Cryptocurrency has been catching all of the buzz, so on today's episode, John talks with WorthPointe CEO Christopher Van Slyke about the dynamics of crypto. 

Specifically, John asks Christopher:

• Is Cryptocurrency a fad or is it here to stay?
• What makes it so unique or so important?
• How should investors think about allocating to this asset class?

While some investors view cryptocurrency with skepticism, and others view it as if they might have missed out...at the end of the day, cryptocurrency is likely to have a dramatic impact on the way the world operates in the future.

As a disclaimer, this is for informational purposes only and not investment advice. You should consult with your own advisor regarding your situation. 

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Are you a business owner or real estate investor that feels paralyzed by the potential looming tax bill you’ll pay when you sell your business or property?

On today's episode, John talks with Greg Reese, founder of Reef Point LLC about a proprietary tax deferral strategy called a Deferred Sales Trust, or DST. 

A DST can allow for tax deferral of up to 10 years, allowing investors the flexibility to manage their income tax and allow for the money to be invested along the way. 

Of course, this is a unique tool to be used in very specific situations, so be sure to consult your attorney, financial advisor and tax advisor along the way. 

For more information on a DST, visit Greg’s site at: https://reefpointusa.com/

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On today’s episode, John and Erica talk about college saving strategies for young families with children under age 10. 

College expenses can seem overwhelming for young families who feel like it’s hard enough to save and invest for every day expenses and plan for retirement. 

During the episode, John explains the 529 college savings plan as well as his 3 part framework for tackling college savings. 

The 3 part framework includes:

• Bucket 1)  A 529 College Savings Account
• Bucket 2)  Family money at the time of college
• Bucket 3)  Non-family money at the time of college 

At the end, John shares a hypothetical example of how young families can use this 3 bucket system to better organize and prioritize their educational costs and make their money work as efficiently as possible.  

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As humans we are wired to be feel a polarizing sense of fear or greed when it comes to our money. 

But for Christians, there is a simple yet profound shift that occurs by adopting the perspective that - God owns it all. 

On today's episode, John talks about how his faith informs his perspective on money, and how other Christian investors can re-orient themselves around the posture of stewardship. 

Some of the implications of a stewardship perspective include:

• A shift in responsibility
• A sense of humbleness and gratitude
• A sense of a accountability 

Even for those who may not identify as Christians, simply shifting the perspective to a stewardship mentality can have a dramatic impact on how investors interact with their personal finances. 

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On today's episode, John talks about how most investors seem to always be asking themselves a version of these 3 questions:

1) Where do I stand with my personal finances

2) Where am I headed and what are my goal 

3) How can achieve my goals or experience financial independence

In 2020 investors faced one of the sharpest drops in the market in over a decade and millions of Americans lost their job. And now in 2021, the market has recovered it's losses and some are even talking about the next bubble! With so much uncertainty, it's easy to feel lost in the noise and unsure of where you stand financially or how to achieve financial independence. 

But by using the financial planning system that John discusses on the show, investors can better orient themselves for where they stand and what actions they need to take now to stay focused on financial independence. 

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What is the greatest gift that parents and grandparents can give to their family? 

A gift much greater than anything money can buy. 

That gift, is sharing your story!

The story of:

• How you grew up
• How your got started with your career and family
• How you overcame challenges and navigated life in order to get to where you are today 

Research suggests the one of the most desired pieces of information that children and grandchildren want is to know the story of their parents and grandparents. And research further suggests that once children and grandchildren know theses stories, it has the potential to create a deeper sense of meaning and connection. 

So what will be the legacy that you leave your family? 

Get started today by recording short videos or writing journal entries about stories from your past. 

Or you can reach out to me directly and I'll send you a free copy of one of my favorite Legacy Journals.

Email: [email protected] 

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What all is involved in creating a financial plan? On todays episode, John talks with cohost Erica about the 5 key steps of financial planning and how they uniquely fit together to help investors gain financial peace of mind. 

The 5 steps include:

• Retirement Planning
• Investment Management 
• Insurance Planning
• Estate Planning
• Tax Planning

Whether you're just starting out on journey or getting ready for retirement, having a financial plan that addresses your situation and considers how to grow and preserve your assets from all angels is critical.

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To kick things off for 2021, John talks with cohost Erica about the 3 Best and 3 Worst financial habits for investors. Especially in light of all of the wild events taking place in the stock market, it's critical now more than ever to be disciplined and prudent about how to set yourself up for success with your personal finances. 

During the episode, John talks about what he sees as the 3 worst financial habits, which include:

• Taking advice from random people on social media
• Trying to play the investment lottery and get rich quick 
• Believing that there's a secret or silver bullet to gaining wealth 

Conversely, John talks about what he sees as the 3 best financial habits, which include: 

• Writing down your goals in the categories of Faith, Family, and Finances and what you hope to accomplish in each category
• Creating a written financial plan that clearly states your annual savings target
• Staying humble and continuing to ask yourself 'what could I be missing'

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On today's episode John talks with Laura Roser, founder of Paragons Road and author of Your Meaning Legacy to talk about how to pass on non-financial assets. 

During the episode Laura talks about:

• How to package and maintain some of your families most valuable non-financial assets through the use of pictures, letters, books and audio files
• The importance of having of having a family Mission Statement and significance of having family meetings 
• The top 5 things people want to know about their grandparents

At the end, Laura also shares some notable research on the benefits of children learning their families story as a way to feel more grounded and find a deeper sense of meaning in life. 

For more information on Laura, please check out

• website: https://paragonroad.com/
• book:  https://www.amazon.com/Your-Meaning-Legacy-Cultivate-Non-Financial-ebook/dp/B07BJCC5TL

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