Podcasts about abacus planning group

Mike Switzer interviews Abacus Planning Group's Laird Green to share best practices for funding education for your children and grandchildren.

The death of a spouse can present some tough challenges, including financial. Ann Beckwith with Abacus Planning Group in Columbia, S.C. shares some helpful advice for maintaining financial stability after such an event.

Which education expenses qualify under the 529 plan for your child's education? Anne Marie Ashworth, a certified financial planner with Abacus Planning Group in Greenville, S.C., answers this important financial question.

Mike Switzer interviews Abby Mason, a certified financial planner with Abacus Planning Group in Columbia, S.C.

If you've been investing in the financial markets for a long time, you could have a portfolio that has grown significantly in value. Which could present a tax problem. Our next guest says there is a way to avoid some of these capital gains and it involves tax planning across generations. Mike Switzer interviews Stephen Maggard, a certified financial planner with Abacus Planning Group in Columbia, SC.

Imagine that you have saved diligently over the years to fund your child's 529 education savings plan, but instead of the expensive private college originally planned for, your daughter chose to enroll at a public university. So now that you have money left over in that 529 plan, what can be done with it? Our next guest says that the good news is that a new option is available now that could help build a retirement fund for your daughter. Mike Switzer interviews Laird Green, a certified financial planner with Abacus Planning Group in Greenville, SC.

We're almost a year away now when employers will be required to automatically enroll eligible employees in retirement savings plans, such as a 401(k) or 403(b) plan. That all starts December 31, 2024, and our next guest says “You know how time flies, best to get prepared as soon as you can.” Mike Switzer interviews Scotty Scott, a certified financial planner with Abacus Planning Group in Columbia, S.C.

We're in that time of year where many people are going through open enrollment to determine their employer benefits for the next year. So our next guest says that makes this a perfect time for individuals and business owners alike to evaluate their 401(k)s and retirement plans. Mike Switzer interviews Anne Marie Ashworth, a certified financial planner with Abacus Planning Group in Greenville.

Building a retirement nest egg is one of the most important financial activities you can engage in. And the earlier you can get started on that task, of course, the better. Our next guest says that even teenagers with summer jobs can start contributing to their own IRAs. Mike Switzer interviews Alex Chastain, a certified financial planner with Abacus Planning Group in Columbia, SC.

We're one month into the spring season now which means we're about a month away from the end of another school year and for some, that also means graduation. Our next guest says this is also a good time to talk about how these milestones in our children's lives could affect our and their finances. Mike Switzer interviews Jon Robertson, a certified financial planner with Abacus Planning Group in Columbia, SC.

In this special Swift Chat podcast episode, Marie Swift interviews a range of guests from the 2023 AICPA & CIMA Personal Financial Planning Summit held at Dimensional Fund Advisors Headquarters in Austin, TX January 30 - February 1. Guests share some of their biggest takeaways from the various sessions as well as why they love attending the summit every year.  Marie also speaks with Lyle Benson, Program Chair, AICPA & CIMA Personal Financial Planning Summit 2023, shortly after the summit sharing highlights and insights. Guests in order of Appearance: Eddie Kramer, Shareholder and Financial Advisor at Abacus Planning Group Rob Krueger, Senior Principal at Alexander Randolph  Louise Hunter, former financial advisor, now retired​ Kevin Kennedy, Founder of Kennedy Wealth and Tax Management Jonny Swift, Vice President and Director of Social/Digital Strategy at Impact Communications KayDee Cole, Founder and CEO of Clarity Wealth Development Susan Bradley, Founder of the Sudden Money® Institute Lisa Crafford, Director, Head of Business Consulting at BNY Mellon | Pershing Lyle Benson, Founder and President of L.K. Benson & Company

Nearly three years after the SECURE Act was passed in December 2019, another retirement bill was enacted known as SECURE Act 2.0, which has brought another wave of changes to retirement planning. Mike Switzer interviews Ann Beckwith, certified financial planner with Abacus Planning Group in Columbia, SC.

The main vehicle parents use these days to save money for their children's education is the 529 plan. But what happens to the money in that plan if your child decides not to go to college? Or maybe they go to a less expensive college than you had anticipated and some money is left over in the plan? Mike Switzer interviews Laird Green, a certified financial planner with Abacus Planning Group in Greenville, SC.

It's Medicare open enrollment season and that means Medicare prescription drug plans can also be changed or renewed. Our next guest says that there are some tax strategies enrollees can employ during this time to help manage their Medicare premiums. Mike Switzer interviews Anne Marie Ashworth, a certified financial planner with Abacus Planning Group in Greenville, SC.

Stephen Maggard is a Financial Planner with Abacus Planning Group based out of Columbia, SC. He joins the show today to discuss his background and how he made the transition to financial planning from the military. If you are serving our country and eventually want to transition to the financial planning profession, then this episode is for you! Listen in as Stephen describes why he became interested in financial planning, as well as how he got his foot in the door. You'll learn why he was drawn to the fee-only model and how he has found his right-fit firm. He also opens up about how his military experiences and skills have carried over to add value in a financial planning firm, which has accelerated his success after only a few short years in the business. You can find show notes and more information by clicking here: https://bit.ly/3pvMS8p 

Cheryl Holland of Abacus Planning Group in Columbia, SC (https://www.abacusplanninggroup.com/cheryl-r-holland/) shares some ingredients of the success of herself and her company - people and process.  From starting a financial planning firm to a $1.6B in AUM, Cheryl has cultivated success by putting clients and team members’ development at the heart of her organization.  Hear about the importance of a culture of gratitude, contributing to community, and an eye for process. Download materials at: https://www.fpama.org/podcast/

Eddie Kramer, CFP®, works with Abacus Planning Group to build out their team and encourage everyone to bring their best self to work. He firmly believes that large financial planning firms aren’t dependent on a few rainmakers, or a handful of heroes who bring in business. Instead, he focuses on celebrating every member of the team who each contributes their own unique skill set to their firm’s growth.

Eddie Kramer, CFP®, works with Abacus Planning Group to build out their team and encourage everyone to bring their best self to work. He firmly believes that large financial planning firms aren’t dependent on a few rainmakers,

Cheryl Holland is President and Founder of Abacus Planning Group, a wealth management firm that manages $1 billion in client assets. Cheryl consistently appears on top advisor lists such as Barron’s and Wealth Manager and the National Association of Personal Financial Advisors recognized her […] The post Cheryl Holland on Process-Driven Success appeared first on Becoming Referable.

Cheryl Holland's firm, Abacus Planning Group, is based in Columbia, South Carolina. Working in a mid-sized city such as Columbia might prove tricky for other advisors, but her niche working with families who hold business and other close assets has set her apart. Coupled with her natural drive and a willingness to keep learning, Cheryl has build a firm that rests on the core tenets of learning, growth, empathy, and challenging work. In this interview, Cheryl talks about how she built Abacus, why she invests so heavily in every one of her employees, and what she’s done to systematize just about every process in the office. She shares how technology has helped drive the growth of her firm, and why she’s put such a strong emphasis on teaching her team (and herself!) how to be keen listeners as well as talented financial advisors. Get the full show notes and transcript for this episode at: www.kitces.com/35