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Navigating Financial Planning with Jim Kiniris: Expert Insights and Real Stories | GBE 101
Navigating Financial Planning with Jim Kiniris: Expert Insights and Real Stories
In this episode of the Get Better Everyday podcast, host Matt Gougé chats with his good buddy Jim Kiniris from Northwestern Mutual. They dive into the world of financial planning, addressing common misconceptions, practical advice for beginners, and the importance of financial literacy. Jim shares his journey into financial advising, personal anecdotes, and the emotional connections built with clients. Together, they explore the evolving landscape of retirement planning, strategies for big dreamers, and the indispensable human element in financial guidance. Tune in for expert insights, real-world examples, and heartfelt stories from decades of experience.
00:00 Introduction to Financial Planning
01:19 Misconceptions About Financial Advisors
02:33 Behavioral Aspects of Financial Planning
03:10 Starting Your Financial Journey
04:06 The Role of Financial Advisors
05:01 Planning for the Future
07:22 Adapting to Economic Changes
12:48 Financial Independence and Early Retirement
23:28 The Importance of Distribution Planning
25:45 Leveraging Technology in Financial Planning
27:08 Balancing Work, Retirement, and Legacy
27:28 Parenting and Financial Lessons
30:16 Building Relationships in Financial Advisory
39:42 The Human Element vs. AI in Financial Services
43:46 Final Thoughts and Contact Information
📣 Connect with the MTMG team NATIONWIDE! Start here: 👨💼 https://greatmortgagebroker.com
🤝Click here to CONNECT to a GREAT AGENT in your area: https://homeandmoney.com/matt/
Follow me on:
▶ Instagram: @mattthemortgageguyum
▶ Facebook: Matt The Mortgage Guy
▶ TikTok: @mattthemortgageguy
Subscribe NOW for more mortgage/real estate/finance straight talk:
/ @mattthemortgageguy
Visit my website for more info
▶ https://mtmg.com/
Business inquiries contact me at
A few videos that might be helpful:
Matt The Mortgage Guy 💪 Greatest Hits:
▶ • Reacting to REDFINS 2022 Housing Mark...
Lower ⬇️ Your Mortgage Payment :
▶ • 1-0 Buydown | Lower Your Mortgage Pay...
Real Estate Investing 💰 For Beginners:
▶ • High earners guide to scaling real es...
Buying or Refinancing in CA?
APPLY NOW:
▶ https://umortgage.my1003app.com/10889...
More info on buying:
▶ https://mtmg.com/buy/
More info on refinancing:
▶ https://mtmg.com/refinance/
View all episodes
By Matt GougeNavigating Financial Planning with Jim Kiniris: Expert Insights and Real Stories
In this episode of the Get Better Everyday podcast, host Matt Gougé chats with his good buddy Jim Kiniris from Northwestern Mutual. They dive into the world of financial planning, addressing common misconceptions, practical advice for beginners, and the importance of financial literacy. Jim shares his journey into financial advising, personal anecdotes, and the emotional connections built with clients. Together, they explore the evolving landscape of retirement planning, strategies for big dreamers, and the indispensable human element in financial guidance. Tune in for expert insights, real-world examples, and heartfelt stories from decades of experience.
00:00 Introduction to Financial Planning
01:19 Misconceptions About Financial Advisors
02:33 Behavioral Aspects of Financial Planning
03:10 Starting Your Financial Journey
04:06 The Role of Financial Advisors
05:01 Planning for the Future
07:22 Adapting to Economic Changes
12:48 Financial Independence and Early Retirement
23:28 The Importance of Distribution Planning
25:45 Leveraging Technology in Financial Planning
27:08 Balancing Work, Retirement, and Legacy
27:28 Parenting and Financial Lessons
30:16 Building Relationships in Financial Advisory
39:42 The Human Element vs. AI in Financial Services
43:46 Final Thoughts and Contact Information
📣 Connect with the MTMG team NATIONWIDE! Start here: 👨💼 https://greatmortgagebroker.com
🤝Click here to CONNECT to a GREAT AGENT in your area: https://homeandmoney.com/matt/
Follow me on:
▶ Instagram: @mattthemortgageguyum
▶ Facebook: Matt The Mortgage Guy
▶ TikTok: @mattthemortgageguy
Subscribe NOW for more mortgage/real estate/finance straight talk:
/ @mattthemortgageguy
Visit my website for more info
▶ https://mtmg.com/
Business inquiries contact me at
A few videos that might be helpful:
Matt The Mortgage Guy 💪 Greatest Hits:
▶ • Reacting to REDFINS 2022 Housing Mark...
Lower ⬇️ Your Mortgage Payment :
▶ • 1-0 Buydown | Lower Your Mortgage Pay...
Real Estate Investing 💰 For Beginners:
▶ • High earners guide to scaling real es...
Buying or Refinancing in CA?
APPLY NOW:
▶ https://umortgage.my1003app.com/10889...
More info on buying:
▶ https://mtmg.com/buy/
More info on refinancing:
▶ https://mtmg.com/refinance/