to most, began her career at the age of 19 stepping into the public eye as a media personality on local radio in the Twin Cities. Her career began to skyrocket as she connected with the audience in a real and authentic way they had not experienced before. Through her professional career she has had the opportunity to interview Jimmy Fallon, Will & Jada Smith, Ice Cubes, Selena Gomez, Tyler Perry and every child of the 90's dream - the Backstreet Boys, and the list goes on. Danielle had the great opportunity to move to Washington D.C. to become the part of a national morning show on a BIG network. She took the opportunity and moved across the country and started a new life for her family. What happened when she got there was a whirlwind.She battled racism and sexism in the workplace. She had two babies at home. She became a single mom after infidelity with her ex. She wrote a book about it: Empathy and Eyebrows.

The piece that she always had close to her was the passion to educate no matter if in her volunteer work or through her activism. As a survivor of postpartum she began sharing her truth. She is the honored recipient of the 2016 Ambassador of the Year for the National Office of Women's Health. She has since made the heart-fulfilling career change to work as a teacher in the inner cities of Washington D.C. to work with youth - giving them hope and love to be the future our world needs. The glow that she gets from these kids is priceless, worth more than any interview with anyone in Hollywood.

Danielle's Website

Danielle's Book: Empathy & Eyebrows

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel

Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Danielle Epps is not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer lending, banking, tax, or legal advice. All investments are personal to your situation and we encourage you to meet with your financial advisor.

We welcome Anna Mazig, Esq to our Thrive For[e]ward community as she shares with us her insights around educational equity. What does that have to do with wealth, health, and mindset you may ask? Well, we all start our journeys somewhere and usually it's what we are taught.

We will discuss various various topics around educational systems and what compliance (promise that's not a dirty word) and policy have to do with our success or blocks. In addition, we also have some tips around what you can do in your life to be aware of the inequities in the educational systems around this.

This interview isn't just for students, teachers, or parents, it is for all of us to understand where these inequities block us from achieving the thriving life we want to move forward.

You can catch up with Anna via:

Website: https://www.amassociates.co

Instagram: @amaassociatesmn

LinkedIn: https://www.linkedin.com/company/amassociatesmn/

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel

Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Anna Mazig is not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.  

Have you ever found yourself making decisions about your money based on those around you?

Do you research yourself beyond measure before making a decision financially?

Do you just cross your fingers and hope everything works out from a financial space?

What is behavioral finance and why is it important to know how you function in making impactful decisions in your life when it comes to money?

Let's talk about how what we do impacts both our short term and our long term goals with our guest Nathan Stading, CFP from BMO Global Asset Management. We will discuss opportunities for us as individuals to look further into our financial behaviors and when need who are the individuals we can lean on to make positive influences.

Follow Nathan Stading, CFP on LinkedIn: https://www.linkedin.com/in/nathanstading/

Connect with BMO Global Asset Management: https://www.bmogam.com

All investing involves risk including loss of principal. no strategy assures success or protects against loss. Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Nathan Stading and BMO Global Asset Management is not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial.

I’m extremely honored to welcome my friend Carrie Guarrero to join us for this episode of Thrive For[e]ward. As a veteran in the mortgage industry Carrie comes to us with over 20 years experience working on helping people buy what usually is their largest valued asset, their home. 

In addition to her knowledge that she will share with us around buying a home Carrie will also share with us some key insights around creating a team and even tribe around your finances. She has a passion for personal development and has demonstrated this in the team she has built that operates with a true mindset around helping a person beyond a transaction. 

You can follow along with Carrie’s journey via her social media platforms:

Facebook - https://www.facebook.com/cghomeloanpartners

Instagram - @cghomeloan

Even tune into Carrie’s podcast Discovering W.I.S.E.
https://discoveringwise.com

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel

Score our free Wealth Assessment tool on our website.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Carrie Guarrero is not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer mortgage lending services.  
 

Introducing Thrive For[e]ward the podcast presented to you by Forethought Planning and hosted by CEO, Founder Shannon Foreman. We are excited to welcome you into our community that focuses on help you and others to thrive not just survive in life. Forethought Planning is a wealth management, financial planning, and coaching firm based in Minneapolis, MN. When 2020 hit and so much of our world has been changed and empowered to change, we decided that we would use our platform for education, creating community, and encouraging you toward action.

During episodes of the podcast (video can be found on our YouTube - link below), we will discuss elements of wealth, health - physical/mental, and mindset. We believe that money touches every area of our lives, with that said we will address the other sides of creating wealth as well, the aspects of systematic privileges and inequities. When we have equity in wealth it doesn't mean that we have to give up some of our wealth so that other's may have the same.

Join our host Shannon Foreman for this episode as she shares why the vision of Thrive For[e]ward and more on understanding wealth inequities.

Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
LinkedIn
Facebook
YouTube channel

Follow Host Shannon Foreman:
Instagram

Resources on the wealth gap: https://inequality.org/facts/wealth-inequality/#racial-wealth-divide

Score our free Wealth Assessment tool on our website.

All investing involves risk including loss of principal. no strategy assures success or protects against loss. Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial.