Joanna Burish joins the show today to share her expertise as a licensed holistic financial planner with Northwestern Mutual. Her family office focuses on three ways her clients can have more power and control over their finances.
In today’s Thought Talk podcast we discuss the importance of partnering with your financial planning advisor, the difference between good and bad debt, the three financial items you must handle as a result of the COVID pandemic, and how to work with a “financial quarterback” to keep you on track.
Tips for Financial Planning
- Holistic VS Siloed planning.
- Finding the right holistic financial planner. Striking a balance between comfortable and challenging.
- Short- and long-term plans — in times of COVID, make sure your fight-or-flight response is mitigated and you keep making decisions that align with your long term plan.
- The three things you need to have a handle on right now — 1. Keyman insurance, 2. tax-free, tax-deferred, and whole life insurance and 3. portfolio allocation and diversification.
About Our Guest
Joanna earned her B.A. in Accounting with a focus on Finance and Real Estate, and her MBA from the University of Wisconsin – Madison. She has combined her extraordinary business and artistic sensibilities into a rich and diverse career over the last 25 years including as the CEO to Real Estate portfolios ranging from $130MM- $450MM, the CEO of her film and music company working with top film and music labels and artists, and today she manages her own holistic family financial planning office at Northwestern Mutual.
This full service endeavor offers top leaders, business owners, and family businesses a holistic approach for wealth growth and preservation, lifestyle protection, and making sure clients don’t run out of money, today or in retirement.
Joanna is passionate about giving back to her community serving multiple Boards. She founded The Brauds Network in 2011: a non-profit organization of female leaders empowering each other to optimize growth opportunities.
About Karen Tiber Leland, Brand Strategist
Karen Tiber Leland is the founder of Sterling Marketing Group, a New York City branding, marketing, and color strategy and implementation firm helping CEOs, executives, and entrepreneurs develop stronger personal, business, and team brands. Her clients include Cisco, American Express, Marriott Hotels, Apple Computer, LinkedIn, and Twitter.
She is also the best-selling author of nine traditionally-published business books that have sold over 400,000 copies and been translated into 10 languages. Her most recent book is The Brand Mapping Strategy: Design, Build and Accelerate Your Brand. She regularly writes for Inc.com and Entrepreneur.com and has had articles published in Self, The Los Angeles Times, American Way, The Boston Globe, and many others.
Karen has spoken for Harvard, The AMA, Direct Marketing Association, and Stanford, among others. She has been interviewed on The Today Show, CNN, CNBC, and Oprah.
Resources for Brand Strategy, Personal Branding, CEO Branding and Marketing Strategy
If you’re looking to optimize your time, be more productive, and fine-tune your routine, I invite you to pre-order my latest book No Nonsense Time Management: 50 Smart Solutions, Powerful Habits & Proven Time Hacks To Make The Most of Your Day.
At SMG we serve clients across the United States, Europe, and Asia. Currently, we have 3 onsite locations:
- Looking For a New York City Marketing and Branding Strategist? Book an Initial Consult
- Want a Business Brand Strategy Session in Austin, Texas? Book an Initial Consult
- Need Some Help with CEO or Personal Branding San Francisco Bay Area? Book an Initial Consult
Tweetables and Quotes to Share
It’s really all about seeing what’s working, what’s not, and making fine-tuned adjustments as we go. PODCAST: https://bit.ly/2NlK51q @KarenFLeland
When something isn’t working, don’t try to fix everything at once, try changing just one element at a time. PODCAST: https://bit.ly/2NlK51q @KarenFLeland
You’re not building the whole wall at once, you’re making a brick. PODCAST: https://bit.ly/2NlK51q @KarenFLeland
If we move away from the dialogue of “It’s bad,” “it’s wrong,” “We should have done it a different way,” we actually move much faster. PODCAST: https://bit.ly/2NlK51q @KarenFLeland