Episode 118

full
Published on:

18th Oct 2021

Implementing the Plan with Shawn Tydlaska [Step 6 of Financial Planning]

Welcome back to the Minority Money Podcast and just like what we’ve been doing for the last five weeks, we will be continuing the Steps of Financial Planning series. Today we are on step six and joined by my good friend Shawn Tydlaska.

Shawn is the co-founder of the BLX program and also runs his own firm, Ballast Point Financial Planning. He’s here today to teach you more about the implementation stage of the financial planning process and how he goes about this with his own clients. 


So if you’re looking to learn even more about financial planning then make sure not to miss out on this episode.   


Highlights

>> What Shawn does with his clients when they reach the implementation process 

>> Specific implementations or recommendations Shawn tells his clients 

>> How Shawn deals with clients who disagree with him 

>> Takeaways that Shawn has learn at this point of the planning process 

>> Shawn's final advice for you 


Connect with Shawn

>> Website (https://bit.ly/3lP8dIo)

>> Facebook (https://bit.ly/3FVLra4)

>> Twitter (https://bit.ly/3aMDZiZ)

>> Instagram (https://bit.ly/3pdMU5E)

>> LinkedIn (https://bit.ly/3FX7Cwf)


If you loved this episode, you have to listen to these episodes as well: 

>> Understand Your Finances and Circumstances with Luis Rosa [Step 1 of Financial Planning] (https://apple.co/3aOLOVj)

>> The BLX Internship Program with Luis Luquin and De’Shonda Burton (https://apple.co/2Xl1BIo)

>> The Steps of Financial Planning (https://apple.co/3tznteZ)


I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.


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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 


Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.