Divorce: The Effect on Finances & Family, Pt. 2
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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Divorce: The Effect on Finances & Family, Pt. 1
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 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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Confidence in the Face of Fear
The Confident Wealth Podcast
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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Defending Cybersecurity Threats in Your Financial Life
The Confident Wealth Podcast
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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Lessons from a National Title
The Confident Wealth Podcast
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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The Value of a Financial Advisor: Leaving a Legacy, Life Transitions, and Caring for Others
The Confident Wealth Podcast
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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The Value of a Financial Advisor: Preparing for Retirement
The Confident Wealth Podcast
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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The Value of a Financial Advisor: Organizing, Monitoring & Guiding
The Confident Wealth Podcast
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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The Value of Financial Advisor: Budgeting & Cash Flow
The Confident Wealth Podcast
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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The Value of a Financial Advisor: Managing Inherent Risks
The Confident Wealth Podcast
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.
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The Confident Wealth Experience
Summary:
The hosts of The Confident Wealth podcast Bill Bush and Peter Bush spend this episode explaining each of the six steps that make up the financial planning system Peter developed for the Horizon Financial Group called “The Confident Wealth Experience.” You will learn all the important steps that include: “The Discovery Conversation,” “Your Confident Wealth Strategies,” “Your Confident Wealth Action Plan,” “The AdvisorLink Advantage,” “The Confident Wealth Monitor,” and “The Confident Care System.” Learn the valuable reasons why many Horizon Financial Group clients have benefitted from “The Confident Wealth Experience” to plan for a more financially sound tomorrow.
Time Stamped Show Notes:
- 00:35 – Bill Bush and Pete Bush introduce the episode’s topic of financial planning.
- 01:32 – The importance for planning to let your money outlive you to leave legacies.
- 02:28 – The mindset for leading by planning for retirement savings.
- 03:50 – The kind of technological tools that Pete Bush used pre-internet and post-internet
- 04:58 – The Confident Wealth Experience system, once called The Financial Coordinator Solution that Pete Bush created and has been using for over 10 years.
- 06:40 – Step 1: “The Discovery Conversation,” of The Confident Wealth Experience takes place. Where have you been financially, and where you do you want to go?
- 09:56 – Step 2: “Your Confident Wealth Strategies”: after gathering the client’s financial data, the feedback and analysis that lead to discoveries to create your roadmap to success.
- 11:48 – Step 3: “Your Confident Wealth Action Plan”: where specific, recommended, customized steps take place to put into action to gain results.
- 13:45 – Step 4” “The AdvisorLink Advantage”: gathering experts to support your focused plan of action.
- 16:37 – Step 5: “The Confident Wealth Monitor”: the method of checking in on the progress of our plan to keep your hands on the wheel to keep driving straight towards your goals and to keep your confidence.
- 18:27 – Step 6: “The Confident Care System”: assistance for navigating an changing future.
- 20:43 – Pete shares some unique stories of people that have completed “The Confident Wealth Experience.”
- 23:43 – Final Thoughts: having a plan will help your money outlive you.
3 Key Points:
- Either your money is going to outlive you or you are going to outlive your money.
- Steps 1-3 of “The Confident Wealth Experience” make up your strategies to identify your financial goals and translate them into action steps.
- Steps 4-6 of “The Confident Wealth Experience” form the way you gather your support system to keep your financial goals on track.
Tweetable Quotes:
- “There’s two main outcomes you can have in your life. And one is you outlive your money, and the other one is your money outlives you.” – Pete Bush
- “The outcome of planning is confidence.” – Pete Bush
- “Financial planning tends to get emotional, because you start to deal with people, and dreams, and goals.” – Pete Bush
Resources Mentioned:
- Confident Wealth – Website for Confident Wealth
- The Confident Wealth Experience – Horizon Financial Group’s planning system