Tag Archives: Education

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

September 13, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, WealthBlue Barn Wealth, Brigham Young University, BYU, Certified Financial Planner, CFP, Challenges, Character, Economics, Education, Environment, Financial, Growth, Happiness, Identity Development, MBA, Organizational Behavior, Outdoors, Performance Management, Podcast, Professor, Technology, Therapeutic Recreation, Wealth, Your Path to Real WealthYour-Path-to-Real-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

Resources:

How Will You Measure Your Life by Clayton Christensen
Intrinsic Motivation and Self-Determination in Human Behavior (Perspectives in Social Psychology) by Edward L. Deci
The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness by Morgan House

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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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Why You Should Start Investing In A 529 Plan with Richard Ellis (Ep.11)

April 12, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, Wealth529 Plan, Blue Barn Wealth, Children, College Savings, Education, Financial, Grandchildren, Planning, Podcast, Portfolio Planning, Richard Ellis, Savings Plan, Your Path to Real WealthYour-Path-to-Real-Wealth

Do you have children or grandchildren who have yet to graduate from high school? Are you wondering how you can offer them a timeless gift this year that supports their future goals?

Investing in a 529 plan might just be the perfect fit for you.

In this episode, Jeff Brimhall, PhD, CFP®, CFA, and Benjamin Cummings, PhD, CFP®, talk with Richard Ellis, executive director at my529 to discuss what exactly a 529 plan is, how it compares to other savings plans and why you should start investing sooner rather than later. He also talks about transferring it from one beneficiary to another and what will happen to the plan if it is not used for education.

Richard discusses:

The benefits of having a 529 plan depending on the state you live in
How you can get a tax advantage on education expenses by investing in a 529 plan
Some reasons people start a 529 plan early for their children
And more

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About Our Guest:

Richard Ellis is a seasoned professional with experience working at all levels of state and local government. His primary expertise is in investment of public funds, debt issuance and budgeting. Richard has extensive experience speaking and training large and small groups. He has served on several boards and commissions helping develop policy and strategic initiatives. Richard also has experience working with various constituencies to find solutions to problems and continue the advancement of programs.

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Taking A Small Step To Make A Big Difference With Paul MacArthur (Ep.8)

January 25, 2023Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, WealthBlue Barn Wealth, Charitable Giving, Charity, Education, Financial, Financial Planning, Intention, Make A Difference, Podcast, Resources, Wealth, Your Path to Real WealthYour-Path-to-Real-Wealth

Donating to a charitable organization, volunteering at a shelter or just giving to your neighbor, even the smallest actions can make a difference in someone’s life.

In this episode, Jeff Brimhall, PhD, CFP®, CFA, and Benjamin Cummings, PhD, CFP®, talk with Paul MacArthur, partner at MacArthur, Heder and Metler and co-founder of A Child’s Hope Foundation. They explore ways to make a difference in the world and the small actions that lead to greater experiences for the next generation.

Paul discusses:

How A Child’s Hope Foundation got started
Why he focuses on orphanages
How he involves his children in volunteering and charitable giving
The first step in making a difference in someone’s life is taking action
His personal stories about taking small actions to create a joyful moment in someone’s life
And more

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About Our Guest:

Paul MacArthur is the founding partner of MacArthur, Heder & Metler, PLLC. He earned a bachelor of arts degree in English with a minor in business finance from Brigham Young University, a juris doctorate from the J. Reuben Clark Law School at BYU, and a master of science in taxation degree (LL.M.), with honors, from the Washington School of Law.

His practice is focused on business formation, maintenance, contracts, corporate governance, mergers & acquisitions, succession planning, taxation, estate planning, non-profit organizations, and adoption. Paul is co-founder of A Child’s Hope Foundation, a non-profit public charity dedicated to improving the standard of care for orphaned children in third-world countries. He has also served and is serving as an officer and board member for many other non-profit entities.

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