Kitchen Table Finance

S3E11 – Strategic Reliable Blueprint – Obstacles Meeting

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Episode Overview

In this pivotal episode of the “Kitchen Table Finance” podcast, Dave and Nick explore the concept of a “Strategic Reliable Blueprint” and how to effectively identify and tackle obstacles in planning. The episode uncovers the importance of recognizing unseen solutions, re-envisioning goals to surmount challenges, and the crucial steps taken behind the scenes to prepare for strategic meetings.

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Key Takeaways
  • The Power of Possibility: At [21:04], the conversation illuminates how casting problems and challenges out to the universe can bring forward solutions that were previously hidden in the subconscious.
  • Recreating Vision: Around [21:16], it’s stressed that by identifying obstacles and searching for pathways around them, new and viable solutions emerge, reshaping the strategic vision.
  • Behind-the-Scenes Organization: Starting at [21:44], the significance of organization between meetings is emphasized. The team’s work, guided by the paraplanner, is to gather the necessary information and resources to pave the way for productive strategy sessions.
  • Upcoming Focus: The next episode promises a deeper insight into the organization process at [22:39], revealing why it’s essential and how it takes shape with Amy’s expertise.
  • Continuing the Journey: At [22:51], listeners are encouraged to revisit previous episodes to fully grasp each step of the process, building towards a comprehensive plan complete with actionable implementation steps.
  • New Perspectives: Dave and Nick wrap at [23:13] by teasing the excitement of upcoming discussions which will continue to blend practical financial advice with real-world experiences.
    • Resources & Links
    • Visit SRB Advisors’ website for more practical advice: srbadvisors.com
    • For those new to the series, consider going back to listen to the initial steps covered in earlier episodes to get a full understanding of the blueprint process.
      • Fit Meeting Process

      • Step Two – The Foundation Meeting

      • Step Three – Vision

      • Step Four – Obstacles

      • Step Five – Organization

      • Step Six – Strategy

      • Step Seven – Build

      • Reach out for personal planning via email: [email protected]
        • Conclusion

        Join Dave and Nick as they guide you through the methodology of building a strong and reliable financial plan. Whether you’re facing obstacles or looking for strategic direction, the “Kitchen Table Finance” podcast can offer the guidance and insights needed for financial empowerment. Stay tuned for the next episode on organization and plan with confidence.

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        Kitchen Table FinanceBy David Shotwell CFP(r) and Nick Nauta CFP(r)
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