Jul 30, 2018
In this episode Jonathan talks about some of the foundational principles to building a financial plan. He covers topics like:
- Emergency Fund
- Free Cash Flow
- Savings Rate
- Debt-to-Income Ratio
- Personal Rate of Return
He explains how each of these areas are intertwined and expands on what is covered in The Master...
Jul 27, 2018
In this episode Jonathan talks about the problem with chasing shiny objects and how if you are not careful you could find yourself veering off course.
At the same time he explains the importance of using small rewards to help you stay on track with your long term goals. The human psyche is fragile and when starved to...
Jul 25, 2018
In this episode Jonathan discusses some parallels to the three fundamental tools he outlines in his book The Master Plan. He explains how your attitude toward your health, daily habits, and even your future dreams can have a direct impact on your finances...
To read more about the tools he references in this episode...
Jul 23, 2018
In this episode Jonathan picks up where he left off in the first episode and starts to shine a light on some of the secrets in the financial services industry that you might not be aware of..
He expands on some of the dirty secrets he talks about in his book The Master Plan, found at topsecretbook.com, to include...
Jul 20, 2018
In this episode Jonathan talks about how setting goals is a critical element when planning for the future but when we set too many goals or do not clearly understand what it takes to achieve those goals then anxiety can build as the timeframe to achieve the goal shrinks. He goes on to explain what the biggest obstacle...