13 episodes

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".

#NowMe Thornburg Investment Management

    • Business
    • 5.0 • 10 Ratings

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".

    How Valuable are Values: Part 2

    How Valuable are Values: Part 2

    Jan and Hollis talk about the results of their core values assessment. If you’d like to explore the assessment for yourself or your clients, visit Thornburg.com/personalcorevalues.

    • 11 min
    How Valuable are Values: Part 1

    How Valuable are Values: Part 1

    Many of us don’t think often about our values, but they can play a role in how we think about our money. Jan shares ideas about how to connect a client’s values to the kinds of investment strategies they should consider.

    • 10 min
    The Keys to Successful Family Wealth Planning

    The Keys to Successful Family Wealth Planning

    Jan Blakeley Holman recently appeared on Advisor Perspectives’ podcast and we’re grateful to them for allowing us to share the episode. Jan talks about family wealth planning, the common barriers to those discussions, and what advisors can do to help their clients overcome them. Jan also tells Bob Huebscher about what prompted her to create her podcast, #NowMe.

    • 23 min
    Women & Job Loss

    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.

    • 13 min
    Mattress Money

    Mattress Money

    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.

    • 12 min
    Pride in Investing

    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.

    • 9 min

Customer Reviews

5.0 out of 5
10 Ratings

10 Ratings

Michael in Santa Fe ,

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.

not her kid ,

Jan Holman is brilliant

Jan Holman is brilliant. She is also an incredible mom.

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