Better Investment Decisions

Value Investing & Applied Finance Built on Learning by Doing

Do your investment decisions need to be clearer?

Would you like to be more confident about how your 401k works?

Would you like to be able to sort through conflicting advice more easily?

Check out Financial Frameworks podcasts and blogs.

I take a practical approach to finance based on what worked in the classroom with demanding professionals. Professionals who managed and were responsible for significant corporate physical assets. These individuals wanted concepts and tools that worked, not textbook answers.

We took a four-pronged approach.

1. Builds on what you know.

2. Stick to sound fundamental concepts.

3. Add research-based insights about human decision-making processes.

4. Learn by doing. Practice, practice - all the way to Carnegie Hall.

Apply What You Know and Develop New Tools

Financial Tools that You Will Use Immediately.

Dr. Lehan has taught engineers, managers and public sector executives for over 18 years and the most frequently asked question from students was “I find finance confusing. Where do I start in order to be in control of this stuff and my financial future?”

The short answer has two parts:

  1. You start from where you are - which is what you already know and believe but may take for granted, and

  2. You are probably like most people and learn best by doing. So, following the old “How do you get to Carnegie Hall?” maxim, we combine practice, lots of material and tons of questions for you while understanding that each of us has a unique approach to learning. So, Financial Frameworks materials will be as interactive as possible to cause you to create your own questions. If you are answering your own questions you have to think through your own financial decision-making processes. I believe that is the secret to produce learning that sticks and “is owned” by the learner.

Do you think that approach work for you? I think it will.

Dr. Lehan has worked for a Fortune 100 financial services firm for 15 years and has worked in the public sector as well as founding his own consulting firm.

 

Core Concepts & Outcomes

Investing

 

What is a “safe” investment that will beat inflation and keep on growing? What are techniques that have worked for Warren Buffett, Charlie Munger and Peter Lynch? All are valid questions that should be coupled with “What do I already know?” and “How involved do I want to be in these decisions?” Whatever the answers, you should be confident in your choices.

Budgeting & Cash Flow

 

Charles Dickens once wrote: “Annual income twenty pounds, annual expenditure nineteen nineteen and six , result happiness.
Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery”. The essence of budgeting, however is in the assumptions and reactions to events that produces the happiness or misery that Dickens describes - in very eloquent in personal terms.