Episode description
Podcast guest Wayne Head: https://stratusnz.nz/
Chapters
00:00 Interest in Learning and Improving as an Advisor
02:35 Understanding Individual Client Needs
07:18 Designing an Ideal Financial Advisory Business
08:20 Helping People and Making a Difference
10:29 Fundamentals of a Successful Financial Life
11:38 Money Management and Behavioral Issues
14:57 Choices and Decision-Making with Money
17:02 Saving and Investing for the Future
17:43 Understanding Risk and Return in Investments
26:41 The Value of Financial Education
28:08 The Importance of Budgeting
30:40 Providing Hope and Practical Financial Skills
32:00 Understanding Spending Patterns
34:47 The Dangers of Gambling and Impulsive Spending
37:50 Using Incentives for Health Improvement
40:43 The Aging Population and Financial Support
42:48 The Role of Politics in Distribution of Assets
43:31 The Challenges of Budgeting and Health
44:45 The Benefits of Walking and Personal Goals
47:01 Lessons Learned from Walking