Category Archives: Personal Story

JW’s Financial Coaching Podcast Lesson #150-Looking at your employee benefits-Other fringe benefits you might want to check out

Podcast: Play in new window | Download Wrapping up our series on employee benefits How some employers are helping with adoption costs What health and wellness benefits are and how they can help Save on hotels, car rentals, office supplies, … Continue reading

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JW’s Financial Coaching Podcast Lesson #147-Looking at your employee benefits-Employee Stock Purchase Program

Podcast: Play in new window | Download New series on looking at your employee benefits What is an Employee Stock Purchase Plan How I use mine as a way to earn some quick cash What to consider before you participate … Continue reading

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JW’s Financial Coaching Podcast Lesson #141-Lessons Learned from coaching: Trying to do 10 different things at once

Podcast: Play in new window | Download Continuing our series on lessons learned from coaching clients What happens when we attempt to do several things at once with our money The power of focus with our money Why I love … Continue reading

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JW’s Financial Coaching Podcast Lesson #135-How you can take more risk when you’re winning with money

Podcast: Play in new window | Download What financial risk is . . . and isn’t How we took a risk with our health insurance Why we were able to take that risk Reasons to get your financial house in … Continue reading

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JW’s Financial Coaching Podcast Lesson #134-How Debt Free People Think

Podcast: Play in new window | Download In what ways debt free people think differently about money The demographics of those who are debt free Why giving plays a big role in those who are debt free How you can … Continue reading

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JW’s Financial Coaching Podcast Lesson #124-What is Financial Coaching Exactly?

Why I got into financial coaching What Financial Coaching is What Financial Coaching is not Why this show is different than other financial podcasts Quote of the lesson from Tom Landry

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JW’s Financial Coaching Podcast Lesson #121-It’s not what you start to do, it’s what you stop doing that matters

Podcast: Play in new window | Download Why it is more important to focus on what you need to stop doing then to focus on what you need to start doing What do you need to stop doing? The difficulty … Continue reading

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JW’s Financial Coaching Podcast Lesson #118-Your Life Has Changed, But Is Your Coverage Up To Date?

Podcast: Play in new window | Download Life events that need you to look at your finances Why your life insurance coverage may not be enough Is your emergency fund at the level you want it to be? Why we … Continue reading

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JW’s Financial Coaching Podcast Lesson #116-How to decide between enjoying your money now vs. enjoying it later

How to balance enjoying money now vs. enjoying it later The three questions Lisa and I ask when making a purchase Why the amount in your bank account doesn’t tell you what you SHOULD do, it tells you what you … Continue reading

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Friday Financial Tidbit-Three Questions I ask before making a big purchase

This past week on the JW’s Financial Coaching Newsletter I wrote about how one of the common issues I encounter when working with clients is how to balance long term goals like saving, investing, or paying off debt vs. making … Continue reading

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