Disruptive Money Management

Henry Wong
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Henry Wong from Disruptive Money Management reveals all of his financial planning and asset management strategies to help guide you towards financial freedom. Whether you're just starting out in your financial goals or trying to check if you're on track for retirement, you'll discover that Henry shares and bares all from an industry insider perspective. Henry leaves no financial tools unchecked, nor is he afraid to disrupt industry secrets so that you can make a proper determination on what investment guidelines are in your own best interest. Henry is well-versed in all aspects of financial planning, from using insurance as a tool to protect, to educating individuals about portfolio building and risk tolerance. You'll learn about the best ways to invest for your age and hear an unbiased approach to stocks, bonds, mutual funds, ETFs, and annuities. In the end, we're all on the path towards financial independence and you'll hear from someone who is unabashed on telling it like it is. If you're tired of hearing from slick salespeople sell you expensive products, then you're not going to want to miss this show. Hit subscribe and get ready to fire up your financial life.

  1. 11/22/2021

    Retirement Mindset Part 2 of 5: Figuring Out Your Social Security and Pension Income Strategies

    For many of us, we only get one shot at retirement. Because let's face it, how many times have you sat there thinking that if only you knew what you knew now about financial planning ten-fifteen-twenty years ago? That if you knew better when you were younger about how to make smarter money decisions, you would be in a much better financial position than you are now?While we may not be able to recreate our decisions, we can focus on the here and now. We can ensure that we are taking every appr...

    18 min

  2. 11/15/2021

    Retirement Mindset Part 1 of 5: The Goal

    Let's face it, for most of our lives, we were taught that if we did well in school we would secure a financially stable job that would allow us to work countless hours for years on end. Yet, no where in any of those areas of education or professional training were we given an indication of how long we must work for to secure a successful retirement. In fact, the idea of having secured a successful retirement is generally unknown for most individuals until they are ready to retire. In every aspect of our professional lives, our work most likely requires certainty. The certainty that the job would be completed timely, accurately, and in totality. Yet, our retirement is often murky at best. With individuals posed to spend as much time in retirement as their working years, it is surprising the question of whether you are about to have a successful retirement isn't more of an active thought than it really is. While that may be typical, it doesn't mean you have to keep it as such. Join Henry as he takes you on a five-part series on how to best determine whether you are on track for retirement and all of the retirement questions you should be asking but have not thought to ask. The five-part episode is the exact formula that Henry uses with his clients in assessing their retirement probability ratio. If you have not once thought about your ratio of not only successfully retiring but also living through retirement then this episode is for you. Whether you plan on retiring in your thirties or your sixties, you will be given the tools and mindset needed to secure financial independence. For more information or to have the written format of this podcast, please visit www.disruptivemoneymanagement.com where all of the questions and any applicable charts are displayed.  Please be sure to subscribe so that you are immediately notified of the next part of this series. If you found this information useful and believe that it could benefit a friend or a loved one who is going through these thoughts, please share the episode by hitting the Share button.  As always, if you have any deep-burning financial question that is driving you bonkers that you would like answered, feel free to drop a question to henry@juncturewealth.com.

    13 min

  3. 11/08/2021

    Year-End Financial Check Up

    As we quickly approach the end of the year, it is crucial that we take the moment to think about our financial health and whether we have taken all of the appropriate steps to not only decrease our tax liability but also protect our family. With less than two months left before the year-end, now is the most appropriate time to check your financial affairs and ensure everything is in order. Join Henry as he goes over the financial health check-up that you should be conducting before we dive too much further into the end of the year. Additional Content: Retirement Savings for Solo Entrepreneurs Why The Defined Benefit Plan Is The Single Greatest Investment Vehicle for Business Owners

    17 min

  4. 11/01/2021

    Financial First Steps for Graduating Physicians

    Join Henry as he goes over the financial first steps for graduating physicians and healthcare workers. In a simple five-step structure, Henry outlines the first five things graduating healthcare professionals should focus on for a pathway towards financial independence. Healthcare professionals spend an exorbitant amount of time and money to obtain their professional education. Unfortunately, while the education system may be sufficient to help prepare healthcare professionals for a career in medicine, it very rarely provides them with the necessary knowledge needed to build a foundation for their financial future.  As if not knowing isn't hard enough, having disinformation from sales brokers masquerading as financial fiduciaries make what ought to be simple financial steps even more complex and costly. While this episode is geared primarily for graduating healthcare professionals wanting to structure their financial foundation, the concepts and steps can be easily implemented by any graduating individual who wants to kickstart their path to financial independence.

