Letter to Stakeholders, March 2023

Joy of Financial Planning

Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.

The topics of this podcast are a compliment to the book JOY of Financial Planning, available at Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation. We believe we can do this by first getting our economic house in order. In fact, we have, no other choice. We must grow our wealth, follow our passions, and live with compassion to find creative ways to achieve our own version of the American Dream. This podcast is for the "firsts" in their family who suffer from a little "imposter syndrome." Don't worry I won't tell anyone. This is for those, who are the first generation in their family to do well financially. And now you need a little more information to get to the next level. Hopefully the content here helps you to feel more confident, expressive and meaningful.

This episode and others in this series, is a transcription of this month’s Letter to Stakeholders I write for the wealth management clients of Jason Howell Company and our broader community network. Go to JasonHowell.com/blog for additional insights, episode links or just to contact us.

In this episode I talk briefly about high-frequency stock trading and the power of algorithms affecting the ups and downs of the stock market. I also talk a little more about the different kinds of "structured notes" (income and growth). Finally I ask, "Would it help?" You'll want to listen to hear what I'm asking about.

Please send your feedback to [e-mail] and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about our unique brand of boutique, fiduciary, family wealth management, just go to JasonHowell.com

SHOW NOTES & ONLINE RESOURCES

Book your Spring Check-in 2023 Meeting: https://calendly.com/d/cgm-qd9-bkc/spring-check-in-2023?month=2023-03

Types of Structured Notes (Halo Investing): https://journal.haloinvesting.com/types-of-structured-notes-how-theyre-used-in-portfolios/

Last Month's Letter to Stakeholders : https://www.jasonhowell.com/blog/letter-stakeholders-february-2023

Our Company Website: https://www.JasonHowell.com

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell