Joy of Financial Planning

The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This podcast is for the "firsts" in their family who suffer from a little "imposter syndrome." Don't worry I won't tell anyone. This is for those, who are the first generation in their family to do well financially. And now you need a little more information to get to the next level. Hopefully the content here helps you to feel more confident, expressive and meaningful.

This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.

In this episode I talk briefly about high-frequency stock trading and the power of algorithms affecting the ups and downs of the stock market. I also talk a little more about the different kinds of "structured notes" (income and growth). Finally I ask, "Would it help?" You'll want to listen to hear what I'm asking about.

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com

SHOW NOTES & ONLINE RESOURCES

Our Company Website: https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This podcast is for the "firsts" in their family who suffer from a little "imposter syndrome." Don't worry I won't tell anyone. Hopefully the content here helps you to feel more confident, expressive and meaningful.

This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.

In this episode I talk about "structured notes" as an enhancement to vanilla stock and bond investing. It's a technique that's been around a while but is relatively new to the United States . Our Stakeholder Spotlight features Nick, Kiniry, of B.F. Saul Insurance. Nick is an expert in property and casualty insurance and can help you navigate the pandemic-era related changes to his industry. 

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com

SHOW NOTES & ONLINE RESOURCES

B.F. Saul Insurance Company: https://www.bfsaulinsurance.com/about-us/

Nick Kiniry, CIC, CPRA, VP of the Private Client Division: https://www.linkedin.com/in/nicholaskiniry/

Our Company Website: https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This podcast is for the "firsts" in their family who suffer from a little "imposter syndrome." Don't worry I won't tell anyone. Hopefully the content here helps you to feel more confident, expressive and meaningful.

This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.

In this episode I talk about how difficult it is to predict the future, how unnecessary it is and how we've protected our clients goals from the disruptions of the world economy. Our Stakeholder Spotlight features a woman on her grief journey who is sharing her learnings with others. 

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com

SHOW NOTES & ONLINE RESOURCES

Lisa McFarland's "Healing Path" (Podcast): https://podcasts.apple.com/us/podcast/the-healing-path/id1591083731

Lisa McFarland's "Rooted In Connection" (Blog) : https://lisamcfarland.com/blog-podcasts-online-support-community/

Our Company Website: https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream.

This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.

In this episode I talk about how nothing really changed post mid-term elections, how protectionism is a potential economic crisis and how my business partner Doug and I are preparing to compete with investment banks in 2023.

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com

SHOW NOTES & ONLINE RESOURCES

The 2022 Midterms Show Just How Stuck We Are (Time Magazine): https://time.com/6237216/2022-midterms-us-politics-stuck/ 

November Letter to Stakeholders: https://www.jasonhowell.com/blog/letter-stakeholders-november-2022

TriState Capital Bank: https://tscbank.com/

Our Company Website: https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream.

This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.

In this episode I talk about how we took action for our client in an incredibly volatile market. The risk adjusted return opportunity of 4%+ interest on Treasury Bonds is the opportunity of the decade and we took advantage. Our Stakeholder Spotlight features our local Arlington VA Community Foundation's Spirit of Community Luncheon. 

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com

SHOW NOTES & ONLINE RESOURCES

Arlington Community Foundation (ACF): https://www.arlcf.org/

ACF "Economic Cliff Effect": https://www.jasonhowell.com/blog/video-addressing-economic-cliff-effect-arlington-va

Power & Profiteering: How Certain Industries Hiked Prices, Fleeced Consumers, and Drove Inflation: https://oversight.house.gov/legislation/hearings/power-and-profiteering-how-certain-industries-hiked-prices-fleeced-consumers 

Is Inflation Biden's Fault? Could Tax Cuts Fix It? Here's What We Know: https://time.com/6226145/inflation-midterms-2022-fact-check/

Our Company Website: https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream.

This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.

