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This week's blogpost - https://bahnsen.co/3KS7Ng9

Financial Advice: Owner vs. Coach

In this episode of the Thoughts of Money podcast, host Trevor Cummings is joined by colleague Josh Klooz. They discuss the complexities of managing personal finances, emphasizing the importance of collaboration, integration, and trust between clients and advisors. Through analogies from football to cooking, they explore the roles of clients as either owners or coaches in their financial lives and the need for professional guidance. The episode covers topics like financial planning, the importance of customized advice, and how best to manage and delegate financial responsibilities to ensure alignment with personal life goals.

00:00 Introduction and Guest Welcome\n01:04 The Love for College Football\n03:34 Financial Planning: The Coach vs. Owner Analogy\n05:31 The Importance of Collaboration in Financial Planning\n07:39 Challenges of Do-It-Yourself Financial Management\n10:38 The Role of Trust in Financial Advisory\n19:13 Customized Financial Planning and Project Checklists\n29:42 The Virtue of Giving and Leaving Well\n30:33 Conclusion and Final Thoughts

Links mentioned in this episode:

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• http://thoughtsonmoney.com
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• http://thebahnsengroup.com
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