Financial Planning Done Right
November 25, 2020
Hosted by J.R. Robinson with Co-Host Jessica Lani Rich
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Episode Description
In this episode, host J.R. Robinson lays out a blueprint for creating a comprehensive evergreen financial plan. The discussion dispels popular misconceptions about what a financial plan is and takes a deep dive into the important non-investment related elements of financial planning replete with tales of mistakes and oversights he has caught over the years. The episode concludes with a discussion of some of the important financial planning elements and considerations relating to portfolio management. (Hint: there is much more to it than just investment selection.)
My Two Cents
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My Two Cents is a unique personal finance program that seeks to educate and engage consumers about trending topics in financial planning. Our host, J.R. Robinson, has a penchant for providing research-supported opinions that look beyond the media hype and advertising propaganda in an effort to inform listeners and clear up popular misperceptions.
Jessica Lani Rich adds her experience as a longtime media host and expert interviewer and will provide additional thought-provoking commentary. J.R.’s charismatic sometimes edgy commentary sprinkled with entertaining anecdotes from his professional experience paired with Jessica’s conversational skills makes for a lively and refreshing personal finance program.
J.R. Robinson with Co-Host Jessica Lani Rich
John (J.R.) Robinson is the founder of Honolulu-based Financial Planning Hawaii and a co-founder of software maker Nest Egg Guru. J.R. has published numerous peer-reviewed journal papers, including three award winning papers on retirement income sustainability. He has written dozens of articles and op-ed contributions on a wide range of financial planning topics, and his commentary is regularly featured in the national financial news media. He has twice been included on Investopedia’s list of the top 100 most influential financial advisors in the U.S.
Jessica Lani Rich is the President and CEO of Visitor Aloha Society of Hawaii (VASH) and Travelers Aid of Honolulu. She is the Producer and Host of a television program, “Inspire You and Me,” which is seen statewide. She was formerly a personality and News Director with KUMU and KPOI radio stations in Honolulu. She is also a published author with her book, "Gift of Hawaii, Island Inspirations."
Episode Directory
December 2020
November 2020
- 11/25/2020: Financial Planning Done Right Listen Now
- 11/18/2020: J.R.'s "Good Trouble" Listen Now
- 11/11/2020: Time to re-think tax planning in portfolio management? Listen Now
- 11/4/2020: Which will last longer - You or your money? Listen Now
