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Ep26 - Visualizing Financial Security Part 1 with Devin Deverill
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Buying a house, for most people, is probably the biggest dollar amount that they're going to need to pull a trigger on in their life. Although this decision can be difficult, working with a financial advisor can help you navigate your way to buying your dream house.
Building a partnership with a financial planner can transform your confused mind into owning a property.
- Diagnose your goal
- Define your goal in bite-size pieces
- Synthesize complex language and information
In today’s episode of the Expert(ish) Podcast, our guest, Devin Deverill will talk about how having a plan and a clear financial goal can help in your decision to invest. Devin, as a comprehensive financial planner, will also discuss the importance of having a high trust high care team in executing your financial goals, tax bracketology of the United States, TSP, and inflation.
Devin Deverill is a holistic financial advisor of Northwestern Mutual. Their mission is to help clients visualize and accomplish what financial security means to them. By matching their clients needs with innovative investment and insurance planning, they can confidently help them navigate through the many challenges and opportunities of life.
Enjoy!
Favorite Quote
"Those people sitting in cash right now in a low interest rate environment who haven't done anything about it or haven't looked at their asset allocation and their TSP, whether they're in or out, you don't want to backdate it and look at what you could have made this year in the stock market. We're not going to do that. But, what you can do is get proactive and do something about it for the upcoming ahead and tailwinds that will surely occur as they will for all time."
- Devin Deverill
In This Episode
6:22 - Devin's biggest debt management strategy questions in 2020
9:39 - How Jay and Devin started their business relationship
17:10 - His approach to determining each person's financial goal
20:05 - How he develops strategy based on an individual's financial goal
25:01 - Why most people fail to buy their first home
29:22 - His advice for business owners who want to make money in this world
30:32 - How Devin set the momentum of his personal life while running his own business
40:47 - Understanding the tax bracketology of the United States
48:39 - Why having a team of high trust and high care is important in building your wealth
55:54 - Why failing to decide is the same thing as deciding to fail
59:05 - What active duty members or transitioning military personnel need to know about the TSP
1:02:57 - Facts about inflation
Reach out to Devin Deverill
Instagram https://www.instagram.com/coffeeandfinance
Connect with Expert(ish) Podcast Host JAY JOHNSON
Call (858) 925- 4536
Listen to more episodes of the Expert(ish) Podcast
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