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Wisdom on Wealth

Fear – understand it to overcome it

Submitted by Byron Moore, CFP® & Mike Jones on January 20th, 2015
By Byron Moore, posted January 20, 2015

The following column was published in The News Star on Sunday, January 18, 2015.

Question: I would love to start my own business, but frankly I am scared that I’ll just become another statistic. But it’s one of those things that if I don’t do it, I’m afraid I’ll regret it all my life.

Answer: Fear is an emotional early warning system for impending danger or threats.

Podcast - Adult children still dependent on parents

Submitted by Byron Moore, CFP® & Mike Jones on January 16th, 2015
By Byron Moore, posted January 16th, 2015

The following segment first aired on KEDM 90.3 on November 5, 2014

Here’s a situation I see all too often: a retired couple with children still dependent on them for financial support. Unless there is mental or physical illness involved, my reaction is, “What?!”Adult children dependent on parents.jpg

     
 

Resolved: this year, I will prepare, pt. 2

Submitted by Byron Moore, CFP® & Mike Jones on January 12th, 2015
By Byron Moore, posted January 12, 2015

The following column was published in The News Star on Sunday, January 11, 2015.

Question: I am in sales related to the oil and gas industry and I am frankly worried about how this next year will play out for me. How do I set positive goals in light of these negative circumstances?

Answer: Life never goes according to plan, does it?

Podcast - Human capital: your greatest asset

Submitted by Byron Moore, CFP® & Mike Jones on January 9th, 2015
By Byron Moore, posted January 9th, 2015

The following segment first aired on KEDM 90.3 on October 15th, 2014

Your human capital is the value today of all the money you will earn over the remainder of your working life. In this segment Byron shares some suggestions for maximizing the potential of your human capital.

Human Capital.jpg

     
 

Resolved: this year, I will prepare, pt. 1

Submitted by Byron Moore, CFP® & Mike Jones on January 5th, 2015
By Byron Moore, posted January 5, 2015

The following column was published in The News Star on Sunday, January 4, 2015.

Question: I am in sales related to the oil and gas industry and I am frankly worried about how this next year will play out for me. How do I set positive goals in light of these negative circumstances?

Answer: Preparation can always be procrastinated. Consequences cannot.

Podcast - Five steps to teaching your children about money

Submitted by Byron Moore, CFP® & Mike Jones on January 2nd, 2015
By Byron Moore, posted January 2nd, 2015

The following segment first aired on KEDM 90.3 on October 8th, 2014

You can influence your older children and grandchildren to have healthy attitudes and habits towards money and material goods through a tried and true parental process:

     
 

Perspective for a frantic family guy

Submitted by Byron Moore, CFP® & Mike Jones on December 29th, 2014
By Byron Moore, posted December 29th, 2014

The following column was published in The News Star on Sunday, December 28, 2014.

 

Question: A few weeks ago you addressed the financial needs of someone in their 20s. That was me 10 years ago. But now I’m married with children, a mortgage, a bunch of bills and I just feel like I’m on a treadmill at work. Got any financial tips for a guy in my stage of life?

Answer: We met with Bob in a coffee shop in Dallas.

Podcast - What will you do when the engines flame out?

Submitted by Byron Moore, CFP® & Mike Jones on December 26th, 2014
By Byron Moore, posted December 26th, 2014

The following segment first aired on KEDM 90.3 on October 1st, 2014

If you are a participant in the financial markets, you might want to listen to the experience of Joe Hart. Joe is an executive with one of the world largest financial institutions and has made a career of speaking on the topic of investors and investor behavior in the face of risk.

But I don’t recommend you listening to Joe based on his expertise, but on his experience - specifically, his experience on a cold day in January 2009.

What will you do when the engines go out.jpg

     
 

Successful succession

Submitted by Byron Moore, CFP® & Mike Jones on December 22nd, 2014
By Byron Moore, posted December 22nd, 2014

The following column was published in The News Star on Sunday, December 21, 2014.

Question: What exactly is a succession? I’ve heard the term but I don’t really know what it is. I know it has to do with what happens when someone dies. Is it required? If a spouse dies, how long do you have to file one?

Answer: One of the big rules in life and law is that you can’t take it with you. The dearly departed may go to their reward, but all that stuff they amassed while they were here – they leave that all behind. And someone has to own it.

Timely Tips for 20-somethings

Submitted by Byron Moore, CFP® & Mike Jones on December 16th, 2014
By Byron Moore, posted December 16th, 2014

The following column was published in The News Star on Saturday, December 14, 2014.

Question: I will graduate from college this semester. I feel very fortunate to have a good job lined up. I want to be smart with my money. Do you have some basic financial tips for someone my age?

Answer: Congratulations on separating yourself from the crowd by doing two things most people your age often don’t: seek advice and think ahead.

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