Monthly Archives: September 2023

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The Basics of Comprehensive Financial Planning (Ep. 22)

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

You could have the best financial plan only to worry when dealing with an emergency. How can you avoid feeling uncertain about your plan before that happens?

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP®, focus on what comprehensive financial planning means and what it looks like for clients. They explore strategies to focus a financial plan on the client’s needs and goals while sharing tips to prevent miscommunication with loved ones in case of an emergency.

Jeff and Ben discuss: 

  • The value of a comprehensive financial plan
  • The role of an advisor in building a client’s dream future
  • What’s included in a comprehensive financial plan
  • How estate planning benefits from a comprehensive financial plan
  • And more

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Exploring A Better Economic Life Through Outdoor Experiences with Mark Widmer (Ep. 21)

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

Wouldn’t it be incredible to learn about the economics in life through an outdoor experience that allows you to immerse yourself in a curriculum that helps young adults fully become responsible with their money in life?

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP® are joined by BYU Professor Mark Widmer who teaches an integrated course on the economy of life. He is focused on leading the youth in a positive direction through performance management at the Marriott School of Business.

Mark discusses: 

  • An overview of the course he teaches, “The Razor’s Edge,” and his area of expertise including therapeutic recreation, evidence-based programming, identity development, organizational behavior, and performance management
  • How he offers his students a new perspective on relationships in their lives that can help build their identity
  • How the outdoor experience and break from technology that occurs in the curriculum provides his students with psychological and physical benefits
  • And more

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About Our Guest: 

Mark Widmer has a passion for applying theory and research in experience contexts to help individuals, families, and leaders thrive. As a professor and associate chair of Experience Design & Management, he teaches in the MBA and Executive MBA programs at the Marriott School of Business at Brigham Young University. He conducts and publishes research and maintains strong industry connections through consulting.

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