Podcasts about ashby daniels

Welcome to this episode of 20/20 Money! My guest on today's show is my friend Ashby Daniels, CFP® and we have what I think is a very engaging and revealing conversation about the emotional and mental journey a business owner goes through when considering a sale of their business. We talk about getting over the fear of selling, how to think about regrets, the alternatives to selling, the importance of having something to retire to, and the surprising truth about what it feels like when the check from the sale of your business hits your bank account. I really enjoyed this conversation and I trust you will as well, especially if you are a practice owner that has considered selling (or know, deep down, that you should be thinking about selling, if for no other reason than you'd like to enjoy the next chapter of life post-practice ownership).   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. Lastly, if you're interested in learning more about the 20/20 Money Membership, a platform that we created to help ODs become “brilliant at the financial basics,” please check out the link in the show notes of this episode to learn more.   And with that introduction, I hope you enjoy my conversation with Ashby Daniels.   Resources: 20/20 Money Membership Information   20/20 Money Episode #284 – Dr. Jennifer Stewart's “tepid” start optometry practice: the power of vision & intentionality, the importance of an ideal patient avatar, and reconciling business risk with a conservative personality   My first conversation with Ashby Tim Ferriss Fear Setting Exercise Inside the Contrarian Mind of Sam Zell   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify Google Podcasts Stitcher  ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Better investment returns (we all want them). Today we're discussing how to be a more successful long-term investor and I'm joined by Ashby Daniels, a financial planner and the mastermind behind Money Visuals. Money Visuals is Ashby's creative outlet where he shares wisdom and timeless ideas for long-term investors. We can learn many important lessons from the world's greatest investors and I can't think of someone better to share them with you than Ashby. Whether you're new on your investing journey, have been doing this for a while, or are a financial planner, today's episode is for you. So join us as Ashby shares practical advice and tips that can help you increase your investment returns and your probability of achieving your financial goals. I hope you enjoy this episode of The Atomic Retirement podcast!Resources MentionedMoneyVisuals TwitterMoneyVisuals LinkedInStart Your Atomic Retirement JourneyFollow Ryan on ThreadsFollow Ryan on LinkedInFollow Ryan on TwitterGet Atomic IdeasAsk Ryan a Money Question

The problem with conventional wisdom is that it represents the masses, but there's a whole host of things that conventional wisdom gets wrong. By default, that feeds into what investors get wrong. This episode with Ashby Daniels originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy and how you think about risk.   Listen now and learn: What investors get wrong A new way to think about risk How to define investment success   To see the original show notes, YouTube interview, and resources visit this page: EP 104: Challenging Conventional Wisdom with Ashby Daniels. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   TIMESTAMPS (3:32) Blaming the Market Instead of Yourself  (10:03) Defining Risk  (16:49) How to Define Investment Success  (21:33) No Need to Be Smart. Just Don't Be Stupid  (30:48) Investing Like an Optimist  (35:57) The Value of a Financial Advisor 

What does it mean to be a long-term investor? In this special mash up episode, all the show's guests from the past year weigh in.   Listen now to hear from Ben Carlson, Taylor Schulte, Burton Malkiel, Phil Huber, Rubin Miller, Dasarte Yarnway, Robin Powell, Brian King, Jeremy Schwartz, Rick Ferri, Mike Piper, Carl Richards, Ashby Daniels, Polina Pompliano, Mathieu Pellerin, John Jennings, Cait Howerton, Tyler Olson, Jesse Cramer, Meir Statman, Susan Jones, Hal Hershfield, William Bernstein, and Peter Lazaroff.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Show Notes:Tweet from Money Visuals, Ashby Daniels -https://twitter.com/mvmoneyvisuals/status/1714978955449798727?s=12&t=Godkt5FzuqWcmpmvo2G5JgYTD Performance Across the S&P Research by Charlie Bilello -https://twitter.com/charliebilello/status/1715373008263557378Economists Increase US Growth Projectionshttps://www.bloomberg.com/news/articles/2023-10-20/economists-boost-us-growth-projections-reduce-recession-odds?Median net worth during the pandemic article in Bloomberg -https://www.bloomberg.com/news/articles/2023-10-18/americans-net-worth-surged-by-most-in-decades-during-pandemic?“The Big Mistakes People Make in Medicare and How to Avoid Them” by Anna Wilde Matthews - https://www.wsj.com/health/healthcare/medicare-advantage-enrollment-risks-923e7952

