Episode 163. JR Chappell: Financial Wellness, Personal Responsibility and Practical Steps to Take

 

In this episode, we're joined by JR Chappell. JR grew up in Indiana, USA, attended university and majored in History. He started his career in banking after university in 2004 and in 2015 got into the financial planning field. JR joined the Ensign Partners team as Director of Retirement Planning, focusing on small businesses and assisting them to offer and manage retirement plans for the owners and employees.

In this episode, we explore:

  • financial wellness

  • money mindset

  • talking about money

  • pensions

  • financial planning

  • why winning the lottery won't solve all your problems

  • personal responsibility

  • impact of financial wellness on emotional and physical wellness

  • what to do if you're overwhelmed by debt

  • reducing the stress around finances

and loads more.

Recommendations

  • The Smartest Investment Book You'll Ever Read - Daniel R. Solin

You can connect with JR via email at jrchappell@ensignpartners.com

Connect with Hannah @hannah.stainer on Instagram or Twitter.

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Thanks for listening!

Hannah & the Psykhe Podcast team x

 
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Episode 164. Paul Forchione: On Overcoming Obstacles and Rewriting Your Story

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Episode 162. Keri Lonny: Losing Yourself, Finding Yourself and Coming Back to Yourself