Joshua Klooz public
[search 0]
More
Download the App!
show episodes
 
Welcome to the Wisdom and Wealth podcast. A series of conversations designed to equip our listeners with the helpful insights necessary to simplify life's critical decision points. We believe "true wealth is the thing money cannot buy and death cannot take away." Furthermore, we also believe our calling is to enable others to fulfill their own and to that end we endeavor. 1780 Hughes Landing | Suite 570 The Woodlands, TX 77380 Phone 281.719.0036 Investment advisory services offered through C ...
  continue reading
 
Loading …
show series
 
Welcome to this week's Intangible Balance Sheet Episode with Jeremy Pryor. Jeremy shares more about his journey of integrating family, faith, and business by consciously building a multi-generational family. We discusses the impact of mentors and the value of direct investment in the Christian community, the significance of family meals and economi…
  continue reading
 
Thank you to Ryan Sitton for stopping by to some of his life experiences which make up his Intangible Balance Sheet. You'll hear stories of growing up amongst a household of life-long learners and educators, Father Rock, business mentors, starting his own company, running for elected office and so much more! Please check out and subscribe to my You…
  continue reading
 
What is your first memory of work? How is that memory affecting you, your kids or your grandkids? Is that perspective helpful? Do you need to move past it? Are you overlooking the purpose and meaning found in the work you are doing? How can you positively influence this memory for those you care about? Listen in for more of my thoughts here! Please…
  continue reading
 
From time to time, the topic of Private Aviation will come up and often peopel will struggle knowing where to begin. Jared Hasty from Piedmont Jets stops by the podcast today to share why he is so passionate about the industry and how he guides prospective clients through the process of deciding what options are right for their situation. If you ha…
  continue reading
 
Welcome to this episode of Wisdom and Wealth. Have you ever worried about you or your spouses longevity? Have you ever been concerned that you'd outlive your money? Today I give some helpful reminders about longevity. I also discuss the coming "Gray wave" amongst advisors and how this affects our listeners. Please feel free to like, and share this …
  continue reading
 
Welcome to another Intangible Balance Sheet Episode. Ryan Henderson shares more about his story and the things he hopes outlive him for generations. Please listen in for more about: The Influence of Grandfathers on his view of life and work. Grandfather's advice on the importance of sales Influence of Parents Spiritual influence of both parents Imp…
  continue reading
 
How do taxes factor in to your financial plan? Many people have never given their advisor a tax return much less seen an annual tax report or estimate. Listen in this week for more of my philosophy of tax planning and why it's a central part of my process! Thank you for listening. Please check out and subscribe to my Youtube Channel and Newsletter!…
  continue reading
 
Welcome to this week's Intangible Balance Sheet conversation with Jim Nordhaus. See below and listen in for more of our conversation! Jim's journey from law school to joining the family business Financial challenges faced during economic downturns Selling the business to Cisco and Jim's role within the company Involvement in expanding Cisco into Me…
  continue reading
 
Scott Bastian of Gilbert and Pardue joins me today to break down a recent white paper released by their team entitled: "5 Strategic Solutions for Middle Market Privately-Held Businesses in 2024". During our conversation we cover different trends that Scott and his team are seeing in the middle market space as well as steps business owners can take …
  continue reading
 
One of the reoccuring gaps that we see in the market place and in people's planning is their lack of focus on their physical security and cyber security. Dale Buckner from Global Guardian Gain joins the podcast today to give an update on his view of the current security landscape. Please check out and subscribe to my Youtube Channel and Newsletter!…
  continue reading
 
This week I have a great intangible balance sheet discussion with Cynthia Lynch, one of my mentors from my time at Georgia Tech! Listen in as we cover her reflections on: The significance of experiences in shaping one's financial perspective Importance of grandparents in relation to the ideas of resilience and hard work Parental emphasis on educati…
  continue reading
 
Welcome to this week's episode where I dive into getting clear on understanding what is within your ability to control and how to put together a cashflow plan that is resiliant! Please check out and subscribe to my Youtube Channel and Newsletter! JOSH KLOOZ, CFP®, MBA WEALTH ADVISOR Phone 281.719.0036 Text 281.699.8691 Fax 281.719.0156 jklooz@carso…
  continue reading
 
