Listen Now

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This podcast is for the "firsts" in their family who suffer from a little "imposter syndrome." Don't worry I won't tell anyone. This is for those, who are the first generation in their family to do well financially. And now you need a little more information to get to the next level. Hopefully the content here helps you to feel more confident, expressive and meaningful. This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. In this episode I talk briefly about high-frequency stock trading and the power of algorithms affecting the ups and downs of the stock market. I also talk a little more about the different kinds of "structured notes" (income and growth). Finally I ask, "Would it help?" You'll want to listen to hear what I'm asking about. Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com SHOW NOTES & ONLINE RESOURCES Book your Spring Check-in 2023 Meeting: https://calendly.com/d/cgm-qd9-bkc/spring-check-in-2023?month=2023-03 Types of Structured Notes (Halo Investing):  https://journal.haloinvesting.com/types-of-structured-notes-how-theyre-used-in-portfolios/ Last Month's Letter to Stakeholders : https://www.jasonhowell.com/blog/letter-stakeholders-february-2023 Our Company Website: https://www.JasonHowell.com Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This podcast is for the "firsts" in their family who suffer from a little "imposter syndrome." Don't worry I won't tell anyone. Hopefully the content here helps you to feel more confident, expressive and meaningful. This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. In this episode I talk about "structured notes" as an enhancement to vanilla stock and bond investing. It's a technique that's been around a while but is relatively new to the United States . Our Stakeholder Spotlight features Nick, Kiniry, of B.F. Saul Insurance. Nick is an expert in property and casualty insurance and can help you navigate the pandemic-era related changes to his industry.  Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com SHOW NOTES & ONLINE RESOURCES Structured Notes:  https://www.investopedia.com/articles/optioninvestor/07/structured_products.asp Last Month's Letter to Stakeholders : https://www.jasonhowell.com/blog/letter-stakeholders-january-2023 B.F. Saul Insurance Company: https://www.bfsaulinsurance.com/about-us/ Nick Kiniry, CIC, CPRA, VP of the Private Client Division: https://www.linkedin.com/in/nicholaskiniry/ Our Company Website: https://www.JasonHowell.com Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This podcast is for the "firsts" in their family who suffer from a little "imposter syndrome." Don't worry I won't tell anyone. Hopefully the content here helps you to feel more confident, expressive and meaningful. This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. In this episode I talk about how difficult it is to predict the future, how unnecessary it is and how we've protected our clients goals from the disruptions of the world economy. Our Stakeholder Spotlight features a woman on her grief journey who is sharing her learnings with others.  Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com SHOW NOTES & ONLINE RESOURCES 5 Tips or Investors After the Stock Market's Worst Year Since 2008 (Money.com):  https://money.com/investor-tips-after-stocks-worst-year/ Last Month's Letter to Stakeholders : https://www.jasonhowell.com/blog/letter-stakeholders-december-2022 Lisa McFarland's "Healing Path" (Podcast): https://podcasts.apple.com/us/podcast/the-healing-path/id1591083731 Lisa McFarland's "Rooted In Connection" (Blog) : https://lisamcfarland.com/blog-podcasts-online-support-community/ Our Company Website: https://www.JasonHowell.com Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. In this episode I talk about how nothing really changed post mid-term elections, how protectionism is a potential economic crisis and how my business partner Doug and I are preparing to compete with investment banks in 2023. Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com SHOW NOTES & ONLINE RESOURCES The 2022 Midterms Show Just How Stuck We Are (Time Magazine): https://time.com/6237216/2022-midterms-us-politics-stuck/  November Letter to Stakeholders: https://www.jasonhowell.com/blog/letter-stakeholders-november-2022 TriState Capital Bank: https://tscbank.com/ Our Company Website: https://www.JasonHowell.com Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. In this episode I talk about how we took action for our client in an incredibly volatile market. The risk adjusted return opportunity of 4%+ interest on Treasury Bonds is the opportunity of the decade and we took advantage. Our Stakeholder Spotlight features our local Arlington VA Community Foundation's Spirit of Community Luncheon.  Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com SHOW NOTES & ONLINE RESOURCES Arlington Community Foundation (ACF): https://www.arlcf.org/ ACF "Economic Cliff Effect": https://www.jasonhowell.com/blog/video-addressing-economic-cliff-effect-arlington-va Power & Profiteering: How Certain Industries Hiked Prices, Fleeced Consumers, and Drove Inflation: https://oversight.house.gov/legislation/hearings/power-and-profiteering-how-certain-industries-hiked-prices-fleeced-consumers  Is Inflation Biden's Fault? Could Tax Cuts Fix It? Here's What We Know: https://time.com/6226145/inflation-midterms-2022-fact-check/ Our Company Website: https://www.JasonHowell.com Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. In this episode I talk about how alternatives to traditional stock and bond ETF investing. Our Stakeholder Spotlight features Ukraine International Airlines Flight PS752. Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com SHOW NOTES & ONLINE RESOURCES Ukraine International Airlines Flight PS752: https://www.ps752justice.com/ January 2022's Letter to Stakeholders: https://www.jasonhowell.com/blog/letter-stakeholders-january-2022 Our Company Website: https://www.JasonHowell.com Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. In this episode I talk about how the strength of the US dollar hurts other economies and indirectly our own. I also give my take on the significance of the death of Queen Elizabeth II.  Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com SHOW NOTES & ONLINE RESOURCES "Queen of the World" by The Atlantic: https://www.theatlantic.com/international/archive/2022/09/queen-elizabeth-ii-death-global-legacy/671377/ Last month's Letter to Stakeholders: https://www.jasonhowell.com/blog/letter-stakeholders-august-2022 Our Company Website: https://www.JasonHowell.com Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. In this episode I mention the best way to deal with market volatility, whether we truly are in a recession and why you shouldn't care. Or at least why Jason Howell Company wealth advisory don't need to care. Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com SHOW NOTES & ONLINE RESOURCES Stakeholder Spotlight (Arlene Butler): https://vocal.media/motivation/what-can-you-do-with-40-000-origami-cranes Museum of Shenandoah Valley: https://www.themsv.org/events/arlene-butler-and-norma-fredrickson/  July's Letter: https://www.jasonhowell.com/blog/letter-stakeholders-july-2022 June's Letter: https://www.jasonhowell.com/blog/letter-stakeholders-july-2022 Our Company Website: https://www.JasonHowell.com Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. In this episode I make reference to the historic nature of bonds and stocks falling at the same time, oil prices going up and down and how corporate engagement may have an effect on the Supreme Court's ruling that reversed 1973's Roe v. Wade decision.  Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com SHOW NOTES & ONLINE RESOURCES The Atlantic article: https://www.theatlantic.com/ideas/archive/2022/06/us-economy-federal-reserve-inflation-avoid-recession/661307/ Dorrit Lowsen, President, Change Finance interview: https://www.jasonhowell.com/blog/roe-v-wade-reversal-change-finance-responds Our Company Website: https://www.JasonHowell.com Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.  In this episode I make reference to the GDP, recession and alternative options for measuring economic wellbeing.  Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com SHOW NOTES & ONLINE RESOURCES OECD (Organization for Economic Co-Operation and Development: https://www.oecd.org/60-years/ GDP Is the Wrong Tool for Measuring What Matters (Scientific American): https://www.scientificamerican.com/article/gdp-is-the-wrong-tool-for-measuring-what-matters/ Simon Kuznets: https://www.nobelprize.org/prizes/economic-sciences/1971/kuznets/facts/ Our Company Website: https://www.JasonHowell.com Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell

