Episode 9 - Making Sense of Financial Planning with Casia Chappell

In this episode, we welcome Casia Chappell, Vice President of Wealth Planning and Portfolio Management at Ferguson Wellman Wealth Management. Casia helps us make sense of financial planning by bringing a wealth of experience and insights into the complex world of financial management. We'll delve into the roles and responsibilities of a portfolio manager, explore common financial misconceptions, and discuss strategies for achieving financial health and stability.

We'll answer pressing questions like:

• What is a portfolio manager or financial advisor?

• When should someone consider working with a wealth manager/financial advisor?

• How do professionals avoid getting sucked into the latest fads and misinformation?

• How does daily spending, such as the "latte factor," impact our financial health?

• What should people's focus be starting out, mid-career, and nearing retirement?

• What does values-based investing mean?

• What are some common mistakes in saving and investing for retirement?

• What are some effective tax strategies?

• How should people approach financial planning during an election year?

• Are we headed for another housing bubble?

• How can people invest in AI?

We'll also cover the impact of high interest rates and inflation, and how these economic concerns affect personal finance strategies.

Links from this Episode:

• Learn more about Casia Chappell and Ferguson Wellman Wealth Management

• • Ferguson Wellman Wealth Management

• Financial Resources:

• • Investment Terms“Latte Factor” - See Real Stats

• Connect w/ Casia Chappell:

• • Casia on LinkedIn

• Podcast Casia is listening to

• • ‘Small Town Dicks’

Got a question, guest, or topic you want us to dive into in the podcast? Email us at ⁠podcast@eugenechamber.com⁠

Interested in advertising your business on the podcast? Email us at ⁠podcast@eugenechamber.com⁠ for an affordable way to get your business seen and heard in front of your audience.

In this episode, we're diving into the real estate scene in Eugene with KayDee Hallert and Darlene Mueller from Better Homes & Gardens Real Estate Equinox. We'll bust some myths and answer pressing questions like:

• What is the current market like?

• How much are homes?

• Is this the best or worst time to buy or sell?

• Where is the market headed?

• Is there hope for homeownership?

• What do "move up" buyers need to know?

• What's the least you can do to upkeep your home for resale?

• Why is navigating the home buying process not a road to travel solo?

• Is an HOA right for you?

• What programs and financial resources are available for first-time homebuyers?

Plus, we also talk about the best burgers in Eugene, according to KayDee, who has done extensive research on the subject. You won't want to miss this deliciously informative episode!

Links from this Episode:

Learn more about KayDee, Darlene, and Better Homes & Gardens Real Estate Equinox Better Homes & Gardens Real Estate Equinox

Financial Resources for Buying A Home:

• Chenoa Fund DPA

• Flex Lending

• DevNW

Follow KayDee Hallert KayDee on Instagram

Eugene Burger Expeditions 🍔 KayDee's Burger List on TikTok

Books Circle Reads

How to Win Friends and Influence People

Improv Wisdom: Don’t Prepare, Just Show Up

Lesbian Chorus of Eugene (events) Lesbian Chorus of Eugene

Got a question, guest, or topic you want us to dive into in the podcast?

Email us at ⁠⁠podcast@eugenechamber.com⁠⁠

Interested in advertising your business on the podcast?

Email us at ⁠⁠podcast@eugenechamber.com⁠⁠ for an affordable way to get your business seen and heard in front of your audience

Guest: Josh Gotlib, Insight Northwest Recovery

In this episode, we chat with Josh Gotlib from Insight Northwest Recovery, a new outpatient addiction and mental health recovery center for teens and young adults in Eugene.

We discuss why Eugene has needed this resource and how teens and young adults can seek the help they need. We also explore what parents can do for their children struggling with addiction or mental health issues.

Josh shares his efforts to dispel the myths and stigmas surrounding mental health and addiction.

It's 2024, and it's no longer taboo to have a therapist.

We delve into some of the contributing factors to the increase in mental health and addiction issues, including the Covid-19 pandemic and social media.

Links from this episode:

• Insight Northwest Recovery - Find resources for addiction and mental health
• Book recommendation: The Anxious Generation: How the Great Rewiring of Childhood Is Causing an Epidemic of Mental Illness by Jonathan Haidt
• 988 Suicide and Crisis Lifeline - Available 24/7
• High Street Tonics

Tune in to gain valuable insights and practical advice on addressing addiction and mental health issues in our community.

Got a question, guest, or topic you want us to dive into in the podcast?

Email us at ⁠⁠podcast@eugenechamber.com⁠⁠

Interested in advertising your business on the podcast?

Email us at ⁠⁠podcast@eugenechamber.com⁠⁠ for an affordable way to get your business seen and heard in front of your audience