All posts by liveclearlypodcast

Episode 5 – Protection First: A Policy To Live By



What does the phrase “protection first” bring to mind when you think about your finances?

In today’s episode, Rebecca Novin-Cannon discusses what protection first means and how this philosophy unfolds at Novin Cannon Financial Group. She also outlines which assets need protection.

In this episode, you’ll learn:

  • What “protection first” means at Novin Cannon Financial Group
  • Why protection is addressed first in the financial planning scenario
  • What health and disability insurance cover
  • How Rebecca handles situations in which clients do not have the important legal documents needed for protection
  • What human life value is in life insurance and how it is determined
  • How long the protection planning phase takes at Novin Cannon Financial Group

Tune in now and learn the importance of addressing protection first in your financial planning.

Resources: Novin Cannon Financial Group | White Paper: 10 Risks That Can Ruin Your Wealth

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Episode 4 – Farming and Finances Are More Similar Than You’d Think



How exactly does farming relate to your finances?

Rebecca Novin-Cannon draws eye-opening similarities between farming and finances in today’s episode. She discusses farming strategies to shed light on different ways to look at financial situations and build stronger personal economies.

In this episode, you’ll learn:

  • The meaning of free liquidity
  • The importance of maintaining free liquidity in life
  • What monoculture is in farming and how it relates to finances
  • How the concept of companion farming can be applied to your finances
  • The difference between a three-sister strategy and a monoculture strategy
  • The importance of having a spending strategy
  • And more!

Tune in now and discover a new way to think about your personal economy!

Resources:  Novin Cannon Financial Group |

 


Episode 3 – Focus on What You Can Control



Do you find it challenging to focus on what you can control?

Rebecca Novin-Cannon provides a different perspective on how this statement can be applied to life and, more specifically, our financial lives. In this episode, she discusses healthy behaviors to engage in and how they can impact us later in retirement.

In this episode, you’ll learn:

  • Examples of important things in your life that are within your control
  • How having control over our financial situations affects other areas of our lives
  • About disciplined behaviors that can make your financial future soar
  • How you can take control of your savings rate
  • And more!

Tune in now and learn a new way to focus on what you can control.

Resources:  Novin Cannon Financial Group |

 


Episode 2 – The Discovery Process



When working with any financial professional, it is important that both parties get to know each other. That is what the discovery process is all about.

Today, Rebecca Novin-Cannon explains the first steps every new client at Novin Cannon Financial Group goes through. She not only discusses the process, but she also explains the purpose behind it.

In this episode, you’ll learn:

  • How Rebecca usually meets people and engages in conversations
  • The kind of information that is assessed during the first meeting after an introduction
  • What a personal financial model is
  • What documents Rebecca provides to put clients at ease with sharing their personal information
  • How Rebecca works to put together each client’s financial puzzle

Tune in to get an understanding of the discovery process at Novin Cannon Financial Group.

Resources:  Novin Cannon Financial Group |

 


Episode 1- Meet Your Host, Rebecca Novin-Cannon



Welcome to the inaugural episode of the Live Clearly Podcast.

In today’s episode, you will meet Rebecca Novin-Cannon, the host of this podcast. Listen in as Rebecca shares must-know information about the Novin Cannon Financial Group, her journey to becoming a part of the financial services industry, and what she does for fun.

In this episode, you’ll learn:

  • Who Rebecca’s ideal clients are and how she helps them
  • The kind of education she provides for her clients
  • Who is on the Novin Cannon Financial Group team and what they do
  • Some of the wonderful things Rebecca is involved with in the community
  • What her financial philosophy is
  • What you can expect in future episodes
  • And a lot more!

Tune in to meet Rebecca Novin-Cannon, the brains behind the Novin Cannon Financial Group and the Live Clearly Podcast.

Resources:  Novin Cannon Financial Group |