Most executives and entrepreneurs work their whole career willing their way towards success, but not sure exactly what to do once they get there. Join Shaun Jones, CFS, CFP®, Author of UnBrainwashed Investing, as he interviews the executives and entrepreneurs who are sitting on the other side of their journey towards success. Listen in as they describe their journey, keys to success, and struggles transitioning from a high-powered career to a fulfilling live after the struggle.
Shaun interviews Doug Motley, managing principal, who examines investment fee structures, including asset management and disposition fees, and how alignment and transparency impact investor returns.
16 Feb 2025
Client Testimonial: Denise Menelly
Denise Menelly, a veteran of the banking industry, on working with her advisor Shaun Jones.
14 Sept 2024
Navigating Post-Retirement Challenges: A Conversation with Manny Aniceto
In this episode of Unbrainwashed Success, Sean welcomes Manny Aniceto, cousin of Sean's wife, to discuss Manny's intriguing journey from immigrating to the United States to his successful career at Procter & Gamble. Manny shares his experiences of overcoming obstacles, learning English through immersion, and excelling in various roles at Procter & Gamble. The conversation transitions to Manny's thoughts on early retirement, the challenges he faced in finding purpose post-career, and his endeavors in charitable work. Sean and Manny delve into the emotional impacts of retirement and the importance of continuing to deliver value in one's life. The episode concludes with Manny emphasizing the significance of focusing on love and relationships during retirement.
00:00 Introduction to Unbrainwashed Success
00:19 Meet Manny Aniceto
01:50 Manny's Immigration Story
03:18 Learning English and Early Education
04:50 College and Early Career
06:12 Career at Procter & Gamble
12:56 Retirement Expectations vs. Reality
16:43 Challenges in Retirement
21:20 Finding Purpose in Retirement
37:49 Conclusion and Final Thoughts
18 Jan 2024
Take Control of the Taxes on Your Investments
Shaun expresses a bit of well-justified frustration about the lack of attention given to tax planning in the financial services industry. He highlights a common scenario where financial advisors direct tax-related questions to accountants, and vice versa, creating confusion for clients. Shaun mentions his previous firm's policy of disclaiming tax advice even when providing accurate information.
While people believe nothing can be done about taxes, there are basic tax planning strategies that many individuals overlook. Shaun shares the importance of controlling how investments are taxed and mentions specific examples such as not owning bonds in a brokerage account unless the entire retirement account is in bonds. He also touches on more advanced strategies like backdoor Roth conversions and using passive real estate for tax benefits.
The central message is that individuals have more control over their taxes than they realize, and Shaun encourages listeners to engage in basic tax planning to garner the highest after-tax value of investments and wealth, rather than simply minimizing taxes each year.
As a reminder, Shaun offers resources and invites listeners to reach out for assistance with tax planning.
Email Shaun at jones@jonesfwm.com
Text: 401.406.8090
https://www.jonesfwm.com/ (https://www.jonesfwm.com/)
investing
3 Jan 2024
Denise Menelly on Retirement
Shaun talks with Denise Menelly, a veteran of the banking industry, about the process of retirement.
investing
18 Dec 2023
Why We Give A Military Discount
Shaun reveals the interesting backstory of why his firm offers a discount to members of the military.
investing
18 Dec 2023
The Truth About Tax Deferral
Shaun delivers a counterintuitive take on deferring year-end taxes.
investing
12 Dec 2023
Ex-Legislator, Born Entrepreneur Quinn Johnson
Former Delaware legislator Quinn Johnson joins the show to talk about his career in politics and the many twists and turns of his journey as a multi-industry entrepreneur.
Reach Quinn at ckqpropertymanager@gmail.com (mailto:ckqpropertymanager@gmail.com)
investing
7 Dec 2023
Tax Loss Harvesting: Demystifying the Process
Shaun Jones debunks some myths about tax-loss harvesting and explains his strategy im using the device for year-end savings.
investing
5 Sept 2023
Welcome to Unbrainwashed Success
Welcome to the show! In the inaugural episode, Shaun talks with corporate lawyer Ken Nachbar, whose practice focuses on cases involving mergers and acquisitions, control contests, shareholder class and derivative actions, and contractual disputes.
More on Ken at https://www.morrisnichols.com/lawyers-kenneth-j-nachbar (https://www.morrisnichols.com/lawyers-kenneth-j-nachbar)
investing
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