Hi all! This is Jeff Hulett, I'm a decision confidence builder and your host today. This is our 4th vidcast in the Investment Barbell Series. You may check out the 3 earlier episodes on The Curiosity Vine or my YouTube channel.
Today, I am super excited to interview Daniel Hulett to demonstrate the implementation of the IBS. Welcome Daniel!
Daniel is the President of Hulett Brothers, a content creation business. Daniel is also my son and home for the holidays!
In this interview, we show how Daniel implements the IBS. Our agenda is:
Learn about Daniel and the content creation business. This will help you understand how Daniel makes income available for the IBS. Plus, it is fun to learn about his fast-growing business.
Next, we walk through the savings waterfall as the key connector between the salary and the IBS. This is how income gets into the IBS.
Then, we tackle each quadrant of the IBS. This includes:
Cash,
Robo,
Real, and
Fun.
Finally, we discuss adaptations in the spirit of "progress, not perfection." We show you how to survey where you are and make adaptations.
We have several resources to help you. The savings waterfall, the IBS tool, and our decision apps are available through my book, Making Choices, Making Money. Check out my website for book purchase information.
About the author:Â Jeff Hulett is a career banker, data scientist, behavioral economist, and choice architect. Jeff has held banking and consulting leadership roles at Wells Fargo, Citibank, KPMG, and IBM. Today, Jeff is an executive with the Definitive Companies. He teaches personal finance at James Madison University and provides personal finance seminars. Check out his new book -- Making Choices, Making Money: Your Guide to Making Confident Financial Decisions -- at jeffhulett.com.