Category Archives: John Kvale

Wharton Co-Host Radio Show Sirius Satellite Radio Yesterday Evening – Rerun all this week and link to show

Posted on December 5, 2018 by | Leave a comment

As I type this, I am waiting for the producer of the show, Michelle Stucker to call and place my phone on the live – yes LIVE – call in Financial Planning Radio show!

Your Money- Wharton University – Professor Kent Smetters

Channel 132 – from 4-5 pm daily this week, Dallas time will re-air the show for those interested…

Yesterday I was honored to once again co-host Kent Smetters, Wharton Professor and Sirius Satellite Radio show for almost an hour !

Talk about getting out of your normal comfort zone – a live nationwide radio show will do it for you!

 

Smetters

Here is a link as well to the show-

There were some fantastic questions – The last time I was guest host, we were both stumped and this time it occurred again —

Someone asked if we knew of any long term care companies that would cover retiree’s living in another country!

Kent tossed to me and I back to him, “Not that I know of!”

Watch for a full article in the coming Newsletter !

Full confession – Due to a chicken/superstitious nature – you are reading this AFTER the show was recoreded ! haha

Have a Great “Out of your Comfort Zone” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

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Posted in General Financial Planning, In The News, Investing/Financial Planning, John Kvale, Personal

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Our Most FAMOUS Video – “Happy Thanksgiving!” – From the Road

Posted on November 21, 2018 by | Leave a comment

Early on in the Video publishing days — yea, call it green or rookie … a desire to publish something from the family about Thanksgiving during a cold day that the entire family just happened to be in the office occurred …

“Bad Idea – I am not getting into any video with them!”  

Wiser words than could have possibly been known by the Mrs. in advance…

Happy Thanksgiving!

This will likely be our last, if not the last time to run this video, as they have grown up and look like this now …..

 

Sophia and Pierc

As you can see… still have personality….
So this is an un-cut series of actual video attempts — note late in the video yours truly is just about at the end of the rope….

HAPPY THANKSGIVING !

Best Wishes !

John A. Kvale CFA, CFP

 

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Posted in Clients/Clients Only, John Kvale, Personal

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Friday Before Thanksgiving – See You at the Party Tomorrow – Office Hours Next Week – Travels – Our Most Popular Video Ever Next Week!

Posted on November 16, 2018 by | Leave a comment

Is it me or did Thanksgiving get here F A S T – way to fast.. Wow ….

It only gets faster and busier now…. New Years here we come … whoaaaa – hold on just a second!

Annual Holiday Party DAC

Tomorrow is our Annual Holiday Party at DAC — we thank all of you that are coming — we are going to have a good group

Don’t forget to wear some Holiday Threads as we have a professional photographer that is sure to make us all look good!

Shhh – here is a last minute secret — if you forgot to RSVP – just let Jen@jkfnancialinc.com  know today – we put a little extra headcount cushion for those that … well,  got busy with other things…

YES there will be an open bar – Please do not drink and drive – but an afternoon cheers is certainly in order!

Long time Holiday Participants may notice the new address that corrects the GPS problem from years before – newbies – just plug the address in and you will be directed to the party site (A feat not exactly straight forward in years past!)

Travels for Thanksgiving and Office Hours

With a Christmas schedule that includes a huge and long lasting Tennis Tournament – Thanksgiving has become the only entire family get together time –

I will be out next week with the family for an early/only Holiday get together ..

Jen the “Tennis Beast” will be driving the ship on Monday and Tuesday – with the office being closed the remaining portion of the week…

I am going to try and stay away from Technology – but usually after a bit, the check-in itch cometh… will see !

Most Popular Video – The Final Showing

On Wednesday before Thanksgiving we will air the final “official” repeat showing of our most famous Video ever, which happens to have frustration by yours’ truly, but humor for the rest of you — glad to accommodate…

With years that have gone by like minutes, the kids are now older – while not yet a classic, we think you will still enjoy the video —

Maybe a today and then picture for comparison?

Enjoy your weekend, talk to you after Thanksgiving !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

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Posted in Clients/Clients Only, Jen Hill, John Kvale, Personal

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Happily honored as Dallas Magazine Best of Wealth Managers and Best Financial Planners – Holiday Reminder – Even BIGGER news next week – Friday*

Posted on October 19, 2018 by | 1 comment

We are very happy to announce our nomination to D Magazines Best Of Again !

D Magazine Best of Dallas

For those fellow Dallas Sites – be sure to check out the current Issue of D Magazine, hitting the stands first thing this am – which will have the follow awesome picture:

2018 Best Wealth Managers -

Jen and Donald picked the photo – we had tons to choose from …. from our fantastic photographer Bret – who by the way will be shooting pictures at the Holiday Party!

