Hello Podcast Friends! Thank you so much for coming back to The Financial Wealth and Health Podcast. In today’s podcast episode, I interview Debbie Clason, talking all about Entrepreneurship Advice For Young Professionals. 

Debbie is a great friend of mine who I know through different organizations in town, the Rotary Club, and the Chamber of Commerce. She is talented, kind, and a great person to be around. I am so excited to have her on the show today! 

If you want to learn more about Debbie, please check out her website: https://www.clasoncommunications.com

Due to Compliance purposes, I need to clarify that Debbie Clason is not affiliated with Desert Wealth Management or LPL Financial.

If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at [email protected] or contact me through our website at www.desertwealth.net/contact

Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/

If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email

My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/

Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement

Let's get financially healthy and wealthy together!

--

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.

Debbie Clason is not affiliated with or endorsed by LPL Financial and Desert Wealth Management.

Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode all about next steps to take once you’ve become engaged! What an exciting season of life to start preparing for marriage. I hope you all enjoy today’s episode about 5 things to focus on in this engagement season.

If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at [email protected] or contact me through our website at www.desertwealth.net/contact

Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning

My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/

Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement

LPL Weekly Market Commentary: Article Series | LPL Newsroom | LPL Financial

LPL Macro Market Movers Blog: https://lplresearch.com/

Let's get financially healthy and wealthy together!

--

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.

In today’s podcast episode, I interview Robin Brand, talking all about developing confidence as a young female in business. I know Robin through the local Rotary club in town as well as through the local Chamber of Commerce! She is a dear friend of mine and I am so excited to have her on the show today!

Due to Compliance purposes, I need to clarify that Robin Brand is not affiliated with Desert Wealth Management or LPL Financial.

If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at [email protected] or contact me through our website at www.desertwealth.net/contact

Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/

If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email

My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/

Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement

Let's get financially healthy and wealthy together!

--

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.

Robin Brand is not affiliated with or endorsed by LPL Financial and Desert Wealth Management.

Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode all about some next steps to take after you’ve paid off your student loans!

If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at [email protected] or contact me through our website at www.desertwealth.net/contact

Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning

My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/

Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement

LPL Weekly Market Commentary mentioned: https://www.lpl.com/newsroom/read/weekly-market-commentary-is-the-economy-slowing-but-not-shrinking.html

LPL Macro Market Movers Blog Mentioned: https://lplresearch.com/

Let's get financially healthy and wealthy together!

--

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.

Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned, prepared, and equipped to make smart financial decisions. In order to become financial wealthy, you need to financially healthy. And this is what I seek to help you with through this podcast. So many young people struggle with finding enough time to do what they love with those that they love because they are stressed out, confused, and overwhelmed by financial decisions.

When we’re in our 20’s and 30’s, life is filled with transitions, decisions, and oftentimes, burnout. I created this podcast to help you grow your financial wealth and health so that you can spend less time worrying about money and spend more time doing what you love with the people that you love. I want to help you develop a healthy, strong, and thriving relationship with your financial life. Let’s grow our financial wealth and health together!

In today’s podcast episode, I am starting the “Now What?” series, where I dive into different questions that young people ask themselves throughout life’s milestones. The first episode of this series answers the question: I’ve graduated college and have started my first job - now what? I hope you enjoy this episode!

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If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at [email protected] or contact me through our website at www.desertwealth.net/contact

Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/

If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email

My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/

LPL Macro Market Movers Blog Mentioned: What Happens After A Bear Market Starts? Four Things To Know | LPL Financial Research (lplresearch.com)

Harvard Business Review Article Mentioned: https://hbr.org/2020/05/do-you-have-a-life-outside-of-work

Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement

Let's get financially healthy and wealthy together!

--

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.

Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned, prepared, and equipped to make smart financial decisions. In order to become financial wealthy, you need to financially healthy. And this is what I seek to help you with through this podcast. So many young people struggle with finding enough time to do what they love with those that they love because they are stressed out, confused, and overwhelmed by financial decisions.

When we’re in our 20’s and 30’s, life is filled with transitions, decisions, and oftentimes, burnout. I created this podcast to help you grow your financial wealth and health so that you can spend less time worrying about money and spend more time doing what you love with the people that you love. I want to help you develop a healthy, strong, and thriving relationship with your financial life. Let’s grow our financial wealth and health together!

In today’s podcast episode, I am interviewing Rob Clausen, my father and the founder of Desert Wealth Management! Rob has been working in the financial services industry for over 36 years. He founded Desert Wealth Management in 1998 and since September of 2020, I have been working with him at the firm. We love working together and very much enjoy helping people manage their financial goals so that they can spend less time worrying about tomorrow and spend more time focusing on today. I hope you enjoy this interview!

