This week's blogpost - https://bahnsen.co/3Ekku3k

Guiding Financial Futures with Purpose: A Conversation with Josh Klooz

In this episode of the Thoughts on Money (TOM) Podcast, hosted by Trevor Cummings, special guest Josh Klooz shares his journey from serving in the military to entering the finance industry, emphasizing the importance of trust and personal connection in financial advising. They discuss the pitfalls of marketing in the financial industry, the necessity of caring for clients beyond temporary fixes, and the ongoing pursuit to enhance service offerings at The Bahnsen Group. They touch on topics like the emotional impact of missing family moments during military service, the complexities of financial planning, and the importance of a holistic approach that includes tax and estate planning. The conversation provides valuable insights for both existing and prospective clients on finding an advisor who truly cares and can help fulfill their financial purposes.

00:00 Welcome to the Thoughts on Money Podcast 00:45 Introducing Josh Clues and His Background 03:11 From Military Service to Financial Industry 04:36 Critique of the Financial Industry 17:19 The Importance of Trust and Competency in Financial Advisors 24:55 Aligning Financial Resources with Life Purpose 28:04 Closing Remarks and Contact Information

Links mentioned in this episode:

• http://thoughtsonmoney.com
• http://thebahnsengroup.com

This week's blogpost - https://bahnsen.co/3DZvaUY

Preparing for Unexpected Disasters: Financial Planning Essentials

In this episode of the Thoughts on Money podcast, host Trevor Cummings is joined by Sean Latimer to discuss the importance of financial preparedness in the wake of natural disasters, specifically focusing on the recent devastating fires in Southern California. They share personal experiences, emphasize the importance of thorough insurance reviews, maintaining an inventory of home items, and creating a comprehensive 'financial go-bag.' They also offer actionable advice on ensuring adequate replacement costs and properly documenting valuables to aid in insurance claims. The episode underscores the balance between preparation and maintaining hope for the future.

00:00 Introduction and Welcome

00:21 Current Events: California Fires

02:18 Importance of Property and Casualty Insurance

02:57 Actionable Steps for Insurance Review

07:04 Real-Life Examples and Advice

12:49 Financial Planning Go Bag

16:41 Conclusion and Final Thoughts

Links mentioned in this episode:

• http://thoughtsonmoney.com
• http://thebahnsengroup.com

This week's blogpost - https://bahnsen.co/40dvKFY

Consolidation Over Resolutions: Simplifying Your Finances for a Healthier Financial Future

In this New Year episode of the Thoughts on Money (TOM) podcast, host Trevor and guest Blaine Carver discuss the pitfalls of multiple financial accounts and the importance of consolidation. Through personal anecdotes and practical insights, they highlight the challenges of managing numerous banking relationships, the complications for estate planning, and the inefficiencies in financial tracking. They also touch upon the impact of sports rule changes, making metaphors to illustrate their points about financial tidiness. The episode emphasizes practical, actionable advice for simplifying one's financial life to avoid unnecessary complexity and future headaches. Listeners are encouraged to reflect on their own financial arrangements and consider consolidating accounts to improve overall financial health.

00:00 Welcome to the Thoughts of Money Podcast

00:10 New Year's Resolutions and Rule of Life

00:34 Sports and Points of Emphasis

02:32 Simplifying Finance: Practical Wisdom

05:26 The Importance of Consolidation

13:42 Pitfalls of Having Too Many Accounts

18:50 Next Steps and Practical Tips

22:27 Listener Feedback and Closing Remarks

Links mentioned in this episode:

• http://thoughtsonmoney.com
• http://thebahnsengroup.com