Podcast guest Wayne Head: https://stratusnz.nz/
Chapters 00:00 Interest in Learning and Improving as an Advisor 02:35 Understanding Individual Client Needs 07:18 Designing an Ideal Financial Advisory Business 08:20 Helping People and Making a Difference 10:29 Fundamentals of a Successful Financial Life 11:38 Money Management and Behavioral Issues 14:57 Choices and Decision-Making with Money 17:02 Saving and Investing for the Future 17:43 Understanding Risk and Return in Investments 26:41 The Value of Financial Education 28:08 The Importance of Budgeting 30:40 Providing Hope and Practical Financial Skills 32:00 Understanding Spending Patterns 34:47 The Dangers of Gambling and Impulsive Spending 37:50 Using Incentives for Health Improvement 40:43 The Aging Population and Financial Support 42:48 The Role of Politics in Distribution of Assets 43:31 The Challenges of Budgeting and Health 44:45 The Benefits of Walking and Personal Goals 47:01 Lessons Learned from Walking