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#NowMe
by Thornburg Investment ManagementOnce investors realize that they are responsible for their own financial security, the first gift they should give themselves is a financial advisor. In this podcast, we share ways advisors can speak to clients who have decided it's time to put themselves first and are saying, "#NowMe".
Copyright: 2022
Episodes
Are you financially ready for your future?
37m · PublishedTalking about finances can be very dry, boring, intimidating, or something we avoid altogether. On this special episode, Jan Blakeley Holman joins Amy Palmer to discuss this and more on an episode of The Modern Elderwoman Podcast.
How To Transform Customers into Life-Long, Referral-Generating Clients
8m · PublishedOne of the most significant determinants of a small business’ success is the client experience.
Life’s Best Gifts Are Yours
7m · PublishedEach year, we celebrate holidays and life milestones that are associated with gifts. It’s human nature to hope that someone will give us the gift we’ve always been dreaming of. Too often that doesn’t happen.
The World’s Worst Investment Advice
15m · PublishedWith the huge number of investments available to consumers, it’s important to narrow the choices. But just narrowing the choices doesn’t work if the advice that’s being given isn’t appropriate. In this podcast, Jan and Hollis discuss three of Jan’s least favorite investment ideas.
The Power of "May I Ask You?"
17m · PublishedJan and Hollis share ideas on how to talk to a client, family member or friend who's experienced a heart-breaking life-event.
The Death of the 60/40 Portfolio? Think Again.
19m · PublishedIf investment print and internet article headlines give you anxiety, you've come to the right place. In this podcast, Jan shares ideas that may prevent your blood pressure from spiking the next time you read an alarming headline. Plus, the debut of the Ask Jan segment.
Cryptocurrency and More
16m · PublishedThese days you can’t watch TV or read a newspaper without seeing a story or advertisement about cryptocurrency. But is it the next great investment? Check out what Jan Blakeley Holman says about crypto and listen to the new “Ask Jan” segment featuring listener questions.
A Deep Dive into Social Security
14m · PublishedJan explains when the best time to claim social security benefits may be; why it makes sense to claim them as soon as possible; and the reasons people wait to collect.
Millennial Women’s Finances
12m · PublishedA bonus episode from the podcast vault! Jan and Hollis discuss the generationally different ways women approach finances. Originally recorded in November 2020.
Recent Trends in Social Security
10m · PublishedJan and Hollis examine the origins of the Social Security program and what today’s benefits entail.
#NowMe has 24 episodes in total of non- explicit content. Total playtime is 5:26:20. The language of the podcast is English. This podcast has been added on November 22nd 2022. It might contain more episodes than the ones shown here. It was last updated on April 23rd, 2023 14:14.
