Michael Sakraida's guest is John Coyne, who is Chair of Ategenos Capital. This podcast is for individuals and financial advisors. Both will have a greater understanding of your journey for a Total Wealth life that Mike covered in his book, Money, Balance, Joy - Improving Your Life Story (Amazon). And both will feeling calmer and more optimistic about their lives than they've probably have felt, lately.

John was generous enough to offer to help individuals find advisors who follow the Money, Balance, Joy approach, and help advisors better help their clients in today's investment and economic environment. Just go to the ategenoscapital.com website and click the "Contact" button on top.

In this episode, Mike and John talk about the presidential election and other current life and investment issues that are causing a high degree of stress for people. This includes the need for wealth management help that isn't that of the non-Boomers' Boomer fathers. And this new approach - mirroring that spelled out in Money, Balance, Joy - also can help Boomers. John's investment and political background give him great insight into the investing and market climate no matter who wins the election.

Support the show

Ask Ategenos for advisor or advisor search help

moneybalancejoy.com

mike.s@fanresources.com

Order Money, Balance, Joy - Improving Your Life Story

Our guest, Pam Kreuger, is an expert at evaluating financial advisors and recommending the right one for each individual or couple. She is the founder and CEO of Wealthramp. For years she had her own financial news show, and currently hosts a critically acclaimed total wealth podcast for women.
+ It is difficult for individuals to evaluate financial advisors
+ It is important to know the value elite advisors add for their clients
+ Advisor relationships are way different from that with other professionals
+ Avoid being inundated with advisors selling their services
+Take the next steps to seek the right advisor

https://wealthramp.com/ (For considering the next step to finding an advisor, including asking questions)

https://moneybalancejoy.com/ (For seeing a review of Money, Balance, Joy and a link to order it on Amazon)

Support the show

Ask Ategenos for advisor or advisor search help

moneybalancejoy.com

mike.s@fanresources.com

Order Money, Balance, Joy - Improving Your Life Story

Our host, Mike Sakraida, wrote the highly acclaimed book, Money, Balance, Joy - Improving Your Life Story, on Amazon. Charles Alexander, our guest, is THE top facilitator for helping professionals reduce their hours worked, while delighting their clients even more. And, yes, some of you can have a 4-day workweek! You are a key part of our conversation, where: 1. You'll learn the simple process to significantly reduce your hours worked; 2. You'll be able to form or join a community of like-minded people to actually achieve this vital goal; and 3. Know the next steps to take, even if you're not sure you should reduce your hours worked (just kidding on that one).

Resources mentioned in the podcast: website (for info, podcasts, and explainer videos help); Charles' LinkedIn profile (to sign up for the free group Q&A session, then the free actual 30-day game plan chat)
Mike Sakraida's email
Money, Balance, Joy website

Support the show

Ask Ategenos for advisor or advisor search help

moneybalancejoy.com

mike.s@fanresources.com

Order Money, Balance, Joy - Improving Your Life Story