Shows
Financial Advisor's Workshop with Brian Kasal#67 The Comprehensive Financial Planning Experience w/ Stanley Funches, President/Financial Advisor, INTELUS Wealth Management, LLCDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Stanley T. Funches (https://www.inteluswm.com/) has been a financial planner for 25+ years, helping professionals, business owners, and physicians pursue and maintain a comfortable retirement. He is the President and Financial Advisor with INTELUS Wealth Management, LLC.
In this episode, Brian and Stanley discuss:
1. Dads and Dollars
2. From Investments to Insurance
3. Assessing the Unprecedented Trends of 2023
4. The Comprehensive Financial Planning Experience
LinkedIn: https://www.linkedin.com/in/stanleyfunches/
Website: htt...2023-12-2029 min
Dads ‘N DollarsEp #26: Family Vacation and Recapping the Last YearIt’s summertime and it has been a long year so, for many of us, it’s time to take a bit of a break. In this episode, you will hear some tips on how to navigate the financial side of family vacations and how to save for future adventures with the fam. I will share some of my best tips for using credit cards, vacation rentals, and airline travel hacks. You can find show notes and more information here: https://bit.ly/3Xihzha2023-06-2125 min
Dads ‘N DollarsEp #25: Divorce Finances and Planning with Kristin Afelumo and Diane GardnerI have two Certified Divorce Financial Analysts joining me today on the show to share some important insights into the financial side of divorce. Kristin Afelumo and Diane Gardner share their passion for financial planning and shed light on some lesser-known sides of divorce that come into play. You can find show notes and more information here: https://bit.ly/3qk1afx2023-06-0748 min
Dads ‘N DollarsEp #24: Fatherhood, Faith, Finances, and FootballFinding your true calling and living a life filled with purpose is something many people dream of but don’t act on. Byron Franklin is someone who went for the path of purpose. He is a father, pastor, author, and retired NFL player who has been on quite a fascinating journey. In this episode, he will share a glimpse of that journey, as well as give us some incredible insight into fatherhood, faith, finances, and even a little football. You can find show notes and more information here: https://bit.ly/3MuEiSb 2023-05-2453 min
Dads ‘N DollarsEp #23: Real Estate and Financial Legacy with Charles PerlisCharles Perlis is a real estate agent from the Bradley Perlis Group, and he joins us today to share some insight into creating generational wealth and effectively saving as an independent contractor. You will get to hear his story with finances, real estate, business, and the important financial legacy that was passed down to him by his father. You can find show notes and more information here: https://bit.ly/3HKbxiR2023-05-1038 min
Dads ‘N DollarsEp #22: Raising Successful Kids in an Era of OverexposureIn this day and age, kids are exposed to so much, so early. As parents, most of us were not exposed to adult topics and content at such a young age, and as a result, we were able to have a longer period of innocence. This era is a tough era for kids with everything that’s bombarding them on social media and more, so today I’m talking about how we can raise kids with confidence and resilience to our culture of overexposure. You can find show notes and more information here: https://bit.ly/3Aoc0D12023-04-2626 min
Dads ‘N DollarsEp #21: Unlocking The Power of Life InsuranceIn this episode, I’m talking about a topic that most people love to hate: insurance. As a financial planner, I understand the importance of insurance and why it’s necessary, even though no one likes paying for it. I also understand why it’s so crucial and how we can make informed decisions about it. Listen in as I delve into the topic of life insurance and its different types, along with the pros and cons of each and how insurance fits into different life scenarios. You can find show notes and more information here: https://bit.ly...2023-04-1241 min
Dads ‘N DollarsEp #20: Demystifying the Role of a Financial PlannerHave you ever asked yourself: what is the role of a financial planner? In this episode, I’m diving into a topic that is very near and dear to my heart and exploring what it means to be a financial planner, the various responsibilities and duties that come with the role, and the importance of financial planning in today’s world. So join me as we explore the ins and outs of this crucial profession and gain a better understanding of what it means to be a financial planner. You can find show notes and more information here...2023-03-1523 min
Dads ‘N DollarsEp #19: Are Cars Truly a Symbol of Wealth and Status?Are cars really a symbol of our wealth and status? While cars have been a coveted status symbol for generations, it's important to approach the car-buying process with a critical eye. So, in this episode, I’ll discuss how to make a smart car purchase. You can find show notes and more information here: https://bit.ly/3SymAQb 2023-03-0129 minDads ‘N DollarsEp #18: Love and Money: Navigating the Complexities of Relationships and Finances with Kenneth and Leesha CoxHave you ever wondered what it takes to make a relationship last for 20 years and beyond? In this episode, we sit down with Kenneth and Leesha Cox, who share their love story and the secrets to a successful and long-lasting marriage. They emphasize the importance of being intentional about spending time together, valuable advice for those hoping to make their relationships last, and how to ensure you’re leaving the legacy that you want. You can find show notes and more information here: https://bit.ly/3XvMswZ 2023-02-1647 min
