169 episodes

Welcome to the Wisdom and Wealth podcast. A series of conversations designed to equip our listeners with the helpful insights necessary to simplify life's critical decision points. We believe "true wealth is the thing money cannot buy and death cannot take away." Furthermore, we also believe our calling is to enable others to fulfill their own and to that end we endeavor.1780 Hughes Landing | Suite 570The Woodlands, TX 77380Phone 281.719.0036Investment advisory services offered through CWM, LLC, an SEC Registered Advisor.Music by bensound.com

The Wisdom and Wealth Podcast Joshua Klooz

    • Education
    • 5.0 • 4 Ratings

Welcome to the Wisdom and Wealth podcast. A series of conversations designed to equip our listeners with the helpful insights necessary to simplify life's critical decision points. We believe "true wealth is the thing money cannot buy and death cannot take away." Furthermore, we also believe our calling is to enable others to fulfill their own and to that end we endeavor.1780 Hughes Landing | Suite 570The Woodlands, TX 77380Phone 281.719.0036Investment advisory services offered through CWM, LLC, an SEC Registered Advisor.Music by bensound.com

    Politics and your Financial Plan: Episode 104

    Politics and your Financial Plan: Episode 104

    Summary


    In this episode, I look at the relationship between politics and the stock market. Please do not get caught up in the news cycle. You'll find that even though our current form of politics tends to be zero sum we are resilient people at the end of the day. I also provide some data about returns over time and walk through some of the events that happened over that period.  

    Takeaways


    Don't get too caught up in the news cycle and remember to gain perspective.Politics can be idolatrous and may not have a significant long-term impact on the stock market.Diversification and long-term investing are key to navigating market fluctuations.Historical events have not significantly affected the long-term trajectory of the stock market.

    Chapters


    00:00
    Introduction
    00:58
    The Relevance of the News Cycle
    02:55
    The Resilience of the Nation
    03:24
    The Data on Stock Market Returns
    06:21
    Historical Events and Market Performance
    08:19
    Politics and the Market Over Time
    09:18
    Don't Make Rash Decisions
    09:48
    Conclusion



    Please check out and subscribe to my Youtube Channel and Newsletter!

    JOSH KLOOZ, CFP®, MBA
    WEALTH ADVISOR

    Phone 281.719.0036
    Text 281.699.8691
    Fax 281.719.0156
    jklooz@carsonwealth.com

    1780 Hughes Landing | Suite 570
    The Woodlands, TX 77380

    Music by bensound.com

    • 12 min
    Jeremy Pryor: Intangible Balance Sheet Episode 66

    Jeremy Pryor: Intangible Balance Sheet Episode 66

    Welcome to this week's Intangible Balance Sheet Episode with Jeremy Pryor. Jeremy shares more about his journey of integrating family, faith, and business by consciously building a multi-generational family.  We discusses the impact of mentors and the value of direct investment in the Christian community,  the significance of family meals and economic engines which foster family unity. 
    Takeaways
    Integrating family, faith, and business is a constant endeavor that requires intentional effort.Building a multi-generational family is important for creating a lasting legacy.Direct investment and mentorship in the Christian community can have a profound impact on personal growth.Family meals and shared experiences are essential for fostering family unity.Creating economic engines within the family can draw the family together and provide opportunities for collaboration.Honoring elders, embracing storytelling, and supporting other fathers are key themes for Jeremy's vision of the future.Chapters


    00:00
    The Importance of Family and First Principles
    05:44
    The Influence of Mentors and Role Models
    16:59
    The Pivotal Moment of Shifting Perspectives on Family
    21:49
    Overcoming Roadblocks and Building a Multi-Generational Family
    25:51
    Creating a Legacy for Future Generations
    31:44
    The Importance of Family Values and Rhythms
    34:30
    Conclusion and Resources
    Please check out and subscribe to my Youtube Channel and Newsletter!

