Joy of Financial Planning

By Jason Howell

Bringing the joy of financial planning to a cynical, skeptical, educated generation that needs to believe in the American Dream again.

Views from a CERTIFIED FINANCIAL PLANNER™, former United States... more

· Business

5

11 ratings

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about Joy of Financial Planning:

How many episodes does Joy of Financial Planning have?

The podcast currently has 47 episodes available.

Joy of Financial Planning episodes:

March 07, 2023 Letter to Stakeholders, March 2023
Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.
The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com
JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This podcast is for the "firsts" in their family who suffer from a little "imposter syndrome." Don't worry I won't tell anyone. This is for those, who are the first generation in their family to do well financially. And now you need a little more information to get to the next level. Hopefully the content here helps you to feel more confident, expressive and meaningful.
This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.
In this episode I talk briefly about high-frequency stock trading and the power of algorithms affecting the ups and downs of the stock market. I also talk a little more about the different kinds of "structured notes" (income and growth). Finally I ask, "Would it help?" You'll want to listen to hear what I'm asking about.
Please send your feedback to [email protected] and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com
SHOW NOTES & ONLINE RESOURCES
Book your Spring Check-in 2023 Meeting: https://calendly.com/d/cgm-qd9-bkc/spring-check-in-2023?month=2023-03
Types of Structured Notes (Halo Investing): https://journal.haloinvesting.com/types-of-structured-notes-how-theyre-used-in-portfolios/
Last Month's Letter to Stakeholders : https://www.jasonhowell.com/blog/letter-stakeholders-february-2023
Our Company Website: https://www.JasonHowell.com
Amazon: https://www.amazon.com/author/jasonhowell
Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/
YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/
Twitter: https://twitter.com/JasonHowellCo
Linkedin: https://www.linkedin.com/in/jasonhowell
...more
9min
February 10, 2023 Letter to Stakeholders, February 2023
Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.
The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com
JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This podcast is for the "firsts" in their family who suffer from a little "imposter syndrome." Don't worry I won't tell anyone. Hopefully the content here helps you to feel more confident, expressive and meaningful.
This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.
In this episode I talk about "structured notes" as an enhancement to vanilla stock and bond investing. It's a technique that's been around a while but is relatively new to the United States . Our Stakeholder Spotlight features Nick, Kiniry, of B.F. Saul Insurance. Nick is an expert in property and casualty insurance and can help you navigate the pandemic-era related changes to his industry.
Please send your feedback to [email protected] and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com
SHOW NOTES & ONLINE RESOURCES
Structured Notes: https://www.investopedia.com/articles/optioninvestor/07/structured_products.asp
Last Month's Letter to Stakeholders : https://www.jasonhowell.com/blog/letter-stakeholders-january-2023
B.F. Saul Insurance Company: https://www.bfsaulinsurance.com/about-us/
Nick Kiniry, CIC, CPRA, VP of the Private Client Division: https://www.linkedin.com/in/nicholaskiniry/
Our Company Website: https://www.JasonHowell.com
Amazon: https://www.amazon.com/author/jasonhowell
Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/
YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/
Twitter: https://twitter.com/JasonHowellCo
Linkedin: https://www.linkedin.com/in/jasonhowell
...more
13min
January 12, 2023 Letter to Stakeholders, January 2023
Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.
The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com
JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This podcast is for the "firsts" in their family who suffer from a little "imposter syndrome." Don't worry I won't tell anyone. Hopefully the content here helps you to feel more confident, expressive and meaningful.
This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.
In this episode I talk about how difficult it is to predict the future, how unnecessary it is and how we've protected our clients goals from the disruptions of the world economy. Our Stakeholder Spotlight features a woman on her grief journey who is sharing her learnings with others.
Please send your feedback to [email protected] and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com
