Monthly Archives: July 2023

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How to Live a Life You Love With the Resources You Have with Sarah Newcomb (Ep. 18)

Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, Wealth, , , , , , , , ,

Are you tired of feeling overwhelmed and stressed about money? Does the pursuit of wealth feel empty — like no amount of money can make you truly happy?

According to today’s guest, the solution lies in financial education that focuses on resourcefulness rather than just math.

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP®, are joined by Sarah Newcomb, Ph.D., founder of Thrive Financial Empowerment Center. Join them as they explore the relationship between money and happiness, so you can thrive with real wealth.

Sarah discusses: 

  • Intriguing research about money mindset
  • The biggest psychological barriers that prevent sound money management (and how to overcome them)
  • How “money messages” shape our attitudes and beliefs about money
  • How to simplify financial decision-making in your day-to-day life
  • And more

Resources:

Connect with Blue Barn Wealth:

Connect with Sarah Newcomb:

About Our Guest: 

Sarah Newcomb, Ph.D. is a behavioral economist and Founder of the Thrive Financial Empowerment Center. As an applied scientist, Sarah adapts the findings of academic research for practical use in personal financial management. As a financial empowerment coach, she helps people avoid and escape the traps of mindset that contribute to financial hardship. Through writing, speaking, and applied research, Sarah is on a mission to help people get UNSTUCK and build lives they love with the resources they already have. Sarah’s thought leadership has earned mentions in Reuters, the Wall Street Journal, Forbes, HerMoney, and many other outlets. She is a regular contributor to PsychologyToday.com, and the author of Loaded – Money, psychology, and how to get ahead without leaving your values behind.

 

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Beyond Finances: Estate Planning with Stanford McCullough (Ep. 17)

Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, Wealth, , , , , , , , ,

Estate planning stretches far beyond managing your finances. It includes planning for your future, your legacy, and how your wishes will affect your loved ones.

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP® are joined by Stanford McCullough, J.D., LL.M., CFP® to discuss his new role at Blue Barn Wealth in the advisory space, working with clients as he specializes in estate and tax planning. 

Stanford discusses: 

  • When is the right time to start estate planning
  • What a personal representative is and how it relates to your estate planning
  • The ins and outs of advanced medical directives
  • Why you should avoid probate during estate planning
  • And more

Connect with Blue Barn Wealth:

Connect with Stanford McCullough:

About Our Guest: 

Stanford McCullough, J.D., LL.M., CFP® is an associate attorney at Fabian VanCott. Stanford graduated from the S.Q. Quinney school of Law (University of Utah) and then received his LLM in Taxation from UC Irvine.  He currently serves as the Program Chair of the Tax Section of the Utah State Bar.

Stanford studied for his undergraduate degree at the nationally-ranked financial planning program at Utah Valley University, and he maintains his CFP® certification today. Combining his CFP® certification with his LLM in Taxation, Stanford is well-equipped to be an asset for his clients in planning around their personal finances and in navigating their tax picture. 

At Fabian VanCott, Stanford specializes in income tax planning for liquidation events, wealth transfer and estate planning, and business succession planning for high-net-worth families and entrepreneurs.  Stanford is surrounded by a team of reputable income and estate attorneys who assist on complicated income and estate tax planning cases and transactions.

Stanford is entrepreneurial-oriented and started several part-time businesses while in college.  Stanford is an avid sports fan and loves skiing, mountain biking, canyoneering, and mountain climbing.

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