Best Jim Munchbach Podcasts (2024)

1
Succession Planning for Business Owners, Financial Advisors, and Investors 26:55

3M ago26:55

26:55

Succession Planning for Business Owners, Investors, and Financial Advisors Succession Planning: 7 Critical Steps Succession planning is a critical process that impacts both investors and their investment advisors. Understanding this process ensures that clients' financial interests are protected and that advisors can smoothly transition their busin…

1
Succession Planning for Business Owners, Financial Advisors and Investors 26:54

3M ago26:54

26:54

Succession Planning for Business Owners, Financial Advisors - and INVESTORS Succession Planning: 7 Critical Steps Succession planning is a critical process that impacts both investors and their investment advisors. Understanding this process ensures that clients' financial interests are protected and that advisors can smoothly transition their busi…

1
Purpose-Centered Financial Planning and Executive Life Coaching for Women of Wealth, Business Leaders, and Financial Planning Professionals 35:30

3M ago35:30

35:30

Purpose-Centered Financial Planning Sponsored by BayRock Financial For Women of Wealth, Business Leaders, and Financial Planning Professionals Purpose-Centered Financial Planning: Aligning Your Financial Goals with Your Values In today's complex financial landscape, many individuals and business owners struggle to find financial advice that truly a…

1
Purpose-Centered Financial Planning for Women of Wealth, Business Leaders, and Financial Planning Professionals 35:35

3M ago35:35

35:35

Purpose-Centered Financial Planning For Women of Wealth, Business Leaders, and Financial Planning Professionals Purpose-Centered Financial Planning: Aligning Your Financial Goals with Your Values In today's complex financial landscape, many individuals and business owners struggle to find financial advice that truly aligns with their values and lon…

1
Max Dixon Inspired Library for Doug Carter, The Brazos River, and Mother's Day 18:39

3M ago18:39

18:39

Max Dixon Inspired Library for Doug Carter, The Brazos River, and Mother's Day The Salty Advisor Podcast May 10, 2024 Season 3 Episode 1 •Introducing The Doug Carter Library •The Brazos River Update •Happy Mother’s Day •What’s Next Executive Life Coaching for Women of Wealth, Business Leaders, and Financial Planning Professionals Episode Page Watch…

1
Day 7 of 30 Days to Make Your Money Count - Powered by Purpose 40:18

11M ago40:18

40:18

Day 7: Clarifying What Matters Most - to You 📽‼️ Welcome to Day 7 of "30 Days to Make Your Money Count." Today, we embark on a journey of self-discovery and clarity as we explore the importance of defining what matters most to you. Click Here to Download Chapter 3 Powered by Purpose Mentioned in this episode: MM Intro 2024…

1
Day 7 of 30 Days to Make Your Money Count - Powered by Purpose - Missional Money Podcast 39:53

11M ago39:53

39:53

Day 7: Clarifying What Matters Most - to You 📽‼️ Welcome to Day 7 of "30 Days to Make Your Money Count." Today, we embark on a journey of self-discovery and clarity as we explore the importance of defining what matters most to you. Click Here to Download Chapter 3 Powered by PurposeBy Jim Munchbach

1
Meet The Millionaire Next Door 10:01

12M ago10:01

10:01

Meet The Millionaire Next Door The Millionaire Next Door was written by Thomas J. Stanley and William D. Danko. The Millionaire Next Door was originally published in 1996. The book explores the concept of wealth accumulation and challenges common misconceptions about millionaires. The authors conducted extensive research to understand the character…

1
Meet The Millionaire Next Door - Missional Money Podcast 10:01

12M ago10:01

10:01

Meet The Millionaire Next Door The Millionaire Next Door was written by Thomas J. Stanley and William D. Danko. The Millionaire Next Door was originally published in 1996. The book explores the concept of wealth accumulation and challenges common misconceptions about millionaires. The authors conducted extensive research to understand the character…

1
30 Days to Make Your Money Count 6:19

1y ago6:19

6:19

30 Days to Make Your Money Count Over the last decade a small, secret group of Jesus Followers have been working to raise up a new breed of wealth managers. This special group of wealth managers is focused on helping people create a better plan for using their money, to make a difference. To make a difference in their communities. To make a differe…

