True North Wealth Radio

Joe, Marty, and Sam discuss the ins and outs of 529 plans. They specifically outline Utah's 529 plan which provides a financially savvy way for families to save for college and other qualified education expenses. You can find more information about Utah's 529 plan at My529.org. 

In this episode of True North Wealth, Marty, Sam, and Joe, discuss the importance of saving for retirement and the mindset and habits that make that possible. They also express gratitude to physicians and all medical staff who make personal sacrifices to provide optimal care and compassion to patients. 

A wedding dress, an iPhone find your phone app, and an eye to the future - some of the many stories shared in this episode.

Eric Montague, Entrepreneur & Business Leader, and founder of Executech, a multi-state IT services company. Beyond Executech, Montague participates in numerous other businesses, and his focus is bringing others with him in success.

Are you being greedy?
Are you being complacent?
Are you being Arrogant?

Those 3 questions posed to Eric by his mentor Claude Hicken have shaped the way Eric ran Executech and the way he has lived his life.

Eric Montague, Entrepreneur & Business Leader, and founder of Executech, a multi-state IT services company. Beyond Executech, Montague participates in numerous other businesses, and his focus is bringing others with him in success.

How does one of the world's oldest sports lead to a multi-million dollar IT business?

Find out as we visit with Eric Montague, Entrepreneur & Business Leader, and founder of Executech, a multi-state IT services company. Beyond Executech, Montague participates in numerous other businesses, and his focus is bringing others with him in success.

We loved the article put together by SmartAsset.com so we decided to discuss "Mistakes People Make when Choosing a Financial Advisor"

1. Hiring an Advisor Who Is Not a Fiduciary

2. Hiring the First Advisor You Meet

3. Choosing an Advisor with the Wrong Specialty

4. Picking an Advisor with an Incompatible Strategy

5. Not Asking about Credentials

6. Not Understanding How They are Paid

7. Trying to Hire an Advisor on Your Own

Mindset - In decision theory and general systems theory, a mindset is a set of assumptions, methods, or notions held by one or more people or groups of people. A mindset can also be seen as arising out of a person's world view or philosophy of life

Identity- Identity is the qualities, beliefs, personality, looks and/or expressions that make a person or group. One can regard the awareness and the categorizing of identity as positive or as destructive. A psychological identity relates to self-image, self-esteem, and individuality.

Purpose- The reason for which something is done or created or for which something exists.

About Dallin Parkinson
Life’s struggles don’t just go away or clear up on their own. I help people move toward their peak functioning: in academics, employment, or relationships. I focus on helping my clients gain tools, transformed perspectives, and the support they need to gain resilience so they can rise up to meet life as it is instead of hoping it will change for them. In the process, they change their life. Let’s address the root issues so you can move forward. Whether you’re a couple struggling with frequent disagreements, a college student debilitated by anxiety, or a teenager struggling with figuring out who you want to be, let's get to work!

Growth mindset describes a way of viewing challenges and setbacks. People who have a growth mindset believe that even if they struggle with certain skills, their abilities aren’t set in stone. They think that with work, their skills can improve over time.
 
About Dallin Parkinson
Life’s struggles don’t just go away or clear up on their own. I help people move toward their peak functioning: in academics, employment, or relationships. I focus on helping my clients gain tools, transformed perspectives, and the support they need to gain resilience so they can rise up to meet life as it is instead of hoping it will change for them. In the process, they change their life. Let’s address the root issues so you can move forward. Whether you’re a couple struggling with frequent disagreements, a college student debilitated by anxiety, or a teenager struggling with figuring out who you want to be, let's get to work!

1. Do They Want the Business?
2. Is it a fair price?
3. Are they ethical?
4. How well can they do the job I'm hiring for?

Jody Farley started college in the early 1980s, but life had other plans. Marriage and children delayed her graduation by a quarter-century.

Farley began at BYU out of high school, but she soon transferred to marry a medical student at the U. Later, she had two children and started working to support the family. Like so many other young moms in college, she dropped out at 22.

But she never took her eyes off the prize. With two of her four children graduates of the U., she returned to campus two years ago and loved it.

"It was really rejuvenating," Farley said. "There is such an energy about learning and being around the kids. It was much easier. People don't trust the skills they have gained. You forget you can learn."