Tag: Financial Planning
The Five Powerful Uses of Money: Generously Doing Good With What We Have (Ep. 11)

The Five Powerful Uses of Money: Generously Doing Good With What We Have (Ep. 11)

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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 goes far beyond money—encompassing your time, talent, and treasures. 

In this episode, host Jason and special guest Richard Newton, the Regional Director of the National Christian Foundation’s Carolinas office, take a closer look at what it means to “do good with what we have.” From simple first steps any new giver can take, to advanced strategies for generous business owners and high-income individuals, this conversation underscores the transformational power of generous living.

Listen now for:

  • Smart ways to systematize your giving with a donor-advised fund
  • How to increase the intentionality and impact of large gifts
  • Why non-cash assets can be just as valuable as cash donations
  • The tax advantages of strategic giving
  • And more

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The Five Powerful Uses of Money: To Give, Live, Grow, Owe, and Cover Taxes (Ep. 10)

The Five Powerful Uses of Money: To Give, Live, Grow, Owe, and Cover Taxes (Ep. 10)

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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 finances work for you is being intentional about how you slice the pie, and which financial habits you prioritize. Because how you spend your money, in many ways, is how you spend your life.

In this episode, Jason covers:

  • The role each money function plays in your financial plan
  • How to re-slice your ‘money pie’ 
  • The one slice many people struggle to control
  • Managing good, bad, and ‘okay’ debt
  • Why charitable giving is different from generosity
  • And more

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Achieving Life Balance in a Tech-Saturated World, with Marcey Rader (Ep. 9)

Achieving Life Balance in a Tech-Saturated World, with Marcey Rader (Ep. 9)

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“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 to limit the influence of technology that never stops buzzing. By developing your health-powered productivity habits and proactively addressing your work-related stress, you can build a balanced, fulfilling professional life—and a deeply rewarding retirement. 

In this episode, Jason and Marcey cover:

  • The real meaning of work-life balance—and why tech-life balance is a better perspective
  • How microstressors at work damage your health and build up to burnout
  • The habits you need to set now to enjoy a purposeful retirement
  • What business owners can do to boost productivity without overwhelming employees
  • And more

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Owning Your Own Dental Practice: Future-Smart Strategies That Won’t Come Back to Bite You, With Robert H. Montgomery, III (Ep. 8)

Owning Your Own Dental Practice: Future-Smart Strategies That Won’t Come Back to Bite You, With Robert H. Montgomery, III (Ep. 8)

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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, Esquire, P.C., a leading boutique law firm that focuses on counseling dentists through complicated transitions. Listen in as Jason and Robert talk cash flow, credit, dental practice purchases, and when to leave real estate out of the deal. 

In this episode, Robert shares: 

  • Critical red flags to avoid in the practice purchasing process
  • What you need to know about selling your practice to a corporate dental group
  • What even the best contracts CAN’T protect you from
  • How real estate impacts the value of your dental practice purchase or sale
  • And more

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About our Guest: 

Robert is the founder of Robert H. Montgomery, III, Esquire, P.C., a leading boutique law firm that counsels dentists and veterinarians on a full range of business and legal matters that impact their practice. Robert founded the firm in 1997 and has been serving the needs of healthcare clients for over 20 years. To date, Rober has worked on hundreds of dental and veterinary deals, including practice start-ups, equity buy-ins, and complex practice acquisitions.

From his firm’s Philadelphia office, Robert meets the legal and business needs of his healthcare clients. Today, he guides clients through practice acquisitions and sales, practice start-ups and lease negotiations, buy-ins, partnership agreements, employment matters, forming and structuring dental service organizations, operational issues, financing, real estate sales and acquisitions, and general corporate and business matters. 

In addition to working directly with healthcare clients, Robert regularly lectures to audiences across the country and is a frequent speaker for Ideal Practices, a highly regarded national dental practice start-up consulting firm. He’s also the co-founder and co-host of “The Dental Amigos Podcast,” and the founder and host of “The Veterinary Start-up Podcast.”

