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
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.
Episode 119: Are You Better or Worse off Financially in 2020?
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Are You Better or Worse off Financially In 2020?
One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address and answer questions I’ve come across from readers and clients throughout my career. Today I’m answering the above question.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
Why the end of the year is my favorite time of year for clients
Questions I consistently receive as the year is closing out
A way to gauge if you are better or worse off financially this year
First step in measuring your financial progress
The measurement to use when evaluating your financial health
How to calculate your net worth
A good way to evaluate your debt situation for the year
The check you should be doing on your debt every January
Why you should review your spending throughout the year
How your savings goals play into your financial health
Different savings vehicles you can utilize to grow your net worth
A few things you should consider when talking about your retirement savings
The role a change in income can play in figuring out if you’re financially better off this year
How “lifestyle creep” could potentially hurt your financial health
Episode 118: The 5 Big Financial Planning Concerns You're Forgetting as an Entrepreneur with Ariel Ward
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Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of 2019, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I work closely together on our clients. She has 11 years of experience in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helping professionals understand their financial lives and make better decisions with their money. She enjoys working with clients in the aviation industry to make the most of their employee benefits and map out a plan for personal financial strength. She is a member of NAPFA, the XY Planning Network and the Financial Planners Association.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
The most common financial planning concern seen with entrepreneurs
The retirement plan options available to small business owners
Items to be aware of if utilizing a SEP IRA
Some of the numbers associated with an individual 401(k)
The best plan to start with if you have employees
How much you should be saving into your retirement account
The type of insurance a small business owner/entrepreneur should consider
How a disability policy works and why you need it
If you’re thinking group policy, here are some options as a small business owner
Why you should have life insurance and who you are protecting
The type of life insurance policy you should get
What a keyman insurance policy will do for your business
Reasons you should have a business continuity plan
The two big ticket items we see people and business owners drag their feet on
Why you should have professional liability insurance
The benefits of utilizing a financial planner through all these decisions
Episode 117: Living a Financially Intentional Life with Naseema McElroy
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Naseema is the founder of Financially Intentional, a platform about personal finance and living life intentionally. She discusses how taking control of her finances has enabled her to overcome bankruptcy, divorce, and break the cycle of living paycheck to paycheck. She shares her lessons along her path to help others benefit from the freedoms of financial independence.
Outside of encouraging people to get their financial act together, Naseema is a mother and Labor and Delivery Nurse. Though making six figures for years, she struggled with money. Finally realizing she couldn’t out-earn her financial ignorance, she knew she had to make some changes. By shifting her mindset around money, being consistent and intentional, She has paid off $1 million in debt and grew a six-figure net worth in three years without living in deprivation.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
How Naseema made a move from nursing to finance
The misconception many people have about finances
Where to start in order to become more financially intentional
Steps to set yourself up for financial success
How Nassema paid off $1,000,000 in debt
The asset she sold to push her back on track financially
Steps you can take to improve your financial life
The flexibility Naseema was able to create by getting her finances in order
How to keep yourself committed to your financial goals
What it looks like to anti-budget
How to keep your financial life in balance
The importance of building a good team around you to continue to drive your passion
How to make legacy building second nature in your life
The benefit of having a financial planner as an accountability partner
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
Episode 114: Self-Care & The Pursuit of Peace (of Mind) with Joy Lere
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A sought-after clinician, consultant, speaker, and writer, Dr. Joy Lere is a psychologist who practices at the intersection of behavior and business, specializing in work on the merger of money, mind, and meaning. Her signature work fuses Freud, Frankl, and the world of finance. She partners with bright, impact-driven, motivated professionals motivated to develop richer, more resonant lives. With one foot firmly planted in the field of psychology and the other waltzing down Wall Street, she works as a behavioral finance consultant for the financial services industry. She has previously served as an Associate Clinical Professor of Clinical Psychology at George Washington University and has held clinical and research positions at Children’s National Medical Center, Penn Medicine Princeton Health, and the Department of Defense.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
How Joy entered the world of finance
How people are handling their financial lives in the current state of the world
Why it makes sense to continue self-care during the pandemic
What self-care actually means (and looks like)
The reasons being a perfectionist could be harming you
Why giving yourself grace could alter in your life
How social media is hurting you
Ways to navigate the roller coaster of up and down days
Questions to ask yourself during this time to move you forward
How to simultaneously practice empathy and self-care
Why it’s important to take time for yourself (even when it seems as if there is no time)
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 what has happened since the merger with Abacus Wealth Partners, what Workable Wealth looks like now, how we’ve been getting through the pandemic and changes I’ve made to align my career with my values.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
An update on where things are for Workable Wealth
Why it’s okay to pivot, even during a pandemic
Career details about my merger into Abacus Wealth Partners and how things are going
What prompted me to pivot and merge with Abacus Wealth Partners
What I recognized about my business and career to expand the value I was providing
Tools we built after the transition
What Workable Wealth has evolved into after the merger
What it looks like to make broader changes in the financial industry
The decision that was made to align my career with my values
How I felt I could make a bigger impact with clients and in the industry
Summer is here and with all that is going on in the world I have decided to take a break from the podcast. The podcast will continue though! We will be back in the fall to provide you with some more great content, some amazing guests and additional tips on how you can continue to work your wealth!
Until then, continue to go back listen to the over 100 episodes we’ve logged so far and reach out if you’re looking for a financial planner than can help you with your money questions.
Stay up-to-date with the latest episodes! Subscribe in iTunes today.
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