Welcome to this week's conversation with Jim Getz! Check out below for highlights from our conversation. Thank you for joining us! A Grandfather’s influence Liberal Arts training vs business training Teaching as sales training Love at first sight Learning from mentors His own entrepreneurship story Continuous improvement Boundless curiosity Please …
  continue reading
 
"Predictions are hard, especially about the future" is something Yogi Bera told us a long time ago. Though we cannot predict the future, we can still prepare for the inevitable things that life with through our way. Market volatility shouldn't be a reason to keep us from making long term plans! Listen in for more today on how developing your convic…
  continue reading
 
Have you ever wondered if there is a better option for managing your financial life? In today I talk through what I like to call a "multi-family office" model where you receive Wealth, Investement, Tax , Estate and Philantrophic giving at one table. Check out today's episode for more on how to get more than the traditional wall street model can off…
  continue reading
 
Listen in for more on why you need an investment policy statement and how it can be a generational tool for good in your family! Please check out and subscribe to my Youtube Channel and Newsletter! JOSH KLOOZ, CFP®, MBA WEALTH ADVISOR Phone 281.719.0036 Text 281.699.8691 Fax 281.719.0156 jklooz@carsonwealth.com 1780 Hughes Landing | Suite 570 The W…
  continue reading
 
Welcome to this week's Intangible Balance Sheet Episode. My Guest this week is Sara Parrish. Check out our conversation for more on how the following elements all play a part in Sara's life. A diverse childhood and cultural upbringing Grandparents influence and memories of jazz How credit score and driving responsiblity are connected Moving to Hous…
  continue reading
 
Many people approach "retirement" far too focused on their portfolio. Today I share why I'm not a fan of the word retirement and why I want people to use their financial independence to find purpose and meaning with their time freedom and experience. Listen in for more! Please check out and subscribe to my Youtube Channel and Newsletter! JOSH KLOOZ…
  continue reading
 
Welcome to another Intangible Balance Sheet episode. This week I'm joined by David Van Fleet. Check out below for a small portion of what our conversation covers! David reflects on the influence of family upbringing and the importance of discipline and hard work. Making the switch from engineering to management after discovering essential tremors. …
  continue reading
 
If you have significant capital gains attached to highly appreciated stock positions in your taxable accounts and are routinely giving cash to charity... check this episode out! Please check out and subscribe to my Youtube Channel and Newsletter! JOSH KLOOZ, CFP®, MBA WEALTH ADVISOR Phone 281.719.0036 Text 281.699.8691 Fax 281.719.0156 jklooz@carso…
  continue reading
 
Thank you to Chris Misner for joining the podcast to share from his intangible balance sheet. We dive into the below topics as well as a few others. Listen in for more! Importance of hard work, value of money, and military service from family and spouse Reflects on the impact of circumstances and alternate paths in shaping one's life Role of a civi…
  continue reading
 
Welcome to another Intangible Balance Sheet episode. This week Diana Lopez Andrade is our guest! Check out below for just some of the topics our conversation covers. The impact of her great-grandmother's strength and traditions in the family The pivotal move to Africa and the mentorship she received from a manager Transformation and humility that m…
  continue reading
 
Check out this week's episode for more on Charitable Giving via the Qualified Charitable Distribution. If you are 70.5 and not using this or if you are unsure if your parents are using this, please listen in! Please check out and subscribe to my Youtube Channel and Newsletter! JOSH KLOOZ, CFP®, MBA WEALTH ADVISOR Phone 281.719.0036 Text 281.699.869…
  continue reading
 
Welcome to another incredible Intangible Balance Sheet Conversation with Earl Crochet. There are some incredible stories inside today's episode. See below for some of the topics we cover. Enjoy! The influence of heritage Impact of family background and experiences on one's life Earl talks about his family's immigration history, mentioning French an…
  continue reading
 