In this episode I talk about how alternatives to traditional stock and bond ETF investing. Our Stakeholder Spotlight features Ukraine International Airlines Flight PS752.

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

SHOW NOTES & ONLINE RESOURCES

Ukraine International Airlines Flight PS752: https://www.ps752justice.com/

January 2022's Letter to Stakeholders: https://www.jasonhowell.com/blog/letter-stakeholders-january-2022

Our Company Website: https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream.

This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.

In this episode I talk about how the strength of the US dollar hurts other economies and indirectly our own. I also give my take on the significance of the death of Queen Elizabeth II. 

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

SHOW NOTES & ONLINE RESOURCES

"Queen of the World" by The Atlantic: https://www.theatlantic.com/international/archive/2022/09/queen-elizabeth-ii-death-global-legacy/671377/

Last month's Letter to Stakeholders: https://www.jasonhowell.com/blog/letter-stakeholders-august-2022

Our Company Website: https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream.

This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.

In this episode I mention the best way to deal with market volatility, whether we truly are in a recession and why you shouldn't care. Or at least why Jason Howell Company wealth advisory don't need to care.

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

SHOW NOTES & ONLINE RESOURCES

Stakeholder Spotlight (Arlene Butler): https://vocal.media/motivation/what-can-you-do-with-40-000-origami-cranes

Museum of Shenandoah Valley: https://www.themsv.org/events/arlene-butler-and-norma-fredrickson/ 

July's Letter: https://www.jasonhowell.com/blog/letter-stakeholders-july-2022

June's Letter: https://www.jasonhowell.com/blog/letter-stakeholders-july-2022

Our Company Website: https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream.

This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.

In this episode I make reference to the historic nature of bonds and stocks falling at the same time, oil prices going up and down and how corporate engagement may have an effect on the Supreme Court's ruling that reversed 1973's Roe v. Wade decision. 

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

SHOW NOTES & ONLINE RESOURCES

The Atlantic article: https://www.theatlantic.com/ideas/archive/2022/06/us-economy-federal-reserve-inflation-avoid-recession/661307/

Dorrit Lowsen, President, Change Finance interview: https://www.jasonhowell.com/blog/roe-v-wade-reversal-change-finance-responds

Our Company Website: https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream.

This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. 

In this episode I make reference to the GDP, recession and alternative options for measuring economic wellbeing. 

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

SHOW NOTES & ONLINE RESOURCES

OECD (Organization for Economic Co-Operation and Development: https://www.oecd.org/60-years/

GDP Is the Wrong Tool for Measuring What Matters (Scientific American): https://www.scientificamerican.com/article/gdp-is-the-wrong-tool-for-measuring-what-matters/

Simon Kuznets: https://www.nobelprize.org/prizes/economic-sciences/1971/kuznets/facts/

Our Company Website: https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

What if I told you there was a way to support #2 and #13 of the United Nations 17 Sustainable Development Goals? And that if you lived in and around the Commonwealth of Virginia, you could see this impact locally? Listen in to Aaron Tolson, CEO of Northern Virginia Food Rescue as he describes the history of this young organization that is using their Food Rescue Hero technology to rally a community of millions. County by county, neighborhood by neighborhood, Aaron and his team have a not-so-secret mission to end hunger in Virginia or at least ensure that food is accessible to everyone who wants it. All we have to do is eliminate food waste and as a byproduct, reduce methane gases which will preserve the atmosphere on our planet #WinWinWin

Watch until the end where we make a major philanthropic announcement.

Here are a few of the questions Aaron was kind enough to answer:

• Out of all of the "causes" in the world, why hunger?
• What is "food access," "food security" and "food resiliency?"
• Tell us more about your "community feeding taskforce
• How has your "Food Rescue Hero" app made the difference?
• What are your short-term and long-term goals?
• How can we help?

