The Wisdom & Wealth Podcast with Josh Klooz

Hello and Welcome to another edition of Wisdom & Wealth. Thank you for joining me. Some time back I walked through a career decision with a friend. It was a tough decision between two different options and involved a change in geography component as well. There was some hesitation around making the wrong decision along with the usual questions around giftedness, calling, timing etc. Given my perso...

Welcome to another edition of Wisdom and Wealth. Thank you for joining me! This past week, I have had the lyrics of Ben Rector bouncing around my head. In this particular song, he says “I’m learning how to eat the fruit that is in season.” For some reason this has stuck with me, because I find that so much of life, we can find ourselves not doing this. Our nature is prone to want other people’s fr...

Every so often someone in an initial meeting or a client meeting will ask me if I think there is a recession coming. They are typically disappointed when I answer of course. Of course there is. It’s like the coming of the seasons, or an intermittent fast after thanksgiving. It’s natural and needed. This fascination with the future never ceases to amazing me. I may have mentioned that this summer I...

It’s Summer and this normally means that people are traveling and spending on activities which are outside the norm. This also means that we are spending more money than we normally would also. For this reason I’d like to explore lifestyle spending this week. While spending does force us to reckon with tradeoffs. I find that it is easy to simply think that spending is a zero-sum game. If we are no...

Welcome to another edition of Wisdom & Wealth. This past week I’ve started thinking about nostalgia for the past, present or future. The catalyst for this was a sign my wife got me for my home office which reads: “These are the Good Old Days”. Don’t get me wrong I agree with the statement. But something about the way it is commonly understood or communicated in practice gives me pause. So today I’...

Welcome to another edition of Wisdom & Wealth. Thank you for joining me. This week I want to address a few questions that come up during moments of volatility like the one we are experiencing today. First, moments like this tend to have a lot in common with the grade school playground in that the most salacious rumors and half-truths make the rounds. Even if you are disciplined enough to verify ev...

This week I look at how your financial plan and land navigation have more similarities than we would like to admit. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wisdomandwealthpodcast.substack.com

This week I’ve invited Parker Polidor from CareAlly to join me on the podcast. Parker and his team focus on helping families plan for the care of their aging loved ones. Often care for loved one’s becomes a line item in a person’s financial plan, but Parker puts those dollars into action by helping map out what next steps need to be planned for and thought through. Listen in for more. This is a pu...

What are you optimistic about matters to the durability of your financial mindset. Listen in for more. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wisdomandwealthpodcast.substack.com

“Should I reallocate?” is a question that prospective clients often ask me. The next question that is really embedded in that question is: “Should I pay the taxes necessary to get a better allocation?” This question has come to the surface the last several months. I’ve witnessed it more and more lately, especially in the realm of do it yourself investors and prospective clients who saw the market...

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wisdomandwealthpodcast.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wisdomandwealthpodcast.substack.com

Welcome in, to another edition of Wisdom & Wealth. Thank you for joining me this week. In the past few months, I’ve had two nagging questions keep coming back to mind. One: Are we as an investing society being lulled to sleep by “V-Shaped” market recoveries? And secondly, how do I help a generation of folks who lived through the GFC, or great financial crisis, as “accumulators,” think about such a...

Check out this week’s episode of Wisdom & Wealth for more of my thoughts on how we tend to hang on to the positive and negative voices in our lives. I also get into how this tendency can cause us to make poor partnership decisions in our financial lives. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wisdomandwealthpodcast....

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wisdomandwealthpodcast.substack.com