In this episode, we dive into the world of FinTech and how it is shaping the investment and financial planning industry. Our guest shares insights on the best tech tools and investment approaches that are making a significant impact in the market. We also discuss the importance of staying up-to-date with the latest trends, such as AI, and how it can benefit both advisors and clients. Join us as we explore the future of technology in finance and the unique approach our guest's company is taking to support tech workers. Don't miss out on this informative and thought-provoking conversation!

Eric is a highly experienced professional in the tech industry, with a career spanning 18 and a half years at Amazon. Currently, he serves as the managing principal at Prospero Wealth, where he oversees investments and ensures an exceptional client experience. With 23 years of experience in the tech industry, Eric has established himself as a trusted advisor for tech workers and business owners, helping them navigate the complexities of investing. His credentials include his role as the managing principal at Prospero Wealth, his extensive experience at Amazon, and his dedication to assisting tech professionals in achieving their financial goals. Eric's ethos revolves around providing personalized and strategic investment solutions, tailored to the unique needs of his clients. Through his expertise and commitment to excellence, Eric has become a respected figure in the tech and finance

In this episode of Money Matters, host Chris Hensley interviews Christine Simone, the co-founder and CEO of Caribou, a software solution that simplifies healthcare planning for retirees. Christine shares her background in healthcare and discusses the importance of incorporating healthcare costs into retirement planning. 

The episode emphasizes the importance of healthcare planning in retirement and highlights the lack of incentives within the healthcare system to help individuals save money on healthcare costs. Caribou aims to provide clarity and confidence in healthcare decision-making by breaking down the incentive structure of the insurance industry and offering objective solutions. The episode also discusses the complexities and misconceptions surrounding Medicare, the healthcare gap between retirement and Medicare eligibility, and important considerations for advisors and retirees regarding healthcare options. The company has developed software that provides data-driven insights for advisory firms and has received funding for growth. The episode concludes with information on where to find more information about the speaker and their company's healthcare planning services.

[00:01:10] A forgotten area in planning.

[00:03:35] Americans' knowledge gap on insurance.

[00:07:25] Retiring early and healthcare.

[00:12:08] Tips for retirees' healthcare costs.

[00:16:30] Life events and reevaluating healthcare costs.

[00:17:20] Funding and growth trajectory.

[00:21:34] Health care planning success stories.

To find out more visit:

www.caribouwealth.com

More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi…​ Financial Advisor

Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek

In this episode of Money Matters, host Chris Hensley interviews Jeff Goodell, author of the book "The Heat Will Kill You First, Life and Death on a Scorched Planet." Jeff is a renowned author and journalist known for his extensive work on climate change and environmental issues. Chris shares that the episode coincidentally aligns with their previous show on home generators and the current excessive heat warning in Phoenix. Jeff discusses the inspiration behind his book and the urgent need to address climate change. Tune in to gain insights on the impacts of a warming planet and the importance of taking action.

The listener will learn about the author's new book on climate change and environmental issues, the dangers of extreme heat and its impact on cities, the misconception of air conditioning, the effects of heat on food crops and the power grid, the spread of diseases carried by mosquitoes, the challenges faced by major cities, the impact on daily activities and vulnerable individuals, the role of solar power in Texas, the challenges faced by workers in construction projects, the potential for building a better world through the energy transition, the economic opportunities in renewable energy, and the importance of embracing change for a better future.

Jeff Goodell is a renowned author and journalist known for his extensive work on climate change and environmental issues. He has been covering climate change for over two decades at Rolling Stone and has appeared on various media platforms discussing climate and energy issues. With his credentials and expertise, Goodell has established himself as a trusted voice in the field, advocating for environmental awareness and action. His broad achievements and dedication to addressing climate change have solidified his ethos and philosophy as a passionate advocate for a sustainable future.

