Episode 121: The Relationship You Want with Your Financial Advisor with Dasarte Yarnway

Episode 121: The Relationship You Want with Your Financial Advisor with Dasarte Yarnway

Work Your Wealth
Work Your Wealth
Episode 121: The Relationship You Want with Your Financial Advisor with Dasarte Yarnway
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Dasarte Yarnway is the Founder & Managing Director of Berknell Financial Group, an innovative independent wealth management firm focused on helping millennials and seasoned investors design their best lives.

Since the firm’s inception, Berknell Financial Group has become one of the most notable millennial-led financial services organizations. In an industry that focuses on revenue and dollars-invested, Dasarte realized that a firm’s value is created through how they could invest in their clients. Through this, The Wealth Bridge™ , Private Client Groups and Berknell Athletes were created. With his passion for listening to his clients greatest concerns and applying realistic solutions, Dasarte has become the go-to partner for millennials, growing families and seasoned investors alike. Berknell encapsulates this approach in their motto: Advice With You In Mind.

Coined a “financial thought leader” and Guru by NerdWallet and Financial Planning Magazine, Dasarte believes in meeting you where you are. He offers advice and insight through his weekly podcast, The Young Money Podcast, three books (Dating Benji 2016, Young Money 2018, Pay Me In Equity 2019) and weekly blog. His prayer is that you may design your wealth on your terms.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • The story of how Dasarte got into the financial world
  • The group Dasarte likes to empower around their finances
  • How he built an ecosystem of financial knowledge for a community of people
  • Why Dasarte embodies a mindset of servant leadership
  • Applying the R.I.I.T.E. planning process
  • The reason Dasarte has applied the lighthouse method in all that he did
  • What the bigger picture for Berknell Financial looks like
  • The changes Dasarte has made to build his business more efficiently
  • The responsibility Dasarte feels to improving the financial industry
  • The hardest business lesson learned by Dasarte
  • The niche that Berknell Financial is continuing to reach
  • The biggest thing many clients don’t understand
  •  The unique challenges athletes face with financial decisions
  • Who the real hero is in the advisor-client relationship and why

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH DASARTE AND LET HIM KNOW YOU HEARD ABOUT HIM HERE

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Episode 120: Diversity and Inclusion in Financial Planning with John Eing

Episode 120: Diversity and Inclusion in Financial Planning with John Eing

Work Your Wealth
Work Your Wealth
Episode 120: Diversity and Inclusion in Financial Planning with John Eing
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John Eing is a partner and financial advisor at Abacus Wealth Partners.  As a financial advisor, John is passionate about simplifying and demystifying finances for his clients, and creating sound financial strategies allowing them to do what they love most.  He is also a member of the firm’s M&A team and investment committee.  Prior to joining Abacus, John was the Controller of Wells Fargo’s $30B asset-based lending group.  He holds an Executive MBA from the Anderson School of Management at UCLA, a BA in Economics from UC Berkeley, is a Certified Public Accountant, and a CERTIFIED FINANCIAL PLANNER™.

In his free time, John and his wife, Andrea, enjoy spending time with their two children Nathan (8) and Mia (4).  In his free, free time John is an avid fan of the Los Angeles Lakers.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • How Abacus Wealth Partners is focusing on diversity, equity and inclusion
  • Why you should do everything that makes you feel uncomfortable in business
  • The difference between diversity and inclusion
  • The path that led John to financial planning and Abacus Wealth Partners
  • How to provide a space to openly discuss diversity, equity and inclusion in the work environment
  • The benefits seen at Abacus with the cultural lunch and learns
  • Diversity gaps in the financial industry
  • How understanding your client’s cultural background can make you a better advisor
  • A hurdle for financial education across different nationalities
  • How to turn the diversity, equity and inclusion conversation into action
  • Why personal finance must be taught in schools
  • What progress might look like when expanding diversity in the financial industry

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH JOHN AND LET HIM KNOW YOU HEARD ABOUT HIM HERE

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Episode 115: Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson

Episode 115: Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson

Work Your Wealth
Work Your Wealth
Episode 115: Unique Financial Planning Needs of the LGBTQ+ Community with Brian Thompson
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As both a tax attorney and CERTIFIED FINANCIAL PLANNER™, Brian provides comprehensive financial planning to LGBTQ entrepreneurs who run mission-driven businesses. Entrepreneurs hold a special place in his heart. He spent a decade defending them against the IRS as a tax attorney and has become one himself as an advisor.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • How Brian evolved from a tax attorney into a CFP
  • Navigating unique financial needs for the LGBTQ community
  • The impact of marriage on a couples’ finances
  • Estate planning challenges for domestic partnerships
  • The financial paperwork that should be in place for every couple
  • How to navigate different mindsets around money
  • Financial planning tools for future family members
  • What it means to run a mission-driven business
  • How to mitigate  “shiny object syndrome”
  • Where to begin if you want to create change in the world
  • The best way to measure your passion around an issue
  • How to leverage your unique expertise to make an impact

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH BRIAN AND LET HIM KNOW YOU HEARD ABOUT HIM HERE

ENJOY THE SHOW?