SHOW NOTES & ONLINE RESOURCES
5 Tips or Investors After the Stock Market's Worst Year Since 2008 (Money.com): https://money.com/investor-tips-after-stocks-worst-year/
Last Month's Letter to Stakeholders : https://www.jasonhowell.com/blog/letter-stakeholders-december-2022
Lisa McFarland's "Healing Path" (Podcast): https://podcasts.apple.com/us/podcast/the-healing-path/id1591083731
Lisa McFarland's "Rooted In Connection" (Blog) : https://lisamcfarland.com/blog-podcasts-online-support-community/
Our Company Website: https://www.JasonHowell.com
Amazon: https://www.amazon.com/author/jasonhowell
Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/
YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/
Twitter: https://twitter.com/JasonHowellCo
Linkedin: https://www.linkedin.com/in/jasonhowell
...more
7min
December 08, 2022 Letter to Stakeholders, December 2022
Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.
The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com
JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream.
This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.
In this episode I talk about how nothing really changed post mid-term elections, how protectionism is a potential economic crisis and how my business partner Doug and I are preparing to compete with investment banks in 2023.
Please send your feedback to [email protected] and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com
SHOW NOTES & ONLINE RESOURCES
The 2022 Midterms Show Just How Stuck We Are (Time Magazine): https://time.com/6237216/2022-midterms-us-politics-stuck/
November Letter to Stakeholders: https://www.jasonhowell.com/blog/letter-stakeholders-november-2022
TriState Capital Bank: https://tscbank.com/
Our Company Website: https://www.JasonHowell.com
Amazon: https://www.amazon.com/author/jasonhowell
Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/
YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/
Twitter: https://twitter.com/JasonHowellCo
Linkedin: https://www.linkedin.com/in/jasonhowell
...more
11min
November 11, 2022 Letter to Stakeholders, November 2022
Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.
The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com
JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream.
This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.
In this episode I talk about how we took action for our client in an incredibly volatile market. The risk adjusted return opportunity of 4%+ interest on Treasury Bonds is the opportunity of the decade and we took advantage. Our Stakeholder Spotlight features our local Arlington VA Community Foundation's Spirit of Community Luncheon.
Please send your feedback to [email protected] and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com
SHOW NOTES & ONLINE RESOURCES
Arlington Community Foundation (ACF): https://www.arlcf.org/
ACF "Economic Cliff Effect": https://www.jasonhowell.com/blog/video-addressing-economic-cliff-effect-arlington-va
Power & Profiteering: How Certain Industries Hiked Prices, Fleeced Consumers, and Drove Inflation: https://oversight.house.gov/legislation/hearings/power-and-profiteering-how-certain-industries-hiked-prices-fleeced-consumers
Is Inflation Biden's Fault? Could Tax Cuts Fix It? Here's What We Know: https://time.com/6226145/inflation-midterms-2022-fact-check/
Our Company Website: https://www.JasonHowell.com
Amazon: https://www.amazon.com/author/jasonhowell
Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/
YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/
Twitter: https://twitter.com/JasonHowellCo
Linkedin: https://www.linkedin.com/in/jasonhowell
...more
8min
October 12, 2022 Letter to Stakeholders, October 2022
Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.
The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com
JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream.
This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.
In this episode I talk about how alternatives to traditional stock and bond ETF investing. Our Stakeholder Spotlight features Ukraine International Airlines Flight PS752.
Please send your feedback to [email protected] and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com
SHOW NOTES & ONLINE RESOURCES
Ukraine International Airlines Flight PS752: https://www.ps752justice.com/
January 2022's Letter to Stakeholders: https://www.jasonhowell.com/blog/letter-stakeholders-january-2022
Our Company Website: https://www.JasonHowell.com
Amazon: https://www.amazon.com/author/jasonhowell
Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/
YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/
Twitter: https://twitter.com/JasonHowellCo
Linkedin: https://www.linkedin.com/in/jasonhowell
...more
9min
September 13, 2022 Letter to Stakeholders, September 2022
Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.
The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com
JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream.
This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.
In this episode I talk about how the strength of the US dollar hurts other economies and indirectly our own. I also give my take on the significance of the death of Queen Elizabeth II.
Please send your feedback to [email protected] and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com
SHOW NOTES & ONLINE RESOURCES
"Queen of the World" by The Atlantic: https://www.theatlantic.com/international/archive/2022/09/queen-elizabeth-ii-death-global-legacy/671377/
Last month's Letter to Stakeholders: https://www.jasonhowell.com/blog/letter-stakeholders-august-2022
Our Company Website: https://www.JasonHowell.com
Amazon: https://www.amazon.com/author/jasonhowell
Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/
YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/
Twitter: https://twitter.com/JasonHowellCo
Linkedin: https://www.linkedin.com/in/jasonhowell
...more
10min
August 07, 2022 Letter to Stakeholders, August 2022
Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.
The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com
JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream.
This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.
In this episode I mention the best way to deal with market volatility, whether we truly are in a recession and why you shouldn't care. Or at least why Jason Howell Company wealth advisory don't need to care.
Please send your feedback to [email protected] and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com
SHOW NOTES & ONLINE RESOURCES
Stakeholder Spotlight (Arlene Butler): https://vocal.media/motivation/what-can-you-do-with-40-000-origami-cranes
Museum of Shenandoah Valley: https://www.themsv.org/events/arlene-butler-and-norma-fredrickson/
July's Letter: https://www.jasonhowell.com/blog/letter-stakeholders-july-2022
June's Letter: https://www.jasonhowell.com/blog/letter-stakeholders-july-2022
Our Company Website: https://www.JasonHowell.com
Amazon: https://www.amazon.com/author/jasonhowell
Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/
YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/
Twitter: https://twitter.com/JasonHowellCo
Linkedin: https://www.linkedin.com/in/jasonhowell
...more
10min
July 11, 2022 Letter to Stakeholders, July 2022
Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.
The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com
JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream.
This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.
In this episode I make reference to the historic nature of bonds and stocks falling at the same time, oil prices going up and down and how corporate engagement may have an effect on the Supreme Court's ruling that reversed 1973's Roe v. Wade decision.
Please send your feedback to [email protected] and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com
SHOW NOTES & ONLINE RESOURCES
The Atlantic article: https://www.theatlantic.com/ideas/archive/2022/06/us-economy-federal-reserve-inflation-avoid-recession/661307/
Dorrit Lowsen, President, Change Finance interview: https://www.jasonhowell.com/blog/roe-v-wade-reversal-change-finance-responds
Our Company Website: https://www.JasonHowell.com
Amazon: https://www.amazon.com/author/jasonhowell
Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/
YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/
Twitter: https://twitter.com/JasonHowellCo
Linkedin: https://www.linkedin.com/in/jasonhowell
...more
10min
June 10, 2022 Letter to Stakeholders, June 2022
Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.
The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com
JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream.
This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.
In this episode I make reference to the GDP, recession and alternative options for measuring economic wellbeing.
Please send your feedback to [email protected] and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

SHOW NOTES & ONLINE RESOURCES
OECD (Organization for Economic Co-Operation and Development: https://www.oecd.org/60-years/
GDP Is the Wrong Tool for Measuring What Matters (Scientific American): https://www.scientificamerican.com/article/gdp-is-the-wrong-tool-for-measuring-what-matters/
Simon Kuznets: https://www.nobelprize.org/prizes/economic-sciences/1971/kuznets/facts/
Our Company Website: https://www.JasonHowell.com
Amazon: https://www.amazon.com/author/jasonhowell
Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/
YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/
Twitter: https://twitter.com/JasonHowellCo
Linkedin: https://www.linkedin.com/in/jasonhowell
...more
15min

FAQs about Joy of Financial Planning:

How many episodes does Joy of Financial Planning have?

The podcast currently has 47 episodes available.