All of our most common case studies will involve an up-close, in-depth, and detailed analysis of a particular issue and always in the context of one of the major elements in personal financial planning:
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Retirement Planning and Advisor Coordination
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Risk Management and Insurance
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Estate Planning and Family Office Management
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Education Planning and Funding
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Tax Planning and Mitigation Strategies
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Investment Allocation and Account Management
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Cash Flow and Debt Management
Missional Money is a Retirement Planning Podcast and it is a component of our Online Course for Investors, Families, and Business Owners. Featuring The Blueprint for Financial Success, the serial video show supports our new (Free) Online Course. Enroll Today!
Missional Money is the Retirement Planning Podcast for Investors and Financial Advisors alike.
Featuring the BayRock Financial Blueprint for Life, Liberty, and the Pursuit of Happiness, this serial video podcast is part of our online training course for individual investors, families, and Financial Advisors.
Our purpose at Missional Money is to help you manage the risk and opportunity of everyday life, recover from the unexpected, and realize your highest purpose.
I’m your host Jim Munchbach, Certified Financial Planner™ and CEO of BayRock Financial.
Subscribe to the podcast in iTunes or anywhere podcasts are played. Visit Missional Money to Register and Enroll in our free online course. Once you’re enrolled in the course, you’ll have full access to our premium planning portal and all of the resources we talk about on the show.
Don’t forget, Missional Money is a Video Podcast and you can find a link to our playlist at – just look for the YouTube icon at the top right of the page.
A big shout-out to all of our Clients at BayRock! Missional Money is one way we provide financial training for you, your family members, and each of the special people you refer our way. You are the reason BayRock exists and I’m super excited about some of the Real Life Case Studies we have on tap in the next few weeks and months.
If you are a BayRock client and you want to share your story, you are always on the top of our priority list. We will gladly create a retirment planning case study to help answer your questions and find the best solution to achieve What Matters Most – to you.
As always, I’m available anytime you’re ready to work on your financial plan, simply click on my calendar link at
Retirement Planning Case Studies Podcast
Go behind the scenes as we work with investors and advisors around the country to create compelling financial plans using best of class technology available now at MissionalMoney.com
Missional Money Online Courses are FREE, Register and Enroll Today https://missionalmoney.com
Free Gift First 50 Enrollees
To kick-off the first few episodes, we’re making a special offer, starting with our LinkedIn connections, for anyone who registers and enrolls in our Free online course AND sends us a question or a case study for future episodes, we’ll mail you a special, limited, hard cover edition of your choice.
Please Share This Special Offer with Someone You Know:
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Financial Advisor
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CPA or CFP® Professional
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Individual Investor, Family, or Business Owner
Retirement Planning Case Studies Special Offer
Special, Limited, Hard Cover Edition
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Make Your Money Count for Investors interested in Retirement Planning
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What Matters Most for Financial Advisors interested in learning to Think Like a CFP® Pro
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Allied for Success for CPA and CFP® Professionals interested in Retirement Planning
Be one of the first fifty people to register and enroll in our online course at MissionalMoney.com and I’ll send you a signed copy of your choice along with a full-sized copy of The Blueprint for Financial Success™.