Dads ‘N DollarsEp #17: The Challenges and Joys of FatherhoodToday, I have two of my favorite business colleagues and friends, Robert Henry and Scottie Harris, joining us. Robert is a proud father of two boys and husband of 22 years now enjoying the empty nester lifestyle with his amazing wife. Scottie is a single dad of one who wears many hats: coaching, driving, chauffeuring, equipment manager, chef, and everything else for his son, who is pursuing his quarterback dreams in high school. Buckle in and get ready for a great conversation as we delve into the challenges and joys of fatherhood, as well as how this intersects with finance...2023-02-011h 00
Dads ‘N DollarsEp #16: Net Worth - Measuring Your Financial HealthDo you know what your net worth is? Or more importantly, do you know why knowing where your net worth falls is an important factor when it comes to measuring your overall financial health? The new year is a great time to take a barometer of your financial health so you can get your financial house in order for the year and beyond, and in this episode, I’ll be taking you through how to do just that. You can find show notes and more information here: https://bit.ly/3ZN3BES2023-01-1830 min
Dads ‘N DollarsEp #15: Finish The Year Off StrongAs the year comes to a close, it's important to take stock of your financial situation and make sure you're set up for success in the coming year. In this episode, I’m giving you a list of to-dos to focus on and accomplish before the end of the year so you can get your financial house in order. By taking care of these few things now, you’ll be able to start 2023 on the right foot and set yourself up for financial success. You can find show notes and more information here: https://bit.ly/3FWhUPl2022-12-2128 min
Dads ‘N DollarsEp #14: Balancing Fatherhood, Career, and LifeHow do you find balance in each season of life? Joining the show today is a dream guest for the podcast, Ed Fields, who is also a business owner, government leader, artist, and father of two. We’re talking all about his journey into business, politics, and fatherhood, and discussing how he balances it all with clarity, intention, and a bit of humor. You can find show notes and more information here: https://bit.ly/3H2xQkb2022-12-0740 min
Dads ‘N DollarsEp #13: Dads, Daughters, and DollarsWhat is it like being a young adult in today’s world? Today we’re going to find out from the voice of Dads ’N Dollars, who is also the first woman to appear on the podcast and my daughter, Ashli Funches. A recent graduate of DePaul University with a degree in Fine Arts and African Diaspora, Ashli joins the show to break down her experience as a young adult making a life for herself in today’s world. You can find show notes and more information here: https://bit.ly/3i1E09w2022-11-2329 min
Dads ‘N DollarsEp #12: Life Celebrated and Financial GoalsAre you ready for 2023? Creating financial goals now is one of the best ways to set yourself up for success in the coming year (and beyond!), so in this episode, I’ll talk about how to develop these financial goals and key lenses to look through when it comes to your future finances. If you’re looking to start your wealth-building journey and want to move into the next year with intentionality, this episode is for you. You can find show notes and more information here: https://bit.ly/3UBReIp2022-11-0928 min
Dads ‘N DollarsEp #11: The Quest For Financial IndependenceIt’s that time in your life when you want the option of not working anymore, instead allowing your money to work for you. Or maybe you’re wanting to plan for that time. Whether you call it retirement or simply financial independence, it’s important to pay attention to some key areas of financial planning in order to make it happen. In this episode, I’ll be sharing important tips from my book, The Quest For Financial Independence, and laying out some important groundwork that will lead to financial independence. You can find show notes and more inf...2022-10-1230 min
Dads ‘N DollarsEp #10: Beyond the Headlines: Biden’s Student Loan ForgivenessThere has been a lot of hubbub over the Biden-Harris student loan debt relief initiative that has been in the works. Whatever your feelings on it are, there are quite a few important ways that it will affect people, so today I wanted to share some important aspects of it with you. I’m going beyond the politics and the headlines to uncover key areas of this debt relief that may affect you or your children. You can find show notes and more information here: https://bit.ly/3Rf78Gk2022-09-2852 minDads ‘N DollarsEp #09: Understanding Mortgages: What You Need To Know With Damian GilbertFor many people, it can feel incredibly daunting to take the first steps toward home ownership. However, with millions of people becoming homeowners every year, it is entirely possible to do and isn’t as scary as it may seem. So, where do you begin? And what mortgage will be the best option for you? Damian Gilbert, Vice President of Mortgage Production for Regions Bank, joins the show to explain the concepts, strategies, and action plans you’ll need to start owning your first home. You can find show notes and more information here: https://bit.ly/3eoaf...2022-09-1455 minDads ‘N DollarsEp #08: Generational Wealth Building and Determining your LegacyDo you have your wills and estate planning complete? According to a recent survey conducted by Caring.com, only 33% of Americans have a will or living trust—despite 50% thinking that estate planning is at least somewhat important. This is an essential step toward determining how your assets are distributed, even if you don’t believe that you have that many assets. So, in this episode, I will be explaining what you need to know about wills and estate planning, including who should ensure these documents are written up and why they are necessary regardless of your financial status. Y...2022-08-3137 minDads ‘N DollarsEp #07: The Intersection of Sports and Success with Lance ZierleinLance Zierlein has been a sports talk show host for over 20 years and currently hosts The Bench on 97.5 in Houston. Also a lead draft analyst for the NFL Network, Lance joins the show today to share impactful stories from his time on the show and in the sports world. He also offers insight into work-life balance, storytelling, drive, fatherhood, and more. You can find show notes and more information here: https://bit.ly/3A2z8Xi 2022-08-1758 min
