The Boys in the Boat

The Boys in the Boat

Financial Planning and Rowing: Lessons from 'Boys in the Boat'

Show notes

This week's blogpost - https://bahnsen.co/4fNsMPK

Financial Planning and Rowing: Lessons from 'Boys in the Boat'

In this episode of the Thoughts on Money Podcast, host Trevor Cummings and co-host Blaine Carver discuss financial planning through the lens of the movie 'Boys in the Boat'. They draw parallels between rowing and financial planning, emphasizing the importance of pacing, teamwork, and strategy. The episode delves into the role of a financial coach, the importance of adapting financial plans over time, and the value of dividend growth strategies. Listeners are encouraged to watch the movie and consider how its themes relate to managing personal finances and preparing for retirement.

00:00 Welcome to the Thoughts on Money Podcast

00:27 Movie Recommendation: The Boys in the Boat

02:25 Parallels Between Rowing and Financial Planning

08:22 The Role of a Financial Planner

17:48 Dynamic Financial Planning

29:45 The Importance of Investment Strategy

35:17 Conclusion and Final Thoughts

Links mentioned in this episode:

Hosts

Trevor Cummings

Trevor Cummings

Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.

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Guests

Blaine Carver

Blaine Carver

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