Jess Bost, CFP, RICP

Jess Bost, CFP, RICP Keeping priorities clear, people near, and the mission in gear.

Laying in bed worrying won’t solve the challenges keeping you awake 😥 In this episode of How Did We Get Here, Mark Newfi...
12/27/2024

Laying in bed worrying won’t solve the challenges keeping you awake 😥

In this episode of How Did We Get Here, Mark Newfield, Journey Strategic Wealth and I discuss why tackling financial concerns head-on is the only way forward👊

Learn to move from worry to action—stream the episode now on Spotify and Apple Podcasts!

🔗Spotify: https://open.spotify.com/episode/7GFhT72ukOB0xCJkyFxUb7?si=f2Lr7sJ_RjSTTbOSb04IFA

🔗Apple Podcasts: https://podcasts.apple.com/us/podcast/20-how-did-we-get-from-theology-to-financial-planning/id1760554195?i=1000680967592

Did you know the average American has a financial risk tolerance of 4.9 out of 10? 🫣  Taking financial risks can lead to...
12/23/2024

Did you know the average American has a financial risk tolerance of 4.9 out of 10? 🫣

Taking financial risks can lead to rewards—but only if you can tolerate the volatility along the way 📉📈

Morgan Ranstrom - Co-Founder of Trailhead Planners and Auther of Money With Purpose - shares why asking the right questions about risk and consequences is essential for confident decision-making.

Catch the latest episode of “How Did We Get Here?” to learn the importance of aligning your goals and values with your financial decisions.

🔗Spotify: https://open.spotify.com/episode/7GFhT72ukOB0xCJkyFxUb7?si=4BD-FYJ2TsWxK5RlOitepQ

🔗Apple Podcasts: https://podcasts.apple.com/us/podcast/20-how-did-we-get-from-theology-to-financial-planning/id1760554195?i=1000680967592

How can one thrive in the face of uncertainty? 👀Van Smith - owner of Smith Strong PLC - reflects on his time in Iraq and...
12/18/2024

How can one thrive in the face of uncertainty? 👀

Van Smith - owner of Smith Strong PLC - reflects on his time in Iraq and the life-changing lessons of faith, self-confidence, and problem-solving 😤

Hear his story and discover how these principles can help you tackle your own challenges—stream our latest episode of “How Did We Get Here?” on Spotify and Apple Podcasts!

🔗Spotify: https://open.spotify.com/episode/1INYjwKUaJnFhVFnlpeWRx?si=w7xzqzkBSL6uBG_D7qVaWw

🔗Apple Podcasts: https://podcasts.apple.com/us/podcast/19-how-did-we-get-from-baghdad-to-entrepreneur/id1760554195?i=1000680136671

Waiting for the “right moment” could cost you. Compound interest works best when time is on your side⏰ In Ep19 of “How D...
12/16/2024

Waiting for the “right moment” could cost you.

Compound interest works best when time is on your side⏰

In Ep19 of “How Did We Get Here?” Mark Newfield, Journey Strategic Wealth and I talk about why starting today—even with small amounts—can lead to exponential wealth growth 📈

Tune in now on Spotify and Apple Podcasts! 🎧

🔗Spotify: https://open.spotify.com/episode/1INYjwKUaJnFhVFnlpeWRx?si=w7xzqzkBSL6uBG_D7qVaWw

🔗Apple Podcasts: https://podcasts.apple.com/us/podcast/19-how-did-we-get-from-baghdad-to-entrepreneur/id1760554195?i=1000680136671

12/12/2024

Day 4 of Advisor Self Care with Ashley Quamme is here! 🤩🎄

I'm prolly not supposed to have faves, but it's still my fave. And something that I am specifically working on right now:

CONDITIONAL YESES

You *need* to know what this is.

Listen up 👇👇

Send a message to learn more

Success is never a solo journey👫 In the latest episode of “How Did We Get Here?”, Jenny Rozelle - owner of Indiana Estat...
12/11/2024

Success is never a solo journey👫

In the latest episode of “How Did We Get Here?”, Jenny Rozelle - owner of Indiana Estate & Elder Law shares how her team is the glue that keeps everything moving forward ⏩

Learn from her why building a strong, supportive team is the key to achieving big goals💪

Tune in now on Spotify and Apple Podcasts! 🎧

🔗 Spotify: https://open.spotify.com/episode/4c2qejehD2oE2qtmCn400V?si=We5Un1RISrWN0FlAi5-3FQ

🔗 Apple Podcasts: https://podcasts.apple.com/us/podcast/18-how-did-we-get-from-a-childhood-goal-to-estate-law/id1760554195?i=1000679375560

Did you know companies with high trust and integrity experience 50% less turnover? 🤜🤛In this episode of “How Did We Get ...
12/10/2024

Did you know companies with high trust and integrity experience 50% less turnover? 🤜🤛

In this episode of “How Did We Get Here?”, Jenny Rozelle - owner of Indiana Estate & Elder Law - shares her personal journey of building a strong work ethic 😤

Mark Newfield, Journey Strategic Wealth and I explore the values of resilience, accountability, and integrity that have helped shape her career 💼

For more of our conversation, tune in to the newest episode now on Spotify and Apple Podcasts!