Sponsored by: Jason Howell Company #SpeakerSeries

How can you use debt (bonds) rather than equity (stocks) as a more effective way to align sustainable investing values? Join Patrick Drum of Saturna Capital for an important discussion about sustainable investing in sovereign bonds all over the world. Patrick has been integrating ESG considerations into fixed-income portfolios since 2006; he's been a fixed-income analyst/portfolio manager since 2005 and been part of the investment industry since 1996. Watch and listen to what he has to say about possible yields in the sovereign bonds of Brazil and Mexico -you'll be glad you did.

In our discussion Patrick answers in detail:

• How using the bond (vs. equity) markets can more positively impact sustainability
• How emerging market investing is truly different from investing in developed bond markets
• How Patrick finds quality bond issuers (he shares some of his process)
• How Russia's war with Ukraine is affecting global fixed income markets
• What Patrick sees as the future trends for ESG-focused sovereign bond investing

This episode was recorded on March 31, 2022.

Sponsored by: Jason Howell Company #SpeakerSeries

The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream.

This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. In this episode I make reference to our troubled stock and bond markets, timing the market and even Isaac Newton’s 3rd law of motion.

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

SHOW NOTES & ONLINE RESOURCES

Global Good Fund: https://globalgoodfund.org/fellowship/fellowship-program/

Jobs Report: https://www.cnbc.com/2022/05/06/job-growth-accelerated-by-428000-in-april-more-than-expected-as-jobs-picture-stays-strong.html

Our Company Website: https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, live with compassion and find creative ways to achieve a personalized version of the American Dream.

This episode and others in this series, is a transcription of the March 2022 Letter to Stakeholders I write for our clients and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. In this episode I make reference to Russia's war in Ukraine, Inflation and an invitation to hear our Stakeholder Spotlight: Aaron Tolson of Northern Virginia Food Rescue talk about ending hunger. 

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Show Notes & Online Resources:

Stakeholder Spotlight event invitation: https://conta.cc/3tMgZdh

Northern Virginia Food Rescue: https://nova-fr.org/

Reference to President Kennedy's 1963 speech in West Berlin:  https://www.youtube.com/watch?v=uw8IouxMaf4&t=679s

Our Company Website: https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, live with compassion and find creative ways to achieve a personalized version of the American Dream.

This episode and others in this series, is a transcription of the January 2022 Letter to Stakeholders I write for our clients and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Show Notes & Online Resources:

Stakeholder Spotlight event invitation: https://conta.cc/3qfdJWY

Reference to "Kinder, gentler.." https://youtu.be/5TYC55p7M1A

Doug's review of Freddie Mac benefits: https://www.jasonhowell.com/blog/freddie-mac-benefits-review-and-comparison

Our Company Website: https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Join Gabe Rissman, co-founder of YourStake.org as we discuss what "computational astrophysics" and dark matter have to do with stakeholder capitalism, how he inspired his alma mater (Yale University) to become fossil-fuel free with their famous endowment and why Prospect Park was New York's hidden gem during the Great Pandemic of 2020.

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Online Resources:

Gabe Rissman and YourStake.org: YourStake.org/team

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

Company Website: https://www.JasonHowell.com

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode and others in this series, is a transcription of the June 2021 Letter to Stakeholders I write for our clients and our broader community network. We all have a stake in the health of the planet, the economy and our fellow neighbors, rich and poor. I hope you enjoy this brief letter and feel empowered to go to JasonHowell.com/blog for additional insights, episode links or just to contact us.

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Show Notes & Online Resources:

The Deficit Myth by Stephanie Kelton

Our Company Website: https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

There are hundreds of community foundations all over the country and a handful right here in Northern Virginia. Anne Vor der Bruegge and Christy Cole of the Arlington Community Foundation share their experience with the economic cliff effect (click to watch video explainer) and how unconditional cash programs can fill the gaps between growing income and reduced government benefits.

Anne and and Christy answer the following questions:

• What financial challenges do you see in successful counties in like Arlington?
• What is the "cliff effect?"
• Why is "unconditional cash" the answer?
• How can professional advisers be part of the solution?
• How can citizens do more (besides just donating)?