Episode 100: How Practicing Gratitude Can Impact Your Finances

Episode 100: How Practicing Gratitude Can Impact Your Finances

Work Your Wealth
Work Your Wealth
Episode 100: How Practicing Gratitude Can Impact Your Finances
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One of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our household knowing clients and readers are going through similar things. In these Work Your Wealth episodes I’ll be taking time to address how we approached the different money situations and the results of our decisions. Today I’m talking about the amazing and positive impact gratitude can have on your finances.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • How to have a more fulfilling life through gratitude
  • The way gratitude can positively effect your own finances
  • What gratitude can prevent in your financial life
  • Things to be cautious of that can bust your budget
  • When we feel like we have less than what we need, we tend to do this
  • How gratitude can help you curb your impulse spending
  • Where being grateful for what you currently have can lead you
  • When was the last time you made a financial decision because you were afraid/frustrated with your current situation
  • How chasing dollars can impact your life in other areas
  • Finding the balance between life fulfillment and needing more stuff
  • How to approach a new financial opportunity to maximize the impact it will have
  • The dangers of making financial decisions out of fear
  • How to find fulfillment and growth in your finances
  • Understanding if your spending is in line with your values
  • The effects gratitude can have on your emotional, mental and physical health
  • The snowball effect of gratitude and giving
  • The positive effects of approaching life with abundance
  • The best way to avoid making financial decisions out of fear
  • A way to approach financial decisions when you desire to help others
  • Do this to create a gratitude focused financial plan
  • The number of Americans stressed out about money regardless of income level
  • The importance of reflection on the gratitude that you feel
  • The impact an attitude of gratitude will have on your finances

LINKS WE MENTIONED ON THE SHOW

LET’S CONNECT!

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Episode 95: The Financial Impacts of Tiny Living with Ilana Burk

Episode 95: The Financial Impacts of Tiny Living with Ilana Burk

Work Your Wealth
Work Your Wealth
Episode 95: The Financial Impacts of Tiny Living with Ilana Burk
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This week I sat down business coach, writer, designer and pocaster Ilana Burk to talk about tiny living and how this style of living could affect your finances.

Illana helps people find and create thriving livelihoods centered around their life’s work. She’s host of the Good Business Podcast and owner of Your Life’s Workshop. With an MBA in Sustainable Enterprise and nearly 20 years of experience working with small business owners, Illana takes a fiercely rebellious and wildly ethical approach to making money.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • What is tiny living and what it entails
  • The three sub communities of tiny living
  • What it’s like going from 2200 square feet of living down to 160 square feet
  • How to do tiny living with a toddler
  • One of the biggest reasons behind doing tiny living
  • How long Ilana and her family expect to continue doing family living
  • A few of the pros and cons of tiny living
  • Unexpected challenges that come up that you might not think about
  • One of Ilana’s least favorite things about tiny living
  • How a focus on sustainability came into play
  • The importance of knowing your enough, in business, in finances and in life
  • The increased and decreased costs in tiny living
  • The effects tiny living has on your savings goals
  • How rent will still be a cost you need to consider
  • How a mailing address plays into tiny living and how that could affect your taxes
  • Why you must get into the details if you want to have success in tiny living
  • A few key pieces of advice if you are considering tiny living

LINKS WE MENTIONED ON THE SHOW

GET SOCIAL WITH ILANA AND LET HER KNOW YOU HEARD ABOUT HER HERE

ENJOY THE SHOW?

Episode 85: Finding the Right Financial Advisor for You with Anjali Jariwala

Episode 85: Finding the Right Financial Advisor for You with Anjali Jariwala

Work Your Wealth
Work Your Wealth
Episode 85: Finding the Right Financial Advisor for You with Anjali Jariwala
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This week I sat down with fellow financial planner and CPA, Anjali Jariwala to discuss how to figure out how to find the right financial advisor for you.

Anjali Jariwala CPA, CFP® founded FIT Advisors to save her clients time and help guide them to better financial decisions. As a mom, business owner and wife of a physician, she understands the opportunities as well as challenges that young professionals face. Whether you’re running a medical practice, looking at your first job or navigating money conversations in a new marriage – she knows your home life and financial future is not the average juggling act. Anjali believes in a more hands-on advising approach – we pull all the pieces together to provide you with peace of mind.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • Questions that come up around hiring a financial planner
  • Barriers people put up for not hiring a financial planner
  • How to address the emotional side of money
  • How a financial planner can provide a safe space to talk about your money
  • Important items to look for when searching for a financial planner
  • Fiduciary explained and why your financial advisor should be in this category
  • Fee-only versus fee-based financial planners
  • A few things to consider when finding the right fit for your financial planner
  • How comfort and the ability to relate can be crucial for picking your financial planner
  • Why your financial planner shouldn’t be afraid to have the tough conversations with you
  • Why you may not get the sample plan you ask for when interviewing a financial planner
  • The questions you SHOULD be asking instead
  • The peace of mind a financial planner can bring to your life
  • The fees discussed and the value that you get
  • Why fees will be different when comparing financial planners
  • Different options to pay your financial planner to make it work best for you
  • The challenges and pitfalls you might run into down the “do it yourself” route

GET SOCIAL WITH ANJALI AND LET HER KNOW YOU HEARD ABOUT HER HERE

ENJOY THE SHOW?

