Value-Ability Podcast

Episode 36 highlights:

- Co-Founders of Income Lab, Justin Fitzpatrick and Johnny Poulsen, join the podcast!

- The academic research in “decumulation planning” behind Income Lab

- The importance of truly dynamic financial planning

- Looking beyond the concept of “portfolio failure” in income planning

A link to Income Lab's contact information is available on our website at https://value-ability.com/content.

CHAPTERS:

00:00 Introduction

04:50 Podcast Contact Info

06:40 Income Lab Co-Founders Justin Fitzpatrick and Johnny Poulsen

1:07:36 Wrap Up

1:09:06 Disclaimer

Episode 35 highlights:

- Dan and Philip share their “famous close encounters”

- We review quotes from Presidents regarding money, business, taxes and more!

- Quotes from Washington to Reagan are discussed

- Follow along with the full list on OUR BLOG

CHAPTERS:

00:00 Introduction

08:23 Podcast Contact Info

09:14 Presidential Quotes

56:56 Time Value of Money Quiz

59:44 Wrap Up

1:00:56 Disclaimer

Episode 34 highlights:

- JJ Wenrich, CFP – author of “Teaching Kids to Buy Stocks” – joins the podcast

- Using the “Lemonade Stand” analogy to explain stocks

- Lessons and stories for adults to teach children about investing

- Utilizing “matching” concepts to encourage saving and investing

- Involving friends and family to reinforce financial education

- JJ's podcast “Piggy Banks to Wall Street”

A link to JJ Wenrich's contact information is available on our website at https://value-ability.com/content.

CHAPTERS:

00:00 Introduction

05:40 Podcast Contact Info

07:00 Special Guest JJ Wenrich, CFP

49:10 Where to find “Teaching Kids to Buy Stocks”

58:52 Wrap Up

1:01:03 Disclaimer

Episode 33 highlights:

- Philip makes it 63 times around the sun!

- Jess Gaurke, Director of Compliance at USAdvisors Network joins us to discuss Regulation BI

- History and Background of Reg BI

- The four obligations of Reg BI – Disclosure, Care, Conflict and Compliance

- The importance of documentation

- Details of the Care obligation

The article section reviews a piece titled “Want to Be More Productive? Try Doing Less.” from the Harvard Business Review.

A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts, as well as on our website at https://value-ability.com/content.

CHAPTERS:

00:00 Introduction

06:39 Podcast Contact Info

07:37 Special Guest Jess Gauerke on Regulation BI

56:44 Article Review

1:05:22 Wrap Up

1:06:44 Disclaimer

Episode 32 highlights:

- The last chapter of Philip's journey with the excavator.

- Essential elements of an impartial interview process.

- The STAR method – Situation, Task, Actions and Results – in interviews.

- Structuring a scoring system for interviews.

- Questions to ask and “Closing” as the interviewee.

- Connecting with the interviewer.

The article review is a white paper titled “Is the New Normal Accelerating the Need for Better Portfolio Management Technology?” by Vestmark.

A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts, as well as on our website at https://value-ability.com/content.

CHAPTERS:

00:00 Introduction

09:56 Podcast Contact Info

10:37 All About Job Interviews

51:56 Article Review

1:03:58 Wrap Up

1:05:34 Disclaimer

Episode 31 highlights:

- Dan finally accepts the pearl of wisdom that “The Mother of all learning is repetition.”

- An update on Philip's journey toward mastery of construction equipment.

- Philip shares wisdom gained from his early management experiences in Dallas, Texas.

- Dan and Philip discuss learnings from living and working overseas – with focus on Philip's role in the IDS/American Express venture Acuma in the early 1990s.

Our article review covers a topic personal to both hosts – recovery from addiction – and is titled “3 Ways Sobriety Made Me a Better Advisor.”

A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts, as well as on our website at https://value-ability.com/content.

CHAPTERS:

00:00 Introduction

08:40 Podcast Contact Info

09:36 Running a Business (into the Ground)

47:04 Article Review

1:02:41 Wrap Up

1:04:51 Disclaimer

As the Baby Boomers age, financial professionals are increasingly faced with instances where clients either require care during retirement or have to provide care for a family member. In Episode 30, we share our personal experiences with this topic and discuss the role financial advisors play in assisting clients and their families with this incredibly challenging process.

Our article review covers an infographic from the website AdvisorStream titled “A Tale of Two Advisors” which provides insight into how financial advisors are communicating with clients during the pandemic.

A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts, as well as on our website at https://value-ability.com/content.

CHAPTERS:

00:00 Introduction

09:32 Podcast Contact Info

10:39 Caring for Retired Parents

38:56 Article Review

49:44 Wrap Up

52:12 Disclaimer

Rod Crandall of USAdvisors Insurance returns for a second week to continue our discussion on the critical value of life insurance in financial planning and provide his thoughts on how financial professionals can best select an insurance partner to work with their clients. Part two of our conversation – check out last week's episode if you haven't already!

A link to Rod Crandall's contact info can be found on our website at https://value-ability.com/content.

Longtime friend Rod Crandall of USAdvisors Insurance joins us this week to discuss the foundational role insurance plays in the financial planning process, as well as tips on how a financial planning office can best select and incorporate a life insurance consultant into their practice. Part one of a two-part conversation!

The article review this episode is "Just Married? How to Say 'I Do' to Shared Finances".

A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts, as well as on our website at https://value-ability.com/content.

The conclusion of our conversation with Brett Fulmer (brokerbrett.com) exploring how three different generations of professionals view the development of the financial services industry professionals. We discuss the challenges and high points of our careers spanning over 40 years in the industry. Be sure to listen to last week's episode if you haven't already!

A link to Brett's contact info can be found on our website at https://value-ability.com/content.