Charting Your Course Podcast with Jeff Moore

podcast artwork

Podcast by Jeff Moore

Charting Your Course Podcast with Jeff Moore

Technology has finally hit BBayFP. Ursula, my Office Manager has pulled rank and told me that I had better get my act together and start a Podcast. So I gave the whole idea a lot thought and decided that I wanted to make these Podcasts interesting and yet on the lighter side of life by adding some stories as well as humor to the time that we spend together. I will also bring in some guests to discuss what’s going on in the world. What I’m sure you don’t want is the typical numbers spewing product selling “talking head” that you hear all over the internet. You know the person that holds themselves out and says they know all, see all and will do all. I promise that I will not talk over your head with the financial jargon that is very prevalent online. I also promise not to try to sell you anything on my Podcast. I will try to stay with one topic and how it relates to real life. Thank you in advance for listening. If you want to ask me any questions or add to anything I might say, please feel free to email me at JMoore@BBayFP.com... Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. BBayFP, LLC and Grove Point Investments, LLC are not affiliated. Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed
Listen onSpotify

Latest episodes

episode artwork

08 August 2024

Generational Round Table: Part 3

Listen in on the conclusion of our 3 part Generational Round Table as the 5 different generations wrap up their session with Jeff...you'll be surprised at the take-aways!

00:00

28:02

episode artwork

01 August 2024

Generational Round Table: Part 2

The Generational Round Table continues with 5 different generations answering Jeff's poignant questions...

00:00

26:53

episode artwork

25 July 2024

Generational Round Table: Part 1

In the first part of our round table conversation, people from 5 different generations come together to discuss different topics that Jeff throws at them. Find out how different (or more alike) these generations really are...

00:00

24:01

episode artwork

24 June 2024

Generational Differences: Part 1 Intro

What are Generational Differences? Why do we think differently? What changes? Join Jeff as he delves into the nuanced differences between generations and their points of view.

00:00

19:55

episode artwork

10 April 2024

Generation Next: Not Like the Good Old Days

Listen in as Jeff kicks of his "Generations" series by starting to go through the different nuances of each generation and how the market, retirement, and home ownership affects them differently.

00:00

06:38

episode artwork

13 March 2024

Here We Go Again

Do you know the difference between a Company, a Broker Dealer, and a Financial Rep?  Jeff explains the changes coming down the pike...

00:00

07:31