Dads ‘N DollarsEp #06: 401k and College GoalsWhy should you watch out for those water cooler conversations you’re having at work? I’ll share the answer in this episode, as well as how to start thinking about funding the rising costs of education for our children. It’s so easy to get stuck in bad information when it comes to your 401(k) and in the education funding process, so don’t miss this episode! You can find show notes and more information here: https://bit.ly/3ORI5rM2022-08-0335 min
Dads ‘N DollarsEp #05: Leadership and Your Credit Score with Isaac CooperCasting a vision is one thing, but being able to execute a vision and bring people together to bring it to life is extremely valuable. Joining the show today is a rising star in the financial services industry – Isaac Cooper. He is the kind of person who really understands how to bring people together and how to lead with humility so he will be sharing some insight into that as well as how he helps people move into a better place financially. You can find show notes and more information here: https://bit.ly/3uR1G4b2022-07-2045 min
Dads ‘N DollarsEp #04: Inflation, Market Drops & Grown KidsDealing with inflation and a market drop is enough to make a lot of people nervous and uncertain. In this episode, I’ll be sharing some insight into these areas to give you a better understanding of the inflation situation, market downturns, and what you can do to be financially proactive. I’ll also be weighing in from a dad’s perspective on having grown kids who are dealing with everything going on and how to help them navigate it all. You can find show notes and more information here: https://bit.ly/3IagboZ2022-07-0636 min
Dads ‘N DollarsEp #03: Wealth Creation Wisdom with William Taylor, Jr., CPA, CFP®My good friend and business colleague William Taylor, Jr. joins me for this episode to discuss how wealth creation happens and how he is able to map it out for clients. A CFP®, as well as a CPA, William has incredible insight into finances and financial planning, and he shares his accounting perspective on how to make moves toward sustainable wealth. You can find show notes and more information here: https://bit.ly/3tIoKBp 2022-06-2252 min
Dads ‘N DollarsEp #02: Dads with CashThis episode is all about cash and why it’s a key part of your financial planning process. You will hear about how it works as an essential foundation to your financial plan and the role it plays in investing, retirement, and wealth-building. I also cover why you need cash and what you can do to put it to work for you and ensure a bit more security for yourself and your family. You can find show notes and more information here: https://bit.ly/3QxpUtC 2022-06-2231 minDads ‘N DollarsEp #01: A Dad on a MissionGetting the right guidance and inspiration can be a game changer for those out there who are looking to solidify and level-up their finances. I’m Stanley Funches, a father and financial planner, who will be kicking off this first episode of Dads ’N Dollars with insight into the purpose behind the podcast and some important lessons. I will give you a glimpse into the reason I became passionate about finances and the importance of dads knowing and sharing what we know about money. You can find show notes and more information here: https://bit.ly/3y31zUZ 2022-06-1414 min
Total Movie RecallTMR 065 – Harold and Maude This week on Total Movie Recall, we watch the first Manic Pixie Dream Girl ever on screen, who is not a girl at all, but is most decidedly a woman. It’s the perfect post-2020 movie, and not just because of the constant suicides. It’s twee and precious and we absolutely loved it. Harold & Maude (1971) d. Hal Ashby w. Colin Higgins Music by: Cat Steven (Yusuf Islam) Starring: Ruth Gordon Bud Cort Vivian Pickles Cult classic pairs Cort as a de...2021-04-271h 16
Discover Your Talent–Do What You LoveAlways Blazing His Own TrailStanley T. Funches, Sr. is a Certified Financial Planner practitioner specializing in assisting business owners, professionals, and retirees with their retirement goals and savings. He is the owner of INTELUS Wealth Management with over 20 years of financial planning experience and is committed to assisting his clients create, build, and protect their legacy. He has just published his first book the Amazon Best-Seller, “The Quest for Financial Independence: 10 Areas of Your Planning You Should Not Ignore.”2020-01-1336 min
Efficient Practice Podcast016 The Quest For Financial Independence with Stanley Funches, Sr., CFP®, ChFC®, CRPC®, MBAIn This Episode of The Efficient Practice Podcast, I Interview Stanley T. Funches, Sr., CFP®, ChFC®, CRPC®, MBA who was born and raised in Clinton, Mississippi. He later went on to study Finance and earn a BSM from Tulane University and later a MBA from Samford University. Stanley began his journey in financial planning over 20 years ago, earning his Certified Financial Planner® Designation and other professional designations. During his time as a financial planner, Stanley has served medical professionals, business owners, and retirees as they prepare for and maintain a comfortable retirement.
