SmartPro's CIO, Jesse Shaw: From Wall Street to Ramsey, Investing with Your Heart

Описание: What matters more when it comes to winning with money: the perfect formula or the right belief?

In this week's episode, our CIO, Jesse Shaw, shares how Financial Peace University (FPU) completely changed the trajectory of his life. After spending years on Wall Street, Jesse had to rewire his 100% head knowledge investment philosophy to fully receive Ramsey's 80/20 Principle.

Follow SmartPro Financial:
💼 Rick Godfrey II's LinkedIn ⮕ linkedin.com/in/rick-godfrey-ii/
📷 Instagram ⮕ instagram.com/smartprofinancial
👥 Facebook ⮕ facebook.com/smartprofinancial
🏆 Find a SmartVestor Pro ⮕ smartprofinancial.com/find-a-pro\

Discussions in this show are for entertainment and educational purposes only and should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated.

Timestamps:
00:00 - Introduction
02:59 - Jesse's Journey from Wall Street to Financial Coaching
06:00 - The Impact of FPU
08:59 - The Transition from Head to Heart
11:58 - Behavioral Finance: The 80/20 Rule
14:49 - Personal Experience in Financial Coaching
18:13 - Building Relationships and Community through Finance
19:59 -The Transition to Financial Management
22:51 - Beliefs vs. Techniques in Financial Success
26:30 - The Importance of Financial Beliefs
29:21 - From Head Knowledge to Heart Understanding
34:08 - Ramsey's Controversial Financial Strategies
41:26 - Investing Mindset and Personal Connection
44:30 - Understanding Ownership and Income
47:51 - The Importance of Financial Planning
51:05 - Investing Strategies
54:57 - The Role of Financial Advisors
01:00:56 - Building Financial Habits and Mindset