Unlock the secrets of financial mastery and legacy building that have stood the test of time as your hosts, Matthew and Jim, explore the intricate dance of control within our economic lives. Embark on a journey through personal anecdotes and historical insights that reveal how to navigate the realms both within and beyond our grasp—from the rise and fall of dynasties to the daily temptations of impulsive purchases. They'll discuss how adjusting investment risks, understanding tax implications, and timing financial moves can shape our fiscal destiny, with an engaging look back at the contrasting fates of the Vanderbilts and the Rothschilds.

This episode also displays the transformative 10-10-10 principle that keeps wallets in check. Whether wrestling the allure of shiny new gadgets or a luxurious set of golf clubs, you'll learn how to triumph over instant gratification. This candid conversation about financial discipline serves as a reminder of the power in pausing to ponder the lasting impact of our spending choices, ensuring our money aligns with our life's true priorities.

Finally, the guys traverse the landscape of wealth and legacy planning, spotlighting the critical issue of 'longevity risk' and the need for financial strategies robust enough to support a life well-lived. Digging into the wisdom of the world's most affluent families, a dissection of the Rothschild's enduring methods for wealth preservation and the importance of instilling values for stewardship across generations is discussed and compared to the Vanderbilt's very different formula. Reflection on the necessity of discretion and private family matters, seals our exploration with a discussion on the profound significance of preparing heirs to not just inherit wealth, but to wield it with purpose and responsibility.

Call to learn more: 877-283-9150 or email:
Jim@yourfinanciasobriety.com
Matthew@yourfinancialsobrieyt.com
Or visit the website at www.yourfiinancialsobriety.com

Episode 124: Maximum Uncertainty? Let's Revisit the Blueprint.

Discover the ins and outs of self-funded insurance plans in this episode of Side Affects, where co-host, Dave Homan and Producer, Kenzie McEvily are joined by seasoned McGohan Brabender Consultant, Tim Rieger. With over 22 years of experience in risk management and customer service, Tim breaks down the funding arrangement, ideal employer profiles, and the pros and cons of self-funded insurance. From highlighting the importance of intentionality and diligence in decision-making to offering practical strategies for success, this episode equips listeners with the knowledge and tools needed to navigate the complexities of self-funded insurance with confidence and expertise. Tune in now!

Side Affects Episode 134 | Empowering Employers: Pros and Cons of Self-Funded Health Plans

Matthew enjoys a little baseball nostalgia this episode as the discussion of stocks gets underway. This episode, your hosts begin to unpack the complexities of the stock market from a variety of different perspectives starting with the types of players in the market and closing the episode with a better understanding of just what a stock is and how to begin to lear a little bit more about that stock before you actually take ownership.

You're going to get a little deeper into the investment playbook as the guys analyze the various players in the stock market game, from high-stakes gamblers to the meticulous professional investors and portfolio jugglers. With personal stories, sprinkled with the lessons of industry titans like Warren Buffett, this episode is an education in cultivating the right mindset for managing investments. 

Capturing the comprehension of the ways stocks can be bought and bundled,  learn the evolution of retirement investment options, the consequent rise of mutual funds and a description of and value created by ETFs. (Electronic Funds Transfer. ) Discussing the challenges and innovations in retirement planning, this episode demystifies the selection process for your investment portfolio with personal anecdotes and a spotlight on financial literacy. Closing out the discussion with a critical eye on the business and analyzing how a profit-over-people mentality, exemplified by owners like baseball's John Fisher of the Athletics, can strike out with customers often resulting in a losing business proposition.

Call to learn more: 877-283-9150 or email:
Jim@yourfinanciasobriety.com
Matthew@yourfinancialsobrieyt.com
Or visit the website at www.yourfiinancialsobriety.com

Episode 125: Time for a Little Spring Training on Stocks.

In this second episode of our series on funding arrangements, we’re joined by Liz Schneider, Executive Vice President of Emerging Markets at McGohan Brabender. Liz brings her extensive knowledge on employee benefits for small businesses to discuss the increasing shift towards Level Funded Health Plans. These plans offer a flexible and cost-effective middle ground between fully insured and self-funded insurance. Liz outlines the key advantages and disadvantages of these plans and explains their growing popularity among small businesses. Tune in to understand why this innovative approach to healthcare is making waves in the industry!