"Be conscious, be wise about you handle food; about how you prepare food; about the food waste that you're creating. Be aware of your neighbor. One of the unfortunate benefits of food insecurity going through the roof with the pandemic was, the people in high food security, overnight, became food insecure. Of no fault of their own. And that's often what happens. We think that people choose to be or put themselves in the position to be food insecure but there are so many random circumstances that happen. So be aware of your neighbor. And as a community let's help each other out. And food is an easy way to do that. Whether it's volunteering, donating to your local pantry, helping out with the distribution, let's help each other out; be a community. And let's take care of this very basic need for everyone."- Aaron Tolson, CEO, Northern Virginia Food Rescue What if I told you there was a way to support #2 and #13 of the United Nations 17 Sustainable Development Goals? And that if you lived in and around the Commonwealth of Virginia, you could see this impact locally? Listen in to Aaron Tolson, CEO of Northern Virginia Food Rescue as he describes the history of this young organization that is using their Food Rescue Hero technology to rally a community of millions. County by county, neighborhood by neighborhood, Aaron and his team have a not-so-secret mission to end hunger in Virginia or at least ensure that food is accessible to everyone who wants it. All we have to do is eliminate food waste and as a byproduct, reduce methane gases which will preserve the atmosphere on our planet #WinWinWin Watch until the end where we make a major philanthropic announcement. Here are a few of the questions Aaron was kind enough to answer: Out of all of the "causes" in the world, why hunger? What is "food access," "food security" and "food resiliency?" Tell us more about your "community feeding taskforce How has your "Food Rescue Hero" app made the difference? What are your short-term and long-term goals? How can we help? Sponsored by: Jason Howell Company #SpeakerSeries

Engage you financial advisor as to how you can have your portfolio reflect your values. There are tools that are evolving and more importantly, have yet to evolve to keep on your radar.- Patrick T. Drum, CFP®, CFA®, MBA How can you use debt (bonds) rather than equity (stocks) as a more effective way to align sustainable investing values? Join Patrick Drum of Saturna Capital for an important discussion about sustainable investing in sovereign bonds all over the world. Patrick has been integrating ESG considerations into fixed-income portfolios since 2006; he's been a fixed-income analyst/portfolio manager since 2005 and been part of the investment industry since 1996. Watch and listen to what he has to say about possible yields in the sovereign bonds of Brazil and Mexico -you'll be glad you did. In our discussion Patrick answers in detail: How using the bond (vs. equity) markets can more positively impact sustainability How emerging market investing is truly different from investing in developed bond markets How Patrick finds quality bond issuers (he shares some of his process) How Russia's war with Ukraine is affecting global fixed income markets What Patrick sees as the future trends for ESG-focused sovereign bond investing This episode was recorded on March 31, 2022. Sponsored by: Jason Howell Company #SpeakerSeries

