The Confident Wealth Podcast
During this episode of The Confident Wealth Practice Podcast with Bill Bush and Pete Bush, they interview Sean McAllister, Associate at Loeb Law Firm. Sean McAllister discusses how married couples can protect themselves from potential divorce issues, prenuptial agreements and post-prenuptial agreements, budgeting, and domestic cohabitation contracts.
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During this episode of The Confident Wealth Practice Podcast with Bill Bush and Pete Bush, they interview Sean McAllister, Associate at Loeb Law Firm. Sean McAllister talks about Louisiana Revised Statute 9:315, understanding divorce and finance, and what to expect when children, pensions, property, and tax returns are involved.
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In this episode of The Confident Wealth Podcast, Pete and Bill Bush of Horizon Financial Group discuss the market downturn due to the outbreak of the coronavirus, and the declared global pandemic. Pete and Bill talk about strategies can you use to stay positive in times where your account value is declining. How can you build, gain, or maintain confidence during trying times?
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This episode of The Confident Wealth Practice Podcast with Bill Bush and Pete Bush address the problems and issues associated with cybersecurity and how to protect yourself. Learn more about the financial scams that are targeting your credit cards and digital banking accounts. The cybersecurity defenses discussed in this episode can help you build up a stronger wall of protection from becoming a victim.
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This episode of The Confident Wealth Practice Podcast with Bill Bush and Pete Bush take a look at the recent college football championship victory of the Louisiana State University Tigers and how the valuable lessons from that win can be applied to achieving your own financial success.
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During this final installment of the series, Bill and Pete talk about the problems associated with not having a will, the value of having an advisor to walk clients through the process of estate planning, organizing and maximizing value, getting help with gift money to causes, how to handle life transitions, and how to prepare for taking care of your parents or other family members in the future.
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his episode of The Confident Wealth Podcast with Bill Bush and Pete Bush is the 8th installment in their series, The Value of Working with an Advisor. During this installment, Bill and Pete address the subject of preparing for retirement in a manner that you can feel confident about. What type of retirement goals do you have for you and your spouse? How will your financial needs change during different phases of retirement?
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This episode of The Confident Wealth Podcast with Bill Bush and Pete Bush is the 7th installment in their series, The Value of Working with an Advisor. Listen and learn all about how financial advisors can assist you with preparing, analyzing, and guiding your ever-changing financial situation. Bill and Pete point you in the right direction for budgeting, reviewing recurring fees, and overcoming disorganization.
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This episode of The Confident Wealth Podcast with Bill Bush and Pete Bush is the 6th installment in their series, The Value of Working with an Advisor. Gain some useful insight on budgeting and cash flow. Find out how financial advisors can help clients get a handle on their budgets, find out where their problematic areas are, and how to go about building healthier spending and savings habits.
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This episode of The Confident Wealth Podcast with Bill Bush and Pete Bush continues on as the 5th installment in their series, The Value of Working with an Advisor. Learn more about the inherent risks we have, and how we can manage them from a financial advisement standpoint.
info_outlineThis episode of The Confident Wealth Practice Podcast with Bill Bush and Pete Bush take a look at the recent college football championship victory of the Louisiana State University Tigers and how the valuable lessons from that win can be applied to achieving your own financial success.
Episode Highlights:
- 00:30 – Bill Bush and Pete Bush introduce the topic of how the lessons learned from the LSU Tigers college football championship win can translate into one’s financial life.
- 03:00 – What is the ultraspecific goal that you are setting for your financial year?
- 04:49 – What is the ‘summer of 10,000 passes?’
- 06:41 – DIscipline is needed to make it through the long haul of focusing on your financial future.
- 08:14 – Have a lot of good options while putting your best investment choices.
- 08:51 – Coaching played a role in the LSU Tigers and it can do the same in your financial life.
- 11:07 – How do you go about reloading and rebalancing your investment decisions when your investments overperform or underperform?
- 13:45 – Pete Bush talks about having played baseball for LSU and taking the small daily steps that are needed to get better and reach goals.
- 14:42 – There is a time for celebration. Have people to share your wins with.
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3 Key Points:
- Set one unified goal for your family’s or your company’s financial future just as the LSU Tigers had one unified team goal to win the national championship.
- Discipline is need to stick with your financial goals on a long-term basis.
- Advisement offers a continual feedback loop to coach you through your decisions.
Tweetable Quotes:
- “At the beginning of any year, we need to sit there and we need to look ahead and we need to say, ‘What is it that we’re trying to accomplish?’” – Pete Bush.
- “You set the goal. But then you go about chipping away at the work that it takes to get there.” – Bill Bush.
- “You can’t be in your own financial world and in your head and completely understand and see everything.” – Pete Bush.
Resources Mentioned: