Introducing YET ANOTHER financial advisor podcast... It's All Money. But wait what's different? Your 401k, your kids Paw Patrol toy collection, quantitative easing and the rising cost of your Disney+ subscription all seem like wildly different topics. And yet to the average American, they all end up hitting your checking account one way or another. It's All Money draws the throughline for investing, sales, taxes, business stories, economics and day-to-day spending. Not every listener will become a CFP, but any listener can learn a few things to have financial confidence and take control of your financial life.
What Is Financial Confidence? Financial Confidence is an emotional state of understanding money. It is not necessarily having money. It is understanding the money in your life.
Goal: Every episode you walk away with 1 takeaway to increase your financial confidence. Because at the end of the day, It's All Money. In this primer episode, hosts Dano Weir and Daren Blonski, CFP®, AIF® introduce themselves, the show and 3 moments that exemplify their life in money.
Hosts: Daren Blonski, CFP®, AIF®, CEPA®, CDAA- The CEO and CFP, bringing over a decade of experience planning for hundreds of families in world-renowned Sonoma, CA. His unique blend of current market knowledge, economic theory and emotional intelligence provide critical insight to the reasons behind the trends and your behaviors. Dano Weir- An on-air media personality for 15 years, Dano has 0 licenses and letters after his name 😉. But his specialty lies in gathering complex information and communicating it respectfully to an audience of varying backgrounds. With a personal interest in empowering people to make informed money decisions, Dano knows just enough to be dangerous and is brave enough to ask the questions a listener might. Why did that stock go up? What happens with that money? Do I have to pay back a student loan? What’s the cheapest TV plan right now?
Learn more about Sonoma Wealth and take our Free Wealth Analysis: https://sonomawealthadvisors.com/
Video also available for every episode of It’s All Money on our YouTube channel: https://www.youtube.com/@sonomawealth
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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