    33 min

  5. 10/25/2021

    Financial Heart to Heart for Couples

    It's hard enough trying to get your financial house in order individually but what happens at the joining of two people? With money being the very core of almost all aspects of our lives, it's critical in today's environment that we embrace money matters together. With financial matters being one of the primary reasons why couples fight, it is best to embrace that money will be something you will have to talk about with your partner. But money talks shouldn't have to be complicated, embarrassing, or even tense. If you're ready to take the next financial step with your partner or you haven't quite really joined finances together, you can start now with these five easy topics. At the end of the day, your relationship is as strong as the way you can communicate, and breaking the barriers down early on when it comes to one of the most important aspects of our lives, you're both going to be in a much better starting position. You can catch the show notes at www.disruptivemoneymanagement.com.

    18 min

  6. 10/18/2021

    Your Social Security Checks Are About To Get A Whole Lot Fatter and The Retirement Readiness Questions You Need to Ask Yourself Today

    Social Security checks are about to get a whole lot bigger come January 2022 but is it enough? Learn why the largest boost to Social Security in over thirty years is still not enough to retire comfortably. Additionally, be sure to ask yourselves these retirement readiness questions to check whether you’re on track to financial independence.  Link to "How To Calculate Whether You Have Enough Saved for Retirement": Read: https://juncture401k.com/disruptive-money-management/2021/10/3/how-to-calculate-whether-you-have-enough-saved-for-retirement Also available on Apple Podcast, Spotify, or wherever you binge on podcasts.

    13 min

  7. 10/11/2021

    Debt Ceiling and The Secret to Becoming Financially Independent

    Have you ever felt that your financial life controlled you more than you control your finances? It's no secret that a majority of our life is dictated by money-how much we have and do not have, how much we need, and how much we wish we had. Monetary needs are no longer the primary driver of our economy but also of our lives. It is money that makes us do what we do because without it, rent goes unpaid and lifestyles get shifted. But why should that always be the case? Imagine a life where you are not obsessed with the need for money but rather focusing on what your life's joyous moments should be. Imagine not punching the clock until age 70 but living life on your terms knowing that you have a financial bedrock stable enough to handle all that life throws at you. If that sounds elusive, you're not alone. While the idea of financial independence may seem out of your reach, it is far from the truth. The Secret to Becoming Financially Independent is a culmination of the studies and research done on what steps are needed to create a mindset for becoming not just financially independent but also working towards early retirement. Join Henry in this latest episode as he goes over the debt ceiling dilemma our nation is facing and share with you an excerpt from The Secret to Becoming Financially Independent available for download now at Juncture 401k.

    22 min

  8. 10/04/2021

    How to Calculate Whether You Have Saved Enough for Retirement

    Imagine you are needing to drive to a very important function that is a half day's drive away. How would you go about making this drive? For starters, you'll probably want to know the actual distance between where you are as well as that of your destination. You'll probably also want to know how fast you are driving so you can calculate an expected arrival time. Getting from Point A to your destination is more about knowing what the journey is like, running assumptions and accounting for variances. Getting to retirement is not unlike that. We're all working towards retirement whether that is five, ten, fifteen, or twenty years away. But how many times have we actually stopped and wondered whether we're on track? Saving and putting money away in retirement accounts is a good start but unless we know an approximation of the end result, there is no way we can tell whether what we're doing is enough. Join Henry as he goes over the retirement planning process. He'll help you understand the questions that you need to be asking yourself as well as knowing how to project whether you have saved enough for retirement. For more information, please visit www.disruptivemoneymanagement.com.

    19 min
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5
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About

Henry Wong from Disruptive Money Management reveals all of his financial planning and asset management strategies to help guide you towards financial freedom. Whether you're just starting out in your financial goals or trying to check if you're on track for retirement, you'll discover that Henry shares and bares all from an industry insider perspective. Henry leaves no financial tools unchecked, nor is he afraid to disrupt industry secrets so that you can make a proper determination on what investment guidelines are in your own best interest. Henry is well-versed in all aspects of financial planning, from using insurance as a tool to protect, to educating individuals about portfolio building and risk tolerance. You'll learn about the best ways to invest for your age and hear an unbiased approach to stocks, bonds, mutual funds, ETFs, and annuities. In the end, we're all on the path towards financial independence and you'll hear from someone who is unabashed on telling it like it is. If you're tired of hearing from slick salespeople sell you expensive products, then you're not going to want to miss this show. Hit subscribe and get ready to fire up your financial life.

Information

  • Creator
    Henry Wong
  • Years Active
    2020 - 2021
  • Episodes
    26
  • Rating
    Clean
  • Copyright
    © 2026 Disruptive Money Management
  • Show Website
    Disruptive Money Management