12/04/2022

Inflation & Your Retirement

For today's episode we are going to talk about how inflation can affect your investments. It would be rare for any of us to watch the news and not hear about the current inflation we have going on in the US right now. COVID-19 had a huge impact on our economy since the pandemic began and in this episode we will dive into how inflation is related to our economy and our investments. Tune in to hear more on this episode of When Good Things Happen. IN THIS EPISODE: [02:00] Tom explains and describes inflation in simple terms in relation to our economy [06:00] Pull & push inflation relating directly to supply and demand and how that affects the economy [13:00] Covid relief money and how it has impacted the economy [18:00] Consumer Price Index and how it measures inflation KEY TAKEAWAYS: We've been through periods of time like this before, but we are all in a different place in our lives. At this point in time we're going to see market volatility. We've seen that so far in 2022, and it's expected to continue. One of the problems we have now, Is that the inflation that we're experiencing is not necessarily naturally occurring. From an investment standpoint, inflation and rising costs and the devaluing of the dollar all create the same kind of problem. The higher costs and the high inflation can be compounded with significant stock market losses, so a conservative approach is probably pretty wise for most. LINKS MENTIONED: Three Bridges Financial Group DISCLOSURE: Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

33 min

08/03/2022

Create Beautiful Space with Rachel Pratt

For today's episode, we are joined by Rachel Pratt, a Johns Creek, GA based Interior Designer and Home Stager. Rachel shares her consultation process and how she navigates both simple and complicated design projects all while helping clients fall in love with their homes. We also discuss how she works with clients that don't know what their personal style is. Whether you just want a small refresh or an entire home remodel, Rachel can help turn your house into your dream home. IN THIS EPISODE: [03:14] Rachel shares what inspired her to become an interior designer. [05:57] Rachel elaborates on the consultation process for different levels of projects. [10:11] Here is Rachel's process for staging a customer's home to sell. [12:44] Many clients don't actually know what they want. Here is how Rachel helps them discover their design style. KEY TAKEAWAYS: Many people have looked at the same four walls over the last two years and are probably tired of seeing the same things day in and day out. The money you will spend hiring an interior designer to prep your house to sell is money that you will get back tenfold. Pinterest is a great tool for interior designers. Even if you don't know your personal style, an interior designer will work with you to discover your style. LINKS MENTIONED: www.3bfg.com https://www.instagram.com/rachelprattandco/ BIO: Rachel is a Johns Creek, GA based Interior Designer and Home Stager. She created her company after multiple friends and neighbors kept asking her for help. Today, she walks clients through the design process and takes the guesswork out of decisions. Rachel is married to G.B. and has three children. DISCLOSURE: Rachel Pratt and Rachel Pratt & Co. are not affiliated with Three Bridges Financial Group or AE Wealth Management, LLC. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

24 min

22/02/2022

Your Financial House

For today's episode, we talk about the importance of creating a financial plan for your retirement. Rather than using industry terms, let's build a financial home from the ground up. Every home needs a blueprint, foundation, walls, and a roof, and so do financial plans. Tune in to learn about the strategy phase, how to plan your financial home to suit your needs, and what to do if you have to remodel. It's time to start talking about finances because your future depends on it. IN THIS EPISODE: [04:29] You should start planning your retirement with the end in mind and here's why. [06:14] Why it's important to make a strategy for your retirement needs. [08:52] Tom builds a financial home and explains each element in financial terms. [18:50] Here are a few things you need to look at while in the strategy phase of your financial planning. KEY TAKEAWAYS: It's important to talk about finances for retirement because it's your future. Everyone's financial homes look different. You may have to remodel your financial home every now and again to keep it working for your lifestyle and needs. Designing a home is more than just planning it out and coming up with a blueprint. Ultimately, you need to start your design with an idea in mind of what you want it to look like when it's finished. The same can be said about a financial plan. LINKS MENTIONED: LinkedIn www.3bfg.com DISCLOSURE: Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

