A Fly On The Wall

Today is a bit different than normal.

Normally, I write an article and then gather a few of my colleagues to discuss the article over a podcast we produce weekly.

Today, I flipped the script – Deiya Pernas and I recorded an “unscripted” podcast that I would like to share with you all. No article coincides with our discussion, but rather it was an open dialogue between Deiya and me on a few finance topics that I find interesting – and I hope you will too.

I’ve been teaching Sunday school at my church for about 15 years now. What I have learned as a teacher is that each child has a different preferred learning style. Some learn from hearing a story; some prefer to act it out; others want to dive in and read it themselves. We, as teachers, try to deliver a message on all four fronts – visual, auditory, reading/writing, and kinesthetic.

I am an auditory learner, and I like to listen to podcasts and have discussions. Podcasts, for me, feel like I am actually in the room – a fly on the wall – listening to a few people dialogue on topics that interest me. Here at The Bahnsen Group, we have a lot of discussions throughout the day across many different departments, and we are always seeking to solve the riddle of how do we serve clients better. We have a daily lunch routine where these discussions often take place, and today’s podcast is an opportunity for you to be a fly on the wall.

So, please join us as Deiya and I discuss the following topics:

Investment Fees ESG Investing Fiduciary TINA And we close out with a discussion on what I think is the most exciting topic in finance right now.

Enjoy!

Links mentioned in this episode:

• http://thoughtsonmoney.com
• http://thebahnsengroup.com