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Online Resources:

• The Sum of Us
• Economic Security Project
• Economic Cliff Effect (Video)

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

Company Website: https://www.JasonHowell.com

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Community Development Finance Institutions (CDFIs) fund support systems where and when government, business and other nonprofits are missing underserved communities. Ebony Perkins of the Self-Help Credit Union (Self-Help.org) led an important conversation on the unique services of Self-Help Credit Union.

Ebony answers the following questions:

• What's unique about CDFIs like Self-Help Credit Union?
• Can you describe "Predatory Finance"
• How do you your work as a part of "impact investing?"
• How can individuals and business get involved?
• What's the potential for CDFIs as institutions?
  

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Links:

Ebony Perkins: Linkedin

Self-Help Credit Union: https://www.self-help.org/who-we-are/about-us/our-mission

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

Company Website: https://www.JasonHowell.com

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Dr. David Miller is something of a rockstar at George Mason University. In addition to teaching David is also the Director of the Mason Innovation Lab His research focuses on the university as an entrepreneurial ecosystem. "Stakeholder Capitalism," "Sustainable Investing" and "Profits with Purpose" are now common lexicon for "business well-being." Watch Dr. Miller participate in a timely conversation.

David answers these questions:

• How does well-being fit into the world of business?
• What is "place-based" investing?
• What is experiential entrepreneurship?
• What is "Build Back Dream Forward?"
• How do you encourage well-being in a digital, post-COVID world?
  

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Links:

George Mason University Innovation: https://business.gmu.edu/innovation/

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

Company Website: https://www.JasonHowell.com

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Investors in the arts worldwide are using the financial industry to improve the causes and communities they believe in. Valerie Novakoff, Founder of the Broadway Women's Fund (BroadwayWomensFund.com) discusses IMPACT investing; what her study revealed about Broadway gender diversity and how Broadway will survive COVID-19 in 2021 and beyond.

Valerie answers the following questions:

• What is an impact investment fund?
• What did her studies reveal about gender diversity on Broadway?
• What is her (firm's) mission?
• Who can invest in the Broadway Women's Fund?

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Links:

Broadway Women's Fund: https://www.broadwaywomensfund.com/about/

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

Company Website: https://www.JasonHowell.com

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Community Development Finance Institutions (CDFIs) are America's best keep secret. From Appalachia to California to Detroit and beyond, CDFI's are making a financial difference. Join Andrea Longton, CFA of the Opportunity Finance Network (OFN.org) and The Social Justice Investor (TheSocialJusticeInvestor.com) as we discuss: how CDFIs are funded, how many CDFIs there are, how to fill gaps in housing, jobs and healthcare!

Andrea answers the following questions:

• What are “Community Development Finance Institutions?”
• What is the Opportunity Finance Network?
• How are CDFIs funded? How many are there?
• How do the results of CDFIs differ from “Opportunity Zones”
• What is “Finance Justice”

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Links:

Andrea Longton, CFA®: Linkedin

Opportunity Finance Network: https://ofn.org/

The Social Justice Investor: https://thesocialjusticeinvestor.com/

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

Company Website: https://www.JasonHowell.com

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Millennials, women, high net worth families and institutions are demanding sustainable and responsible investing (SRI) to manage investment risk, reduce volatility while helping the community and the environment. Watch Sarah Sung, MBA, CPA and John Klinger from Open Invest, Co. (OpenInvest.co) discuss the important issues around value investing, ESG analysis, public benefit corporations and the future of impact investing.

Sarah and John answered the following questions:

• What is “values-based” investing?
• Can you explain “ESG” analysis?
• How does OpenInvest make values-based investing easier?
• What is a “public benefit corporation?”
• What do you see as the future of values-based/ESG/SRI/Impact investing?
  

