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 in stores including Barnes & Noble and 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, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Investors in the arts worldwide are using the financial industry to improve the causes and communities they believe in. Valerie Novakoff, Founder of the Broadway Women's Fund (BroadwayWomensFund.com) discusses IMPACT investing; what her study revealed about Broadway gender diversity and how Broadway will survive COVID-19 in 2021 and beyond.

Valerie answers the following questions:

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

Links:

Broadway Women's Fund: https://www.broadwaywomensfund.com/about/

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

Company Website: https://www.JasonHowell.com

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 in stores including Barnes & Noble and 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, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Community Development Finance Institutions (CDFIs) are America's best keep secret. From Appalachia to California to Detroit and beyond, CDFI's are making a financial difference. Join Andrea Longton, CFA of the Opportunity Finance Network (OFN.org) and The Social Justice Investor (TheSocialJusticeInvestor.com) as we discuss: how CDFIs are funded, how many CDFIs there are, how to fill gaps in housing, jobs and healthcare!

Andrea answers the following questions:

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

Links:

Andrea Longton, CFA®: Linkedin

Opportunity Finance Network: https://ofn.org/

The Social Justice Investor: https://thesocialjusticeinvestor.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

Company Website: https://www.JasonHowell.com

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 in stores including Barnes & Noble and 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, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Millennials, women, high net worth families and institutions are demanding sustainable and responsible investing (SRI) to manage investment risk, reduce volatility while helping the community and the environment. Watch Sarah Sung, MBA, CPA and John Klinger from Open Invest, Co. (OpenInvest.co) discuss the important issues around value investing, ESG analysis, public benefit corporations and the future of impact investing.

Sarah and John answered the following questions:

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

Links:

OpenInvest: https://www.openinvest.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

Company Website: https://www.JasonHowell.com

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 in stores including Barnes & Noble and 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, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Eileen Ellsworth, President & CEO of the Community Foundation for Northern Virginia (CFNova.org) as we discuss how to leverage community foundations for permanent bequests; how to "have your fun" while giving during your lifetime; how modern philanthropy will continue to evolve in 2021.

Eileen answered the following questions:

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

Links:

Community Foundation of Northern Virginia: https://www.cfnova.org/

Sponsored by Jason Howell Company 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

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 in stores including Barnes & Noble and 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, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Join principals from Community Capital Management, Inc. (CCMInvests.com) David Sand and Michelle De La Cruz as we discuss:

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

Links:

Community Capital Management: https://www.ccminvests.com/

Sponsored by Jason Howell Company 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

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 in stores including Barnes & Noble and 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, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Jenny Coombs is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation education program. She is associate professor at the College for Financial Planning (Cffp.edu/). Jenny describes the "socially responsible investing" evolution over the past 5 decades from a religious "screen" to ESG screens that manage corporate risk.

"Soon this won't be called Sustainable Responsible Investing; it's just plain investing."  ~ Jenny Coombs

Jenny Coombs answers these questions specifically:

Links:

Jenny Coombs: Linkedin

The Forum for Sustainable and Responsible Investments: https://www.ussif.org/courses_csric

Sponsored by Jason Howell Company 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

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 in stores including Barnes & Noble and 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, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

The COVID-19 pandemic, social unrest and political distress of 2020 has many of us questioning how to make a greater social impact with our money. Join Daniel Blake of University Impact (UITripleDAF.org) as we discuss: The role of early-stage impact investing; how donor advised funds solve social problems; how blending impact investing with philanthropy changes the game!

Sponsored by: Jason Howell Company* (JasonHowell.com)

Daniel Blake answers these questions:

- What is “early-stage” Impact Investing?

- What are Donor Advised Funds?

- How is University Impact different?

- Where are you seeing the greatest impact?

- When is a good time to begin using a Donor Advised Fund?

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

Links:

University Impact: https://www.uitripledaf.org/

Sponsored by Jason Howell Company 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

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 in stores including Barnes & Noble and 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, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Jennifer Owens and Christy Chole answer these questions:

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

Links:

Arlington Community Foundation: https://www.arlcf.org/

Sponsored by Jason Howell Company 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

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 in stores including Barnes & Noble and 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, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

COVID-19 health crisis and fluctuating stock market make it hard to stick with your investment plan. Micah Patashnik, AIF®, CRPC®, ( Macroview) a fellow wealth adviser, will explain why municipal bonds are often overlooked; why not all municipal bonds offer the same risk/return profile and how he partners with other financial planners (like JHCo!) to provide expertise.

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

Online Resources:

Micah Patashnik: https://www.macroviewim.com/team/micah-patashnik.php

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

Company Website: https://www.JasonHowell.com

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 in stores including Barnes & Noble and 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, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

COVID-19 makes it harder to keep your business out of legal trouble while also planning for business succession.   Multi-Award winning attorney Rebecca Geller (GellerLawGroup.com) answers how to plan your business succession for the new future; how to decipher between myths vs. facts of business law; and how succession mixes estate planning and happy business exits. 

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

Online Resources:

Rebecca Geller: https://www.thegellerlawgroup.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

Company Website: https://www.JasonHowell.com