Forethought Wealth Podcast

Benny Roberts is the vice president of youth and career development at Urban Ventures, a nonprofit located in South Minneapolis with the mission to end generational poverty in the Phillips neighborhood. Benny and I have a conversation around the events of 2020, how it has impacted the families we serve, how it has impacted the community that Urban Ventures serves, and how you can help make an impact on these families. Please share this episode with somebody that you think might be impacted by its story. It's easy. Share it on your social media, send an email, or even leave us a review so that we know no you're listening and continue to produce great episodes that impact your life.

Learn more about Urban Ventures and our mission here: https://urbanventures.org/

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

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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. Lisa Harris and Lisa Harris & Co 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.  

Jael Kerandi made a brave and bold statement as the student body president of the University of Minnesota. Today Jael talks very intimately about really tough topics and especially hard-hitting for young folks, but really they impact us all. We touch on equity, homelessness, police brutality,  politics, and why at the end of the day, humanity is what truly matters. So listen to this episode with an open mind and an open heart. What can you learn from our young people who are the future, and our leaders now, leading us into the future-forward.

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

Follow Forethought Planning on social media:
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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. Lisa Harris and Lisa Harris & Co 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.  

Social media can sometimes be a space where we find negative elements. However, that's exactly where I met today's guest on the Thrive For[e]ward Podcast. 

We started through DM on Instagram and, 6-months later ended up in the same business strategy mastermind together. Naomi Damask isn't just an entrepreneur and a wellness enthusiast, but she is thriving. 

She is a breast cancer survivor who has done amazing research into how exactly she ended up with breast cancer, and through that, help the rest of us understand how the things we're exposed to on a daily basis add to our stress, requiring a change in our lifestyle in order to not end up a statistic. 

Enjoy our wellness special podcast with Naomi Damask.

Keep up with Naomi and ask about coaching here: http://ohmyword.net/

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

Follow Forethought Planning on social media:
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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. Lisa Harris and Lisa Harris & Co 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.  

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Published: Nov. 10, 2020 @ 3AM Edit

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Jesse Ross is a life coach, speaker, philanthropist, executive director for Still Kickin, and most importantly, a proud dad. Jesse really wants to see the world be a better place and he lives it through his actions every day of his life. Today he shares how we can do the same by understanding where we are, where other folks are, and how we can adapt to make the world a better place.  

Reach out the Jesse here: https://mrjesseross.com/

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

Follow Forethought Planning on social media:
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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. Lisa Harris and Lisa Harris & Co 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.  

Sustainable investing is not a trend like Zumba or Fidget Spinners, it has been around for decades. The difference is our moment in time. We are starting to have important conversations about what is happening in our communities from a social standpoint, an environmental standpoint, and an overall leadership standpoint. Sustainable Investing is simply making your investment dollars work hard for you while also working hard for the communities around you. We go into much more detail on what it is, and how you can be part of the solution on today's Thrive For[e]ward Podcast!

Reach out to Jason: https://www.lpl.com/join-lpl/managing-your-business/research.html

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

Follow Forethought Planning on social media:
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LinkedIn
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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. Lisa Harris and Lisa Harris & Co 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.  

The killing of George Floyd is sparking crucial conversations in this country. But even though many of us have the desire to talk about what divides us, we don't know where to start. 

That's why, in the scope of just a few months, LaToya Burrell wrote an entire book on how to begin a conversation leading to racial reconciliation. 

She gives guidance on how to spark respectful discussion between people that may not have been comfortable talking to each other about these issues in the past. 

LaToya is a fascinating woman with a lot to add to a monumental time in our history. To learn more about her book, head here: https://www.theboldlatoyaburrell.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. LaToya Burrell 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.  

Shannon Schottler is a life transition and career coach, and a friend dating back to our college days. Today we talk about how to show up in conversation with ourselves, and others, with courage and compassion. We also talk about how powerful it is to get through, what I call, the "messy middle'. You're going to get a lot out of today's show.

To reach out to Shannon Schottler, head here: https://shannonschottler.com/
 
Find out more about Forethought Planning: www.forethoughtplanning.com

Follow Forethought Planning on social media:
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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. Lisa Harris and Lisa Harris & Co 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.  

Have you heard that we live in times unprecedented times lately? 

This is a common phrased used. In conversation today with our podcast guest Lisa Harris, we discuss how this might be changed with sharing more of our story and listening to others. We have had so much change this year {I don't think we need to tell you that} and impacted us in such personal ways that are valid for each of us. 

