37 episodes

Welcome to 'Money Talk with Yu,' the podcast that invites you to explore the captivating journeys of accomplished businesspeople who have paved their way to success. Join your host, Jerry Yu, as he sits down with a diverse range of entrepreneurs and industry leaders, delving deep into their stories of triumph, resilience, and vision. Discover the invaluable lessons learned along the way, and gain insights into building and safeguarding your business and financial future for generations to come. In the midst of these inspiring conversations, Jerry draws from his own expertise as the author of 'Fortify Your Financial Kingdom,' offering a unique perspective on how to infuse flexibility and control on your journey to success. Tune in to 'Money Talk with Yu' and fortify your path today!

Money Talk with Yu, hosted by Jerry Yu Jerry Yu

    • Business
    • 5.0 • 3 Ratings

Welcome to 'Money Talk with Yu,' the podcast that invites you to explore the captivating journeys of accomplished businesspeople who have paved their way to success. Join your host, Jerry Yu, as he sits down with a diverse range of entrepreneurs and industry leaders, delving deep into their stories of triumph, resilience, and vision. Discover the invaluable lessons learned along the way, and gain insights into building and safeguarding your business and financial future for generations to come. In the midst of these inspiring conversations, Jerry draws from his own expertise as the author of 'Fortify Your Financial Kingdom,' offering a unique perspective on how to infuse flexibility and control on your journey to success. Tune in to 'Money Talk with Yu' and fortify your path today!

    [Classic Rewind] Jedidiah Collins: Unlocking Financial Fortitude: An Odyssey from NFL to Money Mastery

    [Classic Rewind] Jedidiah Collins: Unlocking Financial Fortitude: An Odyssey from NFL to Money Mastery

    Money Talk with Yu and Fortify Your Financial Kingdom podcast with Jerry Yu

    In the midst of success, a startling truth emerged. Jedidiah Collins, a former NFL player, found himself facing a daunting reality as he transitioned from the gridiron to the realm of financial literacy. His journey of self-discovery unveils a crucial twist that will leave you reeling. Curious to know how this unexpected twist reshaped his journey toward financial empowerment? Stay tuned for the gripping revelation ahead.

    About Jedidiah Collins:
    Jedidiah Collins, a former NFL player, has transitioned into a certified financial planner and bestselling author, demonstrating a comprehensive understanding of financial management. His notable journey from professional sports to finance has inspired the development of Money Vehicle, a prominent initiative focused on enriching financial literacy within educational settings. With a strong commitment to addressing the gaps in financial education, Jedidiah's expertise and firsthand experiences position him as a significant influencer in advocating for enhanced financial literacy and strategic, long-term financial planning.

    On today’s Fortify Your Financial Kingdom, Jedidiah and Jerry discuss how to:

    Understand why financial literacy is crucial for your future success.Learn how to set and achieve your financial goals to build wealth.Discover effective investment strategies for long-term financial growth.Develop a healthy mindset for managing your money wisely.Explore the benefits of seeking personalized financial guidance for your unique situation.
    Key Takeaways:
    Importance of Financial LiteracyJedidiah Collins emphasizes the critical need for financial literacy among young professionals, particularly those starting their wealth-building journey. Investing for Long-Term GrowthHe points out that even small increments, when consistently invested, can generate significant returns over time, owing to the magic of compound interest. Effective Goal Setting for WealthHaving clear financial goals allows individuals to map out their path, stay focused, maintain motivation, and track progress effectively.
    “Being an entrepreneur is the hardest thing you will ever do in your life." 
    —Jedidiah Collins

    CONTACT JEDIDIAH:
    Website: https://yourmoneyvehicle.com/ 
    LinkedIn: https://www.linkedin.com/in/jedidiah-collins/ 
    Instagram: https://www.instagram.com/fullbackoffinance/ 
    X (Twitter): https://twitter.com/FullbackFinance 
    TikTok: https://www.tiktok.com/@fullbackoffinance 
    YouTube: https://www.youtube.com/channel/UCHKao8WBXV8ZmnfTmOd5ssw 


    About the host, Jerry Yu:
    Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.