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Small Business Bookkeeping: From Confused Chaos to Confident Clarity with Carleen Lamay (Ep. 7)

Small Business Bookkeeping: From Confused Chaos to Confident Clarity with Carleen Lamay (Ep. 7)

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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 shares invaluable insights on the importance of scalability, communication, and the power of collaboration between bookkeepers, accountants, and tax planners. Jason and Carleen also unpack the benefits of outsourcing bookkeeping services, such as freeing up time and mental space for business owners to focus on strategic thinking and leadership.

Carleen discusses: 

  • The key to successful bookkeeping for business owners 
  • The importance of educating small business owners about bookkeeping and accounting  
  • Carleen advises clients to put scalable processes in place from the beginning.
  • And more

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Embracing Change To Live A More Impactful Life (Ep. 6)

Embracing Change To Live A More Impactful Life (Ep. 6)

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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, to writer, to coach for other writers, Elizabeth’s journey to finding fulfillment and living with impact is one sure to inspire.

In this episode, Elizabeth shares:

  • How Cook Wealth allows her to enjoy the fruits of her labor with minimal stress 
  • How she encourages other nurses through her writing program
  • How passion and practicality united to create her dream lifestyle
  • And more

Elizabeth Hanes is a current client of Cook Wealth and was not compensated for her participation.

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Robo-Advisors: How Do They Compare? with Derek Williams CFP® (Ep. 5)

Robo-Advisors: How Do They Compare? with Derek Williams CFP® (Ep. 5)

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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 picture this advisor. Is it someone who takes the time to understand your financial situation, goals and the returns you want to achieve? Or is it a robo-advisor offering a one-size-fits-all plan with no context or window into your life?

In this episode, Jason Deshayes is joined by financial advisor Derek Williams from Cook Wealth to discuss the pros and cons of trusting online financial advisors. They caution the lack of personal experience that’s often concealed and discuss what you really need when the market shifts unpredictably – a trusted person one phone call away, or a virtual chat with a bot? 

Derek discusses: 

  • How online influencers can reel you into buying certain stocks that might not fit your objective
  • The personal ties that an in-person financial advisor can offer you 
  • Some reasons why people gravitate towards trusting online resources to help them invest
  • And more

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How An Investment Advisor Can Help By Listening and Looking Beyond ROI with Derek Williams, CFP® (Ep. 4)

How An Investment Advisor Can Help By Listening and Looking Beyond ROI with Derek Williams, CFP® (Ep. 4)

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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 not to be done solo. 

Jason and Derek discuss: 

  • Common questions clients ask when investing with Cook Wealth
  • The difference between a financial planner and a financial advisor
  • Some important investing tips
  • And more

Resources:

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When Advisors Can Actually Advise with Dave McDougall, CFP® (Ep. 3)

When Advisors Can Actually Advise with Dave McDougall, CFP® (Ep. 3)

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“Fiduciary.” “Suitable.” “In clients’ best interest.” “Advisor.” Do you know what any of these words really mean to you, the client?  

In this episode, Jason is joined by Dave McDougall to discuss how he got his start in financial advice and where he’s landed. We uncover several things that may make you rethink your current financial advisor.

Dave and Jason discuss: 

  • How Dave’s performance was assessed as a financial advisor at a large corporate firm and a small insurance broker
  • How reaching sales goals can affect personal financial advice and the client’s best interest
  • And more

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The Client Experience: Creating a Sustainable Financial Future with Jason Deshayes (Ep. 2)

The Client Experience: Creating a Sustainable Financial Future with Jason Deshayes (Ep. 2)

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Join Jason Deshayes in this engaging podcast episode as he reveals the secrets of financial planning that bring a return on investment and also elevate the quality of life.

The conversation centers around balancing saving for the future and enjoying life now, making data-informed decisions, and avoiding fear-based choices. Jason emphasizes the importance of collaboration and open communication to provide clients with the best financial counsel.

Jason discusses:

  • How to find a balance between saving for the future and enjoying life now
  • Why Cook Wealth uses data-informed decision-making and long-term views when creating sustainable financial plans for their clients
  • The collaboration and open communication process at Cook Wealth
  • And more

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Cook Wealth Management Group, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.

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