Value-Ability Podcast

Value-Ability Podcast

By Danforth FleakBusinessEntrepreneurshipCareersManagement
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Value-Ability Podcast episodes

  • Episode 6: White Swan-Black Swan
    In the first of our three episode look at the primary risks to retirement income, we discuss market timing risk and the impact Black Swan events have on the success or failure of a retirement income strategy.
    This episode's article review looks at 13 predictions for life after the COVID-19 crisis.
    In the Q&A section we answer questions on how to prepare for spending free time in retirement and how to deal with angry or upset clients.
    A link to the White Swan-Black Swan pieces and this week's article are available at https://value-ability.com/episodes
    58 min
  • Episode 5: Delivering Value
    Delivering value as a financial professional is deeply intertwined with client service, and this week we discuss the particular details of how these two relate to one another.
    This episode's article review covers why social security must be treated as a vital part of any retirement income plan.
    In the Q&A section we discuss social security's relation to the national debt and other pet peeves about the financial services industry.
    A link to this week's article is available at https://value-ability.com/episodes
    57 min
  • Episode 4: Need-Fun-Love
    This week features a practical application for managing income and expenses while transitioning to and living in retirement - the Need-Fun-Love strategy.
    The article review covers using a HELOC (Home Equity Line of Credit) as a short term solution for businesses and clients living in retirement struggling with loss of income during the current economic environment.
    In the Q&A, we discuss the biggest financial mistakes and the cost/benefit balance of hiring a financial professional.
    Downloadable copies of the Need-Fun-Love pieces, as well as a link to this week's article, are available at https://value-ability.com/episodes.
    1 hr 3 min
  • Episode 3: The 4 Cornerstones
    In this week's episode, we focus on practical applications to help clients manage their investments and income. We cover the 4 Cornerstone Smart Money allocation concept and discuss how to implement it in coordination with core asset allocation principles.
    The article review looks at specific recommendations advisors should consider discussing with their clients in the current market.
    The Q&A section includes thoughts on how to manage expenses for those who have lost their primary income, as well as a discussion of buying the "bottom" of the market.
    Downloadable copies of the 4 Cornerstones allocation and all pieces discussed, as well as a link to this week's article, are available at https://value-ability.com/episodes.
    59 min
  • Episode 2: The BEST of Times
    The market has continued to see the extreme volatility carried over from last week, and it is likely to continue until there is more clarity around the impact of the worldwide response to the COVID-19 virus.
    In this episode, we discuss the "Three Bucket" concept to manage your own emotions during stressful times. We also revisit the acronym "BEST" in more detail as a way to communicate effectively with clients who may be scared, anxious or uncertain.
    This week's article review looks at the way market downturns are covered by the media, and we explore ways to minimize the emotional impact of negative news.
    The Q&A section covers ways to manage client expectations and some of our key learnings from this market downturn.
    A downloadable copy of the "BEST of Times" piece and a link to this week's articles are available at https://value-ability.com/episodes.
    1 hr 4 min
  • Episode 1: Chosen or Frozen

    This week saw world financial markets impacted by news regarding the COVID-19 virus. During times of chaos and fear, financial advisors must rise to the occasion and deliver the value and service their clients need, even though it may be difficult.

    In this episode we review a piece called "Chosen or Frozen", which details a survey given to retail investors during the market turmoil following 9/11. We discuss what insights can be taken from this survey and how to apply them during the current climate of investor uncertainty.

    In this week's article review, we look at a piece discussing the value provided to retirement plan participants by plan advisors.

    The episode wraps up with our Q&A section in which we discuss the value of retirement plans and the best piece of financial advice we have ever received.

    A downloadable copy of the "Chosen or Frozen" piece and a link to this week's article are available at .

    45 min

About Value-Ability Podcast

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Value-Ability, a podcast for executives, business owners, employees, independent contractors and anyone interested in the role of values in business, leadership and personal development.