financial planning

Ep.150: Behavioral Finance: The Psychology of Financial Management with Jay Wheeler

It’s not about the money, rather the feelings the money can bring.

In this episode, Jay Wheeler dives into the psychology of financial management and investing in order to provide listeners with the potential reasons behind the way they may manage money. 

Whether it’s business or personal finances, Jay describes how to better manage your behavior surrounding spending.

Jay is the President of Wheeler Financial and while he provides traditional financial planning and investment advice, he believes the best value that he provides his clients is helping manage their behavior when it comes to money.  He also believes that there is a lot that goes into the decisions we make around our finances and that many of those decisions are based on emotions.

Victoria, Mark and Jay talk more about:

  • How behavioral finance differs from traditional financial management
  • Using behavior and emotions as a guide for choosing investments
  • How behavioral finance applies to investing
  • And more…

Get on the Waitlist for the 2021 Remodelers Summit in Phoenix

We are very excited to announce that after more than a year of virtual conferences and canceled events, we are holding the Annual 2021 Remodelers Summit LIVE and In-person at the luxurious Arizona Grand Resort & Spa, in Phoenix, Arizona, on September 22, 2021. We will launch registration on May 19, 2021, but if you’d like to join our waitlist, we will guarantee you a spot at this event and offer you the lowest pre-sale special pricing of $500 off the standard registration fee. So, sign up today!

Ep.121: Creating Your Own Economic Recovery with Wayne Ottum

Seemingly everywhere you turn these days, you hear the phrase “survive and thrive” as it relates to your business. But it takes more than a catch-phrase and a couple of tips to make it a reality.

In this episode, we talk to Wayne Ottum about how to get focused, get real, and get moving to take control and create an authentic plan to not just survive, but thrive, in uncertain times!

Wayne is president of Ottum Enterprises in Kirkland, Washington, and we’re excited to announce that Wayne is also the newest member of the Remodelers Advantage Consulting Team.

Wayne has over 3 decades of experience helping businesses and leaders be more focused, productive, and successful. His Lead from Strength methods and tools have guided those in the remodeling industry and other professional services firms to become extraordinary businesses and leaders.

In this episode, Victoria, Mark and Wayne Cover:

  • What drives you and your business? What are you passionate about
  • What “leading from strength,” means to a business owner.
  • Creating your own economic recovery.
  • What “Get focused, get real, and get moving” means.

Upcoming FREE Webinar:
If you would like to hear more from Wayne and our team of business consultants and coaches, we will be hosting a FREE Webinar on September 9th; Riding The Wave – Accelerating Pre-Production to Meet Today’s High Demand. Wayne will join Doug Howard, Tim Faller and Steve Wheeler for this 90-minute presentation about how to take advantage of this recent surge in business and preparing for success in 2021. Click Here for more and to reserve your seat.

This Episode Sponsored by: Builder Funnel

We are excited to have Builder Funnel joining us as a featured sponsor for PowerTips Unscripted. Spencer Powell and his team at Builder Funnel have been huge supporters of R/A and the remodeling community for years and it is great to have on board as a featured sponsor… Welcome, Builder Funnel!

Ep.120: Personal Wealth Building for Business Owners with George Kall

As a remodeling business owner, building wealth and financial security is something everyone wants to achieve.

Unfortunately, it’s something that many of us put off because the needs of today are more pressing, especially with the current market.

In this episode, Victoria and Mark talk to George Kall about tips and advice on planning for your future financial security today.

George is the owner of Metro Building and Remodeling Group, a Design-Build firm just outside of Washington DC in Ashburn, VA. George started the company seven years ago and now employs a team of 9 and was recently ranked #107 on this year’s Remodeling Magazines list of largest remodelers.

Victoria, Mark and George talk more about:

  • Establishing a company 401k and how you personally implement it for you and your family.
  • Setting aside money for your family.
  • Planning for uncertain times like we are in now.
  • Using credit cards and obtaining loans for the business.
  • One suggestion for personal wealth building

This Episode Sponsored by: Builder Funnel

We are excited to have Builder Funnel joining us as a featured sponsor for PowerTips Unscripted. Spencer Powell and his team at Builder Funnel have been huge supporters of R/A and the remodeling community for years and it is great to have on board as a featured sponsor… Welcome, Builder Funnel!

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