Episode 84: Overcoming Money Blocks through Brainspotting with Beth Medina

Episode 84: Overcoming Money Blocks through Brainspotting with Beth Medina

Work Your Wealth
Work Your Wealth
Episode 84: Overcoming Money Blocks through Brainspotting with Beth Medina
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This week I sat down with Licensed Mental Health Counselor and Certified Brainspotting Consultant Beth Medina to discuss why people run into money blocks with their business.

Beth is a Licensed Mental Health Counselor and Certified Brainspotting Consultant- turned business coach who helps professional service entrepreneurs break through the mental blocks that keep them stuck, exhausted, and broke.

She has adapted the therapeutic healing approach of Brainspotting for use in the business coaching setting. With Brainspotting, she helps entrepreneurs uncover and dissolve what’s stopping them from taking necessary, decisive action in their businesses.

Beth is passionate about helping entrepreneurs eliminate any blocks they have around money so they can work profitably, serve conscientiously, and live generously.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • What Brainspotting is and how it can help you in your business and life
  • How to access your “yuck” to understand your anxious feelings
  • A reason you might shy away from a financial goal you’re trying to reach
  • Where to start when you know you’re not meeting your business goals
  • How to use uncertainty to get to you to start moving forward
  • What a journey looks like to get beyond money blocks
  • How to look at money in a different way and develop a positive relationship with it
  • How to recognize you have a block that’s getting in the way of success
  • Questions to ask yourself when you aren’t on track with your goals
  • Directions to go when you’ve identified what’s causing you to be stuck
  • Something everyone goes through with any kind of change
  • Why it’s so difficult to let go of the old way of doing things
  • The importance of having very specific goals

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH BETH AND LET HER KNOW YOU HEARD ABOUT HER HERE

ENJOY THE SHOW?

Episode 100: How Practicing Gratitude Can Impact Your Finances

Episode 83: The 5 Best Money Moves We’ve Made in 2019

Work Your Wealth
Work Your Wealth
Episode 83: The 5 Best Money Moves We've Made in 2019
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What money moves have we made so far this year?

One of the fun parts of being a financial planner is getting to discuss some of the money moves we’ve made in our household knowing clients and readers are going through similar things. In these Work Your Wealth episodes I’ll be taking time to address how we approached the different money situations and the results of our decisions. Today I’m talking about the 5 money moves we’ve made so far in 2019.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • Some money moves we are facing in our family that are common among clients too
  • Figuring out what to do once you’ve surpassed savings goals
  • Stop the over planning and constantly playing the “what if” game
  • The importance of setting dollar amounts for your goals
  • A better way to approach your money goals
  • A different way to approach your charitable giving
  • Utilizing a donor advised fund for your charitable contributions
  • The advantages of using a donor advised fund
  • The tax benefits through the use of a donor advised fund
  • Why we offloaded our tax projections to our CPA
  • Why you should lean on financial professionals when changes arise
  • How to avoid underfunding and overspending
  • How to remove some of the guilt around spending money
  • What aligning your money with your goals can do for your life
  • The significance of writing out your ideal day, month and year
  • Three questions to really evaluate what’s important to you
  • What is getting in your way of living the life you want or love?
  • The biggest thing I want for you around your finances

LINKS WE MENTIONED ON THE SHOW:

LET’S CONNECT!

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Episode 82: Facing Your Money Fears & Figuring Out Your Finances with Melanie Lockert

Episode 82: Facing Your Money Fears & Figuring Out Your Finances with Melanie Lockert

Work Your Wealth
Work Your Wealth
Episode 82: Facing Your Money Fears & Figuring Out Your Finances with Melanie Lockert
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This week I sat down with blogger and author Melanie Lockert to discuss the struggles people face when it comes to debt.

Melanie is the founder of the blog and author of the book, Dear Debt. Through her blog, she chronicled her journey out of $81,000 in student loan debt. Her work has appeared on Business Insider, Time, Huffington Post and more. She is also the co-founder of the Lola Retreat, which helps bold women face their fears, own their dreams and figure out a plan to be in control of their finances.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • Melanie’s background and how she began educating others about debt
  • What inspired Melanie to create Dear Debt
  • The safe space and community she has created
  • How debt can affect a person’s mental health
  • One of the top searches Melanie sees as it relates to debt
  • The three taboo topics Melanie sheds light on
  • The different types of letters to debt seen on her blog
  • Why people write letters to thank the debt they’ve incurred
  • Times debt can be a very good thing for people
  • Melanie’s debt journey and how she paid off $81K
  • How being in debt is similar to the 5 stages of grief
  • When Melanie hit the lowest of the low point
  • The way she doubled her income in one year
  • The ins and outs of Lola Retreat
  • How the Lola Retreat came about and when the next event will be

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH MELANIE AND LET HER KNOW YOU HEARD ABOUT HER HERE

ENJOY THE SHOW?