Welcome back to Plentiful Wealth Perspectives! As we launch into season two, I'm excited to share a fresh format aimed at delivering concise, impactful advice. Our opening episode addresses a critical question: how do you vet potential financial planners?

Here’s what I cover:

• The Challenge: Distinguishing between financial advisors can be hard, particularly when their services appear similar.
• Key Tools: BrokerCheck by FINRA is a starting point for vetting advisors, offering access to their history, qualifications, and any red flags.
• Evaluation Criteria: Discussing what to look for in a financial planner's background, including education, experience, and disclosure information.
• Red Flags: Highlighting warning signs that suggest a financial planner might not align with your needs.

My goal is to empower you with the knowledge to select a financial planner who genuinely supports your financial journey. Let's dive in.

As always, you can find more information at www.plentifulwealth.com

Episode 18:  Louisville Certified Financial Planner Jeb Jarrell announces his involvement as the Director of the Render Capital Angel Network.  Angel investing is an option for individuals who are looking for potential returns resulting in their funding of successful start-ups.  The returns can be extremely high, but the same can be said for the risk.  Jeb will explain angel investing and why it may be an option you should consider.

Did You Like What You Heard Today?

As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.  Jeb Jarrell is here to help you to Maximize Your Return on Life.

If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

Thanks for listening!

Episode 17:  Louisville Certified Financial Planner Jeb Jarrell interviews Nick Carter.  Nick is a navy veteran, he led an IPO for Natural Resource Partners and now serves on several boards.  He’ll share perspectives gained through some very interesting experiences is both business and life.

Did You Like What You Heard Today?

As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.  Jeb Jarrell is here to help you to Maximize Your Return on Life.

If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

Thanks for listening!

Episode 16:  Louisville Certified Financial Planner Jeb Jarrell interviews Charles Hall who is the former president of the Association Services Group.  He recently sold his interest in the business and is now semi-retired.  They’ll discuss how Charles build the business, his transition out of the business and what life is like after the sale of his business.

Did You Like What You Heard Today?

As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.  Jeb Jarrell is here to help you to Maximize Your Return on Life.

If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

Thanks for listening!

Episode 15:  Louisville Certified Financial Planner Jeb Jarrell interviews Katie Blakeley.  She rose to lead PetFirst, a pet insurance company and played a significant role in its growth and ultimate sale to MetLife.  Jeb and Katie explore her journey and what she learned.

I’d like to thank Katie Blakeley for taking the time to share her candor and advice for those who are thinking about selling the business or are beginning the process.  It’s going to be an adventure.

At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your strategies.  A good advisor will bring a solid perspective, but also know how to develop and implement your strategy.  You can schedule a meeting with Louisville Certified Financial Planner Jeb Jarrell, by clicking this link.

Did You Like What You Heard Today?

As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.  Jeb Jarrell is here to help you to Maximize Your Return on Life.

If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

Thanks for listening!

Episode 14:  Louisville Certified Financial Planner Jeb Jarrell interviews Certified Exit Planning Advisor (CEPA) Linda Ruffenach, with Execuity.  She was the CEO of a large company.  Now, she works with other business owners who are ready to begin maximizing the value of their companies and planning for succession. Linda and Jeff will discuss the process of succession planning and related topics.

Meet Linda Ruffenach

Linda owns Execuity Value Advisors.  She and her team work with business owners to maximize the value and profitability of their businesses as a preliminary step to transitioning their roles.  The end result is the execution of a successful succession to new owners and/or leaders.  Linda comments that all business owners will eventually leave their respective businesses, either on their terms or someone else’s terms.

We’d like to thank Linda Ruffenach for taking the time to share her perspective and advice for business owners considering the sale of a business.

At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your strategies.  A good advisor will bring a solid perspective, but also know how to develop and implement your strategy.  You can schedule a meeting with Louisville Certified Financial Planner Jeb Jarrell, by clicking this link.

Did You Like What You Heard Today?

As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.  Jeb Jarrell is here to help you to Maximize Your Return on Life.

If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

Thanks for listening!

Episode 13:  Louisville Certified Financial Planner Jeb Jarrell interviews entrepreneur Andrew McIntosh.  They’ll discuss Andrew’s journey and the eventual selling of his company, SKYE Technologies.  Andrew is a cyber-security expert. 

We’d like to thank Andrew McIntosh for taking the time to share his journey and perspectives.

At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your strategies.  A good advisor will bring a solid perspective, but also know how to develop and implement your strategy.  You can schedule a meeting with Louisville Certified Financial Planner Jeb Jarrell, by clicking this link.

Did You Like What You Heard Today?

As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.  Jeb Jarrell is here to help you to Maximize Your Return on Life.

If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

Thanks for listening!

Episode 12:  Certified Financial Planner Jeb Jarrell discusses bonds.  He’ll explain a few different types of bonds and how they work as an investment.  Depending upon the state of the economy, your bond strategy has a specific role as part of your overall, financial portfolio.  Let’s listen to Jeb explain the how you may be able to use bonds more effectively to accomplish the goal of Maximizing Your Return on Life.

At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your investment strategies.  A good advisor will bring a solid perspective, but also know how to develop and implement your strategy.  You can schedule a meeting with Certified Financial Planner Jeb Jarrell, by clicking this link.

Did You Like What You Heard Today?

As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.  Jeb Jarrell is here to help you to Maximize Your Return on Life.

If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

Thanks for listening!

Episode 11:  Certified Financial Planner Jeb Jarrell is joined by estate planning attorney Matt Doane for an important discussion.  A comprehensive financial plan should take into consideration estate planning issues for you, your heirs and your estate.

Would You Like to Contact Estate Planning Attorney Matt Doane?

Phone:  (502) 602-0008

Website:  www.CornerstoneLawKY.com

At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your investment strategies.  A good advisor will bring a solid perspective, but also know how to develop and implement your strategy.

Did You Like What You Heard Today?

As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.  Jeb Jarrell is here to help you to Maximize Your Return on Life.

If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

Thanks for listening!

Episode 10:  Certified Financial Planner Jeb Jarrell does some investment myth busting in today’s episode.  There’s a lot of misinformation out there.  Jeb’s going to provide some insights to help you to clear up some of the issues and help you to avoid a few common mistakes.

At the end of the day, you should sit down with a qualified, investment advisor who can help you to think through your investment strategies.  A good advisor will bring a solid perspective, but also know how to develop and implement your strategy.

Did You Like What You Heard Today?

As we wrap up today’s episode, we want to encourage you to subscribe, so you don’t miss upcoming episodes.  Jeb Jarrell is here to help you to Maximize Your Return on Life.

If you’d like more information about Jeb Jarrell and his firm, visit Jeb’s website at PlentifulWealth.com.  You can also follow him on Facebook.

Thanks for listening!