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.
info_outlineThe 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.
info_outlineThe 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?
info_outlineThe 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.
info_outlineThe 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.
info_outlineThe 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.
info_outlineThe 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?
info_outlineThe 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.
info_outlineThe 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.
info_outlineThe 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.
info_outline
In the 17th episode of the Confident Wealth Podcast, Bill Bush and Pete Bush from the Horizon Financial Group talk about a concept that Pete Bush refers to as distracted finance. Learn some strategies to prevent yourself from losing track of your financial goals.
Time Stamped Show Notes:
- 00:55 – There are parallels between distracted finance and distracted driving.
- 02:20 – At stop lights, most people are probably not checking their financial records.
- 03:06 – You can’t do two things at once with full attention.
- 06:30 – People get distracted with regards to their money.
- 06:47 – People may not have a financial plan to get distracted from to start with.
- 08:13 – Pay attention to your wealth like you do with your health—with regular check-ins.
- 10:14 – Seek a financial advisor, and develop a plan.
- 12:20 – Once you have a plan, take responsibility and see an advisor with a system in place.
3 Key Points:
- Many people don’t have a financial plan to be distracted from in the first place.
- Pay attention to your wealth like you do with your health—with regular
check-ins.
- Get your head out of today, and think three years into the future.
Tweetable Quotes:
- “It’s all about being present right? You can’t be in two places at once.” – Pete Bush.
- “The overwhelming majority of people don’t have the plan (financial) to begin with.” – Pete Bush.
- “It’s really just about becoming present in your financial situation. Don’t take your eyes off of the road. Don’t look down on other things.” – Bill Bush.
Resources Mentioned:
- Horizon Financial Group – website for Horizon Financial Group