Joy of Financial Planning Jason Howell

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