“When looking at success in whichever capacities, begin with the end in mind, and by doing that you can focus on making the best possible choice.” Joseph Templin

Every day you make decisions that either moves you forward or sets you back financially. Your beliefs about money, yourself and the world will inform every aspect of how you deal with money, and therefore is important to fully understand these held convictions. This is according to Joseph Templin, who helps his clients to understand why they make choices that they do around money matters, and why it is important to consider the bigger picture.

Reformed physicist, financial planner, startup founder and autodidactic polymath best described as a Swiss Army Knife, Joseph Templin, often referred to as Joe, has invested the past two and a half plus decades to helping others reach their financial potential as a planner, trainer, mentor and creator. 

Joe has served as a member of NAIFA (the National Association of Insurance and Financial Advisors) on the local, state, and national level, and including three terms on the NAIFA National Young Advisors Team (YAT) Subcommittee and was honored as one of the 2011 Four Under 40.  He is a graduate of the Leadership in Life Institute of NAIFA as well as Rensselaer Polytechnic Institute, and is an alum of Johns Hopkins University.

Joe served as the President of the Castle Alpha Tau Foundation for Pi Kappa Phi Fraternity and as the Chapter Advisor, and is currently a Vice President of The Autism Society of the Greater Capital Region.  He has been a member of The Ancient Order of Hibernians for over 20 years, and is the Lieutenant of the Honor Guard.

Joe is the Managing Director of the Unique Minds Consulting Group, LLC, and is the author of “Every Day Excellence”, the Kindle #1 New Release in Professional Development.  Joe also co-authored “Do You Want To Make MDRT, Or Not?” with Dr. John Stolk as well as “Choices: Creating a Financial Services Career”. 

Joe is a Co-Founder and President of The Intro Machine, Inc. an organization dedicated to teaching professionals in a variety of fields how to build an Introduction Based Business.  He has spoken all across the US and Canada on ethical business development.

In his free time, Joe enjoys running Ragnars (200 ish mile team relay races), ultramarathons, and is a 4th Dan from the Kukkiwon in Seoul, Korea and former International Champion.  He lives in Gansevoort, New York, with his hooligan boys Danny, Liam, and Colin.  They are huge Yankees fans.

On today’s episode, Joe talks to me about setting money philosophies and how to plan for finances in advance.

Listen in!

Media Handles:

https://everyday-excellence.com/

https://www.linkedin.com/in/joe-templin/

  • I went to grad school for physics and my MBA, and I was working full time as a college intern with Northwestern Mutual.
  • After I graduated I maintained my student lifestyle because I knew that deferred compensation was the best model.
  • I never let my lifestyle grow as fast as my income which gave me a lot of flexibility long range.
  • One of the big differences among the financial classes in the United States is people who are truly rich buy tremendous value for things that can last for decades as opposed to the quick fix.
  • People don’t realize that if you can save on one area, that allows you to have more output because you dedicate it to things that actually pay dividends.
  • One of the things is you can tell what class somebody is by their philosophy and attitude around money.
  • If you can trade time for money, that’s work, and if you can change money for time, that’s leisure.
  • Our understanding about money and our philosophies on money are carried forth and reflected in our decisions.
  • One of the questions that I ask my clients is to tell me about their earliest and or strongest memory of money from growing up, and how that has influenced you.
  • It is important to invest the time essentially on financial counseling to understand why you and your significant other make financial choices and come up with a unified family philosophy.
  • Having a unified philosophy is important and ensuring that it can pass on down to the next generation.
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  • If you really understand why you want to do something, it makes the discussions around it a lot easier, because you’re clear about what your value and concern is.
  • When you’re looking at your financial philosophies, you want to make sure that your loved ones are inheriting the mindset around money that you desire.
  • When looking at success in whichever capacities, begin with the end in mind, and by doing that you can focus on making the best possible choice.

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