Own Your Wealth Jason Deshayes

Parenting is hard!



Mike eases the burden a bit with some tips about money for parents with children college age and younger.



This video is part 1 of a 3-part series called "Sandwich Money", where Sophie and Mike discuss financial advice for adults who are sandwiched between raising children and caring for aging parents.



Part 1: Financial Advice for Young Parents



Part 2: Financial Advice for Adults with Children in the Workforce



Part 3: Financial Advice for Adults with Aging Parents



 



Topics in this episode include:



Why is money an important topic for parents with young children?

What does it mean for a kid to be financially literate?

When is the right time to talk to kids about money?

How do you explain the relationship between work and money to kids?

How do you make learning about money fun for kids?

How can we help children understand the value of money when it's digital?

How to teach kids about saving money.

When should you talk to your child about credit cards and credit debt?

How can I teach my child about investing money?

How can an advisor help parents with young kids?

What's the difference between trust and a will?

What's the going rate for allowance?



Connect with Sophie



LinkedIn: Sophie Howell

Cook Wealth Bio: Sophie Howell



Connect with Mike



LinkedIn: Michael Holloway, CFP®

Cook Wealth Bio: Mike Holloway 

Why is talking about money with your family so taboo? How can we take some of the awkwardness out of talking about money? Is it important to discuss your estate plan with your children? How much money transparency is too much? Hear what Jason Deshayes, COO and Partner, and Sophie Howell, CXO, have to say about why talking about money can be so funny.



 



Listen now to learn:



How do different generations approach money differently?

How can you set good money habits in your family?

How can you contextualize money for small children?

How do you bring up the estate planning conversation with your children?



Connect with Jason



LinkedIn: Jason Deshayes

Cook Wealth Bio: Jason Deshayes



Connect with Sophie Howell



LinkedIn: Sophie Howell

Cook Wealth Bio: Sophie Howell



 

What is the Cook Wealth Experience Team? What is a Chief Experience Officer? How do these things help us deliver the best client and employee experience possible? Learn how the idea of the Experience Team at Cook Wealth, LLC came to be. Jason Deshayes hosts Sophie Howell on the latest episode of the Own Your Wealth Podcast.



 



Listen now to learn:



What does a Chief Experience Officer do?

Who is on the experience team?

Where did the idea for the experience team come from?



Connect with Jason



LinkedIn: Jason Deshayes

Cook Wealth Bio: Jason Deshayes



Connect with Sophie Howell



LinkedIn: Sophie Howell

Cook Wealth Bio: Sophie Howell



 

What is Cook Wealth doing to serve clients better? How are we making sure we can serve the needs of our clients AND making sure we keep top talent on our team as we grow?



Historically, the wealth management model has centered around one advisor serving one client. What happens if the advisor leaves the company? What happens if the advisor goes on vacation? How do people get training to become wealth advisors? At Cook Wealth, our Advice Team models include a Senior Advisor, an Associate Advisor, a Planner, and a Client Services Associate. This model allows for growth within roles. It also ensures clients have zero gaps in service and their needs are served efficiently.



Listen now to learn:



What are Advice Team Roles?

What does each role do?

How do Advice Teams ensure I have the best service?

What is Cook Wealth working on next?



Connect with Dave: 



LinkedIn: Dave McDougall

Cook Wealth: Dave McDougall



Resources:



Linkedin: Cook Wealth

Cook Wealth



Connect with Jason: 



Linkedin: Jason Deshayes

We get it—the decision to change financial advisors or CPAs isn’t an easy one. But if you’re struggling to reach your advisor, don’t see eye-to-eye on risk or investment strategies, or are ready for a deeper level of support, this awkward conversation can be a necessary one. 



In this episode, host Jason and special guest Dave McDougall, CFP® offer simple advice for smoothing out the transition process from one firm to another. From bringing up the conversation with your advisor, to walking out with the right paperwork, if you’re considering making a switch, this timely discussion will help you navigate the “breakup” process—without triggering an unexpected tax bill. 



Listen now to learn:



Why the courtesy of a heads-up goes a long way

Key questions to ask before you sign with a new advisor

How to transfer your funds without locking in capital gains taxes

The most important paperwork to request before you leave

And more



Connect with Dave: 



LinkedIn: Dave McDougall

Cook Wealth: Dave McDougall



Resources:



Linkedin: Cook Wealth 

Cook Wealth 



Connect with Jason: 



Linkedin: Jason Deshayes

No one wants to overpay on their taxes. But if you’re not reviewing the biggest annual tax changes with your CPA or tax advisor, and adjusting your savings, contributions, and spending accordingly, you may be leaving significant savings on the table. 



In this episode of Own Your Wealth, host Jason sits down with Zach Carver, CPA, CFP® to review the key tax code changes we’re watching in 2024. From new 401K contribution limits and sunsetting tax cuts, to fewer business expense deductions, this strategic conversation is a can’t-miss for high-earners and business owners. 



Listen now for:



What’s changing in 2024

How to improve the accuracy of your tax planning—and reduce your year-end payment

Tax-smart ways to lower your bill, even after January 1st

Why automatic contributions may be costing you

And more



Connect with Zach Carver CPA, CFP®:



Zach Carver



Resources:



Linkedin: Cook Wealth 

Cook Wealth 



Connect with Jason: 



Linkedin: Jason Deshayes