We talk about the topics of working from home, running a business, creating community, and making space for others. We may feel like we all are a part physically however, how Lisa brings people together literally helps women unveil their stories bringing us even closer together. As she talks about, how we reclaiming our POWER. 

Tune in and be inspired and find our how recognizing, writing, and sharing your story may empower you to the next level. How this may bring us together closer rather than tear us apart.

Lisa Harris is an author, storyteller, poet, narrative coach and the CEO and founder of Lisa Harris & Co. Before entrepreneurship, Lisa spent +18 years in executive leadership roles working for and with Fortune 500 companies and nationally recognized brands. This year marks Lisa's 4th year producing Unveiled Beauty storytelling events, coaching and speaking. 

Lisa Harris & Co. is a personal development company that connects, guides and transforms women's lives through the power of storytelling. Our goal is to provide tools and experiences for growth-oriented women to lead empowered lives by shifting their narratives, giving voice to their stories, and building heart connections. We deliver on this by offering narrative coaching programs, storytelling leadership training, inspirational events, and community and creative projects that touch the hearts of every woman who walks in our path. 

Now, more than ever, it is important for women to find peace in their journeys and build meaningful connections with each other. Sharing our stories opens up space for inner growth and becomes a message of inspiration and hope for those around us. Lisa talks about the power of storytelling and why you should be using this time for deep reflection, writing and sharing. 

Website: www.lisaharrisandco.com

SPECIAL Offer for Thrive For[e]ward podcast viewers:
$25 OFF, Uncover Your Truth!, 7-day online course

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. Lisa Harris and Lisa Harris & Co 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.  

As we approach the election season, know that there are a lot of issues to consider, we often correlate our own financial picture to certain parts of politics. On today’s podcast we are joined by guest Mark Eibel and he will share key pieces on why we should consider leaving politics out of our financial planning. 

We talk about long and short term impacts to our current environment. You may be asking yourself why the economy is at an uncomfortable spot for most us, but why is the stock market up when so many people are unemployed? Tune in as Mark shares his insights with us. 

Perhaps you are gearing up for a life transition like retirement, how will the current environment change how you should continue financial planning and not take your eye off the road toward your goals. 

How will taxes be affected by the current and past stimulus packages?

Mark spends time breaking down these topics and more in an approachable matter so you can take the soundbites and have a good conversation with your planning team.

Resources on a few of the pointe Mark mentions in the podcast:

Russell Investments Quarterly Economic Insights

Mark Eibel is the director of client investment strategies for Russell Investments. In this role, Mark implements model strategies into client portfolios and helps set strategic asset allocation targets. He is also responsible for helping to drive product innovation on the private client side of the business.

Prior to assuming this role in 2008, Mark served as director of Russell’s U.S. equity manager research and head of Russell’s U.S. market oriented-value and Canadian equity manager research teams. Mark joined the U.S. equity and fixed income research team in 1991 as a research associate and was promoted to research analyst in 1994 and senior research analyst in 1995. His Russell career began in 1984 in Russell’s quantitative operations services group.

Mark serves as a principal spokesman for Russell’s investment process and frequently speaks to clients, industry conferences and the media. He is a frequent guest on television and radio networks such as CNBC, Bloomberg TV, and Bloomberg Radio. Mark is responsible for the quarterly Investment Manager Outlook and represents the investment division on the Board of Directors for the Russell Investment Company.

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

Follow Forethought Planning on social media:
Facebook
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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.  

We are living in a time of the force of the world changing and evolving. Sometimes before the change occurs for the greater good we have to uncover much of what we might not be so proud of. What is normal even any more? We miss the concerts, baseball games, weddings, birthday parties, impromptu outings….and what have the two current pandemics taught us that the new normal, we now have the power to create, might look like.

We are joined by yogi and Diversity and Inclusion professional Ericka Jones who has worked with top national and global companies. 

We will discuss how you ground yourself in finding your true north despite two pandemics – COVID and Racial Reconciliation. Our world’s feel like they are rocked, Ericka and I discuss what are the ways we can uncover ourselves the center and grounding in what are tense times we live in. From that space then, how can we more positively and respectfully approach controversial topics like social and racial justice in order to move forward.

How does your true north guide you? How does your ego get in the way of showing up?

How do we need to disrupt yet stay aligned with this true north? 

Ericka will talk with us about how we can repurposed this disruption with compassion.   

If you would like to follow Ericka and participate in her upcoming yoga series that she has give her a follow on Instagram. 

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. Ericka Jones 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.