Breaking the Stereotypes of Financial Advisors with Joshua Krafchick
Release Date: 10/17/2024
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info_outlineIn this episode of the Well Aware Podcast, host Conrad Ruiz converses with Josh Krafchick of 369 Financial about building genuine relationships in the financial advisory space and the journey from corporate America to entrepreneurship. They touch on their initial connection through the Ripple Effects network and delve into Josh's unique approach to financial advising, emphasizing relationships over transactions. The discussion explores the evolution from barter systems to modern economies, the sacrifices involved in entrepreneurial ventures, and the importance of continuous learning. Josh also shares his experiences in writing children's books on financial literacy and developing a golf product aimed at enhancing mental resilience. Throughout, the importance of efficiency, cost management, and due diligence in business operations is highlighted, along with thoughtful reflections on the cost of convenience and the significance of hands-on involvement in investments.
00:00 Introduction and Guest Background
00:18 Meeting Through Ripple Effects
01:32 Josh's Financial Journey
04:02 The Importance of Relationships
08:42 Entrepreneurial Insights
15:15 Financial Literacy and Children's Books
18:32 The Value of Time and Money
20:25 The Key Fob Lesson
27:15 The Risk of Going Over Deadlines
27:35 Investing: Dollars vs. Percentages
29:02 The Mental Game in Golf and Business
30:33 Lessons from Developing a Golf Product
39:04 The Cost of Convenience
41:07 The Importance of Experience in Investing
45:54 Warren Buffett's Investment Philosophy
47:42 Final Thoughts and Reflections
Today’s Guest:
Joshua Krafchick is the Managing Partner at 369 Financial, LLC, where he helps corporate professionals optimize their wealth or transition out of corporate life. Growing up in a divorced family, money was often a negative topic for him. This experience fueled his passion for financial education. After earning a degree in Actuarial Science, Joshua realized that many financial advisors focused on sales rather than truly understanding investments. This inspired him to make it his mission to educate Americans on the best ways to grow their wealth. He also runs UnconventionalMoney.com, a site that helps people overcome their fears around money management. In addition to his financial work, Joshua is an innovator in the world of golf with his product, "Don’t Have a Stroke."
369 Financial Website: https://www.369financial.com/
Joshua Krafchick Social Links:
Facebook: https://www.facebook.com/joshuakrafchick
Joshua Krafchick Instagram: https://www.instagram.com/joshuakrafchick/
Twitter/X: https://x.com/joshuakrafchick?lang=en
LinkedIn: https://www.linkedin.com/in/joshua-krafchick-46523131
Youtube: https://www.youtube.com/@JOSHKRAFCHICK
Unconventional Money Moves w/ Joshua Krafchick Podcast:
Youtube Channel: https://www.youtube.com/@unconventionalmoney369/videos
Spotify: https://open.spotify.com/show/1ZBO2NWTbZMWqGvM57hG79
Well Aware Website: https://wearewellaware.com/
Well Aware LinkedIn: https://www.linkedin.com/company/well-aware-inc/
Conrad Ruiz's LinkedIn: https://www.linkedin.com/in/conradruiz/