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Financial Life Planners Jeremy Squibb and Tom Desborough mull over the key things in life and finance which keep us trapped, unable to move forward, and stuck in a bucket. Each show is in two segments - first to get your FINANCES in order, and secondly, to make sense of your LIFE. Disclaimer: This is information, not advice and does not constitute regulated financial advice. You should contact an independent financial planner before taking action. Views are solely those of the individuals an ...
 
Chris is the founder and principal of Dynamic Money, a financial planning company in Atlanta, and is passionate about helping people build strong financial plans flexible enough to be effective for all of life – not just the easy parts. The Chris Burns Show is recorded LIVE in Atlanta on 95.5 WSB to help people like you reach your dreams and understand how real headlines have a real impact on their lives. We want you to become excited about your money, your dreams, and learn how to take real ...
 
Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
 
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show series
 
If you’re looking for a way to separate yourself from other advisors, tax planning just might be the answer. Most people are focused on tax preparation each year but providing tax planning as part of an overall approach to serving clients, you’ll be able to provide additional value to each person you work with. The holdup for people is not having a…
 
One of the positives that came out of the COVID pandemic was the increased comfort most people now feel on virtual calls and online video conferences. While we’ll be able to transition away from doing as many of these as advisors, it’s still a valuable tool that we now have at our disposal. The Renegade Advisor program now offers up a webinar servi…
 
Aiming for a goal needs commitment, the magic key to this, is commitment without attachment. Building on the previous 2 keys to Freedom, Jeremy and Terry look at how to set the right type of goals, focussing on the process not the outcome. Added bonus - Terry's solution to avoiding shopping with his wife and teenage daughter.…
 
This week we look at Terry's first key to freedom - Integrity and how does it look? 5 questions to reflect on : 1. Do you believe in what you are doing (genuinely)? 2. Do you trust your own word? 3. Is there anything that needs to be said? 4. Do you trust those who have to keep your promises? 5. Is there anything you need to clean up?…
 
Terry Mullins is back as we look at the 4 keys to freedom (a slight tweak on his '4 Keys to Sales Freedom' course. What really are integrity, responsibility, commitment and enrolment, and how do they shape how we feel about ourselves. We talk about Larry Wingett, Joe Wicks, and how leaving a cat food receipt in the back of the car is the start of t…
 
Today we’re excited to bring on a good friend and a successful business owner who’s managed to merge different practices into one operation. Trent Benedetti, CPA, CFP, IAR, owner of Benedetti Financial is our guest on this episode of the Profitable Advisor and he’s a perfect example of how to provide multiple services for clients. He started with n…
 
George Kinder - the father of Life Planning - joins the show to discuss how it all came about, where the inspiration came from, what is still in his own life plan yet to be done, and how we can maybe change the world in our own small way. Find out more about A Golden Civilization Recommended reading : Transforming Suffering Into Wisdom A Golden Civ…
 
If you want a master class on marketing strategy, this might be the closest you’ll get in a single podcast episode. Today we’re talking with Kia Arian, who we’ve worked with for a few years. She’s a strategist and graphic designer to many of the biggest marketing names out there. She’s also helped with Dan’s upcoming book, Advisor VooDoo: Mastering…
 
Terry Mullins recalls his first-hand experience of Financial Life Planning. We talk through his thoughts on George Kinder's 3 questions, and also the impact he saw on Jeremy throughout his journey. He sum's it up beautifully with a single quote... Personal growth in a year is far more important than the percentage growth in your portfolio. Recommen…
 
It’s time to introduce you to Paul Durso. He’s one of the original members of the Renegade Advisors program and has enjoyed a lot of success after stepping out on his own. To understand Durso’s process, you have to know his background. He left a successful practice in Michigan because the partnership wasn’t working like he hoped and moved to North …
 
Why should you bother with a budget, and what if all those spreadsheets are just too much hassle? We'll explain what to do and why it may suit you. Be bold with your requests - everyone needs to start somewhere, and even the best like to be asked to help. Fear is future thinking - the misuse of the information you have! Recommended book this week b…
 
