January 31, 2025

Oversold & Underserved

30 minutes

This week's blogpost - https://bahnsen.co/3Ekku3k

Guiding Financial Futures with Purpose: A Conversation with Josh Klooz

In this episode of the Thoughts on Money (TOM) Podcast, hosted by Trevor Cummings, special guest Josh Klooz shares his journey from serving in the military to entering the finance industry, emphasizing the importance of trust and personal connection in financial advising. They discuss the pitfalls of marketing in the financial industry, the necessity of caring for clients beyond temporary fixes, and the ongoing pursuit to enhance service offerings at The Bahnsen Group. They touch on topics like the emotional impact of missing family moments during military service, the complexities of financial planning, and the importance of a holistic approach that includes tax and estate planning. The conversation provides valuable insights for both existing and prospective clients on finding an advisor who truly cares and can help fulfill their financial purposes.

00:00 Welcome to the Thoughts on Money Podcast

00:45 Introducing Josh Clues and His Background

03:11 From Military Service to Financial Industry

04:36 Critique of the Financial Industry

17:19 The Importance of Trust and Competency in Financial Advisors

24:55 Aligning Financial Resources with Life Purpose

28:04 Closing Remarks and Contact Information

Links mentioned in this episode:

http://thoughtsonmoney.com

http://thebahnsengroup.com

...more