Unlock the Secrets of Financial Mastery with Financial Planner Brian Bickett | 228

October 31, 2023

Brian Bickett joins us to discuss financial planning.


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PODCAST INFO:

The Learning With Lowell show is a series for the everyday mammal. In this show we’ll learn about leadership, science, and people building their change into the world. The goal is to dig deeply into people who most of us wouldn’t normally ever get to hear. The Host of the show – Lowell Thompson- is a lifelong autodidact, serial problem solver, and founder of startups.

LINKS

Spotify: https://open.spotify.com/show/66eFLHQclKe5p3bMXsCTRH

RSS: https://www.learningwithlowell.com/feed/podcast/

Youtube: https://www.youtube.com/channel/UCzri06unR-lMXbl6sqWP_-Q

Youtube clips: https://www.youtube.com/channel/UC-B5x371AzTGgK-_q3U_KfA

Website: https://www.learningwithlowell.com/

Timestamps

00:00 Introduction

00:45 Financial basics

03:15 Emergency funds

05:08 Where to store emergency funds

09:10 Handling Debt 

12:30 Budgeting

15:55 Rich dad / poor dad and using debt

20:10 Securing mentors

22:50 What to do after having an emergency fund

25:45 Stocks

28:00 Planning for home

31:00 Credit card debt

34:50 Investing any amount of money

38:15 Finding good financial planners

41:20 Reporting bad actors

44:45 Life insurance 

50:30 Trusts

53:25 Time to make a financial plan

57:45 Personal story/ death in family and finding path into financial planning

01:05:50 Keeping backup records

01:08:55 Becoming a financial planner 

01:11:10 Books for financial literacy

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