If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at [email protected] or contact me through our website at www.desertwealth.net/contact

Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/

If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email

My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/

LPL Macro Market Movers Blog: https://lplresearch.com

Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement

Let's get financially healthy and wealthy together!

--

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.

Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned, prepared, and equipped to make smart financial decisions. In order to become financial wealthy, you need to financially healthy. And this is what I seek to help you with through this podcast. So many young people struggle with finding enough time to do what they love with those that they love because they are stressed out, confused, and overwhelmed by financial decisions.

When we’re in our 20’s and 30’s, life is filled with transitions, decisions, and oftentimes, burnout. I created this podcast to help you grow your financial wealth and health so that you can spend less time worrying about money and spend more time doing what you love with the people that you love. I want to help you develop a healthy, strong, and thriving relationship with your financial life. Let’s grow our financial wealth and health together!

In today’s podcast episode, we are talking all about 3 steps to put joy first in your budgeting. I hope you enjoy this unique budgeting perspective.

If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at [email protected] or contact me through our website at www.desertwealth.net/contact

Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/

If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email

If you want to check out the LPL Weekly Market Commentary mentioned in this podcast episode, please click here: https://www.lpl.com/newsroom/read/weekly-market-commentary-have-we-seen-extreme-investor-pessimism-yet.html

My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/

Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement

Let's get financially healthy and wealthy together!

--

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.

Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned, prepared, and equipped to make smart financial decisions. In order to become financially wealthy, you need to be financially healthy. And this is what I seek to help you with through this podcast.

In today’s podcast episode, I interview Kate and Debbie Creecy, and we talk all about going to college in a budget-friendly way. I know Kate and Debbie through Stoa USA, a Christian Speech and Debate league that I was a part of in high school. Now, I am a member of the Stoa Alumni Committee. Kate and Debbie have an amazing personal story about going to college in a cost-effective way. I hope you all enjoy this podcast episode!

Some of the tips that Kate and Debbie share include: prepare the college budget and put the work in ahead of time while the student is still in high school, develop a marketable skill, and reach out to professors about scholarship and job opportunities.

Due to Compliance purposes, I need to clarify that Debbie and Kate are not affiliated with Desert Wealth Management or LPL Financial.

If you would like to learn more about Stoa USA, please head over to www.stoausa.org

If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at [email protected] or contact me through our website at www.desertwealth.net/contact

Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/

If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email

My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/

Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement

Let's get financially healthy and wealthy together!

--

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.

Kate and Debbie Creecy are not affiliated with or endorsed by LPL Financial and Desert Wealth Management.

Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned with their personal and financial values, prepared to tackle their future financial obstacles and opportunities, and equipped with confidence to make smart financial decisions. In order to become financially wealthy, you need to be financially healthy. And this is what I seek to help you with through this podcast.

In today’s podcast episode, I will share 5 money saving tips for young people. I hope you enjoy!

If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at [email protected] or contact me through our website at www.desertwealth.net/contact

Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/

If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email

My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/

Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement

The LPL Weekly Market Commentary:

https://www.lpl.com/newsroom/read/weekly-market-commentary-what-to-watch-this-earnings-season.html

Let's get financially healthy and wealthy together!

--

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.

Hello and welcome to the Financial Wealth and Health Podcast. My name is Isabelle Clausen, an LPL financial advisor at Desert Wealth Management. I am a fellow young professional who wants to help other young professionals feel aligned with their personal and financial values, prepared to tackle their future financial obstacles and opportunities, and equipped with confidence to make smart financial decisions. In order to become financially wealthy, you need to be financially healthy. And this is what I seek to help you with through this podcast.

In today’s podcast episode, I will be answering the question: “What do I look at when creating an investment portfolio?”

If you have podcast episode suggestions, questions, or would like to schedule a financial planning phone call with me, please reach out to me at [email protected] or contact me through our website at www.desertwealth.net/contact

Also, if you would like more of the Financial Wealth and Health community, please join our LinkedIn Group! You can visit the group here: https://www.linkedin.com/groups/12611227/

If you would like to sign up for our email updates where we share our monthly newsletter, as well as updates when we post a new blog post, podcast episode, or YouTube video, click here: www.desertwealth.net/email

My LinkedIn: https://www.linkedin.com/in/isabelle-clausen/

Desert Wealth Management Facebook Page: https://www.facebook.com/desertwealthmanagement

The LPL Research Blog Article:

https://lplresearch.com/2022/04/05/march-market-insights-markets-gain-ground-amid-a-tough-2022/

Let's get financially healthy and wealthy together!

--

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.