Financial Jargon

Financial Jargon

Oakmont

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Welcome to Financial Jargon, where we aim to break down the wall between you and your financial advisor. Too many advisors speak over their clients' heads by using intelligent-sounding jargon that doesn't truly help. It's time for real conversions that lead to real change. We're here to simplify the financial world and help you become a smarter investor.
Welcome to Financial Jargon, where we aim to break down the wall between you and your fina...Read More
Episodes (18)
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The Ego (Part 2)

02 Jun 2020 | 35 mins 44 secs

The Ego (Part 2)

02 Jun 2020 | 35 mins 44 secs

Ego (Part 1)

28 May 2020 | 39 mins 16 secs

Ego (Part 1)

28 May 2020 | 39 mins 16 secs

The Cost of Raising Kids

15 May 2020 | 33 mins 37 secs

The Cost of Raising ...

15 May 2020 | 33 mins 37 secs

Financial Anxiety

15 May 2020 | 30 mins 44 secs

Financial Anxiety

15 May 2020 | 30 mins 44 secs

Fear-based Financial Plan...

02 May 2020 | 31 mins 38 secs

Fear-based Financial...

02 May 2020 | 31 mins 38 secs

Client-Advisor Relationsh...

24 Apr 2020 | 29 mins 44 secs

Client-Advisor Relat...

24 Apr 2020 | 29 mins 44 secs

COVID-19 Stimulus

29 Mar 2020 | 34 mins 03 secs

COVID-19 Stimulus

29 Mar 2020 | 34 mins 03 secs

Bear Markets: They're so ...

13 Mar 2020 | 26 mins 02 secs

Bear Markets: They'r...

13 Mar 2020 | 26 mins 02 secs

HSA's: Not Your Mother's ...

06 Mar 2020 | 30 mins 40 secs

HSA's: Not Your Moth...

06 Mar 2020 | 30 mins 40 secs

Risk: Can't Live With It,...

28 Feb 2020 | 33 mins 30 secs

Risk: Can't Live Wit...

28 Feb 2020 | 33 mins 30 secs

Pillars of Successful Ret...

21 Feb 2020 | 31 mins 39 secs

Pillars of Successfu...

21 Feb 2020 | 31 mins 39 secs

Passive Investing: A Stra...

14 Feb 2020 | 32 mins 10 secs

Passive Investing: A...

14 Feb 2020 | 32 mins 10 secs

ESG Investing: How This T...

31 Jan 2020 | 32 mins 11 secs

ESG Investing: How T...

31 Jan 2020 | 32 mins 11 secs

Roth IRA: Start Building ...

25 Jan 2020 | 35 mins 35 secs

Roth IRA: Start Buil...

25 Jan 2020 | 35 mins 35 secs

Risk Tolerance: Why Under...

18 Jan 2020 | 30 mins 41 secs

Risk Tolerance: Why ...

18 Jan 2020 | 30 mins 41 secs