1
30 Days to Make Your Money Count 6:19

1y ago6:19

6:19

30 Days to Make Your Money Count Over the last decade a small, secret group of Jesus Followers have been working to raise up a new breed of wealth managers. This special group of wealth managers is focused on helping people create a better plan for using their money, to make a difference. To make a difference in their communities. To make a differe…

1
Amazon Employee Investment Strategies 6:21

1y ago6:21

6:21

Amazon Employee Investment Strategies Hey Amazon employees, welcome to an enlightening episode of The Missional Money Podcast. Today, we're exploring Amazon 401k Optimization Strategies with an eye on maximizing returns and minimizing risk. Back in 2019, Nick had $100,000 invested solely in the VANGUARD TARGET 2040 Blended Fund. However, after meet…

1
Amazon Employee Investment Strategies - Missional Money Podcast 6:21

1y ago6:21

6:21

Amazon Employee Investment Strategies Hey Amazon employees, welcome to an enlightening episode of The Missional Money Podcast. Today, we're exploring Amazon 401k Optimization Strategies with an eye on maximizing returns and minimizing risk. Back in 2019, Nick had $100,000 invested solely in the VANGUARD TARGET 2040 Blended Fund. However, after meet…

1
WealthCare Client Onboarding Process 29:40

1y ago29:40

29:40

Client Onboarding Process Welcome to BayRock! Our Client Onboarding Process is designed to set the stage for your financial success. Our Mission At BayRock, we’re dedicated to helping individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose. …

1
What is a Fiduciary? 34:11

1y ago34:11

34:11

What is Fiduciary Advice? What is Fiduciary Advice by Investopedia What is Fiduciary? Let's Ask Clark Independent Fiduciary Advice vs. Financial Advisor Fiduciary Advice vs. Financial Planning Education Fiduciary Advice vs. Financial Coaching Independent Fiduciary Advice Fee Structure Hidden Fees and Conflicts of Interest Fiduciary Advisory Client …

1
What is a Fiduciary Advisor and how can you tell if you're NOT one? 34:11

1y ago34:11

34:11

What is Fiduciary Advice? What is Fiduciary Advice by Investopedia What is Fiduciary? Let's Ask Clark Independent Fiduciary Advice vs. Financial Advisor Fiduciary Advice vs. Financial Planning Education Fiduciary Advice vs. Financial Coaching Independent Fiduciary Advice Fee Structure Hidden Fees and Conflicts of Interest Fiduciary Advisory Client …

1
Getting Started on your Financial Planning Journey 19:20

1y ago19:20

19:20

Getting Started on your Financial Planning Journey Getting started can be a little scary. Or, it can be exciting. I'm getting started with a new Fitness Coach - Justin Howell. Today's lesson is Getting Started, you can watch Justin's video on YouTube Here's how Justin opens his video: "Thoreau once said that human life is wasted in waiting." “Heave…

1
30 Days to Make Your Money Count - coming soon 21:41

1y ago21:41

21:41

About 30 Days to Make Your Money Count 30 Days to Make Your Money Count is our FREE online course for DIY Investors and Small Business Owners. You'll have full access to our Premium Planning Portal, RiskAlyze portfolio checkup, #AskMeAnything Weekly Zoom Meetings, One-On-One coaching and much more. Our online Financial Planning Courses are generall…

1
Missional Money Membership $24.95 per Month 17:14

1y ago17:14

17:14

Missional Money Membership Offer Missional Money Membership for DIY Investors, and Financial Advisors. Get full access to our RightCapital Planning Portal, all Premium Courses, Make Your Money Count, The Blueprint, and much more. Lock in our introductory price of $24.95 per month.By Jim Munchbach

1
Missional Money Membership for Financial Advisors $24.95 per month 17:14

1y ago17:14

17:14

Missional Money Membership Offer for Financial Advisors Missional Money Membership for Financial Advisors. Get full access to our RightCapital Planning Portal, all Premium Courses, What Matters Most, The Blueprint, and much more. Lock in our introductory price of $24.95 per month.By Jim Munchbach