    Contact Jerry:
    Website: www.reignfinancialservices.us
    Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ 
    Facebook: www.facebook.com/reign.financial.insurance
    Instagram: www.instagram.com/reign.financial
    YouTube: Search for “Jerry Yu – The Family Money Doctor” (https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA) 

    Office: 500 Technology Dr., #300. Irvine, CA 92618 
    Work: (626) 269-9098
    Cell: (626) 890-0090
    Email: jerry.yu@reignfinancialservices.us

    Show notes by Podcastologist: Hanz Jimuel Alvarez

    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    • 29 min
    [Classic Rewind] The Generosity Factor: How Aligning Values Leads to Financial Success with Jeff Thomas

    [Classic Rewind] The Generosity Factor: How Aligning Values Leads to Financial Success with Jeff Thomas

    Does this sound familiar? You've been told that the key to success in your wealth management career is solely focusing on financial goals, but you still feel unfulfilled and unsatisfied. The pain of working tirelessly, yet not achieving the level of success and fulfillment you desire, is weighing you down. It's time to break free from this ineffective approach and discover how aligning your values with your financial goals can lead to true fulfillment and success in your wealth management journey.

    About Jeff Thomas:
    Jeff Thomas is the Founder/CEO of Arkos Global Advisors and author of “Trading Up: Moving from Success to Significance on Wall Street”. He is passionate about helping clients connect their money with their purpose. His vision is to scale a God-honoring wealth management company where advisors who share common values collaborate to help families thrive across generations.

    On today’s Fortify Your Financial Kingdom, Jeff and Jerry discuss:
    Discover the power of aligning your values and financial goals to create a life of purpose and fulfillment.Unleash the potential of using generosity as a strategic platform for success in your wealth management career.Harness the transformative role of storytelling and inspiration in financial planning to connect with clients on a deeper level.Increase your confidence by seeking advisors who share your vision and values, creating a synergistic partnership that leads to greater success.Explore the benefits of holistic planning and go beyond traditional retirement strategies to design a comprehensive financial roadmap for your clients.
    Key Takeaways:
    Aligning values with financial goalsHaving finances that are aligned with one's values results in purpose-driven investments, which in turn promotes greater satisfaction and a sense of fulfillment. 
    The power of generosityBy keeping generosity central to their personal and financial goals, individuals can create wealth that not only enriches their own lives but also positively impacts the lives of others.
    Storytelling and inspiration in financial planningTelling compelling stories establishes a genuine connection between the financial advisor and the client; these narratives can serve as motivational tools that inspire clients to aggressively pursue their goals. 

    “Wealth management is not just a product sale, it's a relationship. People walk in expecting a holistic relationship, and that's where the industry is evolving." 
    —Jeff Thomas

    Contact Jeff:
    Company LinkedIn: https://www.linkedin.com/company/arkosglobaladvisors 
    Personal LinkedIn: https://www.linkedin.com/in/jeff-thomas-952848/ 
    Facebook: https://www.facebook.com/arkosglobal/ 
    Instagram: https://www.instagram.com/arkosglobaladvisors/ 
    Twitter: https://twitter.com/ArkosGlobalAdv 
    Book: https://www.arkosglobal.com/trading-up 


    About the host, Jerry Yu:
    Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.

    Contact Jerry:
    Website: www.reignfinancialservices.us
    Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ 
    Facebook: www.facebook.com/reign.financial.insurance
    Instagram: www.instagram.com/reign.financial
    YouTube: Search for “Jerry Yu – The Family Money Doctor”

    Office: 500 Technology Dr., #300. Irvine, CA

    • 20 min
    [Classic Rewind] Adam Koos: How I Built a $100M AUM Firm on Trend-Following Portfolios

    [Classic Rewind] Adam Koos: How I Built a $100M AUM Firm on Trend-Following Portfolios

    Money Talk with Yu and Fortify Your Financial Kingdom podcast with Jerry Yu

    Do you want to achieve a better work-life balance and prioritize your personal time more effectively? Ready to find out the solution to achieving that result? Let's dive into strategies for improving work-life balance and reclaiming your personal time!

    About Adam Koos:

    Adam D. Koós, President and Senior Financial Adviser, is rooted in a rich blend of personal values and professional expertise. Born in Oberlin, Ohio, his upbringing instilled a deep sense of ambition and compassion, setting the stage for his lifelong commitment to making a meaningful impact in the lives of others. From meeting his wife at The Ohio State University to raising two sons, Adam's journey reflects a steadfast dedication to family and community.

    Professionally, Adam has navigated through turbulent financial climates with resilience and skill, earning esteemed credentials such as CERTIFIED FINANCIAL PLANNERTM, Chartered Market Technician (CMT), and Certified Exit Planning Advisor (CEPA). His local and national recognition as a trusted adviser underscores his ability to assist clients in optimizing their businesses and retirement planning. Through prolific writing, speaking engagements, and community education efforts, Adam demonstrates a commitment to empowering others with financial knowledge and guidance, enriching lives beyond the realm of finance.

    On today’s Fortify Your Financial Kingdom, Adam and Jerry discuss how to:

    Gain insights from Adam Koos on financial expertise and learn how to apply it to your own situation.Explore the benefits of becoming a Certified Exit Planning Advisor (CEPA) and how it can enhance your financial expertise.Uncover the success principles used by financial planning firms to achieve their goals and how to apply them in your own career.Key Takeaways:

    Work-Life Balance StrategiesAdam Koos emphasizes the importance of work-life balance for maintaining overall well-being. He recommends setting boundaries between professional and personal life, prioritizing family time, and actively scheduling downtime. Risk Management PrioritizationRisk management is at the heart of Adam's financial planning strategies. By prioritizing defense before profit, he aims to navigate market fluctuations effectively, mitigating potential losses. 
    “I think it comes down to time management and time blocking and using technology to your advantage.  
    —Adam Koos

    Contact Adam:
    Website: https://www.libertaswealth.com/ 
    LinkedIn: https://www.linkedin.com/in/adamkoos/ 
    Twitter (X): https://twitter.com/adamkoos 


    About the host, Jerry Yu:
    Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.

    Contact Jerry:
    Website: www.reignfinancialservices.us
    Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ 
    Facebook: www.facebook.com/reign.financial.insurance
    Instagram: www.instagram.com/reign.financial
    YouTube: Search for “Jerry Yu – The Family Money Doctor” (https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA) 

    Office: 500 Technology Dr., #300. Irvine, CA 92618 
    Work: (626) 269-9098
    Cell: (626) 890-0090
    Email: jerry.yu@reignfinancialservices.us

    Show notes by Podcastologist: Hanz Jimuel Alvarez

    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    • 15 min
    [Classic Rewind] Emma Hall: Securing Your Future With Holistic Financial Planning

    [Classic Rewind] Emma Hall: Securing Your Future With Holistic Financial Planning

    Are you tired of hearing the same old myths about financial planning? Have you ever been told that saving money is enough to secure your future? Or that investing is only for the wealthy? Or perhaps you've been led to believe financial planning is complicated and time-consuming. In this episode, our guest Emma Hall will debunk these myths and reveal the truth behind holistic financial planning. Stay tuned for eye-opening insights that will transform your approach to financial security.

    About Emma Hall:
    Emma Hall is a Chartered Financial Planner and Fellow of the Personal Finance Society. With a career spanning 17 years, Emma has been a guiding force in the realm of holistic financial planning, providing invaluable insights to both individual and corporate clients. Emma's commitment to excellence was recognized early in her career when she was voted Newly Qualified Financial Adviser of the Year in 2010. Fast forward to the present, and Emma has recently been honored as the Chartered Financial Planner of the Year for 2023/24. Today, she joins us to share her wealth of knowledge and expertise in navigating the ever-evolving landscape of personal finance.


    On today’s Fortify Your Financial Kingdom, Emma and Jerry discuss how to:

    Master holistic financial planning for a secure future.Discover the impact of artificial intelligence in financial planning.Ensure protection in your financial planning journey.Embrace proactive planning and effective contingency measures.
    Key Takeaways:
    Gaining comprehensive financial insights
    Emma Hall emphasizes the need to actively listen and gather as much information as possible during initial client meetings.
    Fostering collaboration with finance experts
    Holistic financial planning, as Emma Hall advocates, entails creating a team of experts from different fields such as legal, accounting, and finance. 
    Exploring the impact of AI on financial planning techniques
    Jerry and Emma agree that while AI adds efficiency to financial calculations and forecasts, human insight is still necessary, particularly in creating plan B for contingencies and an empathetic understanding of clients' needs.

    “It's not just about putting pension contributions away, it's a much bigger picture than that. Holistic financial planning means bringing all aspects of a client's financial life together and thinking of the bigger picture to ensure their goals can be achieved. " 
    —Emma Hall

    Contact Emma:
    Website: https://75point3.co.uk/ 
    Linkedin: https://uk.linkedin.com/in/emma-hall-276a6284 


    About the host, Jerry Yu:
    Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.

    Contact Jerry:
    Website: www.reignfinancialservices.us
    Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ 
    Facebook: www.facebook.com/reign.financial.insurance
    Instagram: www.instagram.com/reign.financial
    YouTube: Search for “Jerry Yu – The Family Money Doctor” (https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA) 

    Office: 500 Technology Dr., #300. Irvine, CA 92618 
    Work: (626) 269-9098
    Cell: (626) 890-0090
    Email: jerry.yu@reignfinancialservices.us

    Show notes by Podcastologist: Hanz Jimuel Alvarez

    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    • 17 min
    [Classic Rewind] Mastering Consistent Financial Strategies for Long-Term Success with John Browning

    [Classic Rewind] Mastering Consistent Financial Strategies for Long-Term Success with John Browning

    This is a classic rewind episode with John Browning.

    In the world of finance, consistency is key. Join us as industry veteran John Browning reveals the importance of consistent financial strategies for long-term success. But what happens when the unexpected occurs and the foundation begins to crumble? Find out in this gripping trailer that will leave you on the edge of your seat, craving answers to an unresolved conflict.

    About John Browning:
    John Browning serves as the Chief Executive Officer for Guardian Rock Wealth and is the Amazon best-selling author of the book “Build a Life, not a Portfolio: A Guide to Your Financial Future Based on Your Personal Values.” He leads the investment committee and is directly involved in client service and portfolio decisions.  John is a Certified Senior Advisor and brings over 30 years of direct real-world Wall Street experience, managing billions in portfolio assets. John, welcome to Money Talk with Yu.

    On today’s Money Talk with Yu, John and Jerry discuss:
    Uncover the critical role consistent fiscal strategies play in ensuring sustained financial success.Gain insight into the often-unreported struggles and failures hidden behind every investment success story, emphasizing a need for a comprehensive picture.Realize the fundamental strategy of prioritizing personal financial growth via consistent saving and investment habits.Acquire the knowledge to differentiate between casual financial tips and credible advice provided by seasoned professionals.Familiarize yourself with the myriad resources and educational content offered by Browning's podcast and corporate website that help build a robust financial future.
    Key Takeaways:
    Role of Consistent Fiscal StrategiesConsistent financial planning is a cornerstone for long-term financial success. It involves regularly putting aside a portion of one's income for investments, and creating a habit of 'paying oneself first.' 
    Unreported Struggles Behind Investment SuccessA balanced understanding helps individuals build more sustainable financial strategies and avoid falling victim to illusions of effortless success.
    Prioritizing Personal Financial GrowthIt's pivotal to seek professional advice or self-educate using reputable sources for informed financial decisions. Relying on experts like John Browning or using trusted platforms can offer insightful tips to foster personal financial growth.

