{"podcast":{"title":"Looking Forward Our Way","slug":"looking-forward-our-way-1114795","podcast_index_feed_id":1114795,"rss_url":"https://feeds.captivate.fm/looking-forward-our-way/","website_url":"https://lookingforwardourway.com","image_url":"https://artwork.captivate.fm/2bdd2231-7f0c-46ac-b0b5-789b795a439f/3000x3000-speech-bubble.jpeg","author":"Carol Ventresca and Brett Johnson","episode_count":161,"summary":"We feature expert guests who provide real-world insights, inspiration, and resources, making each episode a valuable touchpoint for adults. You can expect to hear us discuss a wide range of topics, including employment and entrepreneurship, financial advice, legal issues, technology, healthy living, housing, and much more. New episodes are released twice a month. You can also sign up for our free newsletter, access additional resources, or contact the hosts directly at hello@lookingforwardourway.com. If you’re interested in joining a supportive community, learning from experts, and staying ahead of important trends and issues, tune in and subscribe today! The podcast is co-hosted by veteran and award-winning podcasters Carol Ventresca and Brett Johnson.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/looking-forward-our-way-1114795"},"episode":{"title":"AI, Financial Strategizing, and Life Planning with Ben Hoeger","slug":"ai-financial-strategizing-and-life-planning-with-ben-hoeger","published_at":"2026-05-18T10:00:00+00:00","page_url":"https://stenobird.com/podcast/looking-forward-our-way-1114795/ai-financial-strategizing-and-life-planning-with-ben-hoeger","show_page_url":"https://stenobird.com/podcast/looking-forward-our-way-1114795","url":"https://lookingforwardourway.com","audio_url":"https://op3.dev/e/episodes.captivate.fm/episode/5f87f4ae-fe75-46d8-9c87-7c518e75cdbb.mp3","summary":"How Values Shape Financial Success with Ben Hoeger In this episode of Looking Forward Our Way, we talk with Ben Hoeger, financial advisor and Director of Private Wealth Management at the Hedley Hoeger Group at Baird Private Wealth Management . Ben provides practical advice on navigating the often intimidating world of financial planning, especially during turbulent economic times. We begin by celebrating Ben’s team’s recent recognition by Forbes and Shook Research as a best-in-state wealth management team—a testament to their teamwork and dedication. Ben shares some of his own journey into this field, shaped by his education at Otterbein and early career experiences that focused not just on investments, but on supporting people through life’s twists and turns. Ben explains the key questions to ask when choosing a financial advisor, emphasizing the importance of understanding an advisor’s process, communication style, and compensation. More critically, he highlights the personal side of financial planning: finding a relationship rooted in trust and genuine interest in your life, not just your money. We walk through what it’s like to become a new client—starting with conversations around personal values and goals long before crunching numbers. Ben underlines how effective financial planning is built on clarity around what matters most to you, so decisions during life’s expected and unexpected changes always circle back to those core values. Our conversation covers techniques for balancing savings for near-term needs, emergencies, and longer-term goals, using a “bucket” approach to risk and time horizons. We also round out the discussion by addressing how tools like artificial intelligence fit into the advisor-client relationship, and why the human touch remains irreplace…","meta_description":"How Values Shape Financial Success with Ben Hoeger In this episode of Looking Forward Our Way, we talk with Ben Hoeger, financial advisor and Director of…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2393,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/looking-forward-our-way-1114795/episodes/ai-financial-strategizing-and-life-planning-with-ben-hoeger/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/looking-forward-our-way-1114795/ai-financial-strategizing-and-life-planning-with-ben-hoeger.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}