The problem with conventional wisdom is that it represents the masses, but there's a whole host of things that conventional wisdom gets wrong. By default, that feeds into what investors get  Listen now and learn: What investors get wrong A new way to think about risk How to define investment success   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Tweet from Money Visuals, an account run by our friend, Ashby Daniels - https://twitter.com/mvmoneyvisuals/status/1638870337050877952?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Blog Post from Michael Batnick - https://theirrelevantinvestor.com/2023/03/27/hike-pause-cut/ Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1640705370103398402 Bloomberg Article -https://www.bloomberg.com/opinion/articles/2023-03-17/first-republic-svb-credit-suisse-crisis-signals-growing-recession-odds?srnd=premium&sref=KaV2wJ0vhttps://www.forbes.com/advisor/investing/best-investment-accounts-for-kids/

Welcome to this episode of 20/20 Money! My guest on today's show is Ashy Daniels, CFP®. Ashby is an advisor, firm owner, blogger, and friend of mine and I wanted to have him on to talk about a variety of thoughts and perspectives as it relates to financial planning and portfolio management and how that specifically applies to ODs and practice owners. In this conversation, we talk about the differences between information and knowledge, how investors should think about risk in their portfolio related to the risk in their financial plan, why we both don't like risk tolerance questionnaires, the mindset of retiring TO something instead of FROM something, and finally Ashby's answer to the one question that I ask every first-time guest.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.   And with that introduction, I hope you enjoy my conversation with Ashby Daniels. Follow us on Instagram: https://www.instagram.com/2020moneypod/  ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify Google Podcasts Stitcher  ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Ashby has been part of the financial planning industry since 2008 and has worked as an advisor for multiple companies. He is currently an advisor and COO at Shorebridge Wealth Management in Pittsburgh, PA where he specializes in helping clients entering retirement. Ashby graduated from Virginia Tech with a degree in accounting and is a Certified Financial Planner. Company Website: https://shorebridgewm.com/ Personal Blog: https://retirementfieldguide.com/ Linkedin: https://www.linkedin.com/in/ashbydaniels/ WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Ian Renfer - Just Another [Home Demo].wav

Ashby Daniels, CFP®, is a financial advisor and COO at Shorebridge Wealth Management. He is also the author of Medicare Simplified. In this episode, Ashby and Matt Fizell, CFP®, discuss the impact you can create on your business and your audience’s goals when you’re committed to creating genuinely helpful content.

Ashby Daniels is a financial advisor who personally oversees $38 million in assets under management for 43 retired clients with Shorebridge Wealth Management. Ashby launched his current practice, a hybrid advisory firm, by breaking away from a major broker-dealer after 10 years in the business in the face of a non-compete, and he was able to build his firm in such a way that his family’s financial situation was never at risk. In this episode, we talk in-depth about how Ashby negotiated his compensation agreement with Shorebridge, how he navigated the non-compete agreement to eventually win back some of his prior clients, and how leaving most of his clients behind allowed him to focus on bringing in the right clients. Listen in to learn how his business has evolved deeper into niche territory, how he has built his current marketing funnel through blogging, and how his blog helped his former clients find their way back to him. For show notes and more visit: https://www.kitces.com/197

