John Says
Join John Thompson of Thompson Wealth Management on 'John Says,' a common-sense podcast exploring financial management, retirement savings, and life planning. Get practical insights and tips to boost your financial fitness and secure your future—delivered with clarity and a touch of humor!
Episodes
In this episode of John Says, host John Thompson, owner and senior financial advisor at Thompson Wealth Management and Life Planning, breaks down the essentials of estate planning. John explains why estate planning isn't just for the wealthy—it's for everyone. He covers the basics, including the importance of having a will or trust, making sure your beneficiary designations are correctly set, and why asset titling matters.
John als...
Welcome to the first episode of John Says! In this episode, host John Thompson shares his journey into financial planning, rooted in his experiences working with his father who was a stockbroker. He explains how emotions play a crucial role in financial planning and the importance of building trust while understanding clients' unique needs. The episode highlights the differences between delegators and...
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