Unbrainwashed Success

pod617 - The Boston Podcast Network
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Most executives and entrepreneurs work their whole career willing their way towards success, but not sure exactly what to do once they get there. Join Shaun Jones, CFS, CFP®, Author of UnBrainwashed Investing, as he interviews the executives and entrepreneurs who are sitting on the other side of their journey towards success. Listen in as they describe their journey, keys to success, and struggles transitioning from a high-powered career to a fulfilling live after the struggle.

Episodes

  1. 05/30/2025

    Fees & Alignment with Doug Motley

    Shaun sits down with managing principal of Jack Lingo Asset Management, Doug Motley, to discuss the importance of fee structures and alignment of interests in investment strategies. The conversation delves into various types of fees, including asset management, acquisition, and disposition fees, and examines how different fee structures can impact investor returns. Doug also shares insights from his firm's practices and contrasts them with other industry standards, emphasizing the long-term benefits of alignment and transparency in fee structuring. The discussion aims to help listeners understand how to evaluate fees and their implications on investment performance.   Topics 00:24 Meet Doug Motley 01:23 Discussing Industry Fees and Frustrations 02:38 The Importance of Fee Alignment 09:54 Types of Fees in the Industry 10:37 Questioning Absurd Fees 12:51 How JLAM Handles Fees 16:51 Asset Management Fees Explained 21:06 Ensuring Long-Term Client Relationships 23:57 Understanding Risk and Return in Investments 24:15 Personal Experience with Investment Firms 25:02 Analyzing Fund Fees and Structures 26:30 Detailed Breakdown of Common Fees 28:17 Evaluating Fee Structures and Their Impact 32:16 The Importance of Fee Transparency 36:44 Aligning Incentives with Investment Goals 37:49 Future Investment Opportunities and Strategies 42:27 Concluding Thoughts on Investment Fees

    45 min

  2. 02/16/2025

    Client Testimonial: Denise Menelly

    Denise Menelly, a veteran of the banking industry, on working with her advisor Shaun Jones.

    1 min

  3. 09/14/2024

    Navigating Post-Retirement Challenges: A Conversation with Manny Aniceto

    In this episode of Unbrainwashed Success, Sean welcomes Manny Aniceto, cousin of Sean's wife, to discuss Manny's intriguing journey from immigrating to the United States to his successful career at Procter & Gamble. Manny shares his experiences of overcoming obstacles, learning English through immersion, and excelling in various roles at Procter & Gamble. The conversation transitions to Manny's thoughts on early retirement, the challenges he faced in finding purpose post-career, and his endeavors in charitable work. Sean and Manny delve into the emotional impacts of retirement and the importance of continuing to deliver value in one's life. The episode concludes with Manny emphasizing the significance of focusing on love and relationships during retirement. 00:00 Introduction to Unbrainwashed Success 00:19 Meet Manny Aniceto 01:50 Manny's Immigration Story 03:18 Learning English and Early Education 04:50 College and Early Career 06:12 Career at Procter & Gamble 12:56 Retirement Expectations vs. Reality 16:43 Challenges in Retirement 21:20 Finding Purpose in Retirement 37:49 Conclusion and Final Thoughts investing

    40 min

  4. 01/18/2024

    Take Control of the Taxes on Your Investments

    Shaun expresses a bit of well-justified frustration about the lack of attention given to tax planning in the financial services industry. He highlights a common scenario where financial advisors direct tax-related questions to accountants, and vice versa, creating confusion for clients. Shaun mentions his previous firm's policy of disclaiming tax advice even when providing accurate information. While people believe nothing can be done about taxes, there are basic tax planning strategies that many individuals overlook. Shaun shares the importance of controlling how investments are taxed and mentions specific examples such as not owning bonds in a brokerage account unless the entire retirement account is in bonds. He also touches on more advanced strategies like backdoor Roth conversions and using passive real estate for tax benefits. The central message is that individuals have more control over their taxes than they realize, and Shaun encourages listeners to engage in basic tax planning to garner the highest after-tax value of investments and wealth, rather than simply minimizing taxes each year. As a reminder, Shaun offers resources and invites listeners to reach out for assistance with tax planning. Email Shaun at jones@jonesfwm.com Text: 401.406.8090 https://www.jonesfwm.com/ investing

    8 min

  5. 01/03/2024

    Denise Menelly on Retirement

    Shaun talks with Denise Menelly, a veteran of the banking industry, about the process of retirement.

    39 min

  6. 12/18/2023

    Why We Give A Military Discount

    Shaun reveals the interesting backstory of why his firm offers a discount to members of the military. investing

    8 min

  7. 12/18/2023

    The Truth About Tax Deferral

    Shaun delivers a counterintuitive take on deferring year-end taxes. investing

    12 min

  8. 12/12/2023

    Ex-Legislator, Born Entrepreneur Quinn Johnson

    Former Delaware legislator Quinn Johnson joins the show to talk about his career in politics and the many twists and turns of his journey as a multi-industry entrepreneur. Reach Quinn at ckqpropertymanager@gmail.com investing

    1h 31m

  9. 12/07/2023

    Tax Loss Harvesting: Demystifying the Process

    Shaun Jones debunks some myths about tax-loss harvesting and explains his strategy im using the device for year-end savings. investing

    10 min

  10. 09/05/2023

    Welcome to Unbrainwashed Success

    Welcome to the show! In the inaugural episode, Shaun talks with corporate lawyer Ken Nachbar, whose practice focuses on cases involving mergers and acquisitions, control contests, shareholder class and derivative actions, and contractual disputes. More on Ken at https://www.morrisnichols.com/lawyers-kenneth-j-nachbar investing

    35 min
  • 10 Episodes

About

Most executives and entrepreneurs work their whole career willing their way towards success, but not sure exactly what to do once they get there. Join Shaun Jones, CFS, CFP®, Author of UnBrainwashed Investing, as he interviews the executives and entrepreneurs who are sitting on the other side of their journey towards success. Listen in as they describe their journey, keys to success, and struggles transitioning from a high-powered career to a fulfilling live after the struggle.

Information

  • Creator
    pod617 - The Boston Podcast Network
  • Years Active
    2023 - 2025
  • Episodes
    10
  • Rating
    Clean
  • Copyright
    © 2023 pod617 - The Boston Podcast Network, All rights reserved.
  • Show Website
    Unbrainwashed Success