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
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Thanks for listening!
Hannah & the Psykhe Podcast team x