1
What's On Your Bucket List? 26:11

1y ago26:11

26:11

Bucket List: buck·et list INFORMAL noun a number of experiences or achievements that a person hopes to have or accomplish during their lifetime. "making this trip is the first thing on my bucket list" What's On Your Bucket List? Do you have a Bucket List? Do you have a plan for your Bucket List? 3 things I have on my Bucket List Click here to watch…

1
What's On Your Client's Bucket List? 26:11

1y ago26:11

26:11

Bucket List: buck·et list INFORMAL noun a number of experiences or achievements that a person hopes to have or accomplish during their lifetime. "making this trip is the first thing on my bucket list" What's On Your Bucket List? Do you have a Bucket List? Do you have a plan for your Bucket List? 3 things I have on my Bucket List Click here to watch…

1
Asking for Referrals with Mark Pace and Jim Munchbach LIVE 1:02:25

1y ago1:02:25

1:02:25

Asking for Referrals In today’s episode, I'll be talking with my friend Mark Pace about The Referral Multiplier. Over the years, we've been blessed to get a steady stream of referrals from clients, friends, and associates. But "Asking for Referrals" is honestly something I've been hesitant to do for most of my career. In this interview, I learned a…

1
Jim Munchbach LIVE on Telegram: Unlocking the Power of Funny Communication 7:25

1y ago7:25

7:25

Jim Munchbach on Telegram - 25 Tweets to Make you Smile "Just joined Telegram to share my money-saving secrets! Apparently, they don't accept dollar bills as currency here, only emojis. 😂 #MissionalMoney #Telegram" Click Here to Watch the Video Jim Munchbach, CERTIFIED FINANCIAL PLANNER Host at The Missional Money Podcast: https://missionalmoney.co…

1
AI Mania and What Could Possibly Go Wrong Investing in Artificial Intelligence Today 21:13

1y ago21:13

21:13

AI Mania What Could Possibly Go Wrong? Consider a few of the potential risks and challenges associated with the recent AI frenzy and what could possibly go wrong. I'm thinking about... The Dark Side of Artificial Intelligence, Ethical Concerns, and The Impact On Jobs And Privacy AI Investing - Click Here to Watch Video Artificial Intelligence (AI) …

1
Asking for Donations for Christian Missionaries 31:06

1+ y ago31:06

31:06

Asking for Donations Requires Skill Asking for Donations requires skill, in this episode we'll share some tips, tools, and strategies for Christian Missionaries who need a better approach to Asking for Donations. Does your Christian Missionary friend need a better approach when Asking for Donations? For anyone who wants to overcome your fear of ask…

1
Asking for Donations for Christian Financial Advisors 30:27

1+ y ago30:27

30:27

Asking for Donations Requires Skill Asking for Donations requires skill, in this episode we'll share some tips, tools, and strategies for Christian Missionaries who need a better approach to Asking for Donations. Does your Christian Missionary friend need a better approach when Asking for Donations? For anyone who wants to overcome your fear of ask…

1
SVB Bank Crisis Your Next Steps 21:33

1+ y ago21:33

21:33

SVB Bank Crisis Your Next Steps Given the enormity of the Silicon Valley Bank collapse, I wanted to share a few thoughts, insights and suggestions for your investments and more importantly for your financial plan. Here's a link to the Video on my new YouTube Channel. Watch the first video in our SVB Banking Crisis Series on YouTube! SVB Bank Crisis…

1
Jim Munchbach Contact Page 7:21

1+ y ago7:21

7:21

Jim Munchbach Contact Page Watch Video Mentioned in this episode: Missional Money Intro 2023 QuickStartBy Jim Munchbach

1
About Money Study Group and Missional Money Financial Planning (Online Courses) 23:47

2y ago23:47

23:47

About Money Study Group for Students of Personal Finance at the Bauer College of Business at University of Houston Missional Money Financial Planning Course Missional Money Financial Planning is an online self-study self-paced course designed to help investors create a compelling financial plan in 30 days. Save More Money Pay Lower Taxes Build a Be…

