{"id":36149,"date":"2024-04-02T14:18:44","date_gmt":"2024-04-02T19:18:44","guid":{"rendered":"https:\/\/swopehealth.org\/?p=36149"},"modified":"2024-04-02T14:30:13","modified_gmt":"2024-04-02T19:30:13","slug":"one-on-one-with-swope-health-h-david-whalen","status":"publish","type":"post","link":"https:\/\/swopehealth.org\/one-on-one-with-swope-health-h-david-whalen\/","title":{"rendered":"One on One with Swope Health: H. David Whalen"},"content":{"rendered":"\n<p>Swope Health announces a new edition of its podcast, One on One with Swope Health, featuring H. David Whalen, a financial advisor with <a href=\"https:\/\/www.equitywp.com\/\">Equity Wealth Partners<\/a>.<\/p>\n\n\n\n<p>Eric Wesson, founder and publisher of The Next Page KC, a newspaper focused on the Black community, hosts the show\u2019s conversations with Kansas Citians about issues of importance to the community\u2019s health and wellbeing.<\/p>\n\n\n\n<p>Whalen has been a trusted financial adviser in Kansas City for more 15 years. He says his mission is to develop positive long-term relationships with clients, to help them pursue their personal and financial goals. At heart, he is an educator, guiding people on understanding and managing money.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-embed-handler wp-block-embed-embed-handler wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container \" style=\"height: 100%;\"><iframe title=\"One On One 012724 Segment 22 H David Whalen guest\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/C20D5aU45CM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p>He is a mentor to boys, working through a group he founded called Bow Ties and Ties. He also frequently conducts financial literacy classes in the community. He is a former member of the Board of Directors of Swope Health.<\/p>\n\n\n\n<p>In this conversation, he discusses why financial education is so important. People are stressed and afraid about money, and he believes financial literacy can lessen those stresses and fears. He distills his financial planning approach to three questions:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Where are you?<\/li>\n\n\n\n<li>Where are you trying to go?<\/li>\n\n\n\n<li>How are you going to get there?<\/li>\n<\/ol>\n\n\n\n<p>He explains: \u201cWhen you have the facts, you can make good decisions.\u201d He also compares money management to Chiefs football \u2013 when the game starts, you have a plan. At halftime, you might need to make adjustments. It\u2019s the same with your financial plan.<\/p>\n\n\n\n<p>In the discussion, he also addresses savings (always save!), the high cost of low living (how we spend more for convenience without additional value), basics of budgeting, banking relationships and more. He encourages parents to share their budgeting and decision-making with their children so they can learn early how to manage money.<\/p>\n\n\n\n<p>\u201cMoney is just a tool; you can manage it and control it,\u201d he says. \u201cGive your money instructions to do what you want, or it\u2019ll do what it wants.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Swope Health announces a new edition of its podcast, One on One with Swope Health, featuring H. David Whalen, a financial advisor with Equity Wealth Partners. Eric Wesson, founder and publisher of The Next Page KC, a newspaper focused on the Black community, hosts the show\u2019s conversations with Kansas Citians about issues of importance to &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/swopehealth.org\/one-on-one-with-swope-health-h-david-whalen\/\"> <span class=\"screen-reader-text\">One on One with Swope Health: H. David Whalen<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":5,"featured_media":36153,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"footnotes":""},"categories":[148,160],"tags":[],"class_list":["post-36149","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general","category-swope-health-podcast"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>One on One with Swope Health: H. 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