Connect with us

News

Jamie Bosse Author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future Interviewed on Influential Entrepreneurs Podcast

Published

on

Jamie Bosse discusses her approach to helping her clients create a successful financial future. Jamie is a Financial Planner, author, and mother of four.  She helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way.  Jamie finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals. Jamie has a passion for mentoring and financial literacy and is the author of the children’s book series, Milton the Money Savvy Pup.Money Boss Mom is her first “grown-up” book targeted at helping parents in their 20’s, 30’s, and 40’s take control of their financial lives.

Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-jamie-bosse-author-of-money-boss-mom-helping-young-parents-be-the-boss-of-their-financial-future/

Bosse explained that “With companies continually re-organizing and/or merging, it’s vital to understand your personal financial and career situation to make well-informed decisions as opportunities occur. Aspyre Wealth Partners can help you determine if you are on track to retire and reach your other goals. At Aspyre, we define “wealth” more comprehensively than most advisory firms. While wealth certainly includes financial capital (your income and investable assets) we believe human capital (your time, talents, and experience) is equally vital to defining your true lifetime wealth. For many, major life transitions—such as marriage, divorce, a promotion or other job change, job loss, the birth of a child, or the loss of a loved one—dictate the need for a new level of financial guidance. Whether you’re focused on excelling at your career while striving to achieve your personal and family dreams, planning for a pending retirement that supports your desired lifestyle, or are already retired and need to ensure a reliable, steady cash flow for the long-term, we can help you…master what’s next.”

About Jamie Bosse

Jamie works with clients to help them “Master What’s Next” by clarifying their goals, creating a financial plan, and taking action.  Jamie helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way.  She finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals.  She was chosen from a pool of about 1,000 nominees by a panel of reporters, editors, and other representatives of Investment News to receive the honor.

Jamie has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup Children’s book series. Her financial articles have been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine.

She holds a bachelor’s degree in Personal Financial Planning from Kansas State University (2004) with a minor in Business Administration.  She obtained the Certified Financial Planner® certification in 2008.  Jamie is an active member of the Financial Planning Association and International Association of Registered Financial Consultants and has served as a past board member and President of the FPA of Oregon and SW Washington.  She is currently on the board for the Greater Kansas City chapter of the Financial Planning Association.

Jamie is enjoying life’s crazy adventures with her husband, four children, and pet corgi.  They live in Manhattan, KS, and are big fans of BBQ and the K-State Wildcats.

Learn More: https://aspyrewealth.com   https://www.moneybossmom.com/

Aspyre Wealth Partners® is a registered investment adviser whose principal office is located in Kansas. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. All clients are advised that it remains their responsibility to advise their financial adviser or Aspyre Wealth Partners of any changes in their investment objectives and/or financial situation. Past performance does not guarantee future success. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. Information is directed toward U.S. residents only.

Media Contact

Company Name: Marketing Huddle, LLC
Contact Person: Mike Saunders, MBA
Email: [email protected]
Phone: 1-888-467-6374
Country: United States
Website: https://www.AuthorityPositioningCoach.com

This post was originally published on this site

Continue Reading

News

LM Stamper, Managing Director with Evermore Wealth, Interviewed on Influential Entrepreneurs Podcast Discussing Retirement Planning for Women

Published

on

LM Stamper, Managing Director with Evermore Wealth, Interviewed on Influential Entrepreneurs Podcast Discussing Retirement Planning for Women

Published on January 19, 2022


During the interview, LM “Stamp” Stamper discusses the extraordinary value proposition he provides women over 50 to help them properly plan for retirement.

Stamp says, ” We believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of strategies and services, designed to help you address your financial needs and concerns.”

Listen to the interview on the Business Innovators Radio Network   

https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-retirement-planning-for-women/

Stamp continued, ” Our firm specializes in helping individuals develop sound retirement strategies. Our goal is to help you take the mystery out of investing, insurance, estate conservation, and preserving wealth so you can focus on what matters most to you.”

They accomplish this by addressing financial needs, including:

  • Income planning so you don’t run out of money
  • Organization of your complete financial picture in one easy-to-find area
  • Addressing market volatility within your investments
  • Creating tax-conscience plans
  • Helping find ways to pay for life insurance, long-term care, and healthcare expenses
  • Establishing an advisor relationship for the surviving spouse
  • Providing solutions to efficiently pass down assets to heirs

With their personalized, hands-on service, their clients are guided toward building their ideal financial futures.

 


About
LM Stamper

LM Stamper’s (“Stamp”) mission is to help educate the general public about the laws of money so they can make better, more informed decisions regarding their finances.

Stamp received his degree in Management Information Systems with a minor in Business from Texas Tech University and went on to study at The American College for Financial Services. Stamp has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.