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Links:

OpenInvest: https://www.openinvest.com/

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

Company Website: https://www.JasonHowell.com

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Eileen Ellsworth, President & CEO of the Community Foundation for Northern Virginia (CFNova.org) as we discuss how to leverage community foundations for permanent bequests; how to "have your fun" while giving during your lifetime; how modern philanthropy will continue to evolve in 2021.

Eileen answered the following questions:

• What is a “permanent fund?”
• How does establishing a permanent fund differ from a “donor advised fund?”
• What are some examples of permanent funds at CFNOVA?
• What is the benefit for a donor to transition from a donor advised fund to a permanent fund?
• How do you see philanthropy changing locally in light of 2020 and COVID-19?

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Links:

Community Foundation of Northern Virginia: https://www.cfnova.org/

Sponsored by Jason Howell Company https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Join principals from Community Capital Management, Inc. (CCMInvests.com) David Sand and Michelle De La Cruz as we discuss:

• 2020 Impact Investing initiatives; Economic Equality; Racial Justice and Sustainable Investing.
• David and Michelle answered the following questions:
• What is community impact investing?
• What is CCM’s specialty in the impact investing world?
• What is the Community Reinvestment Act?
• How has COVID-19 affected CRA and your core qualified investment fund strategy?
• What is “place based” impact investing?
• What are “proxy voting” guidelines?
• What is your “Minority Cares” Initiative?
  

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Links:

Community Capital Management: https://www.ccminvests.com/

Sponsored by Jason Howell Company https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Jenny Coombs is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC™) designation education program. She is associate professor at the College for Financial Planning (Cffp.edu/). Jenny describes the "socially responsible investing" evolution over the past 5 decades from a religious "screen" to ESG screens that manage corporate risk.

"Soon this won't be called Sustainable Responsible Investing; it's just plain investing."  ~ Jenny Coombs

Jenny Coombs answers these questions specifically:

• What is SRI/ESG/Impact Investing?
• How is this kind of investing driving real change?
• How “big” is SRI/ESG/Impact investing?
• What do most investors not yet know about SRI?
• How important is Shareholder Engagement?
• What are your thoughts on recent SEC news?

Links:

Jenny Coombs: Linkedin

The Forum for Sustainable and Responsible Investments: https://www.ussif.org/courses_csric

Sponsored by Jason Howell Company https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

The COVID-19 pandemic, social unrest and political distress of 2020 has many of us questioning how to make a greater social impact with our money. Join Daniel Blake of University Impact (UITripleDAF.org) as we discuss: The role of early-stage impact investing; how donor advised funds solve social problems; how blending impact investing with philanthropy changes the game!

Sponsored by: Jason Howell Company* (JasonHowell.com)

Daniel Blake answers these questions:

- What is “early-stage” Impact Investing?

- What are Donor Advised Funds?

- How is University Impact different?

- Where are you seeing the greatest impact?

- When is a good time to begin using a Donor Advised Fund?

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Links:

University Impact: https://www.uitripledaf.org/

Sponsored by Jason Howell Company https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

Join Jennifer Owens, CEO and Christy Cole, Philanthropic Advisor from the Arlington Community Foundation as we discuss the unique role of local community foundations; specific needs of the DC metropolitan region; how your neighbors are becoming philanthropists. The COVID-19 pandemic, social unrest and political distress of 2020 has many of us questioning how to make a greater impact with our money.

Jennifer Owens and Christy Chole answer these questions:

• What role do Community Foundations play?
• What is special about the Arlington Community Foundation?
• What is philanthropic planning/legacy planning?
• How can younger families cultivate philanthropic spirit?
• What are some giving strategies to think about in 2020?
• What’s unique about philanthropy in 2020?
• What are some of the more pressing needs across the region?

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Links:

Arlington Community Foundation: https://www.arlcf.org/

Sponsored by Jason Howell Company https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

COVID-19 health crisis and fluctuating stock market make it hard to stick with your investment plan. Micah Patashnik, AIF®, CRPC®, ( Macroview) a fellow wealth adviser, will explain why municipal bonds are often overlooked; why not all municipal bonds offer the same risk/return profile and how he partners with other financial planners (like JHCo!) to provide expertise.