On this episode of the Ready for Retirement podcast, James provides listeners with a broad but detailed overview of Medicare. Medicare is the federally maintained health care plan for all qualifying Americans aged 65 and up. There is always something in the news about Medicare and it can seem daunting to understand all of the different parts and supplemental plans, but James breaks down the basics during this episode. Medicare Part A is also known as hospital insurance, covering inpatient and skilled nursing facility treatments as well as related prescription drugs for a specified length of time. Medicare Part B is also known as medical insurance, covering outpatient treatment by healthcare providers and preventative care. Medicare Part D is prescription drug coverage and is often paired up with a Medicare Supplement plan (Medigap). Medigap plans coupled with Medicare Part D is one option for reducing your risk in the case of medical emergencies. These plans typically have higher premiums with lower out of pocket costs and are good for folks with health concerns or pre-existing medical conditions.Medicare Advantage plans are similar to employer-sponsored healthcare plans and typically feature lower premiums and higher deductibles and copays. These plans are good for people who are in good health and do not anticipate needing medical care outside of their network or by specialists. James recommends that people looking for more comprehensive information to refer to Ashby Daniels' book “Medicare Simplified.” LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it here

In this episode, we sat down with Ashby Daniels, a Financial Advisor at Shorebridge Wealth Management, and also the author of Medicare Simplified: What Retirees Need to Know About Medicare in 100 Pages or Less. We wanted to sit down with Ashby because he just finished his first book and the idea of producing a book for your marketing efforts is one that pops up a good amount in our conversations with advisors.. We got the full blueprint for creating a book – including how to decide if it's right for you, the writing process, and the post-production process.  

Today I'm joined by Ashby Daniels, CFP®. Ashby is a financial planner and the author of Medicare Simplified: What Retirees Need to Know About Medicare in 100 Pages or Less. In this episode, we are simplifying Medicare and helping you avoid costly mistakes.  Unfortunately, most people don't learn about some of these mistakes until they get sick and need their benefits.  If you want to learn how to maximize your Medicare benefits and keep more money in your pocket, you're going to love today's show.

My good friend Ashby Daniels wrote a book about Medicare. Unlike most medicare writing, this is written in plain English, and allows the reader to really understand what the author is saying. This week I share my takeaways and why I think it's important for everyone to know a little something about Medicare.   Questions? Email me: Mpolicar@hightoweradvisors.com

A less common but very effective marketing strategy involves writing a book. While it takes more time and research than most of the common forms of content marketing, authoring a book can catapult a financial advisor's business. In this episode of The Advisor Of Tomorrow Podcast, my very good friend Ashby Daniels, CFP® discusses his first book, Medicare Simplified (link below), and the book-writing process. Tons of great advice in this episode. Be sure to grab a copy of Ashby's book...financial advisors you most certainly need it as a reference. Also, be sure to leave a review on Amazon to help Ashby stay atop his category! If you don't know Ashby, he is a financial advisor in Pittsburgh and writes the blog, Retirement Field Guide. He was also just included in Financial Advisors Magazine's Young Advisors To Watch Financial Advisor Magazine's Young Advisors To Watch. Be sure to give Ashby a follow and subscribe to his blog.

Melissa Joy CFP® is joined by Ashby Daniels, CFP®.  Ashby is a financial advisor in Pittsburgh with Shorebridge Wealth Management. He focuses on working with people near and in retirement. Ashby and Melissa discuss: Ashby's recent blog “4 Stages of a Bear Market”. Why when you enter a crisis, you have two choices – acceptance or panic. How to avoid permanent damage to your investment portfolio. Why Ashby wants you to worry less about the next 20% move and more about the next 100% move. Recovery is just as uncertain as crisis. Ashby and Melissa discuss:Ashby's recent blog “4 Stages  of a Bear Market” https://retirementfieldguide.com/4-stages-of-a-bear-market/.Why when you enter a crisis,  you have two choices – acceptance or panic.How to avoid permanent damage to your investment portfolio.Why Ashby wants you to worry less about the next 20% move and more about the next 100% move.Recovery is just as uncertain as crisis.You can learn more about Ashby at his blog, Retirement Field Guide. https://retirementfieldguide.com/--- Send in a voice message: https://anchor.fm/52pearls/message