🔗 Spotify: https://open.spotify.com/episode/4c2qejehD2oE2qtmCn400V?si=We5Un1RISrWN0FlAi5-3FQ

🔗 Apple Podcasts: https://podcasts.apple.com/us/podcast/18-how-did-we-get-from-a-childhood-goal-to-estate-law/id1760554195?i=1000679375560

You don’t need to have everything figured out to take your next step 👟 Hearing Aravind Sithamparapillai’s story is a pow...
12/05/2024

You don’t need to have everything figured out to take your next step 👟

Hearing Aravind Sithamparapillai’s story is a powerful reminder that progress comes from moving forward, even when the path isn’t clear 💪

Tune into our latest episode of “How Did We Get Here?” to hear how he navigated his journey and how you can too 👊

Available now on Spotify and Apple Podcasts!

🔗Spotify: https://open.spotify.com/episode/2iumqzaRr6MUJGe8mJJo6F?si=da2qNoW3QxaV_6x-8G_onA

🔗Apple Podcasts: https://podcasts.apple.com/us/podcast/17-how-did-we-get-from-failed-classes-to-fitness-in/id1760554195?i=1000677775387

Emotions drive 90% of financial decisions, according to Nobel prize winner Daniel Kahneman 🎭 Cultural attitudes, like co...
12/04/2024

Emotions drive 90% of financial decisions, according to Nobel prize winner Daniel Kahneman 🎭

Cultural attitudes, like collectivist or individualist values, also shape these choices 🤝

But, ultimately, financial decisions reflect clients' personal identities and values, regardless of the numbers on paper 💲

Tune into our latest convo with Aravind Sithamparapillai - one you definitely do NOT want to miss 🙏

🔗Spotify: https://open.spotify.com/episode/2iumqzaRr6MUJGe8mJJo6F?si=da2qNoW3QxaV_6x-8G_onA

🔗Apple Podcasts: https://podcasts.apple.com/us/podcast/17-how-did-we-get-from-failed-classes-to-fitness-in/id1760554195?i=1000677775387

Sometimes, seeing someone else’s lack of passion can be the spark for your own 💥 In Ep16, our guest Dennis Morton - cofo...
11/27/2024

Sometimes, seeing someone else’s lack of passion can be the spark for your own 💥

In Ep16, our guest Dennis Morton - cofounder of Morton Brown Family Wealth - shares how witnessing an advisor’s disinterest in personal finance led him to think, “I can do this better.” 👏

Listen in as he shares his story! 👇

🔗 Spotify: https://open.spotify.com/episode/6a7wSIpuqtYSS4N1V3iVYu?si=Gqcf43I9RiKHBB8DlHX2JA

🔗 Apple Podcasts: https://podcasts.apple.com/us/podcast/16-how-did-we-get-from-history-major-to-financial-advisor/id1760554195?i=1000676953358

Want to lead more effectively? Start with emotional intelligence and a deeper understanding of the human condition 🎯 In ...
11/26/2024

Want to lead more effectively? Start with emotional intelligence and a deeper understanding of the human condition 🎯

In the latest episode of "How Did We Get Here?", Mark Newfield, Journey Strategic Wealth and I sat down with Dennis Morton of Morton Brown Family Wealth , who shared how a high EQ and a background in the humanities shaped his leadership journey. 🌟

Dennis dives into how studying humanities and psychology helped him build essential skills to connect more deeply with his clients and lead with empathy 📚

🎧 Tune in on Spotify and Apple Podcasts to catch the full conversation!

🔗 Spotify: https://open.spotify.com/episode/6a7wSIpuqtYSS4N1V3iVYu?si=Gqcf43I9RiKHBB8DlHX2JA

🔗 Apple Podcasts: https://podcasts.apple.com/us/podcast/16-how-did-we-get-from-history-major-to-financial-advisor/id1760554195?i=1000676953358

Does life ever feel like it’s testing your resilience? You’re not alone. 💛In this week’s newsletter, I shared about a nu...
11/15/2024

Does life ever feel like it’s testing your resilience? You’re not alone. 💛

In this week’s newsletter, I shared about a nurse in her 50s who was wondering if her retirement dreams were slipping away.

Her first words to me? 👉 “I don’t even know where to start.”

Whether you’re parenting teenage daughters (👋 hello new friend), planning for retirement, or simply trying to make ends meet, hear this:

Resilience isn’t about pushing through no matter what.

It’s about:

✅ Knowing when to pause.
✅ Finding clarity in the chaos.
✅ Reaching out for help when you need it.

A Few Steps to Consider --

Step 1: Acknowledge Where You Are
✍️ Write down what’s causing stress, what’s working, and where you need help.

Step 2: Focus on What You Can Control
📊 Start with essentials: housing, food, healthcare, and transportation.
🛑 Build a small cushion for the unexpected—even a few dollars makes a difference.
💡 Explore income opportunities, like consulting or part-time work.

Step 3: Ask for Help
A financial planner can guide you with expertise and compassion. A trusted friend can help remind you of your strength. Build a community that you can lean into. Resilience grows stronger in the context of joy and connection ✨

The woman I mentioned earlier?

She didn’t fix everything overnight, but she found peace knowing she wasn’t alone.

Together, we created a plan to:
✔️ Adjust her spending
✔️ Manage healthcare costs.
✔️ Get back on track for the retirement she dreamed of.👋

Your next step forward could be as simple as starting a conversation.

Let’s map out a plan that gives you confidence in your financial future.

📩 Read this week's full newsletter at www.jessbost.com/newsletter/financial-chaos.

💡 And remember, resilience isn’t about having all the answers—it’s about having the courage to find a new beginning when you think you're at the end. I know you’ve got this. 💪

~ Jess

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Augusta, GA

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