Sign up to save your podcasts
Or
Share Oversold & Underserved
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
![Thoughts On Money [TOM]](https://podcast-api-images.s3.amazonaws.com/corona/show/799405/logo_300x300.jpeg){kind=logo}
Oversold & Underserved
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:
View all episodes
By Trevor Cummings
5
3232 ratings
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:
More shows like Thoughts On Money [TOM]
View all
Renewing Your Mind
5,100 Listeners
WSJ Your Money Briefing
1,716 Listeners
Breakpoint
3,006 Listeners
The Briefing with Albert Mohler
8,280 Listeners
The World and Everything In It
6,987 Listeners
BibleProject
18,941 Listeners
The Dividend Cafe
561 Listeners
WSJ Minute Briefing
661 Listeners
Uncommon Knowledge
1,988 Listeners
Compelled - Christian Stories & Testimonies
984 Listeners
Hold These Truths with Dan Crenshaw
16,055 Listeners
Life and Books and Everything
629 Listeners
Capital Record
429 Listeners
Morning Wire
26,480 Listeners
The Charles C. W. Cooke Podcast
1,059 Listeners