From time to time I'm asked why I love this industry. If I'm being fully transparent, it is because it reminds me of battle drill 1A or "reacting to contact”, meaning someone is shooting at you. Your response is not an accident. You train for it and envision it thousands of times. The psychological reaction to the events of life whether they are he…
  continue reading
 
Welcome to this week's Episode with Minal Santhosh! This was yet another encouraging conversation. See below for some of what we cover! - Minal shares his professional background and current role at Hewlett Packard - Emphasizes the importance of family and values. - Education and extensive experience in the United States. Family and Values: - Minal…
  continue reading
 
Happy Thanksgiving Everyone! Check out today's podcast for more about why I love this holiday and some of our family traditions! Please check out and subscribe to my Youtube Channel and Newsletter! JOSH KLOOZ, CFP®, MBA WEALTH ADVISOR Phone 281.719.0036 Text 281.699.8691 Fax 281.719.0156 jklooz@carsonwealth.com 1780 Hughes Landing | Suite 570 The W…
  continue reading
 
Welcome to this week's episode of Wisdom and Wealth! Check out below for an outline of today's discussion. Common mistakes in financial planning: Emphasis on retirement and portfolio return assumptions Warning against exclusive focus on short-term gains and market volatility Advocacy for concentrating on factors within one's control Importance of t…
  continue reading
 
Welcome to this week's Intangible Balance Sheet Episode with our guest, Tim Thomason. Drawing from life lessons passed down from his lineage, Tim reflects on the importance of punctuality, hard work, and grit in shaping his successful auto-detailing business. He also opens up about how, even in the face of defeat, a mentor's guiding words echoed th…
  continue reading
 
Welcome to another episode of Wisdom and Wealth! A few weeks ago my family had the opportunity to explore a rock climbing wall. As I reflected on the experience several parallels to my daily life and the lives of others came to mind. See below for points I cover! 1. Don't compare your path to those around you 2. Remember to enjoy the process 3. Do …
  continue reading
 
Welcome to another great Intangible Balance Sheet Episode from the Wisdome and Wealth Podcast. This week John McConnell joins us to share more from his intangible balance sheet. John's career is an interesting one to be sure and his family story fascinating as well. See below for more of topics we cover! Growing up in Bayfield, Wisconsin. The influ…
  continue reading
 
In the past few episodes, we've walked through several of the different questions that I walked through in the planning process with clients and prospective clients. I use these as an opportunity to gain a better sense of what a particular person or family might want their money to accomplish for them. Everyone has a vision. But not everyone feels …
  continue reading
 
Welcome to this week’s edition of Wisdom and Wealth! October is family history month and to expand on this topic, I invited Heather Nickerson from Artifcts on to the podcast to discuss how her online platform can help families capture and preserve the stories and memories. Heather has an incredible background after a successful career in government…
  continue reading
 
This week Kerry Siggins stops by the podcast to share her encouraging story. We cover resilency, the power of responsibility, the privilege of hard work and meeting your own expectations for life. Carrie also gives us a glimpse into her book 'The Ownership Mindset', a reflection on her philosophy about responsibility. Listen in for another great ep…
  continue reading
 
Have you ever evaluated your financial habits? Have you ever had anyone try to change your mind about your financial habits? Have you ever wondered how those habits compound positively or negatively over time? Check out today's podcast for more! Please check out and subscribe to my Youtube Channel and Newsletter! JOSH KLOOZ, CFP®, MBA WEALTH ADVISO…
  continue reading
 
Welcome to this week's Intangible Balance Sheet Conversation with Kristen Porter. You will no doubt be encouraged and blessed as Kristen shares stories of her father's adoption, and the courage, determination, and resiliance which come before her. Finally listen in as Kristen shares how this heritage inspires her today to build and pass on her own …
  continue reading
 
Have you ever wondered how your personal memories of money and life experiences shape your decisions and money perceptions? Join me as I share a few of my own memories as well as why I always ask clients about their first memory of money. Please check out and subscribe to my Youtube Channel and Newsletter! JOSH KLOOZ, CFP®, MBA WEALTH ADVISOR Phone…
  continue reading
 
