Retirement Planning is not only about investments. Investments are one of piece of the Retirement Planning puzzle. Last week at the Bauer College of Business at University of Houston I shared a presentation I call: Retirement Planning – Managing Retirement Risk with a “Three Bucket Strategy”. This strategy is valuable for anyone in the accumulation phase of Retirement Planning. Retirement [...]
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Financial Calendar may be a new term for you. What do you think of when you hear the term Financial Calendar? In today’s episode, Jim Munchbach will interview Jenn Swanson and Joel Mueller. Jim will also introduce Alex to the show. Please leave your comments and let us know you’re listening – and tell Jim [...]
View Post 2013, 2013 financial calendar, Financial calendar, your 2013 financial calendar
2013 is Jenn Swanson Strategies year for me. Jenn will help me connect my purpose with my goals in the classroom. Jenn Swanson is known as the Communication Diva. I hired Jenn Swanson because of her experience teaching college students. In today’s episode, Jenn Swanson shares her insights and a few coaching tips for me, [...]
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In this episode, Jim finishes a two-part interview with Cliff Ravenscraft. Jim is in the process of transitioning to Mac products and Cliff is helping Jim figure out which Apple tools will add the most productivity to Jim’s business. Cliff Ravenscraft Top Ten Apple Productivity Tools: – DropBox – BackBlaze – Text Expander – Plain [...]
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In this episode, Cliff Ravenscraft (PodcastAnswerMan.com) shares his top ten apple productivity tools with Jim Munchbach as Jim transitions from the world of the PC to Mac. Cliff’s top five tools are discussed in this episode along with the unveiling of Cliff’s long held SUPER-SECRET about his upcoming all new podcast. Here’s a list of [...]
View Post Apple tools, Apple top ten, Cliff RavenscraftThis is a test post….
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2013 is the year that “the big tax” returns for many Americans. This article was written by my friend Ken Weingarten. Ken and I attended the FPA Residency program together at The American College in Philadelphia. Ken is a fellow CFP and a personal friend. His article was published in Morningstar and on Ken’s blog: [...]
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The C. T. Bauer College of Business offers some amazing money management courses that would have helped me be a better money manager when I was in college and for the rest of my life! It was great talking with my new friends at DaveRamsey.com today about FOUNDATIONS. I’ll be teaching this money management course at [...]
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Jenny Pincher (Kerr) was my special guest on The Money Bible Radio Show and this may be my all time favorite episode. For all my single lady friends (whom I love), I am so excited about you meeting my new friend Jenny Kerr AKA The Jenny Pincher! Listen to this girl, girlfriend, and you’ll find [...]
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FinCon12 was one of my favorite events in 2012. The conference was in Denver so I was able to spend a little time with my friends Brad, Peggy, Sam, Courtney, and the rest of the family (Labrodor Retrievers mostly). FinCon12 for FUN! Thanks, Brad for the amazing Harley Davidson ride to the top of Lookout [...]
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