It’s that time of year again! If you’re feeling increasingly stressed when tax season rolls around, it may be time to make some changes. In this episode: Explore the latest college football coaching changes and player transfers that are shaking up the game. Discover potential reforms in college football and their implications for the future […]
If you’re feeling frustrated by the soaring grocery prices and stagnant inflation, then you are not alone! Despite hopes for some relief, it seems like the cost of groceries just keeps climbing, leaving you wondering when the price hikes will stop. In this episode: Get a financial advisor’s perspective on inflation and grocery price trends. […]
Coachable Wealth is not just another finance podcast; it’s a dynamic blend of sports fandom and financial wisdom, curated to empower you to transform your wealth-building journey. Hosts Jon, Cody, and Sean combine their backgrounds as former athletes, coaches, and financial advisors to offer a unique perspective on sports and finance headlines. With a firm […]
The last few years for investors have been historic and exhausting. Katie and Dennis take a look back at how fast-paced the financial markets changed and the challenges faced by investors. With different things working at different times, it can be easy to lose sight of a plan or strategy. Dennis and Katie share what […]
Looking forward to a new year, Dennis and Katie describe how they’ve structured this into an annual activity with their team and how it could translate into a powerful tool for couples and families planning for the year ahead. With thought-provoking and sometimes challenging prompts, the Looking Back/Looking Forward exercise provides a framework for reflection […]
Do you have a plan for the new year ahead? Dennis and Katie reveal how their planning sessions at year-end evolved into a need to recast their vision for the future. They reflect on their journey and share what led them back to the drawing board to recraft their future growth plans for the firm. […]
Dennis and Katie give some examples of the random collection of investments and products they’ve seen built up over time on client statements. They explain why a cluttered portfolio can be a detriment to achieving financial goals while highlighting the importance of a cohesive strategy and identifying purpose when choosing to add something new or […]
Dennis and Katie discuss Morgan Housel’s new book Same as Ever: A Guide to What Never Changes. Dennis and Katie dive into Housel’s chapter titled “Does Not Compute”. They explore the author’s real-life examples of how motivation, emotions, and mindset heavily influence human performance and investor behavior. Get the book: https://www.morganhousel.com/ Connect with Katie & […]
This episode is all about abundance. Dennis and Katie share how they help clients to permission themselves to live abundantly, not only during the holiday season but all year round. This is just a part of their role as financial advisors to encourage the families they work with to develop a consistent money mindset. Connect […]
The feeling of control when it comes to money can be triggering. Dennis and Katie share the varying ways control shows up in client conversations. Our perceived level of control can have lasting impacts on our emotions, tolerance levels, and how we see the world. Katie and Dennis also discuss how a perceived lack of […]