Welcome to this week's episode where we hear from Tony Kipkemboi. Tony was born in Kenya but emigrated to the United States, graduated from college, served in the military and now has a successful business career. This is an incredible story full of life lessons and enouragement. Thank you Tony for sharing more about your life's work which is under…
  continue reading
 
Have you ever wished you had a healthcare advisor to assist you or your family? John Samuels, is the founder of Better Health Advisors. John has harnessed his experience as a hospital director to become a personal healthcare advisor. Today John’s team at Better Health Advisors assist clients who are facing a new diagnosis, managing chronic illness,…
  continue reading
 
Welcome in to this week's Intangible Balance Sheet Episode with guest Nelson James. Nelson gives us the gift of his family story and how faith has sustained his family. You'll hear a story involving Percy Foreman, as well as personal growth and redemption. Lastly, listen in as Nelson shares with his grandchildren that the Lord never changes and wil…
  continue reading
 
In today's episode I use a framework from George Kinder that I believe helps people get a clearer picture of the causes they desire their time and money to go towards personally, professionally, and philanthropically. Listen in for more! Please check out and subscribe to my Youtube Channel and Newsletter! JOSH KLOOZ, CFP®, MBA WEALTH ADVISOR Phone …
  continue reading
 
Welcome to this week's Intangible Balance Sheet conversation. We catch up with Thomas Damsgaard, who shares his experiences coming from growing up in Denmark. You'll hear of his tie to agriculture, the importance of family, resourcefulness, hard work and so much more. Thomas shares about how he believes in building a life not of silos but of harmon…
  continue reading
 
In this episode I walk through why I believe viewing yourself as a steward of your wealth rather than an owner is helpful. Furthermore, I walk through why you should be preparing the next generation for the task of properly stewarding your resources while you are living! Also, I ask if there are experiences that you want to invest in while you are …
  continue reading
 
Welcome to this week's Intangible Balance Sheet Episode with guest, Lisa Schwaller, a master certified coach, who gives us a glimpse into her family's intangible balance sheet. Lisa walks us through her family's unique heritage and work principles of creating opportunities and serving others. Lisa shares a lifestyle that shaped her resilience and a…
  continue reading
 
Have you written your eulogy? Have you ever wondered what will be in it someday? Most people come to me asking how much money they need and how long it will last them or what kind of return it can give them in the market. But frankly, I'm more interested in helping people plan for a meaningful eulogy than I am a stout balance sheet or impressive ne…
  continue reading
 
Welcome to this week's Intangible Balance Sheet Episode. This week we hear from Mike Alexander. His incredible optimism and integrity shine through and his story is a testament to unwavering nobility and loyalty. Mike recounts his unique upbringing and how the principles of his Father shaped his life and values. He candidly shares how his father's …
  continue reading
 
Imagine having the opportunity to sit down with a seasoned business coach, who has navigated numerouse business transitions and exits. Meet Chris Yonker the founder of the Center for Conscious Living and Fulfillment, a transition coach with a knack for guiding small and medium businesses through the complexities of business continuity and successio…
  continue reading
 
Listen in this week to hear portions of Joanne Marime's intangible balance sheet. She grew up in Kenya, shares her story of coming to America despite having her visa application be denied 7 times! You'll hear themes of perseverance and resilience and also learn more about learning to differentiate between a ‘no’ and a ‘wait’, You wont want to miss …
  continue reading
 
Join us on a captivating conversation with our guest, Ellen Goodwin, co-founder of Artifcts. Ellen brings a fresh perspective to a piece of estate planning and is breathing life into an often-overlooked aspect of our lives. Artifacts, her innovative online platform, serves as a means capturing cherished possessions and the stories they embody. List…
  continue reading
 
In this Intangible Balance Sheet Episode, Josh interviews Jim Crump, a health insurance agent and resident of LaGrange, Georgia. Jim shares his background and highlights the importance of family in his life. He mentions that his grandparents instilled important attributes, such as love of country, dedication to duty, and helping others, which he co…
  continue reading
 
Loading …

Quick Reference Guide