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

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

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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

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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

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Yep, that's right. Teens are excited about school and making an impact in the community.

In this episode, we dive into an exciting new initiative with guests from the Eugene 4J School District. Discover how their students are making a significant impact in the community through the CALCI program.

About the CALCI Program:

CALCI is a groundbreaking program for 11th and 12th graders in Eugene that combines career-connected applied learning with community impact projects. This unique approach gives students a competitive edge whether they are heading to college or directly into the workforce. The program aims to spread the word to students, families, and community members in Eugene, encouraging more students to take advantage of this opportunity and fostering collaborations that enhance our community.

In This Episode, You'll Learn:

• What the CALCI program is all about.
• The importance of CALCI for students, teachers, parents, and the community.
• The various community partners involved and how they are preparing students for the real world
• How CALCI helps the community, setting up students for success after high school.
• Ways to get your child excited about school and eager to share their experiences.
• How to become a community partner and influence the next generation in your industry.

Learn More About the CALCI Program:

• Instagram: @4jschools

• CALCI Program: CALCI Program
  

Tune in to find out how CALCI is shaping the future and making our community a better place!

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

You Deserve an Exceptional Park w/ Ariel Lissman of the Eugene Parks Foundation

In this enlightening episode, we sit down with Ariel Lissman from the Eugene Parks Foundation. Ariel enlightens us on the concept of an "Exceptional Park" and discusses why everyone deserves to have one in their neighborhood.

He delves into the ongoing efforts by the City of Eugene and the Eugene Parks Foundation to transform local parks into vibrant, inclusive spaces that offer much more than just swings and slides.

Ariel also tackles common myths about park safety and outlines innovative plans for integrating local art, storytelling, and natural elements into park designs, ensuring they cater to community members of all ages.

Join us as we explore how these spaces are meticulously crafted to be clean, accessible, and secure environments for everyone to enjoy.

For more insights and to learn how you can support the transformative projects of the Eugene Parks Foundation, visit their website at Eugene Parks Foundation.

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

Get Your Kids Moving: The Shocking Truth About Inactivity

In this week's must-listen episode, our guest Denise Thomas from the non-profit Healthy Moves drops a bombshell truth - most of us have been stretching incorrectly our whole lives!

Denise is on a mission to get elementary students in Eugene healthy, fit and active. With many schools facing a shortage of PE teachers, her innovative programs are fighting the inactivity crisis.

You'll Discover:

• The simple habit for increasing longevity in kids and adults

• Denise's mind-blowing stretching and mobility tips

• Her personal fitness journey and what motivated her

• How Healthy Moves is getting kids moving at school

Plus, Denise reveals the real, eye-opening reason our children desperately need more activity. Ivan and Brandon are blown away by her perspective.

This is a Wake-Up Call for All Parents

We can't afford to let our kids live sedentary lifestyles. Their future health is at stake! Denise shares game-changing advice for families on increasing daily movement.

You'll also get details on an upcoming business networking event through the Chamber of Commerce.

Don't miss this informative and motivating episode! Listen now to learn simple steps for improving your family's fitness through movement and mobility.

Learn more about Healthy Moves and Denise Thomas,

Healthy Moves

The video Denise was talking about through the The Arts & Business Alliance of Eugene

Denise’s fitness business

Connect with Denise

Healthy Moves Events

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

Join us on this story of perseverance, passion, and purpose with Eugene's first professional basketball team, the Emerald City Jaguars.

Marion Clark Jr., the owner of the EC Jags shares how his team is connecting with our community through basketball and making live sporting events accessible to everyone.

Clark Jr.'s guest is one of the EC Jags Pro Guards, Abion “Showboat” Khalifah. He shares his basketball journey and details the adversity he's had to face time and time again to get to where he is today.

Check out the Emerald City Jaguars game schedule - ecjags.com

Follow the EC Jags and Abion on Instagram

Emerald City Jaguars

Abion "Showboat" Khalifah

Links from this episode,

Prince Puckler's Ice Cream

DJ Smuve

Feel free to message us at podcast@eugenechamber.com if you have any questions, or comments, or are interested in hearing a specific topic or having a guest you think we should have on the podcast.

Learn more about the Eugene Morning Hustle Podcast

Learn more about your hosts,

Brandon Miller

Ivan Torres

The Interview

In this episode, we interview Anna Backus. Anna is a civil engineer in our great city making her mark in stormwater management, and affordable housing, and helping pioneer a DEI program that is not in a galaxy far far away, it's right here in Eugene.

Did you know Anna was also nominated for a Women Business Leaders award in 2023?

Let's Talk: Money

She shares that experience with us and some insight into what leadership looks like in our community.

Debt, credit cards, managing your money…any of that make you feel anxious? Yep, it’s all too common.

From what we learned or didn’t learn as kids about money to how we manage money today take a listen to an engaging conversation we had about it and some solutions and resources to set you up for financial success.

Links from this Episode

As mentioned in this episode, Harvard Business Review (HBR) for their articles and podcast - https://hbr.org/

Ivan’s recommendation for debt consolidation - https://debtreductionservices.org/

Guests

Interested in being a guest or have a recommendation?

email us at podcast@eugenechamber.com

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