Oct 14, 2021
Welcome to The Main Thing Podcast! I’m your host Skip Lineberg.
Our special guest today has the demeanor of a Clark Kent. But I suspect he will drop Superman-like wisdom on us.
Jay Williams is a financial strategist and Advisor with McKinley Carter Wealth Services. He is a Certified Financial Planner, a Certified Investment Analyst and an Accredited Investment Fiduciary. Jay Works with clients across the U.S. to help them take next steps in understanding their money and achieving their financial goals. He comes to us from Charleston, West Virginia where he resides with his wife Breana and his two young children.
Hang onto your cape! Over the next 9 mins., you will discover why Jay Williams is one of the wisest people I know.
Jay Williams on LinkedIn
401 Jay website
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Editor + Technical Advisor Bob Hotchkiss
Graphic Designer Emma Malinoski
Brand + Strategy Advisor Andy Malinoski
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Content You’ll Find in this Podcast:
[2:20] - Welcoming Jay to the show
[2:28] - Friday shirts. Or is that a cape I see peeking out there?
[3:05] - His actual superhero persona is not Superman, but 401Jay
[3:30] - How many other Jay Williamses does he know? Living with a common name.
[4:20] - A Facebook group worth a 30-sec chuckle
[4:55] - Jay and Skip explain how they know one another
[5:30] - Jay shares the Main Thing he’s learned in his lifetime so far
[6:30] - Why people tend to shy away from (or overlook) this topic
[7:11] - Robots can’t do this as well as Jay can
[7:40] - Biases, math, feelings and emotions
[8:00] - Skip offers a food comparison. Shocking!
[8:40] - Understanding the process and laying out a plan
[9:07] - Application: what someone can do tomorrow to start down this path. Jay shares a few action steps.
[10:19] - Sobering statistics about Americans and money
[11:10] - Freedom. It’s there for all of us.
[11:24] - Thank you and good-bye
[11:30] - Outro
[11:53] - How you can support this show to keep the wisdom flowing