Cognitive hypnotherapist Russell Davis joins us this week, as we explore where limiting beliefs come from and how they impact on our lives, and also our relationship with money. Find out how the brain works and why we think the way we do. Explore Russell's work at www.russell-davis.com Recommended reading The 7 Stages of Money Maturity - George Kin…
 
Hear from Terry about his experiences and top tips on how to run a successful Air BnB - The Artists Loft in Newlyn It's time for the death of the to-do list. Take control of your diary, freedom of mind, and hours of your day by reflecting on the Zeigarnik Effect. Also - check out the hinge on your Macbook! Recommended books this week : Designing Yo…
 
When you think about the reasons you haven’t been as successful as you want to be, how often do you look to someone or something else to blame? It’s our natural inclination but what we’ve learned from mindset expert Nina Cooke is that we need to be examining ourselves. On this episode of the podcast, we have a follow up conversation with Nina Cooke…
 
Jeremy is joined by Terry Mullins again this week as they first take another look at Episode 3 and consider what elements of money are the last taboo. How do children change your perspective on life and what are the important things which you need to remember? Terry recommends Blink by Malcolm Gladwell, as well as starting to think about the differ…
 
With Tom taking a break, this week Terry Mullins - www.thereluctantsalesman.com joins Jeremy. Terry expands on the Escaping The Bucket principle, and we discuss what the budget means for you as well as veering off as usual to tangents - such as Bitcoin and QAnon - just what was in that pizza restaurant basement? Email the show - jeremy@escapingtheb…
 
Every advisor wants to find ways to increase AUM and the best way to do that is by maximizing the clients you’re already working with. Few businesses do that better than the Duffy Law Office in Davenport, Iowa. Along with estate planning, attorneys Dennis Duffy and Ryan Denman also provide a variety of financial planning services for their clients …
 
It's an epic this week as we build on the foundations of building a financial plan - looking at George Kinder's 3 Life Planning Questions and understanding what they actually mean to us and our future. Learning to love the grind - taking a dip into Tom's philosophy classes, we ask the question - what is important - the grind or the outcome, and how…
 
Where do you start when building a financial plan? The answer lies a good way before you even consider your finances. This week we look at clearing the decks of your innocent beliefs and things which may be holding you back, before looking for peer to peer support through the energy exchange. This week's question - what do I need to do with the bud…
 
This week Jeremy and Tom start to outline the fundamentals for building a financial plan. We'll build on this step by step over the coming 6-8 weeks. Why can your emotions be like quicksand? Maybe sometimes, it's best to sit still rather than wrestle with them. Bonus content : 2 book reviews Volatility v sequence risk Do you need probate to access …
 
What is impact investing and how is it different to ESG and other types of investing. Opinions - they're like a ball, just because someone has thrown it towards you, it doesn't mean you have to catch and accept it! Jeremy and Tom build on the last few weeks discussions around ethical investing before examining Russell Davis' take on opinions. We an…
 
Making the decision to leave a brokerage and start working on your own comes with a lot of risk but provides an opportunity to work for yourself. It’s something many people think about but need the encouragement to take that leap. On this episode, we’ll continue our conversations with other financial advisors as we try to learn more about aspiratio…
 
This week Jeremy and Tom explore ESG investing - is it just a fashionable investment style or is there something more meaningful behind it? Secondly the benefit of structuring your day around what makes you happy - what are the key chemicals to release from the brain? email us your questions jeremy@escapingthebucket.com tom@escapingthebucket.com ww…
 
Tom & Jeremy explore what ethical investing is, explaining the different types and answering the important questions around it. How important is your environment - the places and peoples around you (will Jeremy ever get the garage tidy)? Other key questions - what is a deed of variation, how will the new President impact your investments, and an in…
 
This week, Jeremy and Tom explore the concept of the retirement smile - not just being happy after you finish work, but making sure you have the right money at the right time to meet your spending needs. Moving on, they explore why people post on social media, who really cares, and why we should perhaps care a little more. Bonus discussion - what d…
 
