Podcasts about alliance wealth management

On the podcast, special guest Chris Doughty, a Financial Advisor and President of Gentian Financial, joins us to talk about rethinking retirement when you plan to live to 120 years old. They consider the mindset you need to cultivate to be able to fund your longer life and the difficulty in dealing with the rules in place for traditional retirement funding like Social Security, 401K plans and Roth IRA. Having a plan that considers health, wealth, retirement, mindset and your priorities is very important when thinking finances for a longer lifespan. Invest in your health, plans for re-education and other ways to maintain a longer life. Find who you can collaborate with to lift yourself up to achieve these goals. Special Guest:  Chris Doughty is a Certified Financial Planner™ and President of Gentian Financial, who is also focused on longevity for himself and his clients. Chris has specialized in retirement planning ever since he began his career in the financial services industry in 1996. As a Chartered Retirement Planning Counselor, he has in-depth knowledge of the needs individual face both before and after retirement. Using customized tax mitigation planning, retirement income forecasting, distribution planning and estate planning, he endeavors to help his clients derive income from their savings, maximize asset growth while mitigating tax liability, and pass their wealth to succeeding generations in accordance with their wishes. Chris has also attained the prestigious CERTIFIED FINANCIAL PLANNER™ certification, one of the most respected financial planning credentials among consumers and a recognized standard of excellence in personal financial planning. “It was a desire to help people with one of the most important, yet underserved aspects of their lives – their finances – that inspired me to begin working in financial planning,” said Chris. Chris builds strong, close client relationships with the families and individuals he serves. “I seek to understand them first and discover what they really want out of life, and then help them pursue this. If you can find out what people really want and need, you help them accomplish something great, whether it’s in retirement or in life,” Chris added. Before establishing Gentian Financial, Chris worked with many of his team members at another Raymond James group, Alliance Wealth Management in Milwaukee, which he co-founded and served as vice president and financial advisor. Earlier career stops include financial advisor at Morgan Stanley, vice president and financial advisor at Cleary Gull Advisors, and first vice president and financial advisor at B.C. Ziegler & Co., all in the Greater Milwaukee area. Chris studied economics at University of Northern Iowa, and business at the University of Iowa. He is a member of the Financial Planning Association and the National Notary Association. Chris considers himself a lifelong learner, always seeking wisdom and discernment and dedicated to continuing education. He works with strategic coaches and elite advisors to enhance his knowledge. Chris is a Christian businessman and believes in serving the world in impactful ways. He has gratitude and appreciation for the blessings in his life, which have compelled him to give back. He is the co-founder of GloBall Giving, a nonprofit that provides healthy lifestyle options to underprivileged children by donating new and used sports equipment. He has supported or volunteered with many other charitable organizations, including the Make-A-Wish Foundation, the Juvenile Diabetes Research Foundation, Rawhide Boys Ranch, United Way, Habitat for Humanity, Milwaukee Rescue Mission, The Parenting Network, Life Navigators and the Multiple Sclerosis Foundation. Chris was born in Fort Dodge, Iowa, but lived most of his life in Cedar Falls. He now lives in Mequon with his wife, Deborah, and daughters, Isabelle and Samantha. In his free time, Chris enjoys golfing, hiking, traveling, playing volleyball, continuing his volunteer work and spending time with his family.      

Building a business is already hard. Building a successful wealth management business in a rural area, where there aren’t as many potential clients, is even harder. Meet Jeff Rose, the founder of Alliance Wealth Management, who will be sharing how his business is now managing over $40 million while making over $100k on the side from referrals and partnerships. Digital marketing is the main key to Jeff’s success. Ever since he got his first online client thanks to his blogging and online presence, his focus has shifted to taking advantage of the internet’s potential for connection. Jeff shares how he’s built up his online presence to make his business known locally and to a wider audience. He also gives us details on how he forged partnerships with insurance agencies and other services to provide more value to his customers while making money on the side. Get the full show notes and transcript for this episode at: www.kitces.com/33

Ep: 1 - Jeff Rose founder of GoodFinancialCents.com reveals how he built a list of over 26,000 loyal subscribers and makes over $350,000 in affiliate income from his website, which is in addition to the revenue generated from fees and commissions from his practice Alliance Wealth Management. Jeff walks us through the biggest mistakes he made, the tools he uses and how you can use blogging to position yourself to become the sought-after authority in your marketplace.

Jeff is a Certified Financial Planner and Iraqi combat veteran. He is the CEO of Alliance Wealth Management, LLC, Founder of GoodFinancialCents.com and Author of Soldier of Finance. Below are two free resources to IGNITE your Entrepreneurial journey!FreePodcastCourse.com: A free 15-day course that will teach you how to create, grow, and monetize YOUR Podcast!TheWebinarCourse.com: A free 10-day course that will teach you how to create and present Webinars that convert!

Jeff Rose is our Sensei today! From college drop-out to successful financial adviser, Jeff has become a well accomplished businessman. Jeff is the CEO and Founder of Alliance Wealth Management, LLC + Good Financial Cents. He is a podcast host for Dollars and Roses + Good Financial Cents. If that’s not enough, he’s also the author of […]

Jeff is a Certified Financial Planner and Iraqi combat veteran. He is the CEO of Alliance Wealth Management, LLC, Founder of GoodFinancialCents.com and Author of Soldier of Finance.

Jeff Rose makes Good Financial Cents. 

As part of the #LifeAware Life Insurance Movement, I bring on special guest, Jeff Rose, Cerftified Financial Planner, founder of Alliance Wealth Management, and blogger at GoodFinancialCents.com.