I’m grateful that you found me & this site. You’re on the About Me page, so here’s a little bit about this site, and why I created it, and a little bit about me so you know who you’re dealing with.
About Financial Gusto
I created this personal finance blog mostly because I love this stuff and want to share it.
A few areas that I focus on are:
– Impact Investing (aka Socially Responsible Investing or ESG Investing)
– Wealth Transfer (aka Inheriting Money)
– Adventure Seeking (aka Living with Gusto)
I’ve been in the financial advice industry for nearly 10 years and have personally worked with hundreds and hundreds of people around financial planning, investing, impact investing, debt reduction, budgeting, college savings, and so much more. I’ve personally experienced and seen what works and what doesn’t. There’s so much “noise” out there, and frankly bad advice. I want to share things that actually help you!
I’ve always enjoyed the creative process and outlet of writing and continue to work at it. I also really love personal finance topic (financial planning, wealth management, & investing.) So, put my love of writing & personal finance together and viola!… you have Financial Gusto.
The name, Financial Gusto is probably pretty self-explanatory, but let me explain. You see, I’ve never been a big fan of coasting through life, just waiting for the weekends.
Life is too short to waste it.
Living with Gusto has just been the way I’ve always lived. I take the same gusto that I put towards life, to financial topics. Gusto can be doing something (or living) with great passion and desire, and it can also mean “with great artistic care.” Proper and effective financial planning should be full of passion (the planner and clients crafting a plan custom designed around their goals, objectives, personalities, etc…)
This blog is about me sharing what I’ve learned from years of research, working with hundreds of clients, attending industry conferences, studying for advanced credentials, talking with industry veterans and reading other super smart financial bloggers. I hope to share with you ideas and concepts that you can take into your own life and see positive results in your finances and your life!
About Me & Family
I am a happily married man to my high-school sweetheart. We have been married for nearly 10 years and we have a 8 year old son. Our son is fiercely competitive (wonder where he gets it!), and loves playing sports, especially soccer and hockey. I help coach his teams and love every minute of it.
We are an outdoor family and love spending time on the water (fishing, boating, jet-skiing, surfing when by ocean).
Water skiing on Lake Minnetonka, Minnesota
We live in Minnesota and actually enjoy (for the most part) the winters by being active during it. We snow-ski, snowmobile, snow-shoe, play hockey & take winter hikes.
Snow Skiing at Lutsen Mountain, Minnesota
Pretty much anything outdoors, we love it. Just a few other activities we love doing: hiking, camping, mountain biking, and exercising/working out, which is a huge passion of mine and something I will definitely be incorporating into this blog.
About Jamie, The Financial Planner
I’ve been in the financial planning business for nearly 10 years. Financial Gusto has been a dream of mine for years. I absolutely love what I do and truly enjoy my work. I got my start in this business at a large brokerage firm in Minneapolis and since then and now, I’ve seen almost every type of environment of this industry (the good, the bad and the ugly.) It all has inspired me to do things the right way, to do what’s right for clients and to constantly look for the best way to add the most value to their lives as possible, not what I can sell them.
Many financial advisors/wealth advisors/investment advisors/financial consultants/etc… are really in the sales business, masquerading as planners.
Many in this business do it wrong: they lead with products, and rarely finish with planning. The real problem that I often find, is that clients go in to see the “advisor” thinking they are getting objective and unbiased planning, and leave being sold something only to rarely hear from the broker again.
A real conversation about what your personal goals are ought to come first. Then, where you are currently, the time-frame you have to achieve your goals and then together, outline a plan to get there.
Overall, finding ways to add real value to clients is what drives me.
I believe in following a process to coach clients through their personal financial plan, and teach existing and new clients about an evidence-based investing approach… investing in a way that attempts to put the odds of success on their side.
This industry is filled with so much NOISE! Most of which is just for entertainment’s sake, not for your financial well-being. One of my goals of this site is to help people remember to keep things in perspective when they hear someone shouting at them on the T.V., or they hear from their neighbor about a hot stock tip. Emotionally reacting to these things, and adjusting your personal investments because of it, is not a sound plan, and I hope I’m able to help you avoid this:
I’m often asked:
- How do I start investing?
- How can I invest in Socially Responsible Investments?
- When can I retire?
- I want to travel and see the world now, how do I do it?
- What should I invest in?
- Do I need life insurance?
- How do I save for college for my kids or grandkids?
- How much cash should I have on hand?
- How do I save for retirement and still travel & have fun now?
These are all questions that hope to shed some light on, and so much more. I hope to also present them in ways that inspire you to take action around them and use them to live your life to the fullest.
In all, that’s really it with me. I love adventure and will surely throw a little of that into this. I love people. I love this life and I truly hope you find some real value here.
One last, important note: Do I have everything figured out? NO! This blog is just as much of me documenting my journey, as it is an attempt to inspire you to go after your journey. I hope to tell it in a way you can relate to and can take to better your life, financial or otherwise, wherever you may be. It’s your journey. Make it epic. Live with Gusto!
This is living,
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