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Ep. 9: Homeowners Policies and Some Rhyming Tips

Apr 12th, 2020 18m 1s

Welcome back to another episode of Financial Planning in Our Modern World! In today’s episode, I talk about the six homeowners (HO) policies. I noticed that there was so much information to remember about these policies. There are even four dif

Ep. 8: YOUR NAME

Mar 16th, 2020 34m 45s

HAPPY SUNDAY FUNDAY. It is a pleasure to produce another podcast episode. This was way overdue, but I have had a lot of time to think about this podcast. In this podcast, I focus on an acronym I created, YOUR NAME. The acronym was developed aft

Ep. 7: A Millennial's perspective w/ T.J. van Gerven

Feb 20th, 2020 19m 8s

It’s Wisdom Wednesday! Today’s podcast features Theodore J. van Gerven, CFP®, or “T.J.” for short. T.J. is a Millennial financial planner from Massachusetts. He currently splits his time traveling back and forth between the island of Martha’s V

Ep. 6 - Technology in Financial Planning

Jan 30th, 2020 28m 51s

You’re either going to love or hate this episode. Maybe that is your relationship with technology, a hate or love one. Today, I am going to talk about technology in the Financial Planning world. This episode has been inspired by one of my class

Ep. 5: Budget; It's not so scary!

Dec 12th, 2019 21m 19s

It’s Wednesday Wisdom,This week's podcast will be focused on "Budgets." As many of you know, this is the last month of the year. That means the last two paychecks of the year will be issued this year. I want to break down the negative meaning b

Ep.4: Credit in Our World

Nov 28th, 2019 22m 42s

Happy Thanksgiving, everyone! This week's podcast was a solo podcast. The topic was focused on credit and credit cards. This podcast was inspired by Black Friday shopping. I give the basics of what credit is and how it could affect your life in

Ep.3: The CFP Exam and an Approach Method

Nov 23rd, 2019 23m 50s

Happy Saturday, everyone! I hope everyone is enjoying their weekend. Recently, the CFP board just held its final testing period for this year. I want to congratulate everyone who passed. Enjoy your success! This week’s podcast focuses on the CF

Ep. 2: Student Success with Dr. Chris Browning

Nov 14th, 2019 29m 5s

It’s Wisdom Wednesday, everyone! Christopher Browning, Ph.D., CFP ®, is a professor at Texas Tech University who works closely with students and the alumni advisory board. On today’s episode of Financial Planning in our Modern World, I intervie

Ep.1: Preston Cherry: Mindset

Oct 17th, 2019 32m 17s

In today's episode of Financial Planning in Our Modern World, I interview Preston D. Cherry, MS, CFP. We talk about his company, his niche, and discussed the fiduciary standard. If you would like to reach Preston and his team you can contact hi

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