    JOSH KLOOZ, CFP®, MBA
    WEALTH ADVISOR

    Phone 281.719.0036
    Text 281.699.8691
    Fax 281.719.0156
    jklooz@carsonwealth.com

    1780 Hughes Landing | Suite 570
    The Woodlands, TX 77380

    Music by bensound.com

    • 38 min
    Ryan Sitton: Intangible Balance Sheet Episode 65

    Ryan Sitton: Intangible Balance Sheet Episode 65

    Thank you to Ryan Sitton for stopping by to some of his life experiences which make up his Intangible Balance Sheet. You'll hear stories of growing up amongst a household of life-long learners and educators, Father Rock, business mentors, starting his own company, running for elected office and so much more! 
    Please check out and subscribe to my Youtube Channel and Newsletter!

    JOSH KLOOZ, CFP®, MBA
    WEALTH ADVISOR

    Phone 281.719.0036
    Text 281.699.8691
    Fax 281.719.0156
    jklooz@carsonwealth.com

    1780 Hughes Landing | Suite 570
    The Woodlands, TX 77380

    Music by bensound.com

    • 27 min
    What are your first memories of money and work? Episode 103

    What are your first memories of money and work? Episode 103

    What is your first memory of work? How is that memory affecting you, your kids or your grandkids? Is that perspective helpful? Do you need to move past it? Are you overlooking the purpose and meaning found in the work you are doing?  How can you positively influence this memory for those you care about? Listen in for more of my thoughts here! 
    Please check out and subscribe to my Youtube Channel and Newsletter!

    JOSH KLOOZ, CFP®, MBA
    WEALTH ADVISOR

    Phone 281.719.0036
    Text 281.699.8691
    Fax 281.719.0156
    jklooz@carsonwealth.com

    1780 Hughes Landing | Suite 570
    The Woodlands, TX 77380

    Music by bensound.com

    • 9 min
    Private Aviation with Jared Hasty from Piedmont Jets: Episode 102

    Private Aviation with Jared Hasty from Piedmont Jets: Episode 102

    From time to time, the topic of Private Aviation will come up and often peopel will struggle knowing where to begin. Jared Hasty from Piedmont Jets stops by the podcast today to share why he is so passionate about the industry and how he guides prospective clients through the process of deciding what options are right for their situation. If you have ever considered, buying, leasing, fractional share, jet card etc. listen in for more from a trusted source!  
    Please check out and subscribe to my Youtube Channel and Newsletter!

    JOSH KLOOZ, CFP®, MBA
    WEALTH ADVISOR

    Phone 281.719.0036
    Text 281.699.8691
    Fax 281.719.0156
    jklooz@carsonwealth.com

    1780 Hughes Landing | Suite 570
    The Woodlands, TX 77380

    Music by bensound.com

    • 29 min
    Whose Longevity Should You Be Concerned About? Episode 101

    Whose Longevity Should You Be Concerned About? Episode 101

    Welcome to this episode of Wisdom and Wealth. Have you ever worried about you or your spouses longevity? Have you ever been concerned that you'd outlive your money? Today I give some helpful reminders about longevity. I also discuss the coming "Gray wave" amongst advisors and how this affects our listeners.  

    Please feel free to like, and share this episode as well as subscribe to our channel!  
    Please check out and subscribe to my Youtube Channel and Newsletter!

    JOSH KLOOZ, CFP®, MBA
    WEALTH ADVISOR

    Phone 281.719.0036
    Text 281.699.8691
    Fax 281.719.0156
    jklooz@carsonwealth.com

    1780 Hughes Landing | Suite 570
    The Woodlands, TX 77380

    Music by bensound.com

    • 11 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

Top Podcasts In Education

The Mel Robbins Podcast
Mel Robbins
The Jordan B. Peterson Podcast
Dr. Jordan B. Peterson
Do The Work
Do The Work
Mick Unplugged
Mick Hunt
TED Talks Daily
TED
Try This
The Washington Post

You Might Also Like

The Retirement Wisdom Podcast
Retirement Wisdom
Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
Ready For Retirement
James Conole, CFP®
Retirement Starts Today
Benjamin Brandt CFP®, RICP®
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
Investing Insights
Morningstar