Introducing YET ANOTHER financial advisor podcast... It's All Money.
But wait what's different?
Your 401k, your classic car 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 Sonoma, CA. His 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 here: https://sonomawealthadvisors.com/
Book your Wealth Analysis right here: https://sonomawealthadvisors.com/book-your-wealth-analysis
CHAPTERS
0:00 Welcome To Episode Zero: Setting The Scene In Sonoma
0:48 Why This Podcast Exists (And Why It Isn't Just Another Advisor Podcast)
3:08 Defining "Money" — More Than Dollars And Cents
4:38 Meet Daren: Career Path, Psychology Roots, And Panning For Gold
7:44 Meet Dano, And How He And Daren Reconnected
11:13 Money Moment #1: Daren's Teenage Car-Buying Lesson
17:02 Money Moment #2: Daren's First Job Selling His Mom's Flowers
18:54 Money Moment #3: Caring For His Father Through Parkinson's
21:53 Money Moment #:1 Dano's Jewelry Store "Discount"
25:58 What Is A "Money Origin Story"?
27:01 Money Moment #2: Dano's Checking Account With His Dad
29:25 Money Moment #3: How Dano Ended Up Co-Hosting This Show
32:29 The Show's Tagline And Five Ground Rules
36:38 Wrap-Up And Disclosures