Joining Mark this week is Ashby Daniels. Ashby is a financial advisor in the Pittsburgh area with Shorebridge Wealth Management. He also has his own blog: The Retirement Field Guide. Mark and Ashby discuss the following on this episode: - Ashby's background - The SECURE Act: Elimination of the Stretch IRA provision in favor of the 10 year distribution rule RMD Age moved back from 70.5 to 72 Contributing to a Traditional IRA beyond 70.5 if still working - Ashby's favorite financial planning tips   Where to find Ashby: Blog: The Retirement Field Guide: https://retirementfieldguide.com/ Twitter: @DanielsAshby  

Ashby Daniels has become a very close friend of mine and this is one of my favorite blog posts he’s written. After talking about his personal story growing up, I knew how his run would turn out…there was no way he wasn’t going to help the woman in distress. Give his post a read and then give a listen to… Continue Reading→ The post Rundown: Ashby Daniels’ Life’s Curveballs and Mindset appeared first on All About Your Benjamins™.

Audience: Clients and Financial Advisors There are numerous factors to consider when it comes to retirement planning, and I don’t know of anyone better suited to discuss some of these topics than Ashby Daniels, CFP®, so I asked him to join me for a conversation covering some of them. In this episode we discuss: Understanding and re-evaluating your budget Choosing… Continue Reading→ The post Ashby Daniels, CFP®: The Retirement Field Guide appeared first on All About Your Benjamins™.

Retirement planning expert, Ashby Daniels, CFP® joins us on the show today to talk about how to properly plan and invest for a 30+ year retirement. In today’s episode you are going to learn three things: Why living longer shouldn’t necessarily be considered a risk to your retirement How inflation impacts your retirement nest egg and how to factor it into your retirement plan so you don't run out of money A specific investment strategy that can be used to address some of the common challenges that many retirees are facing today For all the links and resources mentioned in this episode, visit www.youstaywealthy.com/47

On this show, we talked about the importance of using critical thinking when considering retirement planning decisions, steps you can take to position yourself for success and how to get started with Ashby Daniels, CFP, Financial Advisor and Retirement Planner with ShoreBridge Wealth Management.  Listen to learn how to overcome the fears we all have regarding making bad investment decisions! For the Difference Making Tip, scan ahead to 17:41! You can learn more about Ashby at RetirementFieldGuide.com, Twitter, and LinkedIn. Interested in starting your own podcast?  Click HERE Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.  Check out Money Alignment Academy as well!

"Retirement should be one of the most fun times of your life. But, generally, that’s only possible if you’re comfortable spending your life savings."Ashby Daniels, a retirement planner at Shorebridge Wealth Management, who blogs at Retirement Field Guide did a post about why it can be really difficult for retirees to change gears from saving for retirement to spending in retirement. Tadas Viskanta got him on the phone to talk about why this is the case and what planners and retirees can do to make the transition a little easier.You can read more about Ashby’s take on spending in retirement at his blog, Retirement Field Guide https://retirementfieldguide.com/spending-in-retirement/Enable our Alexa skill here - "Alexa, play the Compound show!"https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZTalk to us about your portfolio or financial plan here: https://ritholtzwealth.com/Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ See acast.com/privacy for privacy and opt-out information.

For many young professionals, this is their first time experiencing a true pullback. For older investors, the timing couldn't be anymore imperfect. To the uneducated investor, this may feel like the end of the world. On this podcast, I have Ashby Daniels, a financial advisor in Pittsburgh, who gives us tips on how to keep cool during volatile times.. After listening, I'm sure you'll feel a little more encouraged about investing over the long term. You are #YoungMoney. Enjoy!

In Ep. 037, Tim talks with Ashby Daniels.  A CFP and retirement planner in Pittsburgh, Ashby focuses on folks ready for retirement.  They discuss things to consider when approaching retirement, things to avoid when approaching retirement, and a handful of Ashby's blog posts as well.  Planning for retirement is one of the biggest goals in a person's life.  Find out how to make it more manageable in this episode!