24 min

08/02/2022

A Healthy Retirement with Jenny Herman

Jenny Herman is a certified personal trainer and nutritional coach who is passionate about helping people learn how to live healthier lives. Jenny joins us today to discuss why she teaches her clients to focus on balanced nutrition rather than dieting. It's not too late to start a simple exercise routine and try mindful eating. Tune in to hear the best way to ease back into exercise in your retirement, and simple resources that can help you start today. IN THIS EPISODE: [07:15] Wondering where to start your journey to better nutrition? Here's how you can start today. [11:28] Jenny breaks down basic nutritional needs. [13:44] Why Jenny doesn't use the word "diet". [17:03] These are the best types of exercise for retirees. KEY TAKEAWAYS: Mindful eating doesn't mean eliminating your favorite treats from your diet, it means enjoying them in moderation. Not all calories are created equal. Exercise is good for us physically, mentally, and emotionally. Even if you are changing your nutritional habits, you can still go to a restaurant and eat the foods you love. LINKS MENTIONED: LinkedIn www.3bfg.com www.weighbetterwithjenny.com @weighbetterwithjenny BIO: Jenny Herman As a lifelong fitness enthusiast, Jenny has always had a passion for physical improvement. In chasing her goals she has learned that better physical health leads to better mental health. Learning and applying healthy eating habits to exercise science will enhance your everyday life. Jenny attended Auburn University (War Eagle!) graduating with a bachelor's degree in marketing. After college, she worked for Johnson and Johnson before hanging up her corporate sales job to become a mom and group fitness instructor. Encouraged by her own personal trainer, Steve Alford, she studied and became certified in Group Fitness from The American Athletic Fitness Association, Certified Personal Trainer from The National Academy of Sports Medicine and a TRX Suspension Trainer. In addition, Jenny is certified in Nutrition Coaching from The National Academy of Sports Medicine. Jenny's passion is teaching others how to eat healthy, exercise safely & effectively achieve long term success. Fads come and go but if you learn to make day-by-day gradual improvements it will lead to a lifetime of success. Jenny believes strongly in a mind-body connection through motivation and positive thinking. This will guide you to success and a Weigh Better life! DISCLOSURE: Jenny Herman and Weigh Better with Jenny are not affiliated with Three Bridges Financial Group or AE Wealth Management, LLC. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

23 min

25/01/2022

Good Things Are Happening with George Crumley

George Crumley retired from Verizon after 34 years; he currently is a realtor with Keller Williams Atlanta North. In this episode, George reveals how he found a creative way to teach his children financial literacy. It's important to talk about money; that way, people can learn from your knowledge, and you can learn from others – it shouldn't be taboo! Tune in as we talk about getting the most out of your retirement by doing what you want to do; George offers advice from his own experiences. IN THIS EPISODE: [03:40] Want to teach your children about money? Here's how George got creative with financial literacy. [11:40] Why it's important to talk about money. [15:50] George is a community coach for a local high school. [20:30] Making the most out of retirement by doing what you want to do. KEY TAKEAWAYS: Pay yourself first: it's a way of budgeting that will allow your savings to accumulate faster. You should talk about money; that way, you learn from others who use different tools and resources. Sports are a great way for children to learn how to interact with others. Without health, your money doesn't matter. That should be your first focus. LINKS MENTIONED: LinkedIn https://www.linkedin.com/in/george-crumley-70823812/ BIO: George Crumley is a family man, father of 5 married 43 years to Sharon. Retired from Verizon after 34 years in 2019. Currently I am a Realtor with Keller Williams Atlanta North. I am a community coach at Centennial HS. I am also actively involved with central casting of Atlanta appearing as background in many movie and TV productions. DISCLOSURE: Geroge Crumley is an investment advisory and insurance client who was not compensated for his appearance. His experience may not represent the experience of all clients. George Crumley is not affiliated with Three Bridges Financial Group or AE Wealth Management LLC. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

