Talkin Shop With Jeremy Walter, CFP®: Writing Down Tasks To Improve Productivity

In this episode of Talkin' Shop, I'm joined by Jeremy Walter, CFP®, founder of Fident Financial and blogger at Calibrating Capital, to discuss how working from home is going for him.

Jeremy is in a unique position in that he's worked from home since he started Fident Financial three years ago, BUT this time is different because the kids are home. There's a big difference between working from home without kids (or with one little one around) and working from home with a full house.

I love Jeremy's "tip" for being productive for working from home. We discuss Visualize Value as a tool we are both using and finding a tremendous amount of value from using. If you're interested in learning more about VV, check them out here.

Be sure to subscribe to the YouTube channel--I have a bunch of conversations lined up with other advisors in the next few weeks. There will be a ton of great information and best practices shared in these episodes. You won't want to miss out!