A marketing expert that we’ve grown to know and appreciate is Mary Rose Maguire. She’s the mind behind The Maverick Advisor and helps financial advisors and consultants reach better clients and strengthen their business. She also wrote a great book called THE MAVERICK ADVISOR: The New Rules of Marketing for Financial Advisors and Consultants - Get …
 
Jeremy Squibb and Tom Desborough discuss how to get on top (and stay on top) of your finances for the year ahead, then turn to the bigger challenge of setting your own goals for 2021. Are your goals your own or someone elses? Who do you need to help you attain those goals? What would achieving them actually mean to you? Also featured - what are eth…
 
As we move into 2021, we’ll look to feature more advisors on the show in order to provide a first-hand account of the business and strategies that are working across the country. Let’s kick off the year with someone we’ve known for many years, Brie Reyes. Her and her father, Tim Estes, run Estes Financial in Fort Worth, Texas, but she also founded …
 
Jeremy and Tom take a look back on 2020 - what is the year with a perfect vision, or did it hit you plum between the eyes? What went well, what challenges were there, and what did we all learn? Then a look forward to 2021 - how will that be, what aspirations and goals will we all have, and what can you do to make it a fully rewarding year.…
 
Jeremy Squibb and Tom Desborough look towards Christmas, how to remove the stress of paying for it, and what the best thing to buy is - whether it is an experience or a gift. Additional topics include: How much insurance do I need? Long or short term mortgage? Should I move my parents' bonds? Should I transfer a Child Trust Fund into a Lifetime ISA…
 
Jeremy Squibb and Tom Desborough answer the key question - why should I pay for financial advice (all is not all it seems) and developing mini habits - things which are too small for you to fail at. Extras : What's the best way of buying a property with my daughter? How (or should) I stop my money being used for care fees? Should I join my employer…
 
Jeremy Squibb and Tom Desborough answer those key questions about your pension - what happens when : you die, you retire, you change jobs, you get divorced. Once that is sorted, the next big question this week is 'what is there to retire to?' - when should you retire, what should you do? Extras : Should I gift out of my estate to save Inheritance T…
 
Jeremy Squibb and Tom Desborough explore what you would do if all jobs paid the same - what would your choice be. It's only a drop of ink? Tom & Jeremy analyse why a single word can cause us to dwell on it, and why, from the 86,400 seconds in a day, just a few of those can cause so much waste in the rest. Extras : Should I take a lump sum or a high…
 
Jeremy Squibb and Tom Desborough reflect on why good financial planning can be like an episode of the Netflix show Black Mirror, before moving on to discuss Imposter Syndrome and why so many people feel they are not good enough, or simply think they are just winging their way through life. Extras: I'm not married, have children, but no will - what'…
 
Jeremy Squibb and Tom Desborough answer the question 'How easy is it to save money' giving some helpful tips along the way, before exploring whether it is best to feel the fear and do it anyway. Extras : Being true to our values Advisers or planners Can I access money from my pension?By Jeremy Squibb & Tom Desborough
 
Jeremy Squibb & Tom Desborough explore the last think which many people feel comfortable about - their money. Is it really the last taboo? Would you rather talk about your lifestyle preferences than your pension? What is the real impact of missing out on university? Are the benefits all they seem, or are there other better options to further your c…
 
Jeremy and Tom chat about the key money tips which they wish they knew years ago (or at least took notice of) and lessons learned from the COVID lockdown - what has made life better. Extras : What happens to a Help To Buy ISA if you can't use it to buy a house How do Premium Bonds workBy Jeremy Squibb & Tom Desborough
 
Jeremy Squibb and Tom Desborough introduce the concept of escaping the bucket - that point in life where you are trapped by your surroundings, the people around you, the stories you tell yourself, and your financial position and assumptions. Week by week we'll address various issues which our financial planning clients face - which as you will soon…
 
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