For More On Jeff Goodell goto:

https://jeffgoodellwriter.com/

You can find his new book on Amazon as well

More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi…​ Financial Advisor

Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek

In this episode of Money Matters, host Chris Hensley deviates from the usual interview format and brings together a panel of experts to discuss the topic of portable generators. The inspiration for this episode comes from the power grid failure that occurred in Texas during the February 2021 ice storms, resulting in numerous deaths and widespread disruptions. Chris shares his personal experience during the storm and how having a natural gas fireplace helped him and his family stay warm and cook food. The panel dives into the importance of having a portable generator to power an entire home during emergencies like these. Tune in to gain valuable insights from this timely and relevant discussion.

The listener will learn about the benefits of using portable generators, including their ability to power an entire home during emergencies or natural disasters. They will also learn about a group on Facebook that offers affordable and DIY options for setting up portable generators. The episode covers topics such as choosing the right generator, fuel source options, customer support services, safety precautions, and the use of Easy Start products to run air conditioners on generators.

Our guests today included:

Brian Milan is the founder and admin of the Generators: portable generators to power entire house Facebook group

Michael Black is the sales director for Duromax, a position he has held for about six years. In this role, he oversees and manages partnerships with retail partners such as Amazon, Home Depot, Lowe's, and Tractor Supply. He is responsible for developing and maintaining these partnerships, ensuring the success of Duromax's products in the market. Additionally, Michael is actively involved in marketing and advertising efforts, working closely with the product development engineering teams to create effective campaigns. With his extensive experience in the industry and his dedication to driving sales and growth, Michael has established himself as a respected leader in the field. His ethos revolves around building strong relationships, delivering high-quality products, and constantly innovating to meet the needs of customers.

Matteo Giovannetti is an electrical engineer with over 35 years of experience. He has worked for Microair Corporation for over 25 years and has expertise in developing control systems for machinery. He is involved in marketing and advertising efforts and works closely with product development engineering teams. Matteo is also a member of a Facebook group where he learns and shares information about portable generators. He provides tips for customers on how to choose the right generator for their needs. In addition to his work in the electrical engineering field, Matteo has experience in the marine industry, specifically in the air conditioning market for marine applications.

Gino Boutros with Tony's Plumbing talked about Natural Gas hookups Tony's Plumbing https://tonysplumbingtx.com/

Dustin Sheffield of Lee Services is a Master Electrician and talked about adding the Interlock to your Breaker Box https://leeservicesllc.net/

Additional Information: Duromax Videos: https://youtu.be/mpbKaw8rM9U

https://youtu.be/qkxpHy40y14

 A major TV production was filmed in Cypress, TX featuring Duromax portable generators powering an entire home. DESIGNING SPACES (formerly on HGTV) will air Friday, July 7. LIFETIME channel July 7, 2023 6:30am CST

More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi…​ Financial Advisor

 Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek

Business leaders rise to the top by excelling at doing the work—completing tasks, producing deliverables, meeting deadlines—but once they’re in charge, they must pivot to focus on interpersonal relationships. And, as master coach and founder of MettaWorks Rachel Rider explains in WHO YOU ARE IS HOW YOU LEAD (Muse Literary; Spring 2023), the first relationship any leader must work on is the one they have with themself. In this insight-packed, psychology-infused book, Rider shares how she’s helped hundreds of business leaders at companies like GitHub and Okta become high-functioning and self-optimized by identifying and rewiring unhelpful patterns of behavior and training them to prioritize relationship-building. She reveals her in-demand methodology, which is built on the idea that effectiveness as a leader is a direct reflection of one’s inner life.

Today we visited with Kelly and Rachel Rider to do a deep dive into her new book Who You Are is How You Lead.

ABOUT THE AUTHOR

Rachel Rider founded MettaWorks in 2015 after a distinguished career in HR, receiving executive coaching certification from Columbia University, and extensive training in meditation, Somatic Experiencing, and Polarity Therapy. Starting as HR Business Partner responsible for developing and coaching leaders and teams at Bloomberg, she went on to specialize in leadership coaching at AppNexus (since acquired by AT&T) and Digital Ocean, the third-largest hosting company in the world. She studied under renowned teacher and Zen Mountain Monastery founder John Daido Loori Roshi for 13 years before continuing under his successor, Shugen Arnold Roshi. Rider completed a three-year intensive certification in Somatic Experiencing in 2018, and a 2020 training in Polarity Therapy with the aim of bringing leaders tools to unlock effective, long-lasting change in concert with the body. Since 2020, she’s been working intensively with anti-racism coach Makeda Pennycooke. Rider lives in New York with her husband and two children.

