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
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.
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.
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.
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.
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.