Stamp oversees a successful team of financial advisors at his Fort Worth office, mentoring and assisting with client interaction and plan development. He is also The Living Balance Sheet® go-to person and trainer for his office. Using a powerful model that begins with education first, Stamp helps his clients move toward a position of financial independence in their lives. His value to the public lies in his desire to educate his clients first and to help provide them with the appropriate financial tools they need to achieve proper financial balance.

Stamp grew up as an Army brat, traveling the world with his family from Los Angeles, to Lubbock, to Austin, to Germany.

He’s thankful to have seen what the world has to offer and now proudly makes Texas his home with his beautiful wife and daughter.

In his spare time, Stamp can be found painting, enjoying good movies, cooking, listening to music, watching sports and mentoring his Little Brother via the Big Brothers Big Sisters program. Still, his favorite activity outside of the office is fantasy football I. He’s the commissioner of his league with good friends of over 25 years, and he says it never seems to get old.

Learn More: https://www.LMStamper.com/ 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 1150 Houston, Texas 77056. Securities products and services are offered through Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian. Guardian and PAS are located at 10 Hudson Yards, New York, NY 10001. Important Disclosures 2019-89388 Exp. 11/21. LMStamper.com is not an affiliate or subsidiary of PAS or Guardian. Evermore Wealth is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

This post was originally published on this site

Continue Reading

News

Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing The Stewardship Paradigm

Published

on

Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing The Stewardship Paradigm

Published on January 19, 2022

Marc C. Vasquez discusses the extraordinary value proposition he provides clients. Financial Independence is achieved by teaching how to fundamentally eliminate wealth transfers that occur unknowingly and unnecessarily due to debt, inflation, qualified retirement plans, taxes, and misinformation.

Listen to the interview on the Business Innovators Radio Network

https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-stewardship-paradigm/

Their Methodology – The Stewardship Paradigm™  The ethic to make, keep, and grow money and is based on time-tested and proven principles:

Principle #1 – Commit To Better Results…

Principle #2 – Increase Your Financial IQ

Principle #3 – Apply Principle-Based Behavior

Principle #4 – Control Your Financial Environment

Principle #5 – Make Money With Money

Principle #6 – Never Lose Money

Principle #7 – Earn Uninterrupted Compound Interest

Vasquez commented, “We exist to foster economic independence and wealth in America by teaching clients how to plan and manage cash-flow, net-worth, and risk. Our Mission and Vision is to close the wealth gap in America one family at a time helping 1-million Americans amass Generational Wealth.”

Marc believes that his diverse education, learned professional skill sets, unique life experiences, quality service standards, and value-added business propositions culminate his competitive differentiation.

 

About Marc C. Vasquez

Marc has co-founded Donumvita, Donumvita Brokerage, and Donumvita Consultants, wholly owned subsidiaries of Donumvita Corporation. The focus is to empower people through Financial Education. Marc helps entrepreneurs to make, keep, and grow money like banks do by teaching them how to implement the Private Reserve System™ to accumulate, distribute, and transfer wealth on a tax-free basis. 

Learn More: https://www.donumvita.com/

This post was originally published on this site

Continue Reading

News

Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing Generational Wealth

Published

on

Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing Generational Wealth

Published on January 19, 2022

Marc C. Vasquez discusses the extraordinary value proposition he provides clients. Financial Independence is achieved by teaching how to fundamentally eliminate wealth transfers that occur unknowingly and unnecessarily due to debt, inflation, qualified retirement plans, taxes, and misinformation.

Listen to the interview on the Business Innovators Radio Network

https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company/

Vasquez commented, “We exist to foster economic independence and wealth in America by teaching clients how to manage cash-flow, net-worth, and risk. Our Mission and Vision is to close the wealth gap in America one family at a time and to help 1-million Americans amass Generational Wealth.”

Marc believes that his diverse education, learned professional skill sets, unique life experiences, quality service standards, and value-added business propositions culminate his competitive differentiation.

More than just accumulating wealth, he feels that the initial meeting is an opportunity to discover where there are holes in the financial bucket to fill. This will reduce expenses and reallocate funds to increase cash flow to create wealth. The abundant mindset is an essential aspect of understanding how to close the wealth gap–from where you are–and where you want to be; to thrive in an environment of wealth and create a legacy.

 

About Marc C. Vasquez

Marc has co-founded Donumvita, Donumvita Brokerage, and Donumvita Consultants, wholly owned subsidiaries of Donumvita Corporation. The focus is to empower people through Financial Education. Marc helps entrepreneurs to make, keep, and grow money like banks do by teaching them how to implement the Private Reserve System™ to accumulate, distribute, and transfer wealth on a tax-free basis. 

Learn More: https://www.donumvita.com/

This post was originally published on this site

Continue Reading

Trending

SmallBiz Newsletter

Join our newsletter for the latest information, news and products that are vital to running a successful SmallBiz.