Work Pants Finance

Author of "Life in the Negative World", Aaron Renn, joins me to discuss his new book.

Key take-aways are:

1. Dig your well before you’re thirsty. As I reflect on Aaron’s career in business, influencing public policy, and now helping readers and listeners directly, It’s clear how each piece of the puzzle builds on what went before in his career. Aaron wouldn’t be doing what he’s doing today except for what he did in his past.
2. To be heard, be prolific and consistent. One way Aaron gets noticed is by always publishing – his newsletter, his podcast, and now his book. He talks about this in our interview and the lesson for all of us is: Write it or record it, then Send it!

For more information, visit the show notes at https://Workpantsfinance.com/47

Abby O’Leary is founder of Fare Well Associates, a consultancy that helps families deal with details during times of grief and loss.

Key takeaways:

1. We’re all going to die, so die in style! Make an estate plan, then execute it and fund it. 2. You can make a business out of anything. Some businesses may be easier than others, but if there’s a way you want to help people, you can probably find a way to get paid!

For more information, visit the show notes at https://Workpantsfinance.com/46 

Josh Walthall, a former prosecutor for New Hanover County and the North Carolina State Bar brings career and life advice – and great stories – for licensed professionals and everyone else trying to do the right thing in their job.

Key take-aways are:

    1.    Many situations that give rise to complaints or enforcement actions can be avoided by treating other people well. An ounce of prevention is worth a pound of cure.     2.    If you need professional help, get it. The best use of a professional is in an instance you experience once, or seldom, and the professional deals with repeatedly in their career. Your results will be better, and your stress levels will go way down when you get the help you need.     3.    Selling opportunities arise when you consistently help people solve their problems.

For more information, visit the show notes at https://workpantsfinance.com/45

Marriage and Money are two parts of life where sparks fly. Elle and I reflect on dealing with the important topic of money in the thick of our most important relationship.

For more information, visit the show notes at https://workpantsfinance.com/44

Hear an overview of my financial planning process. If you’ve wondered what I do that helps clients, today’s show can help.

For more information, visit the show notes at https://Workpantsfinance.com/42

Case studies are a WPF crowd-pleaser, and today has three of ‘em as I share the fictional situations of three type of clients and the questions they bring to my financial planning practice.

You’ll learn about Zachary & Jasmine earning $290,000 combined, working for Honeywell and McKinsey and wanting to start their financial lives on the right foot. Next up are James and Heather earning $466,000 who are eager to be financially independent and work-optional sooner rather than later.

Finally, David and Karen – entrepreneur and teacher – are in their last few years of full time work. They have a bevvy of once-in-a-lifetime financial decisions on tap and want to be sure they do it right.

For more information, visit the show notes at https://Workpantsfinance.com/41

Jim’s heart for godly stewardship of financial resources – specifically his commitment that everything we have is a gift from God and belongs to God – is front and center in our conversation. Most of our conversation takes this presupposition as its jumping off point.

Key take-aways include:

1) You – and your children – can finish college at a young age. The university’s four-year program may or may not be the one that serves your student best. 2) Second, get creative and go big to find income opportunities. Dr Newheiser, later a pastor, seminarian, seminary professor, and author, went to Saudi Arabia as a management consultant in the oil industry! He did a high-paid job for a rich client, with expat pay and benefits layered on top. From there, he managed his expenses down and created wealth that still helps his family three decades later as he works and serves in different capacity. 3) There’s time for service in the church, whatever other demands exist on your time. Jim found time to serve as pastor of a secret church in Saudi Arabia while succeeding in his career as a management consultant.

For more information, visit the show notes at https://Workpantsfinance.com/40

Charlotte Whitmore shares her transition from “global expert to manager of her own estate” in her story of building and selling a consulting business.

Wisdom is throughout the episode, including the fact that acquirers don’t care how nice (or junky) your office furniture is and, if you hate debt, it’s OK to skip it entirely!

For more information, visit the show notes at https://Workpantsfinance.com/39

When it comes to post-high-school education, you can definitely have too much of a good thing. Today Lacey Langford and I discuss the traditional university route, college hacking, grad school, tech programs, entrepreneurship, and going to work in the trades.

The key-takeaway in today’s episode boils down to asking and answering the question “why” as it relates to educational choices.

• Why this school?
• Why this degree program?
• Why grad school?
• Why grad school for this specific thing?

If you’ll adopt this approach for yourself and your children, everyone will be better served.

For more information, visit the show notes at https://Workpantsfinance.com/38