115 – Henry Daas – FQ: Financial Intelligence

In Ep. 115, Tim interviews Henry Daas.  Henry is an entrepreneur, a business coach, and the author of FQ: Financial Intelligence.  Henry offers insight for small business owners to help them weather the storm of the coronavirus.  He also reminds listeners of personal finance areas not to overlook during tough times.  He shares personal money lessons learned the hard way, the importance of having a unique vision for your business, and more!

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114 – What’s Your Game Plan?

In Ep. 114, Tim addresses the question of making a game plan moving forward in these challenging financial times.  He clips in a conversation from the Mullooly Asset Podcast between himself, Tom, and Brendan where they discuss questions from clients, messages relayed to clients, their feelings as advisors during this time, and what people should consider when making decisions regarding their investments in this environment.

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113 – Emergency Plans: Coronavirus Edition

In Ep. 113, Tim addresses concerns surrounding the coronavirus.  He emphasizes the importance of having, and sticking with, your financial plan during times like this.  He talks about why this is a perfect example of the need to have an emergency fund, and to keep it SAFE when times are good.  You never know what’s going to happen.  He also shares insights about how, as humans, we can all get through this together.

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112 – Stephanie Bousley – Buy the Avocado Toast

In Ep. 112, Tim talks with Stephanie Bousley – author of the upcoming book “Buy the Avocado Toast: A Guide to Crushing Student Debt, Making More $$$, & Living Your Best Life”.  They discuss Stephanie’s journey with student debt, how she paid it down using unconventional methods, and how the book helps readers do the same.  They also discuss the intertwined nature of someone’s self-worth and net worth, and how they can work on improving both at the same time!

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111 – Bryan Hasling, CFP® – Millennial Planners

In Ep. 111, Tim talks with Bryan Hasling.  Bryan is a CFP, and a financial planner at JW Harrison.  Bryan also blogs over at MillennialPlanners.com, and they discuss how Bryan got started in the financial planning industry, the importance of the CFP designation, and much more.  They talk about how financial planning firms can retain their young employees and grow even bigger, and how identifying client needs is paramount to retaining your clients for the long-term.

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