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Online Resources:

Micah Patashnik: https://www.macroviewim.com/team/micah-patashnik.php

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

Company Website: https://www.JasonHowell.com

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

COVID-19 makes it harder to keep your business out of legal trouble while also planning for business succession.   Multi-Award winning attorney Rebecca Geller (GellerLawGroup.com) answers how to plan your business succession for the new future; how to decipher between myths vs. facts of business law; and how succession mixes estate planning and happy business exits. 

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Online Resources:

Rebecca Geller: https://www.thegellerlawgroup.com/

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

Company Website: https://www.JasonHowell.com

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

COVID-19 has many soon-to-be retirees questioning their future and specifically, they're housing decisions. Gale Morgan, a retirement community specialist, and Senior Vice President with The Mather (TheMatherTysons.com) answered questions about the different types of senior living options, what questions pre-retirees should be asking and how to decide between living at home or a retirement community.

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Links:

The Mather: https://www.themathertysons.com/

Sponsored by: Jason Howell Company https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

COVID-19 makes it even scarier to get into a car accident. 40-year injury attorney Paul Samakow (Samakowlaw.com), licensed in all Maryland and Virginia courts, will answer: how quickly insurance companies are likely to pay, how you could end up owing money if your car is totaled and which cases DON'T require an attorney.

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Online Resources:

Paul Samakow: https://www.samakowlaw.com/

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

Company Website: https://www.JasonHowell.com

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

This episode features Patrick Holland, a Top 50 (Loan) Originator to share how you qualify for forbearance, how a mortgage fits into a financial plan, what debt to income ratio should to target and the difference between the requirements for a conventional vs. JUMBO mortgage.an expert in the world of mortgages and VP at Embrace Home Loans   See more here: https://www.embracehomeloans.com/

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Online Resources:

Pat Holland: https://www.embracehomeloans.com/

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

Company Website: https://www.JasonHowell.com

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

COVID-19 and civil unrest have heightened concerns about caring for individuals who are differently abled and will remain neurodiverse throughout their lifetimes. We invited Eric Jorgensen of Special Needs Navigator (SpecialNeedsNavigator.US) and David Whiting of Oak Hill Law Group, PLLC (OakHillLawGroup.com), who are also parents of special needs children, to discuss family benefits, their expertise and their experience.

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Links:

Special Needs Navigator: https://www.specialneedsnavigator.us/

Oak Hill Law Group, PLLC: https://www.oakhilllawgroup.com/

Sponsored by: Jason Howell Company https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

This episode features Lynn Cooper, a Realtor® with McEnearney Associates.  Lynn discussed how "showing a house, " hosting an "open house" and safely buying and selling property is still possible!

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Online Resources: 

Lynn Cooper: https://www.mcenearney.com/agents/77578-lynn-cooper

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

Company Website: https://www.JasonHowell.com

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

COVID-19 crisis has created new urgency around personal risk management. Independent insurance professional Ken Fahmy (FahmyAssoc.com) will answer how insurance underwriting has changed, how independent insurance agents provide more options than "captured" agents and where disability fits in a financial plan. 

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Online Resources:

Ken Fahmy: https://www.fahmyassoc.com/

Amazon: https://www.amazon.com/author/jasonhowell  

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ 

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ 

Twitter: https://twitter.com/JasonHowellCo 

Linkedin: https://www.linkedin.com/in/jasonhowell 

Company Website: https://www.JasonHowell.com

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

COVID-19 highlighted many of the social ills that philanthropists and non-profits have dealt with for decades. We invited Peter Lipsett of DonorsTrust (DonorsTrust.org) and Catherine Schott Murray of Odin, Feldman, & Pittleman, P.C. (OFPLaw.com) and The Community Foundation for Northern Virginia (CFNOVA.com) to share their experience and expertise. They discussed what Community Foundations do for the community; how donor advised funds provide charitable flexibility; and how low-profile non-profits are surviving!