Side Affects Episode 135 | Finding Middle Ground: Exploring Level Funded Health Plans

Support me : www.paypal.com/paypalme/jasonnewland

Please only listen when you can safely close your eyes. These recordings are NOT a replacement for professional medical treatment. Get permission from your medical specialist before listening to any hypnosis recording or watching any hypnosis videos.

Deep Relaxation Kevin MacLeod (incompetech.com/)
Licensed under Creative Commons: By Attribution 3.0 License - creativecommons.org/licenses/by/3.0/
Music promoted by - freemusicbg.com /
www.chosic.comThe podcast titled "#1110 - Q&A Friday - Let Me Bore You To Sleep (3rd May 2024)" opens with Jason Newland greeting listeners and introducing his dog Vinnie. He shares anecdotes about Vinnie's history with his previous owner and details the challenges of training the dog. The podcast is filled with Newland's personal reflections and digressions that cover topics like his stats for podcast plays, stories from his sales and insurance jobs, and discussions about spiritual animals.

The episode includes listener questions on various topics like spirit animals, the ownership of public footpaths in the UK, and pet peeves. Newland elaborates on his spirit animal experience, public footpath access rights, and his distaste for speeding cars and noisy neighbors. Despite the Q&A theme, Newland's responses to questions are interspersed with his own stories, ensuring the episode remains relaxed and meandering, perfect for those looking to unwind.

(no music) #1110 - Q&A Friday - Let Me Bore You To Sleep (3rd May 2024)

Support me : www.paypal.com/paypalme/jasonnewland
My Website: letmeboreyou.com/
Please only listen when you can safely close your eyes. These recordings are NOT a replacement for professional medical treatment. Get permission from your medical specialist before listening to any hypnosis recording or watching any hypnosis videos.

Deep Relaxation Kevin MacLeod (incompetech.com/)
Licensed under Creative Commons: By Attribution 3.0 License - creativecommons.org/licenses/by/3.0/
Music promoted by - freemusicbg.com /
www.chosic.com

Deep Relaxation Kevin MacLeod (incompetech.com/)
Licensed under Creative Commons: By Attribution 3.0 License - creativecommons.org/licenses/by/3.0/
Music promoted by - freemusicbg.com /
www.chosic.com

The podcast titled "#1110 - Q&A Friday - Let Me Bore You To Sleep (3rd May 2024)" opens with Jason Newland greeting listeners and introducing his dog Vinnie. He shares anecdotes about Vinnie's history with his previous owner and details the challenges of training the dog. The podcast is filled with Newland's personal reflections and digressions that cover topics like his stats for podcast plays, stories from his sales and insurance jobs, and discussions about spiritual animals.

The episode includes listener questions on various topics like spirit animals, the ownership of public footpaths in the UK, and pet peeves. Newland elaborates on his spirit animal experience, public footpath access rights, and his distaste for speeding cars and noisy neighbors. Despite the Q&A theme, Newland's responses to questions are interspersed with his own stories, ensuring the episode remains relaxed and meandering, perfect for those looking to unwind.

(music) #1110 - Q&A Friday - Let Me Bore You To Sleep (3rd May 2024)

Support me : www.paypal.com/paypalme/jasonnewland
My Website: letmeboreyou.com/
Please only listen when you can safely close your eyes. These recordings are NOT a replacement for professional medical treatment. Get permission from your medical specialist before listening to any hypnosis recording or watching any hypnosis videos.

Deep Relaxation Kevin MacLeod (incompetech.com/)
Licensed under Creative Commons: By Attribution 3.0 License - creativecommons.org/licenses/by/3.0/
Music promoted by - freemusicbg.com /
www.chosic.com

The podcast titled "#1110 - Q&A Friday - Let Me Bore You To Sleep (3rd May 2024)" opens with Jason Newland greeting listeners and introducing his dog Vinnie. He shares anecdotes about Vinnie's history with his previous owner and details the challenges of training the dog. The podcast is filled with Newland's personal reflections and digressions that cover topics like his stats for podcast plays, stories from his sales and insurance jobs, and discussions about spiritual animals.

The episode includes listener questions on various topics like spirit animals, the ownership of public footpaths in the UK, and pet peeves. Newland elaborates on his spirit animal experience, public footpath access rights, and his distaste for speeding cars and noisy neighbors. Despite the Q&A theme, Newland's responses to questions are interspersed with his own stories, ensuring the episode remains relaxed and meandering, perfect for those looking to unwind.