1
Investment Scams, Mr. Cartoon Head, LJ Jones Interview Tease 11:38

2y ago11:38

11:38

Investment Scams involving cryptocurrency At BayRock, we’re committed to helping you protect your assets. One way we do that is by raising awareness of the increase in fraudulent investment schemes (“scams”) involving cryptocurrencies and digital assets. While investing involves taking some risks, being scammed shouldn’t be one of them. What do Inv…

1
Investment Scams, Mr. Cartoon Head, LJ Jones Interview Tease 11:38

2y ago11:38

11:38

Investment Scams involving cryptocurrency At BayRock, we’re committed to helping you protect your assets. One way we do that is by raising awareness of the increase in fraudulent investment schemes (“scams”) involving cryptocurrencies and digital assets. While investing involves taking some risks, being scammed shouldn’t be one of them. What do Inv…

1
QuickStart Financial Planning and SALTY Advisor Podcast 26:20

2y ago26:20

26:20

The 3 Big Questions QuickStart Financial Planning course was designed to quickly answer your 3 Big Questions: When can I stop working? How can I reduce my tax bill? Where can I improve my Investments? Build a Better RetirementBy Jim Munchbach

1
QuickStart Financial Planning and Andy Panko Certified Financial Planner 26:20

2y ago26:20

26:20

QuickStart Financial Planning by BayRock QuickStart is to BayRock what Gmail is to Google. It’s FREE and loaded with value. Gmail began by Invitation Only. If you received a link to one of our QuickStart videos, YOU’RE INVITED to Subscribe to BayRock's FREE QuickStart Planning Group. Upgrade to Fee Based Financial Planning whenever you're ready! Gm…

1
ETF Investing for Better Results 10:09

2y ago10:09

10:09

ETF Investing and Why We Love to Trade Them ETF Investing is better than Mutual Fund investing, but you do need to learn a few things about ETF investing. If you’re new to trading or just beginning you may have never heard of ETF investing. Let's take a closer look at ETF Investing. Starting with ETFs; what they are, how do they work, the different…

1
SALTY Advisor Podcast Launch 3:11

2y ago3:11

3:11

SALTY Advisor Podcast Launching Soon! SALTY Advisor Podcast will launch later this summer but first we have to get the show published in iTunes, Stitcher, Amazon Music, Spotify, and everywhere podcasts are played. Watch Video For Financial Advisors Only Maybe you've heard of the Missional Money Podcast where we help individual investors, families, …

1
Happy Independence Day; 5 Cash Flow Planning Guides; Download All Five Checklists 12:54

2y ago12:54

12:54

Happy Independece Day Today is Friday July 1, 2022 and I'm posting this episode of the Missional Money Podcast live on Facebook and YouTube. Hope you’re doing great and getting ready for a big "bang" of a long weekend! I sent out an email to all my friends with a bit of trivia in honor of Independence Day. In case you missed the email, here it is..…

1
Options Trading, Covered Calls, Naked Puts, Managing Risk, Creating Income 22:49

2y ago22:49

22:49

Options Trading Strategies for Managing Risk One of the tools in my investment management toolbox is Options, specifically Covered Call Options and Naked Put Options. I'm reaching out to a number of my clients to recommend that we set up Options. These two Options Strategies work best in volatile markets like what we've had in 2022. Options provide…

1
Credit Crush; The Most Important Screenshot; Debt Payment Strategies 8:00

2y ago8:00

8:00

Credit Crush Assignment The Most Important Screenshot Debt Management Before You Apply Any Action Items, review the following elements in the Debt Management section of your plan. You’ll need to grab a “BEFORE” screenshot of these elements. Strategy Balance of selected debt — grab a screenshot Payment Proposed payments for next month — grab a scree…

1
Do You Have a Will; Gap Analysis; Update Your Plan; Its Like Netflix; Save $500 1:26

2y ago1:26

1:26

Every Family Needs a Will by #Investopedia Your Will spells out who will get your assets after you die. A will is a legal document that puts in writing your wishes regarding the distribution of your property and the care of any minor children. If you die without a will, your wishes may not be carried out. And your heirs will end up spending additio…

