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Who's On Your Team?
This week's blogpost - https://bahnsen.co/3KS7Ng9
Financial Advice: Owner vs. Coach
In this episode of the Thoughts of Money podcast, host Trevor Cummings is joined by colleague Josh Klooz. They discuss the complexities of managing personal finances, emphasizing the importance of collaboration, integration, and trust between clients and advisors. Through analogies from football to cooking, they explore the roles of clients as either owners or coaches in their financial lives and the need for professional guidance. The episode covers topics like financial planning, the importance of customized advice, and how best to manage and delegate financial responsibilities to ensure alignment with personal life goals.
00:00 Introduction and Guest Welcome
01:04 The Love for College Football
03:34 Financial Planning: The Coach vs. Owner Analogy
05:31 The Importance of Collaboration in Financial Planning
07:39 Challenges of Do-It-Yourself Financial Management
10:38 The Role of Trust in Financial Advisory
19:13 Customized Financial Planning and Project Checklists
29:42 The Virtue of Giving and Leaving Well
30:33 Conclusion and Final Thoughts
Links mentioned in this episode:
View all episodes
By Trevor Cummings
5
3232 ratings
This week's blogpost - https://bahnsen.co/3KS7Ng9
Financial Advice: Owner vs. Coach
In this episode of the Thoughts of Money podcast, host Trevor Cummings is joined by colleague Josh Klooz. They discuss the complexities of managing personal finances, emphasizing the importance of collaboration, integration, and trust between clients and advisors. Through analogies from football to cooking, they explore the roles of clients as either owners or coaches in their financial lives and the need for professional guidance. The episode covers topics like financial planning, the importance of customized advice, and how best to manage and delegate financial responsibilities to ensure alignment with personal life goals.
00:00 Introduction and Guest Welcome
01:04 The Love for College Football
03:34 Financial Planning: The Coach vs. Owner Analogy
05:31 The Importance of Collaboration in Financial Planning
07:39 Challenges of Do-It-Yourself Financial Management
10:38 The Role of Trust in Financial Advisory
19:13 Customized Financial Planning and Project Checklists
29:42 The Virtue of Giving and Leaving Well
30:33 Conclusion and Final Thoughts
Links mentioned in this episode:
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