『Own Your Wealth』のカバーアート

Own Your Wealth

Own Your Wealth

著者： Jason Deshayes
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 How you spend your money is, in many ways, how you spend your life. So how can you generate not just a return on your investments, but a return on life? Welcome to the Own Your Wealth podcast. Whether you’re a working professional, a small business owner, or thinking about retirement, listen in as host Jason Deshayes of Cook Wealth discusses tax strategy, financial planning, and more to equip you to live life empowered and truly own your wealth.Copyright © Own Your Wealth 個人ファイナンス 経済学
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  • Divorce Lawyer Talks Top 5 Financial Considerations

    Divorce Lawyer Talks Top 5 Financial Considerations
    2024/09/20
    Are you going through a divorce? Do you know someone who is going through a divorce? There are a lot things to think about during a divorce and there are some big mistakes people can make if they act out of emotion. Hear what Elizabeth Stephenson and Jason Deshayes have to say about navigating finances during a divorce. In this episode, you'll learn about: What does New Direction Family Law do? Managing Expenses During Divorce Getting a New Home after Divorce Figuring Out Income During a Divorce Business Owner Income During a Divorce Splitting Retirement Assets During a Divorce Dealing with the Marital Residence During a Divorce Dividing Property During a Divorce and more! Connect with Elizabeth "I get to make people's lives better everyday" Elizabeth A. Stephenson, MSW - New Direction Family Law https://newdirectionfamilylaw.com/about/elizabeth-stephenson/ Get a Consultation with New Direction Family Law - https://newdirectionfamilylaw.com/ The Ex-It Strategy Podcast (Your No Bullsh$t Guide to Divorce) - https://newdirectionfamilylaw.com/podcasts/ Connect with Jason LinkedIn Website Bio
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    27 分
  • Financial Advice for People with Aging Parents – Sandwich Money Part 3

    Financial Advice for People with Aging Parents – Sandwich Money Part 3
    2024/09/02
    Do you have aging parents and kids? This video is for you. It's the third video from our Sandwich Money series, where Mike and Sophie discuss financial considerations for adults who have aging parents while also caring for their own children. At the end, Mike asks "Is it more impactful for them [beneficiaries] to get a big lump sum after they've already gotten through those hurdles on their own?" This video is part 3 of a 3-part series called "Sandwich Money", where Sophie and Mike discuss financial advice for adults who are sandwiched between raising children and caring for aging parents. Part 1: Financial Advice for Young Parents Part 2: Financial Advice for Adults with Children in the Workforce Part 3: Financial Advice for Adults with Aging Parents Topics in this episode include: What do people with aging parents face financially? Planning for long-term care Why is it important to talk to your parents about their estate plan? How can I bring up the estate plan talk with my parents? Who do you decide who to make the executor of your will? the POA? How do you set up a will without stress? Have you ever had an executor challenge their parents? When's the right time to talk to your parents about their estate plan? Bonus time: Retirees, how can you make sure your kids are comfortable and ok? Retirees taking families on trips vs giving a lump sum inheritance Connect with Sophie LinkedIn: Sophie Howell Cook Wealth Bio: Sophie Howell Connect with Mike LinkedIn: Michael Holloway, CFP® Cook Wealth Bio: Mike Holloway
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    1分未満
  • Financial Advice for Parents of Adult Children – Sandwich Money Part 2

    Financial Advice for Parents of Adult Children – Sandwich Money Part 2
    2024/08/26
    Are your kids starting new jobs? Graduating college soon? Getting promoted? Do they listen to you? Do you wish there was a mutual third party to help set them up for financial success? This video is part 2 of a 3 part series called "Sandwich Money", where Sophie and Mike discuss financial advice for adults who are sandwiched between raising children and caring for aging parents. Part 1: Financial Advice for Young Parents Part 2: Financial Advice for Parents of Adult Children Part 3: Financial Advice for Adults with Aging Parents Topics in this episode include Financial milestones for young adults What should people consider with their first job offer? Story: max your match, not max your contribution Getting an unbiased third party for financial advice Uncomfortable family conversations about money Quality time instead of financial logistics and numbers How do you introduce your young adult to a financial advisor? What changes financially when you become an empty nester? If you have multiple kids, who do you want to name as the executor? A health scare that ended up positively Cautionary tale: Have written agreements Approaching the Estate conversation with your adult children Ideal sequence of financial conversations for your adult children with an advisory team What happens if you can't think of someone to be the executor of your will? What's the scope of a corporate trust? When do lawyers get involved? Connect with Sophie LinkedIn: Sophie Howell Cook Wealth Bio: Sophie Howell Connect with Mike LinkedIn: Michael Holloway, CFP® Cook Wealth Bio: Mike Holloway
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    44 分
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