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Letter to Stakeholders, January 2023
Manage episode 352284904 series 3093194
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Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.
The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com
JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This podcast is for the "firsts" in their family who suffer from a little "imposter syndrome." Don't worry I won't tell anyone. Hopefully the content here helps you to feel more confident, expressive and meaningful.
This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.
In this episode I talk about how difficult it is to predict the future, how unnecessary it is and how we've protected our clients goals from the disruptions of the world economy. Our Stakeholder Spotlight features a woman on her grief journey who is sharing her learnings with others.
Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com
SHOW NOTES & ONLINE RESOURCES
5 Tips or Investors After the Stock Market's Worst Year Since 2008 (Money.com): https://money.com/investor-tips-after-stocks-worst-year/
Last Month's Letter to Stakeholders : https://www.jasonhowell.com/blog/letter-stakeholders-december-2022
Lisa McFarland's "Healing Path" (Podcast): https://podcasts.apple.com/us/podcast/the-healing-path/id1591083731
Lisa McFarland's "Rooted In Connection" (Blog) : https://lisamcfarland.com/blog-podcasts-online-support-community/
Our Company Website: https://www.JasonHowell.com
Amazon: https://www.amazon.com/author/jasonhowell
Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/
YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/
Twitter: https://twitter.com/JasonHowellCo
Linkedin: https://www.linkedin.com/in/jasonhowell
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