New year resolutions done right. We discuss:
Hiring a financial planner
Listening to a previous episode
Gathering necessary information to understand your finances
Comparing 2021 to 2020
Making adjustments
Hiring a financial planner!!!
These are short snippets of true stories from our NoBSwealth team that they have experienced over the years in the financial industry. These are meant to enlighten, inform, and entertain. Feel free to comment yours!
Follow us @nobswealth on Insta/TikTok/Twitter
Join us as we discuss things to consider at the end of the year to help build wealth into the new year.
00:00 intro
2:50 How to close out the end of the year
7:00 Remaining happy, fun accounts, living in the now
8:30 Keeping an eye on interest rates, good vs bad debt
12:20 Employee benefits
13:20 Taking time to reflect
25:40 Where the market is at
29:40 Should you invest now?
33:00 Inflation concerns
40:00 Trinity, commercial real estate
48:00 Advice going into the new year
49:00 Money mindset 2022 and beyond
Join us as we have our first guest, Sheryl Hickerson: CEO of Females and Finance.
We discuss her background, what Females and Finance was born out of, abundance vs scarcity, inclusivity, empathy, why people have been avoiding hiring professionals and much more!
https://femalesandfinance.com/
https://femalesandfinance.com/basic-membership-registration
code: NOBSWEALTH – first ten to sign up get a free community+ membership!
More information about Females and Finance below:
Females and Finance™ provides a vetted ecosystem for our members, sponsors, partners, and pledged firms who are committed to our mission of mentoring, training, hiring, and advance women in our profession through our Fearless Pledge™. These like-minded professionals present across different companies, states, and financial sectors and bring access to training and education on a variety of topics, as well as exposure to financial organizations who are dedicated to moving the needle on feminine and diverse talent and their success, too.
Founded in 2018, Females and Finance™ started as a special interest group around the idea of recruiting, training, and advancing women in financial services and financial technology. Today, it now serves more than 3,100 professionals by providing the most user-friendly and professional platform to host networking, training, and educational events focused on business development, practice enhancement, and entrepreneurship support.
Read MoreHow important are wills and trusts? What are common misconceptions around them? Why should you use a CFP? We also discuss industry bullies, self directives, HSA’s, IRA self directed concepts, and much, much more.
The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.
Read MoreWhat is Trinity Investment Firm? Why commercial real estate? What’s our secret sauce? What is a cap rate and how do we adjust it? How has COVID-19 affected the industry? All of that and more will be discussed in this episode.
The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.
Read MoreWhat is Black Mammoth? What services do we offer? Take the journey with us in this episode as we walk through how we talk to clients about budgeting, investing, business planning, portfolios, and much, much more.
The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.
Follow us on social media:
@NobsWealth
@blackmammoth_
@trinityif_
In the ever-evolving world of wealth management, Black Mammoth, led by Stoy Hall, CFP®, emerges as a beacon of innovation and holistic financial well-being. With a foundation built on the principles of boldness, simplicity, and prosperity, Black Mammoth transcends traditional financial advisories by offering a comprehensive suite of services tailored to each client’s unique needs. This blog post delves into the essence of Black Mammoth’s approach, highlighting how they demystify finance, embrace cutting-edge technology, and foster a partnership-based client relationship. Discover how Black Mammoth is reshaping the landscape of wealth management and how you can embark on a journey to financial enlightenment and prosperity with them.
Read MoreGet to know Lisa Grefe. a Wealth Management Advisor at Black Mammoth. She talks about her college experience which includes her journey to becoming a professional soccer player. In this episode she will dive into her 15+ years of experience in the education, sports business, HR sectors and how she landed at Black Mammoth.
The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.
Read MoreGet to know Ryan Hall, Wealth Management Associate at Black Mammoth. He talks about his upbringing, his experience as a college athlete and how it shaped him. He also dives into his philosophy of helping people manage their money and how he came into this position at Black Mammoth.
The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.
Read More
In the labyrinth of financial advice, Stoy Hall, CFP®, emerges as a beacon of clarity. Rejecting the industry’s penchant for jargon and complexity, Stoy champions straightforward, actionable financial strategies rooted in honesty and client-focused planning. Whether demystifying estate planning, emphasizing tax optimization, or exploring unique investment opportunities, his no-BS approach cuts through the noise, empowering clients to make informed decisions and build lasting wealth. Stoy’s philosophy is simple yet revolutionary: financial planning isn’t just about numbers; it’s about forging a path to a secure, fulfilling future. Ready for financial advice that makes a real difference? Let Stoy Hall guide you toward financial clarity and independence.
Read More
Recent Comments