More about Rachel L. Rider: https://mettaworks.io/

More about Houston Money Week visit: www.Houstonmoneyweek.org

http://www.cheatsheet.com/personal-fi…​

Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s…​

http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek

As we prepare for retirement it is very common for people to have goals like traveling or visiting grandchildren. The bleak reality is that even though we might have done everything financially correct to prepare for the retirement stage of life , mobility and health issues can often put a damper on these important goals. How do we give ourselves the tools to physically age gracefully and to continue to enjoy a retired life when these physical roadblocks appear?

Today we visited with Kelly and Juliet Starrett to do a deep dive into their new book Built to Move. After decades spent working with pro-athletes, Olympians, and Navy Seals, mobility pioneers Kelly and Juliet Starrett began thinking about the physical well-being of the rest of us. What makes a durable human? How do we continue to feel great and function well as we age? And how do we counteract the effects of technology-dependence, sedentary living, and other modern ways of life on our body’s natural need for activity?

The answers lie in an easy-to-use formula for basic mobility maintenance: 10 tests + 10 physical practices = 10 ways to make your body work better

The book offers:

• Easy mobilization practices to increase range of motion and avoid injury
• Intuitive ways to integrate more movement into your daily life and escape sedentary habits
• No-fuss guidelines for improving nutrition and sleep
• Basic breathing practices to manage stress and pain
• Quick and simple assessments to gauge progress and what needs improvement

Juliet Starrett is an entrepreneur, attorney, author, and podcaster. She is co-founder and CEO of TheReadyState.com, which has revolutionized how athletes think about human movement and athletic performance as well as former CEO of San Francisco CrossFit, one of the first 50 CrossFit affiliates. She is the co-author of the Wall Street Journal Bestseller, Deskbound and co-host of The Ready State Podcast. Before turning her attention to The Ready State and San Francisco CrossFit full-time, Juliet had a successful career as an attorney, practicing complex commercial litigation at Reed Smith for nearly eight years.

Kelly is a Doctor of Physical Therapy and is the co-author of the New York Times bestsellers Becoming a Supple Leopard and Ready to Run and the Wall Street Journal bestseller Deskbound. Kelly was also the co-founder of San Francisco CrossFit, the 21st CrossFit affiliate. Kelly consults with athletes and coaches from the NFL, NBA, NHL, and MLB the US Olympic Team and CrossFit works with elite Army, Navy, Air Force, Marines, and Coast Guard forces, and consults with corporations on employee health and well-being. Dr. Starrett’s work is not limited to coaches and athletes; his methods apply equally well to children, desk jockeys, and anyone dealing with injury and chronic pain. He believes that every human being should know how to move and be able to perform basic maintenance on themselves.

More about Kelly and Juliet: https://thereadystate.com/

More about Houston Money Week visit:

www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi…​

Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek

Harness Your Digital Empathy and Learn Skills to Be a Better Boss, Employee, and Colleague in a Virtual or Hybrid Office

How do you manage a poor performer over Zoom? How do you casually deliver positive feedback via Slack? What’s the most professional use of a gif?

Two things are certain with the shift in office structure: First, we will never go back to “the way things were.” Second, we all must learn to live in a virtual workplace. If we are managers, that means we also need to know how to communicate with, motivate, and coach virtual teams. In the words of Dale Carnegie, how do you “win friends and influence people” in a virtual office?

How to Win Friends and Manage Remotely shares real-life examples, scientifically proven ideas, and distillations of tried-and-true business tenets, including why expressing empathy is the most important factor in managing and working with others—all mapped to a new virtual-first office.

