Money Metaphors
Money Metaphors
Jason Coddington
Welcome to Money Metaphors: Exploring Financial Concepts Through Stories and Analogies with Jason Coddington from Coddington Wealth Advisors. In this podcast, we help families and small business owners like you navigate the world of finance. Our goal? To help you stress less and enjoy life more, all while leaving a lasting legacy. Join us for this journey where we explore the nuances of goal-based asset management, retirement, and estate planning strategies as Jason and his team draw from years of expertise and guest experts to solve the puzzle of effective financial management. Come along and be part of our extended family as we work together to manage your wealth and create a future that\’s not just secure, but fulfilling too.
Values-Driven Decisions: Insights for Financial and Emotional Success (EP 16)
Ever wondered how transitioning a family farm can be as seamless as passing down a cherished family recipe? Join host Jason Coddington on this episode of ‘Money Metaphors’ as he welcomes Doug Lennick and Ryan Goulart to discuss the complexities of transitioning family farms. By focusing on values-driven decision-making, they discuss how emotional intelligence and … Read More Read More
Jul 2, 2024
58 min
How Target Date and Strategy Funds Can Work for You (EP 15)
Ever wish investing could be as easy as picking a meal from a menu?  It can be—with Target Date and Strategy Funds! Join host Jason Coddington on ‘Money Metaphors’ as he untangles the world of Target Date and Strategy Funds, presenting them as key tools for managing major life milestones like retirement and college education. … Read More Read More
Jun 12, 2024
27 min
How to Preserve Your Investments During Election Years (EP 14)
Is your portfolio election-proof? Learn how to keep your investments resilient. Join us for this fascinating episode of ‘Money Metaphors’ where host Jason Coddington from Coddington Wealth Advisors explores the significant impact of presidential elections on financial markets. Discover why fears of market downturns during election years are unfounded and the importance of sticking to … Read More Read More
May 14, 2024
22 min
Navigating Retirement Planning with Ease and Confidence (EP 13)
Are you letting fear and complexity dictate your retirement planning? Join us for this episode of ‘Money Metaphors’ with your host Jason Coddington. He explains financial planning in today’s VUCA (volatility, uncertainty, complexity, and ambiguity) environment, focusing on retirement planning for families and small business owners. Discover simple, effective strategies for long-term financial success. Key … Read More Read More
May 8, 2024
25 min
Social Security: What You Need To Know (Ep. 12)
Are you missing out on crucial Social Security benefits without even knowing it? Join Jason Coddington in this insightful episode of ‘Money Metaphors’ as he untangles Social Security’s complexities. Covering topics from sustainability challenges to the effects of early benefits for small business owners, this episode provides essential insights for savvy retirement planning. Key Highlights: … Read More Read More
Apr 24, 2024
29 min
How To Do Life Insurance Your Way (Ep. 11)
What if there’s a better way to approach life insurance than what you’ve been told? Dive head first into the world of life insurance with Jason Coddington in this compelling ‘Money Metaphors’ episode. Jason shares his personal journey with life insurance following his father’s passing, providing a unique and heartfelt insight into this crucial tool … Read More Read More
Apr 10, 2024
36 min
The Unwritten Rules Of The Financial Road (Ep. 10)
While many believe that financial success is solely determined by following conventional rules, Jason Coddington is here to challenge these beliefs. Jason takes you on a journey through the unwritten rules of financial freedom. Using relatable metaphors and real-life examples, he effortlessly connects societal norms to essential financial principles, making complex concepts easy to understand … Read More Read More
Mar 27, 2024
26 min
How To Provide Charitable Gifts Through QCDs (Ep. 9)
Want to make a meaningful charitable impact in your retirement years? Join Jason Coddington of Coddington Wealth Advisors in the latest Money Metaphors episode as he demystifies Qualified Charitable Distributions (QCDs). This tool is a big breakthrough for savvy families and business owners aiming to blend philanthropy with tax efficiency. Learn how QCDs can be … Read More Read More
Mar 13, 2024
18 min
Navigating the Maze of Individual Retirement Accounts (Ep. 8)
Confused about choosing between Traditional and Roth IRAs?  Dive into clarity with our latest Money Metaphors episode, where Jason Coddington of Coddington Wealth Advisors navigates the world of Individual Retirement Accounts (IRAs). This episode delivers targeted insights for families and small business owners, breaking down the complexities of Traditional and Roth IRAs. Discover essential strategies, … Read More Read More
Mar 7, 2024
34 min
Retirement Plans for Small Businesses: Choosing the Right Fit (Ep. 7)
Think choosing a retirement plan is difficult?  We’re breaking it down, ingredient by ingredient! Dive into retirement planning with Jason Coddington of Coddington Wealth Advisors, where complex concepts become as simple as kitchen recipes! Jason serves up financial wisdom like a master chef, turning the selection of retirement plans into an easy-to-follow recipe for success. … Read More Read More
Feb 14, 2024
37 min
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