MyPocketFP Podcast

Meet Jason Taylor: From Accountant to Innovative Financial Planner

• Jason Taylor • Episode 1

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Meet the Host: Certified Financial Planner, Jason Taylor

Ever wondered what happens when a third-generation accountant decides the financial planning industry isn't serving enough people? Meet Jason Taylor, the founder of MyPocketFP, who's on a mission to revolutionize how we access financial guidance.

After 25 years in the financial world, Jason noticed a troubling pattern: quality financial planning remained inaccessible to many Americans, particularly younger people and those without significant assets. Traditional models charging 1% of assets under management simply price out those who might need guidance the most. Drawing from his background in accounting and tax preparation, Jason created MyPocketFP to bridge this gap.

What makes MyPocketFP different is its focus on accessibility without sacrificing expertise. Unlike generic advice from Google searches or AI tools, MyPocketFP delivers personalized financial guidance at an affordable price point. Currently being beta-tested with existing clients, the platform has received positive feedback for its visual measurements and convenience. As Jason explains, "Young couples need an early start with financial help from professionals, not just AI and Google answers that aren't specific to their needs." While the initial setup requires some effort, ongoing use is streamlined and intuitive.

When he's not disrupting the financial planning industry, Jason embodies the Colorado lifestyle—hiking, biking, fishing, and cheering on his daughters at soccer fields and volleyball courts. His approach to business mirrors his approach to life: practical, straightforward, and focused on what truly matters.

Ready to put a financial planner in your pocket? Visit MyPocketFP.com today.

To learn more about MyPocketFP visit:
https://www.MyPocketFP.com
MyPocketFP

Speaker 1:

Welcome to my Pocket FP, the podcast where your wallet finally meets its financial planner and they actually get along. Join your host, jason Taylor, certified financial planner, money sensei and your guide to financial freedom. Whether you're planning for retirement or just trying to figure out where all your money went last weekend, we've got you covered. Get ready to take control of your financial life with smart tips, surprising insights and yes, an app that fits right in your pocket. This is my Pocket FP, because your future deserves more than guesswork.

Speaker 2:

Welcome everyone. I'm Nick George, co-host and producer here in the studio with the founder of MyPocketFP, jason Taylor. Jason, how's it going Good? Thanks, nick. Over the years you've grown a remarkable following. However, some listeners may not be familiar with your full story, your full journey. Let's take it from the top. Could you share a little background about your company and what you do?

Speaker 3:

Yes, I've been in business now for 25 years. I started out in the accounting and tax world. I'm a third generation accountant, tax preparer so over the years I noticed that more and more of our clients need help with financial planning. So I drifted into financial planning and as I geared into that, I noticed there's a lot of sales oriented aspect to financial planning that I didn't enjoy. So I moved to the fee only world where we just charge fees instead of selling products to people.

Speaker 2:

We know that marketing is the key to any business's success. How do you market my pocket fpcom now?

Speaker 3:

Right now it's just used by current clients. We're using them as kind of like our beta test to see how it works and how they like it, and so far they like the measurements, they like the visual of it and how it can fit in their pocket. They can see it whenever they want.

Speaker 2:

When you're not running your business, what do you do for fun?

Speaker 3:

Yeah, I'm usually out in the soccer fields or volleyball courts with my daughters hiking, biking, fishing, all the Colorado stuff you do. Generally, I'm hanging out with family on my free time.

Speaker 2:

Well, jason, you're a very busy person. I know that from experience. In your own words, why are you doing this?

Speaker 3:

MyPocketFPcom this my pocket fpcom. Yeah, the main reason we got started with it is we found that a lot of clients don't want to do the old 1% assets under management model or they, you know financial planners too expensive for them for trying to figure a way. Uh, for, you know, young couples to get an early start and have some kind of help from a financial professional and not re, you know, rely on uh, ai and Google for their their answers that aren't specific towards their needs.

Speaker 2:

Right, and what is the? How easy is it to use this MyPocketFPcom?

Speaker 3:

You know, as with everything, the setup is the most difficult part, and so once it's all set up and accurate, we can get readings off it and give people good advice for it. So it's really just most of the legwork's in the beginning, and then there's small adjustments on the personal side for their growth after that.

Speaker 2:

I love it. Jason, we're going to catch you in the next episode, where we're going to dive into some of the frequently asked questions. Have a fantastic rest of your day, thanks.

Speaker 3:

Nick, have a fantastic rest of your day.

Speaker 1:

Thanks, nick, and download the app today. Your financial planner is now officially pocket-sized and doesn't charge by the hour Until next time. Keep your goals high, your debt low and your pockets smart.