Functional Finance

How do we mitigate inflation in today's world? How do we ensure we are keeping up with our financial health during job transitions? What are the most important things that we need to be considering when beginning to build wealth? Shannon and Jess tackle these questions and more on the latest episode of Functional Finance.

Have you ever had a conversation about taxes and it wasn't boring? If so, you might be a CPA. And if not, then you need to listen in as Ben and I chat about fitness, finance, virtual reality and yes...simplifying taxes through software so that you can finally feel like you are doing all the things you need to do to minimize the pain of tax prep and planning.

Chad's been using the WHOOP throughout the pandemic and now most recently in training for a half marathon. Listen in to some of the biggest surprises he's learned about his fitness & recovery since adding this unique fitness tracker. And don't miss the #fintwit WHOOP group community code at the end!

#FinTwit Whoop Group Code = COMM-890837

About Chad Chubb, CFP, CSLP:

For nearly a decade, WealthKeel has been one of the leaders in financial planning and investment management for Gen X & Gen Y physicians and their families. Whether you are a delegator looking for a team to help you with all your ongoing financial planning and investment management needs, or you are a do-it-yourselfer looking for a one-time plan and check-up, we are your crew.

WeathKeel LLC is an independent entity. Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.

After graduating from Butler University, Thomas has spent his entire career in the financial services industry as a financial planner. Thomas is passionate about helping millennials cut through the noise and figure out how to use their resources to accomplish what they truly want in life.

Thomas is a social media mastermind. Don't miss this episode where he shares his secrets, going back to the very beginning of his introduction to the world as a financial advisor and how he built a bullet-proof social strategy from the beginning.

This Show is Recorded for YouTube! Watch here: https://youtu.be/z5TSv1Uj5_s

Learn More About Jess & Alpha Architect: AlphaArchitect.com

ENOUGH." We've heard it in the negative: "Hey, knock it off, that's ENOUGH." We've heard it in the anxious - "Will this be ENOUGH?" But what if we proactively defined it so that "ENOUGH" was a positive and possible outcome for our lives - in our finances and in our overall fulfillment of the things we desire to achieve in life?

Join Jeremy Walter and I as we dive into a conversation about how he has defined "ENOUGH" for his life and financial practice.

Connect with Jeremy on Twitter: @JeremyWalter

Watch this Episode on YouTube: https://youtu.be/n_yu10OMNsQ

Jess Bost talks to Dr. Daniel Crosby. Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management.

He also constructed the “Irrationality Index,” a sentiment measure that gauges greed and fear in the marketplace from month to month. His ideas have appeared in the Huffington Post and Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News. Daniel was named one of the “12 Thinkers to Watch” by Monster.com and a “Financial Blogger You Should Be Reading” by AARP.

This behavior finance guru will teach you all the right things to do to ensure that your portfolios are always trending in the right direction, as well as who your biggest enemy is!

Read some more of his work: https://blog.brinkercapital.com/author/dcrosbybrinkercapital-com/

Read his book: https://www.amazon.com/Personal-Benchmark-Integrating-Behavioral-Investment/dp/1118963326

Join Jess Bost and Kyle Happe, Compliance Specialist and founder of Backstop Compliance, for an insider's look at compliance from the perspective of someone who lives in that world every day.

If you as a wealth manager have questions about how to interact with compliance officers, check this episode out to hear from a compliance guru on how to work with your compliance officer to get things done!

Learn more about Kyle and Backstop Compliance at https://www.backstopcompliance.com/