Brandon Trammell's guest appearances

Brandon Trammell

I'm Not Gonna Lie

CFO at Home

The Purpose Tune Podcast 

Dave Ramsey

Rachel Cruze

Nick Loper

Patrice Washington

Harry Stout

Andrew Warner

Diania Merriam

Eric Brotman

Teru Clavel

Bill Dwight

Ericka Young

Joseph Hogue

Eric Mason

Dan Mullen

Scott Perry

OwlTail

Brandon Trammell is the founder of Purpose Financial and Insurance Services, where the motto is “Plan Your Legacy with Purpose”. On this episode of CFO at Home, Brandon and Vince discuss building a financial legacy, insurance, traits to look for when choosing a financial professional, and more. Key Takeaways:  A financial legacy is as much about the values and knowledge that you pass along to your heirs as it is about money and assets  Areas of financial education that are closely related to building a legacy:   Budgeting and understanding your personal balance sheet  Savings/investing and paying of debt Being appropriately insured   Choosing the right type of Life Insurance (Term, Permanent, etc) is a complex, individualized decision Statistically speaking, you are much more likely to likely to become disabled during your working years than to die; making disability insurance foundational to the average individual’s financial plan Medicare does not cover most of personal care options that we associate with “Long Term Care”; reducing the basic options to:   Long Term Care Insurance (currently offered by a limited number of providers) Paying from personal wealth/care from family members Medicaid    Some traits to look for when choosing a Financial Professional to work with:   Someone who you align with value-wise Someone that you connect with on relational level Someone with high integrity   Money without fulfillment is poverty  Ways to contact/follow:  www.PlanYourLegacyWithPurpose.com PurposeFinancial (Instagram) brandon@purposefis.com (email)  Contact the Host - vince@thecfoathome.com

Brandon Trammell is the founder of Purpose Financial and Insurance Services, where the motto is “Plan Your Legacy with Purpose”. On this episode of CFO at Home, Brandon and Vince discuss building a financial legacy, insurance, traits to look for when choosing a financial professional, and more. Key Takeaways: <ul> <li>A financial legacy is as much about the values and knowledge that you pass along to your heirs as it is about money and assets </li> <li>Areas of financial education that are closely related to building a legacy:</li> <li> <ul> <li>Budgeting and understanding your personal balance sheet</li> <li> Savings/investing and paying of debt</li> <li>Being appropriately insured</li> </ul> </li> <li>Choosing the right type of Life Insurance (Term, Permanent, etc) is a complex, individualized decision</li> <li>Statistically speaking, you are much more likely to likely to become disabled during your working years than to die; making disability insurance foundational to the average individual’s financial plan</li> <li>Medicare does not cover most of personal care options that we associate with “Long Term Care”; reducing the basic options to:</li> <li> <ul> <li>Long Term Care Insurance (currently offered by a limited number of providers)</li> <li>Paying from personal wealth/care from family members</li> <li>Medicaid </li> </ul> </li> <li>Some traits to look for when choosing a Financial Professional to work with:</li> <li> <ul> <li>Someone who you align with value-wise</li> <li>Someone that you connect with on relational level</li> <li>Someone with high integrity</li> </ul> </li> <li>Money without fulfillment is poverty</li> </ul> Ways to contact/follow: <ul> <li><a href="http://www.planyourlegacywithpurpose.com/" rel="nofollow" target="_blank">www.PlanYourLegacyWithPurpose.com</a></li> <li><a href="https://www.instagram.com/purpose_financial/?hl=en" rel="nofollow" target="_blank">PurposeFinancial (Instagram)</a></li> <li><a href="mailto:brandon@purposefis.com">brandon@purposefis.com</a> (email)</li> </ul> Contact the Host - vince@thecfoathome.com

56. Building a Financial Legacy with Brandon Trammell

About this Episode:Finding our purpose is a journey, and we must allow ourselves space to be still so we can discover the reason for our existence. Having purpose is important, because it is our solace, a source of authentic and meaningful support that guides us when we need it. By living our life with purpose, we become better human beings striving to leave this world better than we’ve found it.About the Guest:Brandon Trammell is a financial professional that believes people genuinely want to take charge of their financial futures. Coupled with a 15 year career in financial services, he brings great passion for helping people live a life of contribution and meaning. He leverages his emotional intelligence at the intersection of finances and overall well-being by helping people to align their values with their goals for asset protection and wealth accumulation. Brandon's primary focus in both his personal and professional life is contributing to a more equitable and beneficial world.Website: https://brandontrammell.comInstagram: btramm707LinkedIn: https://www.linkedin.com/in/brandon-trammell/#Purpose #Meaning #Passion #Joy #Excitement #Impact #PersonalDevelopment #PersonalGrowth #ProfessionalDevelopment #SelfLove #Entrepreneur #NorthStar #FinancialServices

About this Episode: Finding our purpose is a journey, and we must allow ourselves space to be still so we can discover the reason for our existence. Having purpose is important, because it is our solace, a source of authentic and meaningful support that guides us when we need it. By living our life with purpose, we become better human beings striving to leave this world better than we’ve found it. About the Guest: Brandon Trammell is a financial professional that believes people genuinely want to take charge of their financial futures. Coupled with a 15 year career in financial services, he brings great passion for helping people live a life of contribution and meaning. He leverages his emotional intelligence at the intersection of finances and overall well-being by helping people to align their values with their goals for asset protection and wealth accumulation. Brandon's primary focus in both his personal and professional life is contributing to a more equitable and beneficial world. Website: <a href="https://brandontrammell.com" rel="nofollow" target="_blank">https://brandontrammell.com</a> Instagram: btramm707 LinkedIn: <a href="https://www.linkedin.com/in/brandon-trammell/" rel="nofollow" target="_blank">https://www.linkedin.com/in/brandon-trammell/</a> #Purpose #Meaning #Passion #Joy #Excitement #Impact #PersonalDevelopment #PersonalGrowth #ProfessionalDevelopment #SelfLove #Entrepreneur #NorthStar #FinancialServices

Purpose sparks joy, passion, and excitement | Brandon Trammell

GUEST: Brandon Trammell, Purpose Financial + Insurance ServicesBrandon Trammell is driven to leave the community and the world a more beneficial place than he found it. He actively seeks deep, authentic and meaningful human connection. He's just celebrated his first anniversary of founding a mission-driven retirement planning and insurance firm and has some pretty concrete ideas about how to educate adults on how to have difficult conversations about money. Join me (and Phil - he's BACK!) as we course winding roads with Brandon, visiting money matters, "Americo" + PERFECTION!

GUEST: Brandon Trammell, Purpose Financial + Insurance Services Brandon Trammell is driven to leave the community and the world a more beneficial place than he found it. He actively seeks deep, authentic and meaningful human connection. He's just celebrated his first anniversary of founding a mission-driven retirement planning and insurance firm and has some pretty concrete ideas about how to educate adults on how to have difficult conversations about money. Join me (and Phil - he's BACK!) as we course winding roads with Brandon, visiting money matters, "Americo" + PERFECTION!

It Doesn't Grow On Trees 💰- Brandon Trammell, Purpose Financial + Insurance Services