(5 Hours) #1110 - Q&A Friday - Let Me Bore You To Sleep (3rd May 2024)

(10 Hours) #1110 - Q&A Friday - Let Me Bore You To Sleep (3rd May 2024)

In this episode, Matthew & Jim attempt to unlock the secrets of savvy investing with a deeper-dive into the heart of a company's financial health. They'll work to make sense of the overwhelming digital information landscape, guiding you through the process of vetting a company's leadership, culture, and values with the latest AI and online tools. This episode isn't just about numbers; it's about aligning your investments with your principles, prioritizing the human element in business for a more impactful and conscientious portfolio. You'll emerge with a sharper eye for the essentials—revenue growth, debt management, and profitability—in an era where financial data is more accessible than ever.

Strategic stock selection takes center stage as the guys share personal narratives and expert insights on navigating the market's ups and downs. The discussion goes beyond basic investment advice, tapping into the psychology of investor behaviors and debunking 'Gebhardt's law.' You'll learn why diversification is more than a buzzword, as evidenced by a tale of teaching the next generation about investing through familiar brands. Whether you're a seasoned investor or just starting out, this episode equips you with the knowledge to make informed decisions, sidestep common pitfalls, and confidently manage your portfolio through volatile times.

In the complex dance of buying low and selling high, discipline is your most reliable partner. There's an art to letting go of stocks, revealing key signals for when it's time to sell and the importance of a rules-based strategy to eliminate emotional bias. And there's more in the discussion on buffered ETFs demystifying their structure and potential in your investment mix, offering an analytical look at their performance through recent market swings. From missed opportunities to strategic victories, hear candid experiences that illustrate the nuances of these investment vehicles, helping you craft a strategy grounded in firsthand knowledge and astute market observation.

Call to learn more: 877-283-9150 or email:
Jim@yourfinanciasobriety.com
Matthew@yourfinancialsobrieyt.com
Or visit the website at www.yourfiinancialsobriety.com

Episode 126: In the Game of Stocks, You Learn Best One Base At a Time.

This is an encore episode from David Woods Bartley on his personal journey in dealing with depression, attempted suicide and mental health issues. With May being Mental Health Awareness month, it seemed appropriate for your hosts, Matthew Grishman and Jim Gebhardt to pull one of the great episodes from the archives on mental health as it continues to get significant interest.

You'll hear poignant personal stories into the crucial role mental health plays across various age groups. They'll touch on the troubling rise in teen depression and anxiety, and discuss the loneliness epidemic that transcends age, exacerbated by our digital lives. This conversation is a tribute to the progress we've made in openly discussing mental health and a reminder of the power of dialogue, as demonstrated by the inspiring journey of our guest, mental health advocate David Woods Bartley.

David joins us to shed light on the intricate web connecting our financial, interpersonal, and self-relationships. Our narratives reveal the pressing issue of suicide within the military and the transformative potential of empathy and connection. This dialogue is a celebration of the profound impact that being present for others can have, both for their survival and our own well-being.

Call to learn more: 877-283-9150 or email:
Jim@yourfinanciasobriety.com
Matthew@yourfinancialsobrieyt.com
Or visit the website at www.yourfiinancialsobriety.com

Episode 127: Human Connection is the Lifeline to Mental Wellness

Ever wondered how a simple gesture like remembering someone's name can transform a relationship? Join your hosts, Matthew Grishman and Jim Gebhardt as they chat with David Woods Bartley, who shares how name recall can have a profound impact on human connections. Through heartwarming stories, David illustrates the mutual uplift that comes from acts as simple as remembering a pet's name or holding a door open, emphasizing the deep benefits of empathy and thoughtful engagement.

Davis also takes you inside a psychiatric health facility, where the kindness and humanity of medical professionals and loved ones are put on full display. He shares his journey through the facility, highlighting the life-saving power of support networks and how financial stability plays a crucial role in empowering us to serve others better. His personal anecdotes and analogies, like the importance of slowing down to make meaningful connections, provide a fresh perspective on mental health recovery and the role patience and empathy play in it.

Finally, the conversation touches on the mental health crisis and the necessity of self-care, spotlighting the bravery of public figures like Simone Biles and Michael Phelps who prioritize their mental well-being. By setting daily intentions to connect with others, David shows how we can break the isolation that sadness often brings. From handwritten notes to simple texts, we explore the small acts of kindness that foster hope, purpose, and community, setting the stage for future discussions on the intersection of mental health and financial decisions that can be impacted by it.  