28 min

11/01/2022

Catching up with Howard Moses

In 1988, Howard opened The Cruise Authority for clients who wanted true guidance and heightened services for their travel experiences. People are trying to put COVID in their rearview mirror and move on with their travels; Howard gives tips for people looking into their next travel destination. Some people like the COVID restrictions while others do not, your restriction preferences will determine your next trip's location. Tune in as Howard gives his advice on taking your bucket list trips as soon as possible! IN THIS EPISODE: [01:45] People are trying to put COVID in their rearview mirror and move on with their travels. [04:30] For traveling, the line in the sand is whether you're willing to be vaccinated or not. [13:50] Not sure where you want to go for your next vacation? Howard gives his recommendations. [20:10] What's on your bucket list? Do it while you can because the opportunity will be gone before you know. KEY TAKEAWAYS: Now more than ever, people are willing to commit the time and the money to go on long-haul trips. There are very few choices you're going to have in terms of places to go if you are not vaccinated for COVID. With COVID, travel takes a little more planning than in years past. Colombia, Belize, and Panama, which are not on most people's radar; they are really wonderful places for travel. LINKS MENTIONED: Website www.tcava.com Facebook https://www.facebook.com/thecruiseauthority Twitter @themecruise BIO: Howard got his start in the advertising industry after graduating from the University of Georgia. During a stint in Miami he worked as an advertising liaison with all of the south Florida based cruise lines and tour operators and fell in love with the industry. Moving back to Atlanta and opening in 1988 as The Cruise Authority, the business quickly carved out a niche for clients who wanted true guidance and heightened services for their travel experiences. In 2015, the name was changed to The Cruise & Vacation Authority to more accurately reflect the broad range of travel options we offer to our client. DISCLOSURE: Howard Moses and Three Bridges Financial Group are not affiliated. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

25 min

28/12/2021

Mind, Body & Spirit with Christen Perrella

Today's guest, Christen Perrella, realized her 7-year dream of opening a Pilates and wellness studio in 2017. Metamorphosis Mind Body is a sanctuary and a place of joy, healing, and community. Christen shares how her metamorphosis began with a rare autoimmune disease diagnosis. In this episode, we talk about how your body has the power to heal and recover. One of the best tools for recovery is Pilates. Tune in as Christen explains how Pilates is the best system for training the core, reducing stress, and regenerating the brain. IN THIS EPISODE: [02:10] Christen shares how her metamorphosis began with the diagnosis of a rare autoimmune disease. [09:20] Your body has the power to heal and recover. [16:15] The power of Pilates: it's the best system for training the core. [18:40] A deep dive into Pilates and some of the many benefits. KEY TAKEAWAYS: Being active is a huge part of staying young. The human body is designed to heal itself. Pilates is great for people of all ages; it's physical therapy in a workout. If you need to boost your core strength, Pilates is the way to go. Plus, a strong core will save your limbs. LINKS MENTIONED: Website: www.meta-mindbody.com Facebook: https://www.facebook.com/metamorphosismindbody/ Instagram: https://www.instagram.com/metamindbody/?hl=en LinkedIn: https://www.linkedin.com/in/christen-perrella-96ba1135 BIO: A walking testimony of the potential and possibility of transformation, Christen's metamorphosis began with the diagnosis of a rare autoimmune disease after her second child was born. With no cure, she began the pursuit of healing through non-traditional means as she sought to reclaim her health. With an engineering degree from Georgia Tech and academic R&D background, she explored holistic medicine, nutrition, neuroscience, and her faith. Because of the disease, exercise became challenging because of a general hypermobility and laxity of her joints, which led to an excruciating back injury. There are no coincidences and her decision to pursue classical Pilates helped to completely heal her back, manage her autoimmune condition and scoliosis. Classical Pilates as well as Christen's well-rounded movement therapy trainings changed the way she moved and taught forever. Christen holds 350 hours of Peak Pilates training, as well as certifications in FMT (Functional Movement Techniques) Basic, Performance, and Blades, Fusionetics Movement Edge for injury prevention, Primal Movement Chains and the Lymphatic System. Christen encourages her clients that there is no diagnosis or circumstance that cannot be transformed from ashes to beauty. She realized her 7-year dream of opening a Pilates and wellness studio in 2017. Metamorphosis Mind Body is a sanctuary and a place of joy, healing and community where all are welcomed to begin your own metamorphosis. DISCLOSURE: Christen Perrella and Metamorphosis Mind Body are not affiliated with Three Bridges Financial Group or AE Wealth Management LLC. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

