Some people think they don’t need financial advisors, that they are bad investments. Maybe they don’t trust them, or think they're in it “just for the commission”. Either way, financial advisors get a bad rap. 

This is just one issue that Jesse discusses in today’s episode with guest Jon Connell.

A U.S. army ranger veteran, Jon transitioned to a career in financial advising in 2018 and has been helping people save, retire and invest ever since then.

In addition to his background, Jon reflects on his past and transition from the military, as well as the mistakes that he made along the way. And as a financial advisor, Jon shares his views on everything from inflation and savings to creating your own budget and implementing your Roth’s IRA.

Episode Outline:

-(1:12) - Interview start

-(2:19) - Jon’s transition from the military, helping people avoid the mistakes that he made

-(4:20) - Stigma around discussing money, getting through the “hard conversations” about finances

-(10:15) - Big takeaways from being a financial advisor over the years, how to manage clients through a crisis or a difficult situation

-(16:47) - “The concept of risk” and how it plays into people’s finances

-(24:06) - Thoughts on emergency cash funds

-(28:37) - Best ways to implement a Roth IRA

-(36:01) - “What steps can people take to hedge against inflation?”

-(43:12) - Mindset question, persevering through challenges and dealing with tough times

Connect with your host Jesse Futia on:

LinkedIn | Jesse Futia

Facebook | jesse.futia

Twitter | @FutiaJesse

jesse@execequityinvesting.com

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DISCLAIMER: On this platform, I share my thoughts, opinions, and own journey to financial freedom. I am not a CPA, attorney, or financial advisor. The content on this platform shall not be construed as tax or financial advice. It is your duty to verify all information yourself. I hope you enjoy all the free content as we continue to bring on amazing guests.