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 has many soon-to-be retirees questioning their future and specifically, they're housing decisions. Gale Morgan, a retirement community specialist, and Senior Vice President with The Mather (TheMatherTysons.com) answered questions about the different types of senior living options, what questions pre-retirees should be asking and how to decide between living at home or a retirement community.

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:

The Mather: https://www.themathertysons.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.

COVID-19 makes it even scarier to get into a car accident. 40-year injury attorney Paul Samakow (Samakowlaw.com), licensed in all Maryland and Virginia courts, will answer: how quickly insurance companies are likely to pay, how you could end up owing money if your car is totaled and which cases DON'T require an attorney.

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:

Paul Samakow: https://www.samakowlaw.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.

This episode features Patrick Holland, a Top 50 (Loan) Originator to share how you qualify for forbearance, how a mortgage fits into a financial plan, what debt to income ratio should to target and the difference between the requirements for a conventional vs. JUMBO mortgage.an expert in the world of mortgages and VP at Embrace Home Loans   See more here: https://www.embracehomeloans.com/

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:

Pat Holland: https://www.embracehomeloans.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.

COVID-19 and civil unrest have heightened concerns about caring for individuals who are differently abled and will remain neurodiverse throughout their lifetimes. We invited Eric Jorgensen of Special Needs Navigator (SpecialNeedsNavigator.US) and David Whiting of Oak Hill Law Group, PLLC (OakHillLawGroup.com), who are also parents of special needs children, to discuss family benefits, their expertise and their experience.

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:

Special Needs Navigator: https://www.specialneedsnavigator.us/

Oak Hill Law Group, PLLC: https://www.oakhilllawgroup.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.

This episode features Lynn Cooper, a Realtor® with McEnearney Associates.  Lynn discussed how "showing a house, " hosting an "open house" and safely buying and selling property is still possible!

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: 

Lynn Cooper: https://www.mcenearney.com/agents/77578-lynn-cooper

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 crisis has created new urgency around personal risk management. Independent insurance professional Ken Fahmy (FahmyAssoc.com) will answer how insurance underwriting has changed, how independent insurance agents provide more options than "captured" agents and where disability fits in a financial plan. 

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:

Ken Fahmy: https://www.fahmyassoc.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.

COVID-19 highlighted many of the social ills that philanthropists and non-profits have dealt with for decades. We invited Peter Lipsett of DonorsTrust (DonorsTrust.org) and Catherine Schott Murray of Odin, Feldman, & Pittleman, P.C. (OFPLaw.com) and The Community Foundation for Northern Virginia (CFNOVA.com) to share their experience and expertise. They discussed what Community Foundations do for the community; how donor advised funds provide charitable flexibility; and how low-profile non-profits are surviving!

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:

Donors Trust https://www.donorstrust.org/

Odin, Feldman & Pittleman, P.C. https://www.ofplaw.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.

This episode features David Knasel, Chair of Trusts and Estates at Protorae Law, PLLC. See more at ProtoraeLaw.com

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:

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, which launched over last holiday season (2019).

A lot has happened since then. The novel coronavirus (COVID-19), has drastically interrupted our way of life and ended the lives of over a half of million people worldwide. These are serious times.

JOY of Financial Planning has always been about the belief that we can overcome the unique economic challenges we face as a generation; “these times” now include the once in a hundred years, Global Pandemic.

Now more than ever, we need to 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. With my family wealth management firm, I often collaborate with experts to provide families specialized service. Over these past few “COVID-19” months my firm decided to feature, some of that expertise.  

COVID-19 has created unexpected challenges in all areas of life, including marriage.  Certified Divorce Analyst Joan Coullahan (FinancialDivorceExpert.com) shared her experiences with preparing pre-divorce, preserving finances and starting a "new" life after it's all over. If you or a friend could use this information, watch and learn.  

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. To see the video for these Zoominars, subscribe to the Jason Howell Company YouTube page.

Enjoy.

Online Resources: 

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, which launched over last holiday season (2019).  The book is about a belief. A belief that we can overcome the unique economic challenges we face as a generation, follow our passions, live with compassion and still achieve a personalized version of an American Dream.  It's also about the opportunity to build a meaningful life through the  "joy" and discipline of financial planning.

This episode helps to fulfill a personal mission to spread the JOY of Financial Planning with as many people as possible. This will be the first of many podcast episodes that will share the entire book via audio! So if you were looking for an audio version of the book, enjoy!  

I hope you enjoy the episode, please rate it.  Also, feel free to: