Danny Kenny's guest appearances

Danny Kenny

ChooseFI

The Franchise Academy Podcast

Business RadioX® Network

Annie Duke

Paul Merriman

Vicki Robin

Suze Orman

Zeona McIntyre

Cait Flanders

Roger Whitney

Dave Ramsey

Chris Browning

James Clear

Travis Hornsby

Lisa Duke

Jean Chatzky

Travis Shakespeare

Leslie Tayne

OwlTail

Founded in 2009, Level 5 Capital Partners is a next-generation growth equity firm investing in market-defining consumer businesses. Prior to L5, senior leaders of the team worked together investing in and operating consumer &amp; technology businesses for over 10 years. The team leverages its operational experience to focus on the early growth equity space where pure financial sponsors are typically not well-equipped to invest. L5 can pursue these early-stage opportunities due to the depth and expertise of L5's captive operating team, Acceleration Services ("AS.")

Founded in 2009, Level 5 Capital Partners is a next-generation growth equity firm investing in market-defining consumer businesses. Prior to L5, senior leaders of the team worked together investing in and operating consumer &amp; technology businesses for over 10 years. The team leverages its operational experience to focus on the early growth equity space where pure financial sponsors are typically not well-equipped to invest. L5 can pursue these early-stage opportunities due to the depth and expertise of L5's captive operating team, Acceleration Services ("AS.")

How to Evaluate Opportunities with Level 5 Capital Principal, Danny Kenny

Kyle Mast

058 | A roundtable discussion with two CFPs, Kyle Mast and Danny Kenny, on what financial planning looks like in practice, the importance of talking to a CFP and managing different types of risk. On today’s episode we cover:    Roundtable Q&amp;A with two Certified Financial Planners Kyle and Danny’s backstory How they learned about FI Why you should use the services of a CFP How they act as an educator and therapist between spouses What financial planning looks like in practice The different CFP models Why everyone should talk to a CFP How to find a CFP Why it is important that your CFP is a fiduciary and how to make sure The changes with the new tax bill The steps between the accumulation and drawdown phase Biggest mistakes clients make How to get both spouses on the same page The importance of keeping records How to deal with people who panic Risk management outside of investments Why it’s worth getting long term disability insurance When should someone consider index funds Importance of mixing US and international investments Hotseat questions    Links from the show:  CPF Board Napfa XY Planning Network Becoming Minimalist The Secret to Achieving your Dreams Danny’s info  LinkedIn SBSB Company   Kyle’s info  Clarity Financial Letters to Randon    ——————- Thank you for being a part of the ChooseFI community!  🙂 If you want to support us, here are some easy ways: 1) Leave an iTunes review: http://www.choosefi.com/itunes 2) Use our page to sign up for travel credit cards Note: We may receive a commission if you are approved for cards on this page 3) Most importantly, find your friends, coworkers, and family members who may be open to this message and tell them about the podcast! (Episode 21 is a great starting place) As Jonathan would say, "The FIRE is spreading my friends!"

058 | A roundtable discussion with two CFPs, Kyle Mast and Danny Kenny, on what financial planning looks like in practice, the importance of talking to a CFP and managing different types of risk. On today’s episode we cover: <ul> <li>Roundtable Q&amp;A with two Certified Financial Planners</li> <li>Kyle and Danny’s backstory</li> <li>How they learned about FI</li> <li>Why you should use the services of a CFP</li> <li>How they act as an educator and therapist between spouses</li> <li>What financial planning looks like in practice</li> <li>The different CFP models</li> <li>Why everyone should talk to a CFP</li> <li>How to find a CFP</li> <li>Why it is important that your CFP is a fiduciary and how to make sure</li> <li>The changes with the new tax bill</li> <li>The steps between the accumulation and drawdown phase</li> <li>Biggest mistakes clients make</li> <li>How to get both spouses on the same page</li> <li>The importance of keeping records</li> <li>How to deal with people who panic</li> <li>Risk management outside of investments</li> <li>Why it’s worth getting long term disability insurance</li> <li>When should someone consider index funds</li> <li>Importance of mixing US and international investments</li> <li>Hotseat questions</li> </ul>   Links from the show: <ul> <li><a href="https://www.cfp.net/" rel="nofollow" target="_blank">CPF Board</a></li> <li><a href="https://www.napfa.org/" rel="nofollow" target="_blank">Napfa</a></li> <li><a href="https://www.xyplanningnetwork.com/" rel="nofollow" target="_blank">XY Planning Network</a></li> <li><a href="https://www.becomingminimalist.com/" rel="nofollow" target="_blank">Becoming Minimalist</a></li> <li><a href="http://www.remotefinancialplanner.com/secret-achieving-dreams" rel="nofollow" target="_blank">The Secret to Achieving your Dreams</a></li> <li>Danny’s info <ul> <li><a href="http://linkedin.com/in/danielkenny1" rel="nofollow" target="_blank">LinkedIn</a></li> <li><a href="https://goo.gl/nG4qMM" rel="nofollow" target="_blank">SBSB Company</a></li> </ul> </li> <li>Kyle’s info <ul> <li><a href="https://www.clarityfinancialllc.com/" rel="nofollow" target="_blank">Clarity Financial</a></li> <li><a href="https://www.letterstorandon.com/" rel="nofollow" target="_blank">Letters to Randon</a></li> </ul> </li> </ul> ——————- Thank you for being a part of the ChooseFI community!  🙂 If you want to support us, here are some easy ways: 1) Leave an iTunes review: <a href="http://www.choosefi.com/itunes" rel="nofollow" target="_blank">http://www.choosefi.com/itunes</a> 2) Use our page to sign up for <a href="https://www.choosefi.com/sncards" rel="nofollow" target="_blank">travel credit cards</a> Note: We may receive a commission if you are approved for cards on this page 3) Most importantly, find your friends, coworkers, and family members who may be open to this message and tell them about the podcast! (<a href="https://www.choosefi.com/021-pillars-fi/" rel="nofollow" target="_blank">Episode 21</a> is a great starting place) As Jonathan would say, "The FIRE is spreading my friends!"

058 | Annual CFP Roundtable 2017 | Kyle Mast and Danny Kenny