Ever wonder if what you see on social media is all smoke and mirrors, especially when it comes to finance?
In this episode, Aaron Buchner tackles the prevalent myths and ‘BS’ that flood social media about personal finance. He debunks common misconceptions about investment returns and financial planning, emphasizing the importance of personalizing your financial journey rather than comparing it with flashy online benchmarks. Aaron also shares insights on why starting a relationship with a financial advisor early can be beneficial, even before retirement is on the horizon. Tune in for a casual, insightful chat that breaks down financial advice into digestible, relatable terms.
Aaron discusses:
(03:26) Deciphering social media myths about investing
(07:09) The real role of investment returns vs. personal goals
(12:03) Why everyone, not just retirees, should consider a financial advisor
(14:05) Understanding financial advisory fees and structures
Ever wondered how to truly simplify your approach to personal finance and embrace financial freedom?
In this episode of the No Pricks Allowed podcast, host Aaron Buchner welcomes long-time friend and coach Kimberly Skermer to explore the evolution of personal finance from traditional methods to a more personalized, client-focused approach.
Together, they dive deep into how the financial industry is transforming to better serve everyday people, touching on different financial planning models, the importance of ongoing client relationships, and the concept of “Rewire Happy” to keep your life exciting while managing finances.
Aaron and Kimberly discuss:
The evolution of Aaron’s approach to financial advising and his mission to revolutionize the industry
Differences and benefits of flat-fee versus commission-based financial planning
The importance of building long-term, supportive relationships with clients
The idea of “Rewire Happy” and why it’s essential to focus on enjoying life while managing your money
Kimberly Skermer’s approach to coaching incorporates a unique perspective from both Athletic and Senior Executive Leadership, drawing on decades of experience that have taken her to World stages. Her methods have been tried and tested, proving effective for the individuals she champions. With a background in mentoring, training small business teams, facilitating seminars, and accumulating over 26,000 professional coaching hours, Kimberly is an expert in guiding ambitious individuals to reach their peak performance.
Kimberly encourages her clients to “Find the I” and “Find the Calm.” Just like an athlete searching for their inner strength and focus, her clients are urged to look inward, discover their true selves, and determine their genuine desires. Kimberly believes that by diving into the “I” of the storm, her clients will find the calm that propels them past the plateaus experienced by every high-achiever.
Her coaching philosophy challenges the conventional notion of success, urging her clients to stop conforming to a single path and instead carve out their own journey. By tuning out external noise and opinions, her clients find direction from within, unlocking their true potential.
The core principles of Kimberly’s coaching philosophy are encapsulated in the mantra: “Create in wonderment, Align with structure, Lead with wisdom, and Master your authority.” These principles form the foundation of all divisions within The Approach Coaching Method, reflecting Kimberly’s behavioral and athletic approach to coaching for sustained success.
Ever wondered how to make financial planning less confusing and more about living your best life?
This week on No Pricks Allowed, Aaron Buchner dives into what a comprehensive financial plan truly entails, dispelling common misconceptions and emphasizing the importance of setting and achieving diverse life goals beyond just retirement.
Listen in to understand how a true financial plan integrates all aspects of your finances into a cohesive strategy that supports your entire journey.
Aaron discusses:
The real definition of financial planning and why it’s about life, not just investments or budgeting
Common gaps in financial plans, such as overlooking tax implications and emergency funds
The importance of setting and prioritizing financial goals beyond saving for retirement
Understanding risk factors and why having a will is essential for everyone