    “There's nothing more humbling than realizing you cannot time the market. Seek advice from experts and those who know more than you do." 
    —  John Browning

    Contact John:
    LinkedIn: https://www.linkedin.com/in/johnbrowningfinancialsolutions/ 

    • 18 min
    [Classic Rewind] Peter Lazaroff: The Psychology Behind Debt: Tips for an Individualized Payoff Plan

    [Classic Rewind] Peter Lazaroff: The Psychology Behind Debt: Tips for an Individualized Payoff Plan

    This is a classic rewind episode with Peter Lazaroff.

    If you're feeling overwhelmed by debt and struggling to keep your business afloat, then you are not alone! You may have been pouring all your profits back into the business, hoping for a breakthrough, but instead finding yourself with mounting financial stress. If you're feeling like you have no control over your business finances and are constantly worried about cash flow, then you are not alone! It's time to take a step back and reassess your money management strategies to ensure long-term success.

    About Peter Lazaroff:
    Peter Lazaroff, a celebrated figure in wealth management, serves as the Chief Investment Officer at Plancorp, overseeing an impressive $6 billion in assets. Renowned for his expertise, Peter has been honored as one of the top ten most influential advisors in the US by Investopedia. His commitment to simplifying financial matters led to the publication of his book, "Making Money Simple," and the launch of the podcast "The Long-Term Investor," which has amassed over 100,000 downloads. With a compelling journey from receiving a single share of Nike stock as a gift to becoming a leading voice in the finance industry, Peter brings a unique blend of personal experience and professional acumen, making him an ideal guest to delve into strategic investments and tailored money management for entrepreneurs.

    On today’s Fortify Your Financial Kingdom, Peter and Jerry discuss how to:
    Navigate market downturns and corrections with confidence.Align investment strategies with your risk tolerance for better returns.Manage personal debt wisely to secure financial freedom.Harness the power of investing for long-term wealth growth.
     Key Takeaways:
    Master Money ManagementAligning your financial goals with your investment plans is key, and doing so methodically, as Peter Lazaroff emphasizes, demystifies the notion that financial success is a magical act and instead a feasible endeavor.Navigate Market DownturnsUnderstanding that market downturns are not anomalies but an integral part of investing is another key factor on the road to financial well-being. 
    “Invest more now, today, as fast as you can. The power of compounding is so underrated, we all understand it, but our brains are wired to think linearly, whereas we don't visualize and appreciate exponentials as well." 
    —Peter Lazaroff

    Contact Peter:
    Website: https://peterlazaroff.com/
    LinkedIn: https://www.linkedin.com/in/peterlazaroff/  
    X (Twitter): https://twitter.com/PeterLazaroff 
    Facebook: https://www.facebook.com/peterlazaroffcfp 


    About the host, Jerry Yu:
    Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.

    Contact Jerry:
    Website: www.reignfinancialservices.us
    Linkedin: www.linkedin.com/in/jerry-yu-4a293430/ 
    Facebook: www.facebook.com/reign.financial.insurance
    Instagram: www.instagram.com/reign.financial
    YouTube: Search for “Jerry Yu – The Family Money Doctor” (https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA) 

    Office: 500 Technology Dr., #300. Irvine, CA 92618 
    Work: (626) 269-9098
    Cell: (626) 890-0090
    Email: jerry.yu@reignfinancialservices.us

    Show notes by Podcastologist: Hanz Jimuel Alvarez

    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

    • 19 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

KD Church ,

Solid Advice in a Concise Format

I love Mr. Yu’s relatable analogies for somewhat complex financial strategies. Worth every minute, though I appreciate the short format.

Nice Guys on Business ,

Great book turned into a great podcast

Hey Jerry, congrats on the launch of your podcast.Excited to hear more about your subject matter and looking forward to plenty of amazing content. ~Doug Sandler Turnkey Podcast Productions

Top Podcasts In Business

Money Rehab with Nicole Lapin
Money News Network
REAL AF with Andy Frisella
Andy Frisella #100to0
The Ramsey Show
Ramsey Network
Habits and Hustle
Jen Cohen and Habit Nest
Planet Money
NPR
Prof G Markets
Vox Media Podcast Network