Jan and Hollis are back! In this episode, they discuss the labor market and the Great Resignation.

Jan and Hollis talk about the results of their core values assessment. If you’d like to explore the assessment for yourself or your clients, visit Thornburg.com/personalcorevalues.

Many of us don’t think often about our values, but they can play a role in how we think about our money. Jan shares ideas about how to connect a client’s values to the kinds of investment strategies they should consider.

Jan Blakeley Holman recently appeared on Advisor Perspectives’ podcast and we’re grateful to them for allowing us to share the episode. Jan talks about family wealth planning, the common barriers to those discussions, and what advisors can do to help their clients overcome them. Jan also tells Bob Huebscher about what prompted her to create her podcast, #NowMe.

Losing your job is scary, but according to the Washington Post, for women aged 50 to 61, they are 18% less likely to find new work than women 25 to 34. And if they’re 62 or older, they’re 50% less likely to be rehired. In this episode, Jan explains what women can do to plan for circumstances like these.

Welcome to season two of #NowMe. Keeping lots of cash at home is risky for many reasons. But that doesn’t stop people from often following this depression-era bad habit. Find out from Jan how much you should keep on hand and what you should do with the rest.

June is LGBTQ pride month. Find out from Jan what’s changed for married LGBTQ couples, income inequality among them, and if there are any differences in the way LGBTQ people invest.

Although everyone defines financial security differently, Jan walks through steps that many of us can take, and talks about some that might require the guidance of a financial advisor.

Jan continues the discussion about how advisors can help their clients overcome the common roadblocks they have speaking to their heirs, and the importance of the family legacy letter.

Individuals are often reluctant to speak to their heirs about the amount of wealth they will leave behind for a variety of reasons. Jan explains the common barriers and how advisors can help their clients overcome them.