To connect with David Woods Bartley:
Ph: 916-247-6389
email: david@davidwoodsbartley.com
Website: www.davidwoodsbartley.com

Call to learn more about Financial Sobriety: 877-283-9150 or email:
Jim@yourfinanciasobriety.com
Matthew@yourfinancialsobrieyt.com
Or visit the website at www.yourfiinancialsobriety.com

Episode 128: How Self Investment and Human Connection Counter Depression and Suicidal Thoughts.

The financial impact was immediate and momentous: Neither new nor existing claims, nor payment for them, could be processed.

Commercial Building Foreclosures Foretell Healthcare Financing Woes – Prepare Now

Perhaps “Change Healthcare” Was Always A Cry For Help?

Unlock the secrets to financial stability and emotional fulfillment in this latest episode, where your hosts Jim Gebhardt and Matthew Grishman promise to provide you with actionable insights to master your finances and enrich your life experiences. We start on a high note, celebrating personal victories such as finally perfecting that elusive golf swing with a little help from friends. There's also an uplifting story about Jim's daughter's adventurous cross-country road trip as she embarks on her graduate school journey, bringing a mix of excitement and anticipation into the discussion.

Transitioning to financial planning, get introduced to the innovative "money barrels" framework. Discover how segmenting your retirement funds into different timeframes—now, soon, later, and never—can optimize your portfolio and enhance your financial security. The guys delve into the nitty-gritty details of managing cash flow and assets, emphasizing how the "now" and "never" barrels can contribute to peace of mind and long-term stability, especially for those nearing retirement.

Lastly, see how your hosts tackle the ever-important topic of risk management within investment portfolios. Using cutting-edge tools like Nitrogen software, they'll help you understand your risk tolerance and make informed decisions about your investments.  Our goal is to guide you to protecting the wealth you've worked so hard to build.

Call to learn more about Financial Sobriety: 877-283-9150 or email:
Jim@yourfinanciasobriety.com
Matthew@yourfinancialsobrieyt.com
Or visit the website at www.yourfiinancialsobriety.com

HIGHLIGHT TIMESTAMPS
(03:28 - 04:21) Investment Strategy Recap and Implementation
(07:36 - 08:36) Unlocking Awareness Around Portfolio Design
(16:59 - 18:09) Wealth Preservation and Family Planning
(22:09 - 24:16) Wealth Planning and Financial Security
(33:04 - 34:15) Long-Term Barrel Investment Strategy
(36:58 - 38:59) Financial Planning and the 4% Rule
(45:59 - 47:20) Risk Management With Emotional Measurement
(49:29 - 51:03) Managing Risk Through Financial Allocation

CHAPTER TIMESTAMPS
(00:00) Focus on Gratitude and Excitement
(03:28) Money Barrels Framework for Investments
(11:36) Financial Planning and Wealth Management
(20:29) Financial Planning
(33:44) Constructing the Future Financial Portfolio
(45:14) Understanding and Managing Investment Risk
(50:40) Building Wealth With Financial Sobriety

SHORT CHAPTER SUMMARIES(00:00) Focus on Gratitude and Excitement

Gratitude for sports achievements, excitement for family member's return and cross-country road trip adventures at national parks.

(03:28) Money Barrels Framework for Investments

Retirement funds can be optimized by segmenting investments into different "money barrels" based on timeframe.

(11:36) Financial Planning and Wealth Management

Managing cash flow and assets for financial stability, including liquid reserves and preserving certain assets for long-term security.

(20:29) Financial Planning

Maximize financial resources throughout life, use money intentionally for experiences and loved ones, identify needs for security and fulfillment.

(33:44) Constructing the Future Financial Portfolio

Nature's "barrels" of investment, risk tolerance, time frames, and retirement planning with the 4% rule.

(45:14) Understanding and Managing Investment Risk

Nitrogen's software helps clients understand risk tolerance and adjust 401k allocation, considering market conditions and buffered ETFs.

(50:40) Building Wealth With Financial Sobriety

Approach wealth management from a position of strength, be aware of risks, protect your financial future.

Episode 129: How Money Barrels Support Financial Stability and Lead to Emotional Fulfillment.

Support me : https://www.paypal.com/paypalme/jasonnewland
My Website: https://letmeboreyou.com/
Please only listen when you can safely close your eyes. These recordings are NOT a replacement for professional medical treatment. Get permission from your medical specialist before listening to any hypnosis recording or watching any hypnosis videos.

