Happy Money, Happy Life (with Jason Vitug)

What do you do when life seems like it's a struggle? Jason Vitug has been there. Chasing his career at full speed, suddenly everything broke down. His health, family health, his financial situation...everything. Jason learned how to regroup and grow, and today we dive into his story so that you can also fight through adversity to take on whatever challenge awaits. Jason always has an inspirational story to share and today's show is no exception!In our headlines segment, advisors are struggling to keep some clients from bailing into cash. Yields are rising and the stock market has been uncertain...so why not move? We'll share our thoughts on that and also thoughts on the disconnect in general between people and advisors. Where are advisors (and clients) getting it wrong?Of course, that's not all. We'll throw out the lifeline to a lucky caller and Doug will share his amazing trivia.FULL SHOW NOTES: https://www.stackingbenjamins.com/jason-vitug-1312Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201.Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What this episode covers

What do you do when life seems like it's a struggle? Jason Vitug has been there. Chasing his career at full speed, suddenly everything broke down. His health, family health, his financial situation...everything. Jason learned how to regroup and grow, and today we dive into his story so that you can also fight through adversity to take on whatever challenge awaits. Jason always has an inspirational story to share and today's show is no exception! In our headlines segment, advisors are struggling to keep some clients from bailing into cash. Yields are rising and the stock market has been uncertain...so why not move? We'll share our thoughts on that and also thoughts on the disconnect in general between people and advisors. Where are advisors (and clients) getting it wrong? Of course, that's not all. We'll throw out the lifeline to a lucky caller and Doug will share his amazing trivia. FULL SHOW NOTES: https://www.stackingbenjamins.com/jason-vitug-1312 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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This episode was published on February 1, 2023.

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