Joanna Burish joins the show today to share her expertise as a licensed holistic financial planner with Northwestern Mutual. Her family office focuses on three ways for her clients to have more power and control over their finances.
We discuss the importance of listening to your financial advisor, the difference between good debt and bad debt, the three things you absolutely need to have a handle on during this COVID pandemic, and how having a financial quarterback can really help keep you on track.
Holistic VS siloed planning — The difference between having a quarterback or not for your team.
Finding the right holistic financial planner — Joanna explains what the right feeling should be between too safe and not safe enough to identify your holistic financial planner.
Short- and long-term plans — in times of COVID, make sure your fight-or-flight response is mitigated and you keep making decisions that align with your long term plan.
The three things you need to have a handle on right now — 1. Keyman insurance, 2. tax-free, tax-deferred, and whole life insurance and 3. portfolio allocation and diversification.
About Karen Tiber Leland
Karen Tiber Leland is the founder of Sterling Marketing Group, a branding, marketing, and color strategy and implementation firm helping CEOs, executives, and entrepreneurs develop stronger personal, business, and team brands. Her clients include Cisco, American Express, Marriott Hotels, Apple Computer, LinkedIn, and Twitter.
She is also the best-selling author of nine traditionally-published business books that have sold over 400,000 copies and been translated into 10 languages. Her most recent book is The Brand Mapping Strategy: Design, Build and Accelerate Your Brand. She regularly writes for Inc.com and Entrepreneur.com and has had articles published in Self, The Los Angeles Times, American Way, The Boston Globe, and many others.
Karen has spoken for Harvard, The AMA, Direct Marketing Association, and Stanford, among others. She has been interviewed on The Today Show, CNN, CNBC, and Oprah.
Get in touch with Karen on Twitter | LinkedIn | Instagram | Facebook
About Our Guest
In 1997 Joanna Burish and her business partner launched a family business office delivering financial, legacy planning, and liability protection planning services to professional athletes and those in the Hollywood industry.
Joanna joined Fleming Development, working on a $350 million golf course community project in 2002 as Vice President and managed land planning and development, financing, marketing, and team building. In 2008, she joined Welton Enterprises Inc., a $130 million real estate company as Director of Finance and Development and became CEO in 2011.
Joanna was introduced to Karl Dettmann of Northwestern Mutual in 2015 and the two merged their practices into the family business office they have today. This full-service team offers business owners, artists, entrepreneurs, family businesses, and individuals a holistic and sustainable strategic planning process for business and personal family life and legacy goals.
Joanna is passionate about giving back to her community. In 2011, she founded The Brauds, a non-profit organization of female leaders mentoring and empowering each other. She graduated from the University of Wisconsin — Madison with a Major in Accounting, with a focus on Finance and Real Estate and in 2011 earned her MBA in Executive Business Management from here as well.
Find out more and get in touch with Joanna on her Website|Twitter|LinkedIn or call her direct line 608-662-3919.
The Power of Zero, Revised and Updated: How to Get to the 0% Tax Bracket and Transform Your Retirement, by David McKnight
Today’s most successful CEOs, executives, and enterprises set their sights on developing a long-term rather than a short-term strategy