Full Circle With Jonathan Clements

My first encounter with Jonathan was at an annual client appreciation event in Hershey, PA hosted by my in-laws’ financial advisor, Tim Decker. My wife Lisa and I attended as guests of her parents. The snacks served were nothing special, but the evening was still very worthwhile. Tim gave an “state of the union” update for his many clients in attendance and then turned the microphone over to Jonathan for the keynote presentation.

I can’t recall any details from Jonathan’s talk that night a decade ago but I remember finding it quite interesting. I was happy to leave with a signed copy of his book Money Guide 2015, which is sitting on my desk in front of me as I type this. It wasn’t until about eight years later that I was re-introduced to Jonathan, when I stumbled across HumbleDollar.

As fee-only advisors, Tim and his associates have done a good job for my in-laws. My father-in-law passed away a few years ago but my 91-year-old mother-in-law remains a satisfied client. Knowing I had an interest in personal finance, over the years Mom would occasionally pass along information or advice that Tim provided. Eventually, I got on Tim’s mailing list and started listening to podcasts of his weekly radio program that airs on a local AM station. I even paid for an hour of Tim’s advice several years ago when I first started contemplating retiring.

I’m a bit sporadic listening to Tim’s podcast these days. I typically scan the weekly email topic summary to see if anything catches my interest. Today’s email included the following: “Tim announces that a very special, well-known guest will join him for the show on June 21.”

HumbleDollar readers are a sharp bunch and you already know the rest. Jonathan is that special guest. I may try to tune in live to WHP 580 at 10 AM (EST) on June 21, but at the very least, I will listen to the podcast. You can too:   Financial Freedom

 

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