The first step towards growing your wealth is a fairly straightforward one: Establish an adequate emergency fund. But it’s the steps to follow that can make managing and increasing your wealth complicated. Intentionally building your wealth requires careful financial planning and smart tax strategies—skills that may not come naturally to everyday savers. From putting all …
At first glance, debt and taxes may seem like two of the least empowering uses of money. After all, both functions can get in the way of your financial plan, if you’re not careful. But what if our understanding of debt and taxes is built on a handful of misconceptions? In this episode of Own …
Ever wondered how to make a real impact with your money? It’s not just about saving or spending but also about giving back to your community in a meaningful way. When you hear the word “generosity,” what comes to mind? Most people equate generosity with financial giving. But in practice, the true essence of generosity …
Every person has the opportunity to put their wealth towards 5 key things: Living, growing, giving, owing, and taxes. You can think of these 5 uses as forming your own ‘money pie’—one you can slice any way you like, as you allocate more or less funds to each area. The first step towards making your …
“Rich, to me, is money. But wealth? That’s freedom and time.” – Marcey Rader, founder and president of RaderCo, business productivity consultants. In this episode, host Jason Deshayes and special guest Marcey Rader discuss how the key to mastering work-life balance isn’t taking more vacations or shifting to a 4-day work week. It’s learning how …
Whether you’re starting, selling, or transitioning a dental practice, expert guidance can prove invaluable throughout every stage of the complex process. Because when you’re making a six-figure (or more!) decision, you can’t afford to solely rely on “gut instinct” and Google! In this candid conversation, Jason speaks with Robert, founder of Robert H. Montgomery, III, …
Calling all small business owners! Don’t miss out on this episode that will equip you with the bookkeeping tools and knowledge to elevate your small business to new heights. In this episode, Jason speaks with Carleen Lamay, CEO of C2 Accounting and Business Support. Together they dive into strategies business owners can use as Carleen …
Switching career directions isn’t easy, especially when the transition requires a monumental leap of faith. A leap Elizabeth Hanes, a long-time Cook Wealth client, can speak to from personal experience. In this can’t-miss episode, Elizabeth shares her refreshingly candid story of leaving her comfort career zone to follow the call of entrepreneurship. From successful nurse, …
You’re looking for an advisor – that perfect fit: someone who gets you and your communication style, someone who will carry out your wishes and meet your family’s needs after you pass, and someone who keeps an eye on your portfolio, so you feel comfortable and confident in your investment approach quarter to quarter. Now …
Understanding the professional designations of your advice team can help truly identify how all the individual puzzle pieces work in unison to create your ideal portfolio. In this episode, Jason brings along his colleague – financial advisor Derek Williams from Cook Wealth. They talk about investment approach, specialized services, and how navigating a portfolio is …