Posts Tagged ‘Financial Planning’
What’s On My Mind – Episode 106 – “Build the house, repair the roof!”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, CO. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
Read MoreFinancial Planner in Parker, CO – What’s On My Mind – Episode 105 – “Why do I need $1,000,000 dollars?”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, CO. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 104 – “You can save more in 2019!”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, CO. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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Guiding Principles Series – Principle 3 – “We pursue the reduction of complexity in our clients’ financial lives.”
Welcome to the Ten Talents Guiding Principles series! This article dives into Guiding Principle #3, “We pursue the reduction of complexity in our clients’ financial lives.” If you haven’t read the Introduction to the Guiding Principle series, you can check it out here. Complicated is better, right? When it comes to handling money, sometimes we…
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What’s On My Mind – Episode 103 – “Steph Curry and Being A Blessing”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, CO. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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Guiding Principles Series – Principle 2 – “We pursue honest, yet sensitive, dialogue in all financial discussions.”
Welcome to the Ten Talents Guiding Principles series! This article dives into Guiding Principle #2, “We pursue honest, yet sensitive, dialogue in all financial discussions.” If you haven’t read the introduction to the Guiding Principle series, you can check it out here. Money Talk is Awkward If you’re like most people, talking about personal finances…
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What’s On My Mind – Episode 102 – “Be Smart with Your Convictions”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, CO. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 101 – “Build a Base, Focus on What Really Matters”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a financial planner based in Parker, CO. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
Read MoreFinancial Planning for Physicians
Does this sound like you? You’ve completed, or are close to completing, your residency. Your income has significantly increased in the last three to five years as you have started to practice medicine full-time, post-residency. You’ve been approached by “financial professionals” who end up making an awkward sales pitch for financial products, instead of providing…
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Guiding Principles Series – Principle 1 – “We pursue the best interests of our clients rather than our own.”
Welcome to the Ten Talents Guiding Principles series! This article dives into Guiding Principle #1, “We pursue the best interests of our clients rather than our own.” If you haven’t read the introduction to the Guiding Principle series, you can check it out here. Client First Thinking So what does it mean to pursue the…
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