Tag: SmallBusinessOwners
The Map is Not the Territory (Ep. 6)

The Map is Not the Territory (Ep. 6)

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Are you ready to turn the complex world of investing into an adventure? 

Join us on a financial quest as Jason Coddington transforms investing into an exciting hike through uncharted territory, guiding listeners through the stock market’s intricacies and financial planning’s nuances, using vivid analogies and relatable stories. It’s more than just numbers; it’s a journey of discovery.

Key Highlights:

  • Navigating the Stock Market: Explore how investing mirrors a hike in uncharted territory, where the stock market is a map guiding but not defining your path
  • Long-term Investment Goals: Learn how aligning investments with long-term objectives can be your shield against inflation and market shifts
  • Understanding Market Volatility: Dive into the dynamic world of stocks, understanding their ‘uphill yo-yo’ journey and the wisdom behind portfolio rebalancing
  • Dealing with Market Declines: Discover how to stay resilient in the face of market drops by recognizing the long game in stock investing and the power of diversification
  • And much more!

 

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How To Reduce The Cost Of College with Roger Lorelle (Ep. 3)

How To Reduce The Cost Of College with Roger Lorelle (Ep. 3)

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Is college now more expensive than buying a home?

In the latest episode of “Money Metaphors: Exploring Financial Concepts Through Stories and Analogies”, Jason Coddington teams up with Roger Lorelle. As the President and CEO of Collegiate Funding Solutions, Roger brings unique insights that might just unlock the mysteries of rising college costs. With college expenses now rivaling the cost of buying homes and setting up retirement plans, it’s time for a deep dive. 

Tune in as Jason and Roger unravel:

  • The intriguing shift in the power dynamics between colleges and families
  • Classic savings methods for college vs. innovative tactics to maximize your dollar
  • Think SAT/ACT scores lost their luster? Think again!
  • 2023 brings fresh changes affecting farmers, budding entrepreneurs, and families with college-bound siblings. Are you prepared?
  • Discover ingenious strategies to soften the financial hit of higher education
  • And much more!

 

Resources:

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Connect with Roger Lorelle:

 

About Roger Lorelle: 

Roger Lorelle is the President and CEO of Collegiate Funding Solutions. He is an Experienced President with a demonstrated history of working in the financial services and computer software (Fintech) industry. Skilled in Business Planning, Saas, Enterprise Software, Sales, Marketing, Business Development, Entrepreneurship, and Customer Relationship Management (CRM). Strong business development professional with a Master’s Degree (MS) in Industrial Management with a Computer Science focus from Clemson University.

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How To Master Your Money (Ep. 2)

How To Master Your Money (Ep. 2)

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A long-term plan is the foundation of a secure life. The cornerstone for building a resilient and enduring financial future.

In the sophomore episode of Money Metaphors: Exploring Financial Concepts Through Stories and Analogies, you’ll join Jason Coddington, Founder of Coddington Wealth Advisors. Discover the lessons from his entrepreneurial journey that can reshape your financial perspective.

Throughout this episode, Jason will unravel:

  • Why face-to-face interactions are still golden in the digital age of finance
  • What “The E-Myth Revisited” is and how it could redefine your business approach
  • How lessons from Dan Sullivan’s Strategic Coach could enhance your business relationships
  • Why a three-month cash reserve is not just safe, but smart
  • And much more!

 

Resources:

Connect with Jason Coddington:

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From Cultivating Fields To Cultivating Wealth (Ep. 1)

From Cultivating Fields To Cultivating Wealth (Ep. 1)

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Ever wondered how someone transitions from agriculture to finance?

Grab your headphones, take a stroll, and join us for the first episode of Money Metaphors: Exploring Financial Concepts Through Stories and Analogies. In this inaugural episode, Jason Coddington, President of Coddington Wealth Advisors, shares his unexpected transition from agricultural aspirations to navigating his way to a flourishing career in finance.

In this episode, get ready to uncover:

  • How an agricultural background primed Jason for the world of finance
  • What Jason’s secret recipe is to simplifying the maze of financial concepts
  • Why a renaissance in community values might be just around the corner
  • How one can tailor their investment strategies based on personal goals 
  • What happens when you mix the cultures of Ritz Carlton, REI, and In-N-Out Burger
  • And more!

 

Resources:

Connect with Jason Coddington: 

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