J. J. Wenrich is a Certified Financial Planner and 20-year veteran of the investment world. He developed his fascination in the stock market as a child, watching business reports on PBS, one of the few stations available in his small-town Kansas home. During the freezing winters and blazing summers, he was inside learning about what he calls “the amazing world of stocks.” Despite his small-town upbringing, J.J. had progressive teachers along the way who included personal finance and stock-picking games in their curriculum.
Later, his education continued at The University of Kansas, reigniting his love of the market. So much so that, while his buddies headed off to Mexico for spring break, he stayed on campus and spent all-nighters watching CNBC, geeking-out on stock charts and spreadsheets as he followed equity markets around the world.
Since then, J.J. has built a 20-year career in financial planning and investments, working with some of the best investment professionals and financial advisors in the U.S.
Along the way, he met his wife Jodie—also a financial professional—and together they built a family “portfolio” including Jodie’s son and another three children born within 30 months. It’s that family unit that is the basis of J.J.’s lessons on educating kids about healthy financial habits and Teaching Kids to Buy Stocks.
J.J. also runs a Registered Investment Advisory Practice in California (https://www.jjwenrich.com/wenrichconsulting)
0:20 Friendships
3:20 Cumoc’s Sickness
4:00 Hanging Out with Business Partners
9:15 Forming Relationships with Clients
11:19 Treating People Like People
12:18 Friendship Article
19:45 Modern World Distractions / Phone Addiction
22:38 Donald Trump and Tim Cook / Apple Factory
28:42 Teaching Kids to Buy Stock
30:09 Farmer’s Wives Investing
35:15 The Book’s Feedback
36:37 Stocks Follow Earnings
39:40 Paying for Future Earnings Up Front
46:32 Ratings for Expected Earnings
51:08 Influencers
53:10 JJ’s Next Move
54:17 Marketing Skills
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