Archive - The Financial Purpose

Ep 39: Election Economics & The Battleground of Narratives

Candidates will spin narratives around economic data to their favor. Listen as I talk about the economy, campaign positions, and my opinion of the two…

Apr 16 •

Dale Shafer II, CFP®

49:21

Ep 38: The Final Checklist

In this episode I bust 8 common estate planning myths, plus share 5 things you can do NOW to protect your loved ones while you are still living.

Apr 9 •

Dale Shafer II, CFP®

39:14

March 2024

Ep 37: How to use EBITDA to drive your business

EBITDA is a useful gauge of your business’s operational profit-making ability. When used wisely, it can inform your strategic decision-making and help…

Mar 26 •

Dale Shafer II, CFP®

33:06

February 2024

Ep 36: To Bitcoin, or Not To Bitcoin?

Bitcoin ETFs are officially available on US listed exchanges. Crypto is still a tricky asset class for many investors. Should you invest?

Feb 6 •

Dale Shafer II, CFP®

37:27

January 2024

Bitcoin ETFs: A Guide for Investors

Bitcoin ETFs are officially available on US listed exchanges. Crypto is still a tricky asset class for many investors. Should you invest?

Jan 21 •

Dale Shafer II, CFP®

Ep 35: Corporate Transparency Act

If you own a business or other legal entities, such as an LLC, this episode is for you. Learn everything you need to know about complying with new the…

Jan 9 •

Dale Shafer II, CFP®

52:09

December 2023

Ep 34: The Year No One Called [Correctly]

If you had told me a year ago the market would rally big on top of more rate hikes, higher borrowing costs, yields spiking, and a banking crisis, I…

Dec 19, 2023 •

Dale Shafer II, CFP®

31:11

November 2023

Ep 33: What you need to know before year end

Are you financially ready for year end? In this episode I share a few factors to consider, including retirement planning, tax planning, 529 planning…

Nov 30, 2023 •

Dale Shafer II, CFP®

39:00

October 2023

Ep 32: $33 Trillion and uncertainty

It's easy to throw stones at the federal government. Instead, let's focus on how the BIG economy impacts the LOCAL economy; more importantly, what you…

Oct 26, 2023 •

Dale Shafer II, CFP®

45:32

About investment minimums...

Investment minimums help advisors filter out clients. These minimums also limit access to financial advice. Learn how we're disrupting the old AUM…

Oct 18, 2023 •

Dale Shafer II, CFP®

Ep 31: Working ON vs IN your business

Do you spend more time working IN your business or ON your business? I'm joined by Kendi Brown to talk about how to shed the number of hats you wear by…

Oct 10, 2023 •

Dale Shafer II, CFP®

54:35

Ep 30: Get your business house in order!

Are you a business owner? This episode covers what you need to know about forming business entities, operating agreements, and most importantly - how to…

Oct 3, 2023 •

Dale Shafer II, CFP®

56:39

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