Can you believe they chose the picture showing the most Grey? Grrrr

When commenting on this fact, an assurance of “SEASONING” was mentioned – Ok … so you guys are still sore about the Black Eye incident – look close, Donald “The Brain” has a huge shiner, saved by Jen’s cover up …. as mentioned earlier here!

Twelfth Consecutive Financial Planner Award

Luckily, yours truly was also awarded Best Financial Planner award for the TWELFTH consecutive time … given the gray in the picture above, maybe silence is better?

It is an honor, to be named in both portions of the D Magazine Best Of Series  – Most proud to be named as a firm, to recognize those that REALLY make is possible — The Gang at J.K. Financial, Inc!!

Well done Guys !

This is also the un-official introduction of Jen Hill our new Operations Manager — more on this soon ! New York native … Deep Wall Street Background ….. Spouse Former Major League Pitcher ? All True.

Holiday Party Reminder

The following invitation is headed your way today ….  Please save the date and plan on coming, as mentioned earlier, Bret our fantastic photographer will be there – snapping possibly… Holiday Card Photos for all in attendance!

10-9-18 - Holiday Party Invitation

Friday Before Even Bigger Announcements

Today is a Friday … enjoy your day and your weekend….

In an unbelievable Announcement day – next week we have even a BIGGER Announcement – Yep, not kidding – BIGGER !!!!

Stay tuned… hold that breath … Next week will be here shortly

Have a Great “Big Announcements” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

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Posted in Clients/Clients Only, Donald Capone, Jen Hill, John Kvale, Personal

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App … No, Hardware of the Quarter Review … Streaming Devices … Firestick, Roku, Chromecast

Posted on September 24, 2018 by | Leave a comment

Coming to your mailbox shortly (We know the novelty of a paper newsletter, but old is new!) is our App … no, hardware of the quarter.

This handy little device attaches to your HDMI connection of any screen or monitor and then pulls content in via your internet connection – Cool Stuff!

Roku/Chromecast/Firestick – Hardware of the Quarterwatch tv white-male-1847732__480

In our coming Newsletter we discuss in great detail our experience with the only of these devices we know, the Firestick ….

Here is our take on these devices:

  • Great Savings compared to just full service in many cases
  • Does not take as much internet speed as we thought
  • Bring your home on the road
  • Multiple devices used at once
  • Cuts back on duplicated services
  • Allows cherry picking services

Here is a great review of all these devices in much greater detail.

If you have not taken a look at any of these devices, it may be worth a try … you may find great savings and more flexibility!

Have a Great “Streaming Device” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

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Posted in John Kvale, Newsletters, Personal

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12 Ways to Get Smarter – Another Cool Chart worth taking a moment to review

Posted on September 7, 2018 by | Leave a comment

Being very graphic centered and comprehending folks, our hearts are always very soft for an easy to read chart, especially when it has great information.

Check this out – What could be better than 12 reminders on how to get smarter?

12 Ways To Get Smarter – Visual Capitalist and World Economic Forum

This from two of our favorite resources, Visual Capitalist and World Economic Forum, both places we love to get information and data!

Take a Moment and Review – Good Stuff

Have a Great “Get Smarter” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
street-cents

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Anniversary Payback Travels – Jen’s Baptism By Fire – Writers block confession, Lot’s of Neat Posts Coming

Posted on September 5, 2018 by | Leave a comment

Long timer followers know we had a crazy Summer with the 13 year old’s tennis schedule…

As such, the Mrs. totally missed any real vacation over the summer together — Even the anniversary came and went without even a dinner or card — yikes – (18th!)tennis-2042723__340

Pay Back Anniversary Travels

Today and the next two days I will be out of the office/state and attempting to be loosely tethered via technology for Anniversary payback time!

Yes it is Jen’s second day as official pilot – but she has piloted much bigger planes before (more on this soon) – you are in good hands as Donald the Brain is still far from “Table for Five“ too!

Writers Block Confession

In full fess up mode, there are times when it is hard to write (not usually, but it happens) with nearing 2000 posts and counting, we are happy to give you a heads up — No writers block now!

WE HAVE TONS to talk about soon!

The PLUP article spurned two more articles that we think you will really like-

PLUP graphPlus we have had great ideas coming from you guys in the field– keep them coming, we love discussing hot repeating topics!

Ok … so an Anniversary Travel announcement turned into an exciting preview of coming great topics — We really like what we do – All good, all fun!

Have a Great Day and talk to you next week !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
street-cents

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Posted in General Financial Planning, Insurance, Investing/Financial Planning, John Kvale, Personal

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