Joy of Financial Planning

About Joy of Financial Planning

Bringing the joy of financial planning to a cynical, skeptical, educated generation that needs to believe in the American Dream again. Views from a CERTIFIED FINANCIAL PLANNER™, former United States Congressional candidate and Adjunct Instructor at George Mason University in Fairfax, VA and American University in Washington, DC.

Publisher

Jason Howell

Category

business

Language

en

Explicit

No

First episode

22 Oct 2018

Latest episode

7 Mar 2023

Latest episodes

47 episodes in the feed.

1. 

   7 Mar 2023

   Letter to Stakeholders, March 2023

   Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning (https://www.amazon.com/Joy-Financial-Planning-Strategies-Transforming/dp/1645430596), available at Amazon.com (https://www.amazon.com/Joy-Financial-Planning-Strategies-Transforming/dp/1645430596) JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This podcast is for the "firsts" in their family who suffer from a little "imposter syndrome." Don't worry I won't tell anyone. This is for those, who are the first generation in their family to do well financially. And now you need a little more information to get to the next level. Hopefully the content here helps you to feel more confident, expressive and meaningful. This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog (https://www.jasonhowell.com/blog) for additional insights, episode links or just to contact us. In this episode I talk briefly about high-frequency stock trading and the power of algorithms affecting the ups and downs of the stock market. I also talk a little more about the different kinds of "structured notes" (income and growth). Finally I ask, "Would it help?" You'll want to listen to hear what I'm asking about. Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com (https://www.jasonhowell.com/) SHOW NOTES & ONLINE RESOURCES Book your Spring Check-in 2023 Meeting: https://calendly.com/d/cgm-qd9-bkc/spring-check-in-2023?month=2023-03 (https://calendly.com/d/cgm-qd9-bkc/spring-check-in-2023?month=2023-03) Types of Structured Notes (Halo Investing): https://journal.haloinvesting.com/types-of-structured-notes-how-theyre-used-in-portfolios/ (https://journal.haloinvesting.com/types-of-structured-notes-how-theyre-used-in-portfolios/) Last Month's Letter to Stakeholders : https://www.jasonhowell.com/blog/letter-stakeholders-february-2023 (https://www.jasonhowell.com/blog/letter-stakeholders-february-2023) Our Company Website: https://www.JasonHowell.com (https://www.jasonhowell.com/) Amazon: https://www.amazon.com/author/jasonhowell (https://www.amazon.com/author/jasonhowell) Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ (https://www.facebook.com/groups/JoyofFinancialPlanning/) YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ (https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/) Twitter: https://twitter.com/JasonHowellCo (https://twitter.com/JasonHowellCo) Linkedin: https://www.linkedin.com/in/jasonhowell (https://www.linkedin.com/in/jasonhowell)

2. 

   10 Feb 2023

   Letter to Stakeholders, February 2023

   Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning (https://www.amazon.com/Joy-Financial-Planning-Strategies-Transforming/dp/1645430596), available at Amazon.com (https://www.amazon.com/Joy-Financial-Planning-Strategies-Transforming/dp/1645430596) JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This podcast is for the "firsts" in their family who suffer from a little "imposter syndrome." Don't worry I won't tell anyone. Hopefully the content here helps you to feel more confident, expressive and meaningful. This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. In this episode I talk about "structured notes" as an enhancement to vanilla stock and bond investing. It's a technique that's been around a while but is relatively new to the United States . Our Stakeholder Spotlight features Nick, Kiniry, of B.F. Saul Insurance. Nick is an expert in property and casualty insurance and can help you navigate the pandemic-era related changes to his industry. Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com (https://www.jasonhowell.com/) SHOW NOTES & ONLINE RESOURCES Structured Notes: https://www.investopedia.com/articles/optioninvestor/07/structured_products.asp (https://www.investopedia.com/articles/optioninvestor/07/structured_products.asp) Last Month's Letter to Stakeholders : https://www.jasonhowell.com/blog/letter-stakeholders-january-2023 (https://www.jasonhowell.com/blog/letter-stakeholders-january-2023) B.F. Saul Insurance Company: https://www.bfsaulinsurance.com/about-us/ (https://www.bfsaulinsurance.com/about-us/) Nick Kiniry, CIC, CPRA, VP of the Private Client Division: https://www.linkedin.com/in/nicholaskiniry/ (https://www.linkedin.com/in/nicholaskiniry/) Our Company Website: https://www.JasonHowell.com (https://www.jasonhowell.com/) Amazon: https://www.amazon.com/author/jasonhowell (https://www.amazon.com/author/jasonhowell) Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ (https://www.facebook.com/groups/JoyofFinancialPlanning/) YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ (https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/) Twitter: https://twitter.com/JasonHowellCo (https://twitter.com/JasonHowellCo) Linkedin: https://www.linkedin.com/in/jasonhowell (https://www.linkedin.com/in/jasonhowell)

3. 

   12 Jan 2023

   Letter to Stakeholders, January 2023

   Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning (https://www.amazon.com/Joy-Financial-Planning-Strategies-Transforming/dp/1645430596), available at Amazon.com (https://www.amazon.com/Joy-Financial-Planning-Strategies-Transforming/dp/1645430596) JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This podcast is for the "firsts" in their family who suffer from a little "imposter syndrome." Don't worry I won't tell anyone. Hopefully the content here helps you to feel more confident, expressive and meaningful. This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. In this episode I talk about how difficult it is to predict the future, how unnecessary it is and how we've protected our clients goals from the disruptions of the world economy. Our Stakeholder Spotlight features a woman on her grief journey who is sharing her learnings with others. Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com (https://www.jasonhowell.com/) SHOW NOTES & ONLINE RESOURCES 5 Tips or Investors After the Stock Market's Worst Year Since 2008 (Money.com): https://money.com/investor-tips-after-stocks-worst-year/ (https://money.com/investor-tips-after-stocks-worst-year/https://money.com/investor-tips-after-stocks-worst-year/) Last Month's Letter to Stakeholders : https://www.jasonhowell.com/blog/letter-stakeholders-december-2022 (https://www.jasonhowell.com/blog/letter-stakeholders-december-2022) Lisa McFarland's "Healing Path" (Podcast): https://podcasts.apple.com/us/podcast/the-healing-path/id1591083731 (https://podcasts.apple.com/us/podcast/the-healing-path/id1591083731) Lisa McFarland's "Rooted In Connection" (Blog) : https://lisamcfarland.com/blog-podcasts-online-support-community/ (https://lisamcfarland.com/blog-podcasts-online-support-community/) Our Company Website: https://www.JasonHowell.com (https://www.jasonhowell.com/) Amazon: https://www.amazon.com/author/jasonhowell (https://www.amazon.com/author/jasonhowell) Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ (https://www.facebook.com/groups/JoyofFinancialPlanning/) YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ (https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/) Twitter: https://twitter.com/JasonHowellCo (https://twitter.com/JasonHowellCo) Linkedin: https://www.linkedin.com/in/jasonhowell (https://www.linkedin.com/in/jasonhowell)

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