1
BayRock and RightCapital; How to Setup Your Financial Plan 16:38

2y ago16:38

16:38

How to Setup Your BayRock Plan There are a few key steps in setting up your plan in BayRock and in this post, I'll outline the steps and some information to help you get the most out of your experience. This article is intended for Students of Personal Finance at the Bauer College of Business at University of Houston. However, the steps outlined be…

1
Special Edition for Students of Personal Finance UH Summer 32:58

2y ago32:58

32:58

t Your BayRock Planning Portal By now, you should have completed the following steps: Congrats, You're Enrolled in Money Study Group! Now, Register for your Online Planning Portal at BayRock Download the Mobile App (optional) Week 2 Capstone Get Started with Your Plan by Completing 6 Data Cards Family Profile Income (remember to do a little researc…

1
Sound Blooper from Livestream June 10, 2022 3:41

2y ago3:41

3:41

Sound Blooper This is what happens when you forget to change your mic setting before you hit the record button on your epic LiveStream...By Jim Munchbach

1
Season Two What is a Financial Plan? 1:55

2y ago1:55

1:55

What is a Financial Plan? What is a financial plan - to you? That's a question I've been asking in my Personal Finance class at the Bauer College of Business at University of Houston. Long before I started teaching Personal Finance on a college campus, I learned that the definition of a financial plan is different from one person to the next. Seaso…

1
Special Offer $500 SetUp Fee Waived for Listeners of Missional Money Podcast 14:15

2y ago14:15

14:15

Special Offer for Podcast Listeners! $500 UpFront Fee Waived for Podcast Listeners, offer good through the end of summer 2022. BayRock Subscription-Based Financial Planning services are offered at three pricing levels designed to address three different levels of financial planning needs from simple to more complex. Each subscription level provides…

1
RightCapital Financial Planning Tool for Smarter Strategies and Better Results 7:00

2y ago7:00

7:00

RightCapital or MoneyGuidePro Why BayRock switched to RightCapital from MoneyGuidePro. RightCapital has (almost) everything MoneyGuidePro has and RightCapital has a few features that MoneyGuidePro is missing. BothRightCapital and MoneyGuidePro are fantastic tools for Financial Planning, for Certified Financial Planner™ Professionals, and for client…

1
Meet Mr Cartoon Head 5:18

2y ago5:18

5:18

Missional Money Podcast Trailer Season One, Getting to know the Big Blue Buttons on the top of each page. Also, introducing our new #Podcast Host - Mr. Cartoon Head. Meet Mr. Cartoon HeadBy Jim Munchbach

1
3 Charts for People Who Hate Losing Money 7:58

2y ago7:58

7:58

Bull and Bear Market Update for May 23, 2022 If you pay any attention to the news, especially the financial news, you're seeing a lot of stories with headlines that are designed to create panic. Sometimes they actually work. The #Fed is always a source for headlines because they have the power to turn a #Bull Market into a #Bear Market with one pol…

1
Friday the 13th, Tesla Structured Note, Market Risk 17:19

2+ y ago17:19

17:19

Tesla Structured Note Example Tesla Structured Note example Disclosure: The following content is for educational purposes. The Tesla Structured Note described is fictional. Sample Morgans Stanley Cup 2.5 Year Tesla Structured Note Features: 20% Quarterly Distribution TSLA is the ticker for Tesla AutoCall (60%/60%) Issuer Sample Morgans Stanley Cup …

1
DIY Investor Blueprint for Volatile Markets; Get Your Risk Number; Update Your Plan! 6:41

2+ y ago6:41

6:41

DIY Investor Mistakes Are you a DIY Investor? Good for you! I'm a DIY kind of guy. I do my own pool maintenance, cut my own lawn, and change my own oil. Believe it or not, I cut my own hair. I became a DIY Investor just about the time Enron imploded. The first company stock I bought was TICO because I watched PBS interview Dennis Kozlowski and I th…

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