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. In this episode I make reference to our troubled stock and bond markets, timing the market and even Isaac Newton’s 3rd law of motion. Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com SHOW NOTES & ONLINE RESOURCES Global Good Fund: https://globalgoodfund.org/fellowship/fellowship-program/ Jobs Report: https://www.cnbc.com/2022/05/06/job-growth-accelerated-by-428000-in-april-more-than-expected-as-jobs-picture-stays-strong.html Our Company Website: https://www.JasonHowell.com Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, live with compassion and find creative ways to achieve a personalized version of the American Dream. This episode and others in this series, is a transcription of the March 2022 Letter to Stakeholders I write for our clients and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. In this episode I make reference to Russia's war in Ukraine, Inflation and an invitation to hear our Stakeholder Spotlight: Aaron Tolson of Northern Virginia Food Rescue talk about ending hunger.  Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com Show Notes & Online Resources: Stakeholder Spotlight event invitation: https://conta.cc/3tMgZdh Northern Virginia Food Rescue: https://nova-fr.org/ Reference to President Kennedy's 1963 speech in West Berlin:  https://www.youtube.com/watch?v=uw8IouxMaf4&t=679s Our Company Website: https://www.JasonHowell.com Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, live with compassion and find creative ways to achieve a personalized version of the American Dream. This episode and others in this series, is a transcription of the January 2022 Letter to Stakeholders I write for our clients and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us. Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com Show Notes & Online Resources: Stakeholder Spotlight event invitation: https://conta.cc/3qfdJWY Reference to "Kinder, gentler.." https://youtu.be/5TYC55p7M1A Doug's review of Freddie Mac benefits: https://www.jasonhowell.com/blog/freddie-mac-benefits-review-and-comparison Our Company Website: https://www.JasonHowell.com Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice. Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream. This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise. Join Gabe Rissman, co-founder of YourStake.org as we discuss what "computational astrophysics" and dark matter have to do with stakeholder capitalism, how he inspired his alma mater (Yale University) to become fossil-fuel free with their famous endowment and why Prospect Park was New York's hidden gem during the Great Pandemic of 2020. Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com Online Resources: Gabe Rissman and YourStake.org: YourStake.org/team Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell Company Website: https://www.JasonHowell.com

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice. Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream. This episode and others in this series, is a transcription of the June 2021 Letter to Stakeholders I write for our clients and our broader community network. We all have a stake in the health of the planet, the economy and our fellow neighbors, rich and poor. I hope you enjoy this brief letter and feel empowered to go to JasonHowell.com/blog for additional insights, episode links or just to contact us. Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com Show Notes & Online Resources: The Deficit Myth by Stephanie Kelton Our Company Website: https://www.JasonHowell.com Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice. Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream. This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise. There are hundreds of community foundations all over the country and a handful right here in Northern Virginia. Anne Vor der Bruegge and Christy Cole of the Arlington Community Foundation share their experience with the economic cliff effect (click to watch video explainer) and how unconditional cash programs can fill the gaps between growing income and reduced government benefits. Anne and and Christy answer the following questions: What financial challenges do you see in successful counties in like Arlington? What is the "cliff effect?" Why is "unconditional cash" the answer? How can professional advisers be part of the solution? How can citizens do more (besides just donating)? Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com Online Resources: The Sum of Us Economic Security Project Economic Cliff Effect (Video) Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell Company Website: https://www.JasonHowell.com

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice. Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream. This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise. Community Development Finance Institutions (CDFIs) fund support systems where and when government, business and other nonprofits are missing underserved communities. Ebony Perkins of the Self-Help Credit Union (Self-Help.org) led an important conversation on the unique services of Self-Help Credit Union. Ebony answers the following questions: What's unique about CDFIs like Self-Help Credit Union? Can you describe "Predatory Finance" How do you your work as a part of "impact investing?" How can individuals and business get involved? What's the potential for CDFIs as institutions? Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com Links: Ebony Perkins: Linkedin Self-Help Credit Union: https://www.self-help.org/who-we-are/about-us/our-mission Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell Company Website: https://www.JasonHowell.com

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast. The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice. Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream. This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise. Dr. David Miller is something of a rockstar at George Mason University. In addition to teaching David is also the Director of the Mason Innovation Lab His research focuses on the university as an entrepreneurial ecosystem. "Stakeholder Capitalism," "Sustainable Investing" and "Profits with Purpose" are now common lexicon for "business well-being." Watch Dr. Miller participate in a timely conversation. David answers these questions: How does well-being fit into the world of business? What is "place-based" investing? What is experiential entrepreneurship? What is "Build Back Dream Forward?" How do you encourage well-being in a digital, post-COVID world? Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com Links: George Mason University Innovation: https://business.gmu.edu/innovation/ Amazon: https://www.amazon.com/author/jasonhowell Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/ YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/ Twitter: https://twitter.com/JasonHowellCo Linkedin: https://www.linkedin.com/in/jasonhowell Company Website: https://www.JasonHowell.com