29 min

14/12/2021

A Total Wine Experience with Orson Hall

Orson Hall is the Founder and Owner of Wine Parties by Design. Orson speaks about the inspiration behind Wine Parties by Design and talks all about the tours he gives. If you're buying wine while on the road, Orson offers tips on keeping it cool in the car. Once your wine is safe and sound at home, Orson explains the best way to store your wine. There are many excellent wines around the country. Tune in as Orson reveals some of his favorite wineries and which wines will make a great gift this holiday season! IN THIS EPISODE: [03:30] All about Wine Parties by Design and Orson's wine tours. [13:20] Are you buying wine? Orson gives his tips for keeping it cool in the car. [14:50] Are you storing wine the right way? Orson offers guidelines for storing your wine at home. [19:00] There's a lot of good wine in America. Orson speaks about some of his favorites. [26:45] The holidays are coming up! Here's which wines Orson recommends that you purchase. KEY TAKEAWAYS: When you transport wine, the most important thing is to make it one of your last stops because the ambient temperature in your car can go up 40 degrees in one hour. Have your wine shipped in the spring or the fall. Avoid the summer because it's too hot and avoid the winter because it's too cold. Store your wine in a place where there is no sunlight; sunlight will wreck wine. Putting your wine on top of your fridge is the worst idea ever. LINKS MENTIONED: Wine Parties By Design www.winepartiesbydesign.com Wine Parties By Design on Facebook www.facebook.com/winepartiesbydesign/ Call Orson 678.231.1048 BIO: Orson Hall, Founder and Owner of Wine Parties by Design, is originally from California and graduated from UC Davis, 45 minutes east of Napa Valley and has connections to many in the wine industry. His company offers an array of wine events, organizing tours of California's wine regions and North Georgia's wine country in addition to holding public wine events and private parties. In October of this year, he organized and led twelve wine lovers on a 6 ½-day tour of California's Paso Robles Wine Country. In 2019 he organized a tour of Santa Barbara County's Wine Country. His company provides events such as wine, chocolate and cheese pairings and a Wine Counseling session that explains how to get the most flavor from a bottle of wine plus tips and wine stories. He designs your event based on your requirements. He can assist you in selecting delicious wines for your event. Orson has been the Organizer for The Atlanta Wine Meetup for 6 years and has grown the membership from 3,400 to over 6,600 members. DISCLOSURE: Orson Hall, Wine Parties by Design and Three Bridges Financial Group are not affiliated. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.

34 min

When Good Things Happen

Inflation & Your Retirement

Create Beautiful Space with Rachel Pratt

Your Financial House

A Healthy Retirement with Jenny Herman

Good Things Are Happening with George Crumley

Catching up with Howard Moses

Mind, Body & Spirit with Christen Perrella

A Total Wine Experience with Orson Hall

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When Good Things Happen

Episodios

Inflation & Your Retirement

Create Beautiful Space with Rachel Pratt

Your Financial House

A Healthy Retirement with Jenny Herman

Good Things Are Happening with George Crumley

Catching up with Howard Moses

Mind, Body & Spirit with Christen Perrella

A Total Wine Experience with Orson Hall

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Información