Today Jonathan spoke to us on his transition from a professional B-boy to a finance professional, motivated by a desire for a competitive career and financial stability, especially after the 2008 recession impacted his family. He shared how meeting Patrick B. David inspired him to pursue a career in insurance, which he initially viewed differently than the traditional perception of the industry. Jonathan emphasized perseverance, noting that many people fail because they quit when faced with challenges. After 15 years, he has achieved significant success as a top chairman and equity partner, securing financial stability for his family.
In todays episode we are talking about things a little different, finances!
Jonathon is an insurance broker, retirement specialist who has a sports background like myself playing soccer at the professional level for a couple years before a series of injuries cut his playing career short.
Today we sat down and talked about finances, an area of the world I believe a lot of us lack knowledge in, and as a result we lack our our financial security and freedom. Today Jonathon tells his story as well as educates on the value of getting into this world at whatever stage of life you're in!
The discussion shifted to common financial mistakes, with Chris pointing out that many individuals lack the discipline and knowledge to create effective financial plans. Jonathan likened financial planning to using a GPS, noting that many navigate their finances without a clear strategy. He identified procrastination and confusion over numerous financial options as major issues, leading to ineffective management and delayed retirement planning. Jonathan also highlighted key mistakes such as being unproactive and overly reliant on employer benefits, which can lead to financial instability, and encouraged seeking independent financial advisors for robust strategies.
Jonathan and Chris analyzed Dave Ramsey's financial principles, agreeing with many but identifying key disagreements, particularly regarding the snowball method for debt repayment and the necessity of credit scores. They advocated for permanent life insurance policies as a financial safety net. Jonathan discussed the changing financial landscape, noting the burden of debt many families face today compared to the past.
He emphasized the need for tailored financial strategies, especially for higher earners, and expressed confidence in Tony Robbins' financial insights. They concluded by discussing the importance of financial literacy and proactive planning, offering guidance for individuals to evaluate their circumstances and prepare for future challenges.
Some books we recommend on the show are:
Get these books and start going on your 90 day sprit now so in 2025 you finally have a grasp on your money and you have your GPS sets with the correct destination and the correct direction along the way.
Until next time guys,
Let’s Turn the page with Chris Page and move into the next chapter of your life!!