SmartPro's CIO, Jesse Shaw: From Wall Street to Ramsey, Investing with Your Heart

Get matched with a financial advisor here: smartprofinancial.com/youtube You’re either happening to your money, or your money is happening to you. What matters more when it comes to winning with money: the perfect formula or the right belief? In this week's episode, our CIO, Jesse Shaw, shares how Financial Peace University (FPU) completely changed the trajectory of his life. After spending years on Wall Street, Jesse had to rewire his 100% head knowledge investment philosophy to fully receive Ramsey's 80/20 Principle. Follow SmartPro Financial: 💼 Rick Godfrey II's LinkedIn ⮕ linkedin.com/in/rick-godfrey-ii/ 📷 Instagram ⮕ instagram.com/smartprofinancial 👥 Facebook ⮕ facebook.com/smartprofinancial 🏆Connect with a SmartPro Advisor ⮕ smartprofinancial.com/find-a-pro Discussions in this show are for entertainment and educational purposes only and should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. Timestamps: 00:00 - Introduction 02:59 - Jesse's Journey from Wall Street to Financial Coaching 06:00 - The Impact of FPU 08:59 - The Transition from Head to Heart 11:58 - Behavioral Finance: The 80/20 Rule 14:49 - Personal Experience in Financial Coaching 18:13 - Building Relationships and Community through Finance 19:59 -The Transition to Financial Management 22:51 - Beliefs vs. Techniques in Financial Success 26:30 - The Importance of Financial Beliefs 29:21 - From Head Knowledge to Heart Understanding 34:08 - Ramsey's Controversial Financial Strategies 41:26 - Investing Mindset and Personal Connection 44:30 - Understanding Ownership and Income 47:51 - The Importance of Financial Planning 51:05 - Investing Strategies 54:57 - The Role of Financial Advisors 01:00:56 - Building Financial Habits and Mindset