Succession Planning for Business Owners
Succession planning for business owners is a critical process that impacts both the business owner and their customers. In this video series, we’ll focus on how every Financial Advisor needs a Succession Plan for the benefit of Investors.
Purpose-Centered Financial Planning
Purpose-Centered Financial Planning is focused on What Matters Most. For Women of Wealth, Business Leaders, and Financial Planning Professionals
Money and Marriage
Money and Marriage Advice and funny tweets from BayRock Financial. Money might not buy happiness, but financial transparency in marriage surely does.
The Wedding Planners
The Wedding Planners is the opening story in my book: Make Your Money Count. Chris contacted me to ask for advice about managing his money, but in fact, he had no money to manage. The family had spent all they made every month since Chris and Robin got married…
RightCapital BayRock Plan Setup
There are a few key steps in setting up your plan in BayRock and in this post, I’ll outline the steps and some information to help you get the most out of your experience. This article is intended for Students of Personal Finance at the Bauer College of Business at University of Houston.
Jim Munchbach Contact Page
Welcome to my Contact Page. Please Don’t look at this page on my website because – as you’ll see – it is a disaster. Instead, click on my actual Contact Page – The Envelope Icon at top left of page.
Nudge Nudge
Nudge Nudge Gentle Nudge Just for YOU! Do we need to meet to update your financial plan? Is it time for an investment review? Is there something on our To-Do List that needs attention? I’m available whenever you’re ready to meet. To grab a spot on my Calendar – CLICK HERE! Login to your financial […]
Missional Money Financial Planning Course
Missional Money Financial Planning is based on the principles and process outlined in Jim Munchbach’s books: Make Your Money Count, What Matters Most, and Allied for Success. The online course features The Blueprint for Financial Success™.
Happy Independence Day
Happy Independece Day Today is Friday July 1, 2022 and I’m posting this episode of the Missional Money Podcast live on Facebook and YouTube. Watch Video Hope you’re doing great and getting ready for a big “bang” of a long weekend! I sent out an email to all my friends with a bit of […]
RightCapital Mobile App
BayRock and RightCapital have joined forces to provide you with a powerful mobile app designed to help you save more money and build a better retirement.