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Links:

Donors Trust https://www.donorstrust.org/

Odin, Feldman & Pittleman, P.C. https://www.ofplaw.com/

Sponsored by: Jason Howell Company https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

This episode features David Knasel, Chair of Trusts and Estates at Protorae Law, PLLC. See more at ProtoraeLaw.com

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Online Resources:

• David Knasel: https://protoraelaw.com/
• Amazon: https://www.amazon.com/author/jasonhowell  
• Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ 
• YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ 
• Twitter: https://twitter.com/JasonHowellCo 
• Linkedin: https://www.linkedin.com/in/jasonhowell 
• Company Website: https://www.JasonHowell.com

The topics of this podcast are a compliment to the book JOY of Financial Planning, which launched over last holiday season (2019).

A lot has happened since then. The novel coronavirus (COVID-19), has drastically interrupted our way of life and ended the lives of over a half of million people worldwide. These are serious times.

JOY of Financial Planning has always been about the belief that we can overcome the unique economic challenges we face as a generation; “these times” now include the once in a hundred years, Global Pandemic.

Now more than ever, we need to follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded Zoominars from my Jason Howell Company YouTube channel. With my family wealth management firm, I often collaborate with experts to provide families specialized service. Over these past few “COVID-19” months my firm decided to feature, some of that expertise.  

COVID-19 has created unexpected challenges in all areas of life, including marriage.  Certified Divorce Analyst Joan Coullahan (FinancialDivorceExpert.com) shared her experiences with preparing pre-divorce, preserving finances and starting a "new" life after it's all over. If you or a friend could use this information, watch and learn.  

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. To see the video for these Zoominars, subscribe to the Jason Howell Company YouTube page.

Enjoy.

Online Resources: 

• Joan Coullahan: https://www.financialdivorceexpert.com/
• Amazon: https://www.amazon.com/author/jasonhowell 
• Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/
• YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/
• Twitter: https://twitter.com/JasonHowellCo
• Linkedin: https://www.linkedin.com/in/jasonhowell
• Company Website: https://www.JasonHowell.com

The topics of this podcast are a compliment to the book JOY of Financial Planning, which launched over last holiday season (2019).  The book is about a belief. A belief that we can overcome the unique economic challenges we face as a generation, follow our passions, live with compassion and still achieve a personalized version of an American Dream.  It's also about the opportunity to build a meaningful life through the  "joy" and discipline of financial planning.

This episode helps to fulfill a personal mission to spread the JOY of Financial Planning with as many people as possible. This will be the first of many podcast episodes that will share the entire book via audio! So if you were looking for an audio version of the book, enjoy!  

I hope you enjoy the episode, please rate it.  Also, feel free to:

• Send your feedback to Jason@JasonHowell.com
  
• Follow these topics on Twitter #JOYofFinancialPlanning.com
  
• Join our "private" Facebook Group (link)
  

• Send your feedback to Jason@JasonHowell.com
  
• Follow these topics on Twitter #JOYofFinancialPlanning.com
  
• Join our "private" Facebook Group (link)
  

• Send your feedback to Jason@JasonHowell.com
  
• Follow these topics on Twitter #JOYofFinancialPlanning.com
  
• Join our closed Facebook Group (link)
  

• Send your feedback to Jason@JasonHowell.com
  
• Follow these topics on Twitter #JOYofFinancialPlanning.com
  
• Join our closed Facebook Group (link)
  

• Send your feedback to Jason@JasonHowell.com  
• Follow these topics on Twitter #JOYofFinancialPlanning.com
• Join our closed Facebook Group (link)

• Send your feedback to Jason@JasonHowell.com  
• Follow these topics on Twitter #JOYofFinancialPlanning.com
• Join our closed Facebook Group (link)