Elderly Clients with Rick Kagawa

Rick KagawaToday’s episode we are doing something a bit differently. Instead of the normal format, we have our first case study to share with you. Rick Kagawa from Capital Resources joins us to share with you a real client situation he dealt with and his insights from working the emotional case with his elderly clients.

Elder abuse is an important topic for professional financial planners to be aware of and not afraid of.

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“There’s more than the money involved. There’s a lot of emotions… Life is what it is and you shouldn’t judge it.”

The Number: What Do You Need … by Lee Eisenberg

Susan Bradley, CFP®

What is Financial Planning?

Elissa BuieWe are excited to have Elissa Buie join us to discuss what is financial planning. She owns one-half of the Yeske Buie firm which is on the front lines of pushing our profession forward.

Elissa sits on the Board of Trustees for the Foundation for Financial Planning, is a past Chair of the national Financial Planning Association and is a Dean for the FPA’s Residency Program. She has published multiple papers in the Journal of Financial Planning and in 2013 she was awarded the P. Kemp Fain, Jr. Award.

If that’s not enough, she has quite literally wrote the book (or at least 17 chapters) of the CFP Board’s Financial Planning Competency Handbook.

Understanding and practicing financial planning is what separates us from being an industry and being a true profession. I believe there is no one better to have talk to us about this than Elissa Buie!

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“Financial planning is something different and it’s actually magical. It takes a process, the relationship that’s built, and number crunching… and turns it into more than the sum of its parts.”

The Brave Millennial

Laura YoungkinSome of my most valuable learning opportunities have come from people outside the financial planning profession and Laura Youngkin is no exception.

Laura is the founder of The Brave Millennial, which is an organization dedicated to supporting and promoting Millennial women in the American workforce. In 2016, Laura hosted 11 forums for Millennial women in 9 cities across the US. She has surveyed and interviewed hundreds of women in an effort to learn more about this generation and will be telling this story at the upcoming South by Southwest Conference in Austin. In addition to this work, Laura is a theatrical producer and creative consultant. Laura spent five years at Walt Disney Imagineering and has done numerous projects in the entertainment industry.

Laura shares what she’s learned about Millennials as well as how to approach negotiations well as young professionals.

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“It’s great that many Millennials have a healthy disrespect for the way things have always been done because the world is relying on us for progress.”

 

New Year, New Show?

Hannah MooreHannah Moore, CFP® and owner of Guiding Wealth Management goes from the interviewer to the interviewee. Charlie Moore, the person responsible for the weekly editing steps out and is the one to interview me. Hear how I got started as a financial planner, my tips on becoming a professional and thoughts on succession planning.

We enjoyed making this episode and hope you really enjoy it too!

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“YAFPNW (under Patrick and Trudy) was a place to hear why financial planning was so amazing. It created that thing that I aspired to be. It was one of the things that impacted my career the most.”

An Expert’s Guide To Starting 2017 On Solid Financial Footing