McKenna’s global marketing career has spanned the spectrum of start-ups to corporates, exposing her to successful remote, in-person, and mixed teams. Her own management experience, leading teams around the world, has provided the foundation for her speaking and coaching, but she’s built a structured approach to this new world of remote-first work with deep dives into research and theory from psychologists, great business minds, and the social sciences. She combines well respected and applicable theories of management and leadership with practical solutions for a new normal of workers out of the office, either some of the time or all of the time.

McKenna’s approach starts with strategic planning and a commitment to frameworks, but cumulates with concrete ideas for more effective virtual leadership, allowing leaders to use their own intuition and judgement more wisely.

More about McKenna:

https://www.mckennasweazey.com/ 

More about Houston Money Week visit: www.Houstonmoneyweek.org

http://www.cheatsheet.com/personal-fi…​

Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/vie…​

or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek​​

We were joined today by author, Steven Mitchell Sack to discuss his book, FIRED.

For more on find him at: https://theemployeeslawyer.com

More about Houston Money Week visit: www.Houstonmoneyweek.org

http://www.cheatsheet.com/personal-fi…​ Financial Advisor Magazine Articles: 

http://www.fa-mag.com/news/advisors-s…​ 

http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek​​

Managing people is the biggest challenge any organization faces. It’s a challenge that has grown even more difficult over the past decade. Since The Big Book of HR was first published, we’ve seen dramatic changes in the workplace and the workforce. The Big Book of HR, 10th Anniversary Edition (January 1, 2022, Red Wheel Weiser/Career Press) incorporates discussions and reflections on these changes and examines new and emerging trends useful for any business owner, manager, or HR professional, with the most current information to get the most from their talent—from strategic HR-related issues to the smallest tactical details of managing people. We were joined today by Cornelia Gamlem to discuss her book, The Big Book of HR Cornelia Gamlem, SPHR, president of The GEMS Group, Ltd., consults, speaks, and writes on human resource and management issues. A recognized expert in employee relations and human resources, she has co-authored four books, three with Barbara. Cornelia spent most of her HR career with a Fortune 500 IT services company with a global presence. For more on Cornelia Gamlem : www.bigbookofhr.com More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-fi…​ Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-s…​ http://www.fa-mag.com/news/on-it-s-80…​ You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/vie…​ or www.moneymatterspodcast.com #MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek​​ #bigbookofhr

In her insightful new book GET IT DONE: Surprising Lessons from the Science of Motivation (January 4, Little Brown Spark), scientist and University of Chicago Booth professor of behavioral science Dr. Ayelet Fishbach takes on the questions that plague us most: What happens when the person you most want to influence is yourself? How do you know where to start? How do you carry on in the face of roadblocks and distractions? How do you decide which tasks and ambitions to prioritize?

We were joined today by Dr. Ayelet Fishbach to discuss her new book, GET IT DONE: Surprising Lessons from the Science of Motivation (

Dr. Ayelet Fishbach, a leading motivational scientist at University of Chicago, has dedicated much of her extensive career to answering some of the biggest questions on the topic of motivation. Setting and achieving goals—at work, at home, and in relationships—is harder than it seems. Countless books and articles have been written on the subject of motivating others, but most are not penned by serious behavioral scientists at the forefront of this discipline. As Angela Duckworth says, “I don't know anyone, scientist or otherwise, who knows more than Ayelet Fishbach about the psychology of goals.”

For more on Dr. Ayelet Fishbach : https://www.ayeletfishbach.com/https://wsp.wharton.upenn.edu/book/future-of-the-office/

More about Houston Money Week visit: www.Houstonmoneyweek.org

http://www.cheatsheet.com/personal-fi…​

Financial Advisor Magazine Articles:

http://www.fa-mag.com/news/advisors-s…​

http://www.fa-mag.com/news/on-it-s-80…​

You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/vie…​

or www.moneymatterspodcast.com

#MoneyMattersHouston​​ #ChristopherHensley​​ #HoustonMoneyWeek​​ #ayeletfishbach