Stanley has done numerous seminars and sp...2019-10-0236 min
Exploding Head MoviesXHM #413 - "Pie Jesu Domine, dona eis requiem" (2018 June 18)Run away with us as we hear selections from the De Wolfe Music library that were used in the 1975 absurd comedy Monty Python & The Holy Grail. None of those miserable psalms to be found.1. Bossanova: Rare Brazil (Hey Sugar, 2006) Teenbeat2. Mount Liberation Unlimited: Clinton Space Funk (Astro Travelling Through Life EP, 2014) Junk Yard Connections5! Alexia Avina: If I'm the One That You Need [Joni Void remix] (Montages, 2018) Everyday Ago3? Snoh Aalegra: In Your River (Don't Explain EP, 2016) ARTiumNUMBER The Nels Cline Singers: Suspended Head (Instrumentals, 2002) Cryptogramophone...Dawn Pemberton: Deeper (Say Somethin', 2014) Do...2018-06-192h 05Exploding Head MoviesXHM #413 - "Pie Jesu Domine, dona eis requiem" (2018 June 18)Run away with us as we hear selections from the De Wolfe Music library that were used in the 1975 absurd comedy Monty Python & The Holy Grail. None of those miserable psalms to be found.1. Bossanova: Rare Brazil (Hey Sugar, 2006) Teenbeat2. Mount Liberation Unlimited: Clinton Space Funk (Astro Travelling Through Life EP, 2014) Junk Yard Connections5! Alexia Avina: If I'm the One That You Need [Joni Void remix] (Montages, 2018) Everyday Ago3? Snoh Aalegra: In Your River (Don't Explain EP, 2016) ARTiumNUMBER The Nels Cline Singers: Suspended Head (Instrumentals, 2002) Cryptogramophone...Dawn Pemberton: Deeper (Say Somethin', 2014) Do...2018-06-192h 05
CiTR -- Exploding Head MoviesXHM #413 - "Pie Jesu Domine, dona eis requiem" (2018 June 18)Run away with us as we hear selections from the De Wolfe Music library that were used in the 1975 absurd comedy Monty Python & The Holy Grail. None of those miserable psalms to be found.
1. Bossanova: Rare Brazil (Hey Sugar, 2006) Teenbeat
2. Mount Liberation Unlimited: Clinton Space Funk (Astro Travelling Through Life EP, 2014) Junk Yard Connections
5! Alexia Avina: If I'm the One That You Need [Joni Void remix] (Montages, 2018) Everyday Ago
3? Snoh Aalegra: In Your River (Don't Explain EP, 2016) ARTium
NUMBER The Nels Cline Singers: Suspended Head (Instrumentals, 2002) Cryptogramophone
...Dawn Pemberton: Deeper (Say Somethin', 2014) Do Right! Music
7. Ibeyi: Deathless [w.Kamasi Washington...2018-06-1900 minCiTR -- Exploding Head MoviesXHM #413 - "Pie Jesu Domine, dona eis requiem" (2018 June 18)Run away with us as we hear selections from the De Wolfe Music library that were used in the 1975 absurd comedy Monty Python & The Holy Grail. None of those miserable psalms to be found.1. Bossanova: Rare Brazil (Hey Sugar, 2006) Teenbeat2. Mount Liberation Unlimited: Clinton Space Funk (Astro Travelling Through Life EP, 2014) Junk Yard Connections5! Alexia Avina: If I'm the One That You Need [Joni Void remix] (Montages, 2018) Everyday Ago3? Snoh Aalegra: In Your River (Don't Explain EP, 2016) ARTiumNUMBER The Nels Cline Singers: Suspended Head (Instrumentals, 2002) Cryptogramophone...Dawn Pemberton: Deeper (Say Somethin', 2014) Do...2018-06-192h 05