He’s a former State Farm Agent, former Wall Street broker, a practicing Certified Financial Planner™ Professional, and CEO of Munchbach Family Office. Join Jim Munchbach in his weekly video podcast as he creates the world’s first Wiki Video Podcast right before your eyes.
…
continue reading
The Blue Book Daily Podcast is a daily devotional for Followers of Jesus. Brought to you by FamilyPodcastNetwork.com and Munchbach Family Office in Houston, Texas.
…
continue reading
Maddie for President is a weekly #video #podcast focused on empowering kids to become capable, confident and courageous citizens in a culture of consumerism filled with chickenhearted people. We talk about everything you wish you learned about life, love, and discipline — including money. It's all from the perspective of a brilliant beautiful two-year-old girl growing up in Houston Texas with her big brother, Caleb. Maddie and Caleb are never afraid to exercise their American Right to #FreeS ...
…
continue reading
Money Study Group is a weekly podcast that teaches you how to become a millionaire by age 50. The #podcast is primarily for students of Personal Finance at the Bauer College of Business at University of Houston — but anyone who wants to learn the principles and process of building wealth is welcome! Money Study Group is also an online course and each semester, we add something cool to the online course to make it better. This semester (summer 2021) we’re adding a podcast in iTunes and everyw ...
…
continue reading
Welcome to The Missional Money Podcast where you build a compelling Financial Plan Online with CFP® Professional Jim Munchbach. Each week you get Tips, Tools, and Toys to Save More Money, Pay Lower Taxes, And Build a Better Retirement." This dynamic podcast is specifically designed for DIY Investors, Families, and Small Business Owners, empowering you to take control of your financial future. 💼💰🏠 Join us on this engaging podcast journey as we provide invaluable insights and practical wisdom ...
…
continue reading
Welcome to The Salty Advisor Podcast where we share invaluable lessons and transformative experiences shared by our community of Financial Planning Professionals. In this season of The Salty Advisor Podcast, we pay tribute to the life-changing principles imparted by our mentor and Executive Life Coach, Doug Carter. For almost 20 years, I have been a part of the Doug Carter Summit along with a beautiful community of Financial Planning Professionals. We’ve all had the privilege of one-on-one e ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Succession Planning for Business Owners, Financial Advisors, and Investors
26:55
26:55
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Succession Planning for Business Owners, Financial Advisors and Investors
26:54
26:54
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Purpose-Centered Financial Planning and Executive Life Coaching for Women of Wealth, Business Leaders, and Financial Planning Professionals
35:30
35:30
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Purpose-Centered Financial Planning for Women of Wealth, Business Leaders, and Financial Planning Professionals
35:35
35:35
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Max Dixon Inspired Library for Doug Carter, The Brazos River, and Mother's Day
18:39
18:39
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Day 7 of 30 Days to Make Your Money Count - Powered by Purpose
40:18
40:18
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Day 7 of 30 Days to Make Your Money Count - Powered by Purpose - Missional Money Podcast
39:53
39:53
Play later
Play later
Lists
Like
Liked
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
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Meet The Millionaire Next Door - Missional Money Podcast
10:01
10:01
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Amazon Employee Investment Strategies - Missional Money Podcast
6:21
6:21
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
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. …
…
continue reading
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
What is a Fiduciary Advisor and how can you tell if you're NOT one?
34:11
34:11
Play later
Play later
Lists
Like
Liked
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Getting Started on your Financial Planning Journey
19:20
19:20
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
30 Days to Make Your Money Count - coming soon
21:41
21:41
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Missional Money Membership $24.95 per Month
17:14
17:14
Play later
Play later
Lists
Like
Liked
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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Missional Money Membership for Financial Advisors $24.95 per month
17:14
17:14
Play later
Play later
Lists
Like
Liked
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
…
continue reading
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…
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Asking for Referrals with Mark Pace and Jim Munchbach LIVE
1:02:25
1:02:25
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Jim Munchbach LIVE on Telegram: Unlocking the Power of Funny Communication
7:25
7:25
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
AI Mania and What Could Possibly Go Wrong Investing in Artificial Intelligence Today
21:13
21:13
Play later
Play later
Lists
Like
Liked
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) …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Asking for Donations for Christian Missionaries
31:06
31:06
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Asking for Donations for Christian Financial Advisors
30:27
30:27
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
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…
…
continue reading
Jim Munchbach Contact Page Watch Video Mentioned in this episode: Missional Money Intro 2023 QuickStartBy Jim Munchbach
…
continue reading
![Artwork](/static/images/128pixel.png)
1
About Money Study Group and Missional Money Financial Planning (Online Courses)
23:47
23:47
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Investment Scams, Mr. Cartoon Head, LJ Jones Interview Tease
11:38
11:38
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Investment Scams, Mr. Cartoon Head, LJ Jones Interview Tease
11:38
11:38
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
QuickStart Financial Planning and SALTY Advisor Podcast
26:20
26:20
Play later
Play later
Lists
Like
Liked
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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
QuickStart Financial Planning and Andy Panko Certified Financial Planner
26:20
26:20
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
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…
…
continue reading
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, …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Happy Independence Day; 5 Cash Flow Planning Guides; Download All Five Checklists
12:54
12:54
Play later
Play later
Lists
Like
Liked
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..…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Options Trading, Covered Calls, Naked Puts, Managing Risk, Creating Income
22:49
22:49
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Credit Crush; The Most Important Screenshot; Debt Payment Strategies
8:00
8:00
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Do You Have a Will; Gap Analysis; Update Your Plan; Its Like Netflix; Save $500
1:26
1:26
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
BayRock and RightCapital; How to Setup Your Financial Plan
16:38
16:38
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Special Edition for Students of Personal Finance UH Summer
32:58
32:58
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
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
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Special Offer $500 SetUp Fee Waived for Listeners of Missional Money Podcast
14:15
14:15
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
RightCapital Financial Planning Tool for Smarter Strategies and Better Results
7:00
7:00
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
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
…
continue reading
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Friday the 13th, Tesla Structured Note, Market Risk
17:19
17:19
Play later
Play later
Lists
Like
Liked
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
DIY Investor Blueprint for Volatile Markets; Get Your Risk Number; Update Your Plan!
6:41
6:41
Play later
Play later
Lists
Like
Liked
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…
…
continue reading