Once investors realize that they are responsible for their own financial security, the first gift they should give themselves is a financial advisor. In this podcast, we share ways advisors can speak to clients who have decided it's time to put themselves first and are saying, "#NowMe".
Women & Job Loss
Losing your job is scary, but according to the Washington Post, for women aged 50 to 61, they are 18% less likely to find new work than women 25 to 34. And if they’re 62 or older, they’re 50% less likely to be rehired. In this episode, Jan explains what women can do to plan for circumstances like these.
Welcome to season two of #NowMe. Keeping lots of cash at home is risky for many reasons. But that doesn’t stop people from often following this depression-era bad habit. Find out from Jan how much you should keep on hand and what you should do with the rest.
Pride in Investing
June is LGBTQ pride month. Find out from Jan what’s changed for married LGBTQ couples, income inequality among them, and if there are any differences in the way LGBTQ people invest.
Steps to Help Achieve Financial Security
Although everyone defines financial security differently, Jan walks through steps that many of us can take, and talks about some that might require the guidance of a financial advisor.
Family Legacy Planning Part 2
Jan continues the discussion about how advisors can help their clients overcome the common roadblocks they have speaking to their heirs, and the importance of the family legacy letter.
Family Legacy Planning Part 1
Individuals are often reluctant to speak to their heirs about the amount of wealth they will leave behind for a variety of reasons. Jan explains the common barriers and how advisors can help their clients overcome them.
Customer ReviewsSee All
What took you so long
I’ve heard Jan a few times on the speaking circuit and am sitting here wondering what took her so long to start a podcast. Run, don’t walk, to subscribe to this one.
Jan Holman is brilliant
Jan Holman is brilliant. She is also an incredible mom.