Voice from the Hills

"Every day that the market is down, your future expected return is going to increase regardless of what asset you're investing into."On this episode, Dean Rogers and James Werner discuss:The origin of the terms "Bull" and "Bear" in the stock market.The the concept of yield curve and investing in short-term bonds. Including risk-managing alternatives in portfolios for long-term investment.-Check out Dean's article mentioned in the episode: The Ballad of Bulls & Bears-Originally from a rural town in southwest Missouri, Dean graduated from Baylor in 2016 with dual-majors in accounting and finance. While at Baylor, Dean was fortunate enough to work as an investment analyst for one of the university’s endowment funds – where he quickly developed a passion for public markets and alternative investment strategies. He then relocated to San Antonio to begin his post-graduate career at USAA, rotating between a number of corporate roles before ultimately moving to Austin and joining Silicon Hills in September 2020.As Portfolio Management Analyst, Dean is responsible for execution of the firm’s investment program – including securities trading, portfolio design and construction, and subsequent oversight of portfolio performance. Additionally, he is responsible for research and due diligence of public and private investment strategies, as well as ongoing analysis of economic trends for presentation to the firm’s investment committee.Additionally, Dean was a Founding Partner of Silicon Hills Technologies and hold the following certifications: Series 65 designation, Chartered Financial Analyst (CFA), Certified Internal Auditor (CIA), and Certified Enterprise Analytics Professional (CEAP)-Listen to our new mini pod, The Stream. The Stream highlights timely updates and information and introduces important ideas and concepts in short but impactful three minute micro pods. You can subscribe separately to The Stream on all podcast platforms or through any Alexa enabled device by simply saying "Alexa, play the latest update from Silicon Hills Wealth". If you'd like to learn more about Silicon Hills wealth and the services we offer, please visit our website here.-Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested.-Follow us on socials and thank you for your continued support!

Jake Northrup dives into the financial implications of taking a sabbatical and society's shift towards valuing experiences over material possessions."Look at this 10 or 15 years down the road. What are you going to remember most? What's most important to you as a family? And a couple?"On this episode, Jake Northrup and James Werner discuss:Jake's decision to go on a once-in-a-lifetime trip to Antarctica instead of using the money to purchase a home.The benefits of taking a sabbatical, which include getting out of your routine, maximizing your experiences, and the opportunity for personal growth.Tax and financial planning opportunities associated with taking a sabbatical, particularly with regards to income and tax rates.-Check out Jake's article mentioned in the episode: Sabbatical Financial Planning: Taking Extended Time Off Without Derailing The Career Or Retirement-If you liked this episode, consider listening to one of our recent episodes Limitless: A Conversation with Stephanie Bogan. Stephanie stresses that success is inextricably tied to our mindset.-Jake Northrup is the founder of Experience Your Wealth, LLC. They provide virtual, fee-only financial planning services to travel-loving young families who don't buy into the traditional "9-5, work-until-you're-65" concept. They help find the responsible balance between paying down debt, investing for the future, but also experiencing life now.They're shaking up the financial planning industry by bringing modern, life-centered financial planning advice and personal CFO-level service to their clients. They are completely remote, paperless and meet clients over Zoom with frequent guest appearances from kids, dogs, cats and whatever fun animals that may be around your home.When he's not wearing his financial planner hat, you can find him traveling around the world with his wife. Some of their favorite trips include include Antarctica, Singapore, Thailand, Vietnam, Egypt, Iceland, Croatia and Greece.-Listen to our new mini pod, The Stream. The Stream highlights timely updates and information and introduces important ideas and concepts in short but impactful three minute micro pods. You can subscribe separately to The Stream on all podcast platforms or through any Alexa enabled device by simply saying "Alexa, play the latest update from Silicon Hills Wealth". If you'd like to learn more about Silicon Hills wealth and the services we offer, please visit our website here.-Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested.-Follow us on socials and thank you for your continued support!

Kelly discusses proving your value, nurturing your audience, and transforming your business.-Check out our new mini pod, The Stream. The stream is highlights timely updates and information and introduces important ideas and concepts in short but impactful three minute micro pods. You can subscribe separately to The Stream on all podcast platforms or through any Alexa enabled device by simply saying "Alexa, play the latest update from Silicon Hills Wealth". Ifyou'd like to learn more about Silicon Hills wealth and the services we offer, please visit our website here. - For over 15 years, Intention.ly Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, she proved time and again that there is no better driver of an organization’s growth and overall success than a well-run marketing and communications team. At eMoney and Orion, Waltrich built powerhouse marketing teams from the ground up, developing the engines that would fuel the highest periods of growth for both companies.She designed the strategy behind several successful rebrands, acquisitions, and product launches—including spearheading the development of two advisor marketing products—while creating unmatched overall brand visibility and helping to turn company executives into industry thought leaders. Through forward-thinking demand generation, PR, and product marketing, Waltrich created a consistent inbound pipeline for both firms, driving CAC down and SOV up.Intention.ly is the culmination of every lesson Waltrich has learned thus far in her tenure as a marketing disruptor, born from her passion and persistent belief that when it’s done right, marketing is the accelerant financial services firms need to transform their growth trajectory.-Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested.-Follow us on socials and thank you for your continued support!

Brandon O’Neill shares some great insight on personally impacting your community, involving the next Generation, and making the most of your generosity.-Brandon's passion is to make charitable giving a part of the financial planning process for more individuals. He is the Charitable Planning Consultant at Fidelity Charitable and serves as a resource to advisors in Texas, Arkansas, Louisiana, New Mexico, Kansas and Oklahoma who seek to deepen client engagement and grow their practice by building charitable giving strategies into their clients’ overall financial and wealth management plans. This includes working with advisors and their clients to strengthen their understanding of the different charitable vehicles, such as donor-advised funds, which can help donors be more strategic in charitable giving and make more of an impact. Fidelity Charitable is an independent public charity and the largest sponsor of donor-advised funds in America. Our mission is to grow the American tradition of philanthropy by providing programs that make giving accessible, simple, and effective. Since 1991, Fidelity Charitable has worked with over 200,000 donors and their advisors to grant $61 Billion to more than 357,000 non-profit organizations across the United States.-Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested.-Follow us on socials and thank you for your continued support!d58de69a1688a1195e8b5ec96b3a5cedb8704c29 

(0:25) Adam Holt- CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor.(1:21) Kevin Lozer- Co-Founder of Holistiplan, and Principal/Founder Oakton Financial(2:50) Aaron Klein- Co-Founder and CEO at Riskalyze(5:04) Russell James- Professor of Charitable Financial Planning at Texas Tech University(7:25) Kristen Schmidt- Founder |Tech Strategist & Consultant at RIA Oasis and Fidelity Operations Summit Conference Speaker(9:50) Susan Mckenna- CEO of eMoney Advisor(12:11) Closing Remarks with James Werner, Co-Founder of Silicon Hills Wealth Management

Penny shares the importance of active listening, reducing your importance, and overcoming life’s obstacles to gain new strengths.