Deep Relaxation Kevin MacLeod (https://incompetech.com/)
Licensed under Creative Commons: By Attribution 3.0 License - http://creativecommons.org/licenses/by/3.0/
Music promoted by - https://freemusicbg.com /
https://www.chosic.com

Side Affects Producer Kenzie McEvily, joined by her guest hosts, spotlights invited industry experts to discuss their best practices that disrupt the norm of health care, leadership, and business. Side Affects: A podcast that prompts you, as an employer, to think differently about the needs of your people and your company. We encourage you to take action by taking a deep look into benefit strategies that will transform your workforce engagement, i.e., diversity, compliance, mental health, and modern reporting. Kenzie and her guests bring these subjects and more to light to better health and productivity. Tune in and learn more!

Support me : https://www.paypal.com/paypalme/jasonnewland

Please only listen when you can safely close your eyes. These recordings are NOT a replacement for professional medical treatment. Get permission from your medical specialist before listening to any hypnosis recording or watching any hypnosis videos.

My website - https://jasonnewland.com/

Support me on my PATREON - https://www.patreon.com/Jasonnewlandpodcaster

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BACKGROUND MUSIC, COPYRIGHT FREE DETAILS:
Deep Relaxation Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 3.0 Licensehttp://creativecommons.org/licenses/by/3.0/Music promoted by https://freemusicbg.comand https://www.chosic.com

 

All Jason Newland's PODCASTS

Help with Addiction (Jason Newland) - https://jasonnewland.com/collections/help-with-addiction
Let me bore you to sleep (Jason Newland) - https://jasonnewland.com/collections/let-me-bore-you-to-sleep
Relaxation Hypnosis for Stress, Anxiety & Panic Attacks (Jason Newland) - https://jasonnewland.com/collections/relaxation-hypnosis-for-stress-anxiety-panic-attacks
(ASMR) Deep sleep whisper hypnosis (Jason Newland) - https://jasonnewland.com/collections/asmr-deep-sleep-whisper-hypnosis
Relax and sleep hypnosis daily (Jason Newland) - https://jasonnewland.com/collections/relax-sleep-hypnosis-daily
Sleepy boring objects (Jason Newland) - https://jasonnewland.com/collections/sleepy-boring-objects
Jason's Bedtime Storytime (Jason Newland) - https://jasonnewland.com/collections/jasons-bedtime-storytime
Stop Smoking Hypnosis (Jason Newland)  - https://jasonnewland.com/collections/stop-smoking
Stress and pain relief (Jason Newland)  - https://jasonnewland.com/collections/stress-and-pain-relief
(ASMR / Whisper) Let me bore you to sleep (Jason newland) - https://jasonnewland.com/collections/asmr-whisper-let-me-bore-you-to-sleep
Chronic Pain Hypnosis (Jason Newland)  - https://jasonnewland.com/pages/chronic-pain-hypnosis
Hypnotic Buffet (Jason Newland)  - https://jasonnewland.com/collections/hypnotic-buffet
HypnoChats (Jason Newland) - https://jasonnewland.com/collections/hypnochats
Healing Words (Jason Newland) - https://jasonnewland.com/collections/healing-words

After an out-of-control money addiction cost him nearly everything, Matthew Grishman hit rock bottom and was faced with a critical decision: make massive changes to how he was living his life - OR - die broke and alone. 

Matthew chose change. But he also knew he could not make this change on his own. Fortunately Matthew met a man who was willing and able to help him begin a new lifelong journey of making amends with the three most challenging relationships in his life; his relationship with money, his relationship with people, and his relationship with self. 

Financial Sobriety is the path and curriculum Matthew and that man, Jim Gebhardt, (now his business partner and dear friend) developed to help others become much more intentional with those same three complex and interconnected relationships: money, people, and self.  This podcast takes listeners through the steps, sequence and strategies Matthew used to recover and find true wealth. It is designed to help you, the listener, do the same in a very safe, informal, conversational, and somewhat tutorial step by step way. Matthew and Jim share stories and invite guests on to the show to support the success and evolution of this life-saving journey called Financial Sobriety. 

True wealth is about so much more than having a lot of money, or having a lot of stuff - it's about being 100% intentional with your three most intimate and complicated relationships in life: money, people, and self. 

You can find the book, "Financial Sobriety" at www.yourfinancialsobriety.com or you can order by tapping the following link: https://www.amazon.com/Financial-Sobriety-Rebuilding-Relationship-Money/dp/171055519X.

New tracks tagged #insurance,