Sign up to save your podcasts
Or
Share The Intangible Balance Sheet Podcast
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Intangible Balance Sheet Podcast
By Joshua KloozEducation
The Intangible Balance Sheet Podcast episodes
- Politics and your Financial Plan: Episode 104SummaryIn this episode, I look at the relationship between politics and the stock market. Please do not get caught up in the news cycle. You'll find that even though our current form of politics tends to be zero sum we are resilient people at the end of the day. I also provide some data about returns over time and walk through some of the events that happened over that period. TakeawaysDon't get too caught up in the news cycle and remember to gain perspective.Politics can be idolatrous ...10 min
- Jeremy Pryor: Intangible Balance Sheet Episode 66
Welcome to this week's Intangible Balance Sheet Episode with Jeremy Pryor. Jeremy shares more about his journey of integrating family, faith, and business by consciously building a multi-generational family. We discusses the impact of mentors and the value of direct investment in the Christian community, the significance of family meals and economic engines which foster family unity.
Takeaways
- Integrating family, faith, and business is a constant endeavor that requires intentional effort.
- Building a multi-generational family is important for creating a lasting legacy.
- Direct investment and mentorship in the Christian community can have a profound impact on personal growth.
- Family meals and shared experiences are essential for fostering family unity.
- Creating economic engines within the family can draw the family together and provide opportunities for collaboration.
- Honoring elders, embracing storytelling, and supporting other fathers are key themes for Jeremy's vision of the future.
Chapters
00:00
The Importance of Family and First Principles05:44
The Influence of Mentors and Role Models16:59
The Pivotal Moment of Shifting Perspectives on Family21:49
Overcoming Roadblocks and Building a Multi-Generational Family25:51
Creating a Legacy for Future Generations31:44
The Importance of Family Values and Rhythms34:30
Conclusion and Resources
Music by bensound.com38 min - Ryan Sitton: Intangible Balance Sheet Episode 65
Thank you to Ryan Sitton for stopping by to some of his life experiences which make up his Intangible Balance Sheet. You'll hear stories of growing up amongst a household of life-long learners and educators, Father Rock, business mentors, starting his own company, running for elected office and so much more!
Music by bensound.com27 min - What are your first memories of money and work? Episode 103What is your first memory of work? How is that memory affecting you, your kids or your grandkids? Is that perspective helpful? Do you need to move past it? Are you overlooking the purpose and meaning found in the work you are doing? How can you positively influence this memory for those you care about? Listen in for more of my thoughts here! Music by bensound.com8 min
- Private Aviation with Jared Hasty from Piedmont Jets: Episode 102From time to time, the topic of Private Aviation will come up and often peopel will struggle knowing where to begin. Jared Hasty from Piedmont Jets stops by the podcast today to share why he is so passionate about the industry and how he guides prospective clients through the process of deciding what options are right for their situation. If you have ever considered, buying, leasing, fractional share, jet card etc. listen in for more from a trusted source! Music by bensound.com27 min
- Whose Longevity Should You Be Concerned About? Episode 101Welcome to this episode of Wisdom and Wealth. Have you ever worried about you or your spouses longevity? Have you ever been concerned that you'd outlive your money? Today I give some helpful reminders about longevity. I also discuss the coming "Gray wave" amongst advisors and how this affects our listeners. Please feel free to like, and share this episode as well as subscribe to our channel! Music by bensound.com12 min
- Ryan Henderson: Intangible Balance Sheet Episode 64
Welcome to another Intangible Balance Sheet Episode. Ryan Henderson shares more about his story and the things he hopes outlive him for generations. Please listen in for more about:
- The Influence of Grandfathers on his view of life and work.
- Grandfather's advice on the importance of sales
- Influence of Parents
- Spiritual influence of both parents
- Importantance of kindness, hard work, saving, tithing, and prayer
- Emphasis on living within means and serving others
- Influence of the military and privilege of leading
- Reflection on Legacy and Eulogy
- Desire to be remembered as a redeemed sinner, a hard worker, a servant leader, and someone who loved others
Music by bensound.com28 min - Tax Planning and Wealth Management: Episode 100How do taxes factor in to your financial plan? Many people have never given their advisor a tax return much less seen an annual tax report or estimate. Listen in this week for more of my philosophy of tax planning and why it's a central part of my process! Thank you for listening. Music by bensound.com8 min
- Jim Nordhaus:Intangible Balance Sheet Episode 63
Welcome to this week's Intangible Balance Sheet conversation with Jim Nordhaus. See below and listen in for more of our conversation!
- Jim's journey from law school to joining the family business
- Financial challenges faced during economic downturns
- Selling the business to Cisco and Jim's role within the company
- Involvement in expanding Cisco into Mexico
- Transition to Multifoods and experiences with financial mismanagement
- Lessons learned from various entrepreneurial ventures
- Emphasis on the importance of hard work, education, and ethics
- Jim's investment experiences and advice on financial management
- Reflection on family values and ancestral struggles
Music by bensound.com37 min - Navigating Middle Market Dynamics - With Gilbert and Pardue: Episode 99Scott Bastian of Gilbert and Pardue joins me today to break down a recent white paper released by their team entitled: "5 Strategic Solutions for Middle Market Privately-Held Businesses in 2024". During our conversation we cover different trends that Scott and his team are seeing in the middle market space as well as steps business owners can take to proactively add value to their enterprise. Music by bensound.com27 min
About The Intangible Balance Sheet Podcast
From the publisher's feed
Most people are familiar with their own balance sheet. As soon as we buy our first car house, we become aware of it. If you're of a certain personality type, you may track it quite a bit. But I'd…
submit to you that we're unconsciously aware of another balance sheet as well. And this one is pretty tricky to measure and even harder to manage. Sometimes, we often find it hard to put into words. But this is real.
I call this our intangible balance sheet. What I mean by this is those life principles, experiences, memories, that given any amount of money, we wouldn't trade. They're the memories that bring tears of joy to our faces, because we simply just can't imagine life without them. We feel fortunate to have had could be our first jobs proposals, wedding days, birth, struggles, anxieties, fears, hindsight. It's all those things that melt into a memory that brings a distant stare and a smile to our face. showing those things that have made us us.
That's what I'm talking about when I talk about the intangible balance sheet. It's those moments in life that may be financially irrational, but are indispensable parts of our life. So, these episodes are focused on stories that bring us joy, happiness, fulfillment, ultimately, may hold necessary keys that will direct the future of our family, friends, and neighbors. So listen in with us as we uncover some of those stories that are meaningful to our guests. And maybe you'll uncover hidden value on your own intangible balance sheet.
Music by bensound.com
I call this our intangible balance sheet. What I mean by this is those life principles, experiences, memories, that given any amount of money, we wouldn't trade. They're the memories that bring tears of joy to our faces, because we simply just can't imagine life without them. We feel fortunate to have had could be our first jobs proposals, wedding days, birth, struggles, anxieties, fears, hindsight. It's all those things that melt into a memory that brings a distant stare and a smile to our face. showing those things that have made us us.
That's what I'm talking about when I talk about the intangible balance sheet. It's those moments in life that may be financially irrational, but are indispensable parts of our life. So, these episodes are focused on stories that bring us joy, happiness, fulfillment, ultimately, may hold necessary keys that will direct the future of our family, friends, and neighbors. So listen in with us as we uncover some of those stories that are meaningful to our guests. And maybe you'll uncover hidden value on your own intangible balance sheet.
Music by bensound.com
More shows like The Intangible Balance Sheet Podcast
Your Money, Your Wealth
799 Listeners