Episode 9 - Making Sense of Financial Planning with Casia Chappell
In this episode, we welcome Casia Chappell, Vice President of Wealth Planning and Portfolio Management at Ferguson Wellman Capital Management. Casia helps us make sense of financial planning by bringing a wealth of experience and insights into the complex world of financial management. We'll delve into the roles and responsibilities of a portfolio manager, explore common financial misconceptions, and discuss strategies for achieving financial health and stability.
We'll answer pressing questions like:

What is a portfolio manager or financial advisor?

When should someone consider working with a wealth manager/financial advisor?

How do professionals avoid getting sucked into the latest fads and misinformation?

How does daily spending, such as the "latte factor," impact our financial health?

What should people's focus be starting out, mid-career, and nearing retirement?

What does values-based investing mean?

What are some common mistakes in saving and investing for retirement?

What are some effective tax strategies?

How should people approach financial planning during an election year?

Are we headed for another housing bubble?

How can people invest in AI?


We'll also cover the impact of high interest rates and inflation, and how these economic concerns affect personal finance strategies.
Links from this Episode:

Learn more about Casia Chappell and Ferguson Wellman Capital Management


Ferguson Wellman Capital Management


Financial Resources:


Investment Terms“Latte Factor” - See Real Stats


Connect w/ Casia Chappell:


Casia on LinkedIn



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