Helping Make Smart Money Decisions, Aligning with Responsibilities and Goals
Hello everybody, welcome back to another episode of the richer geek, I am happy and pleased to have Jeff Johnson. He has worked in the financial services industry since 1982 and has many longstanding clients. These relationships — built on mutual trust and a deep understanding of his clients’ goals — feel far more like family than business to Jeff. So, it’s no surprise the importance he places on helping clients make smart money decisions that align with their responsibilities and goals.
In this episode we’re discussing…
[2:47] About his beginning, where he’d been and what he’s doing
[5:29] What are some of the things that he has actually taught to young people, in their 20’s
[7:56] The difference between good and bad debt
[13:37] What are some of the strategies that people can think about and utilize that to people that are in their 20’s?
[16:02] The importance of having a long-term view in stocks
[19:49] What to tell 20’s who have made major financial mistakes?
[22:29] What’s more important? Credit score or savings
[24:58] Smart thinking
[30:23] How to get started with saving
Resources from Jeff
ABOUT JEFF JOHNSON
Jeff Johnson has worked in the financial services industry since 1982 and has many longstanding clients. These relationships — built on mutual trust and a deep understanding of his clients’ goals — feel far more like family than business to Jeff. So it’s no surprise the importance he places on helping clients make smart money decisions that align with their responsibilities and goals.
Nothing is more rewarding for Jeff than the satisfaction of helping clients achieve their objectives — such as educating their children, accumulating for an enhanced lifestyle, making meaningful charitable contributions and having a comfortable life after working.
Jeff works with clients to create comprehensive financial plans tailored to their individual circumstances. His evidence-based approach involves reviewing all parts of a client’s financial life, including investments, retirement planning, education savings, estate planning, charitable giving and tax strategies.
Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and is a NAPFA-registered financial advisor. He is a past member of the advisory board of the Journal of Financial Planning and is the author of four books: “The Extreme Retirement Planning Workbook,” “The Five Financial Foundations," “The Eight Points of Financial Confidence" and "The Five Financial Foundations for Physicians."