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We talk with Jennifer Wines about her journey, from moving 10 times by the age of 20 to her career in private wealth management with Goldman Sachs, Fidelity, and JPMorgan. We discuss her book, Invisible Wealth, the current and future state of the wealth management industry, and how changing demographics are shifting the industry. Jennifer is the founder of Invisible Wealth Consulting, partnering with individuals and institutions to implement the principles of wealth detailed in her best-selling book Invisible Wealth. She has been widely quoted in outlets such as The New York Times, The Financial Times, and Forbes. She carries the Certified Private Wealth Advisor designation from Booth Business School in Chicago, she holds a JD from Suffolk University Law School. What Jennifer is Reading Right Now: Think and Grow Rich by Napoleon Hill Jennifer's Music Recommendation: “Disco” by Surf Curse Read More from Jennifer: Jennifer's Website, LinkedIn, Instagram: @Jennifer_Wines ____ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth
In this episode, A.B. Ridgeway, a Certified Private Wealth Advisor®️ professional and host of Financial Advisors Say The Darndest Things, dives into debt management, one of the four pillars of Christian finance. He shares practical advice on how to navigate credit card debt, avoid financial quicksand, and improve your credit score to regain control of your financial future. With the help of expert advice and listener stories, A.B. discusses the importance of credit and how to take actionable steps to pay down debt and avoid high-interest traps.Key Takeaways:Understanding Financial Quicksand: Credit card debt, especially with high-interest rates like 23%, can feel like quicksand. It's crucial to address this debt immediately to avoid sinking deeper.Improve Your Credit Score: Good credit is essential to taking advantage of better financial options, such as transferring balances or obtaining personal loans with lower interest rates. Focus on improving your credit score by making consistent, timely payments.Explore Multiple Financial Avenues: Don't settle for a “no” from just one or two lenders. Broaden your search and negotiate with banks and credit card companies to find better options for paying off debt.Notable Quotes:“Credit card debt is financial quicksand. The more you struggle without a plan, the deeper you sink.”“When you're in debt, credit really does matter. It's like telling the world you haven't paid off the people you owe.”“The focus should be on paying down your debt to improve your credit, so you can access better financial tools and opportunities in the future.”
In this episode, A.B. Ridgeway, a Certified Private Wealth Advisor®️ professional and host of Financial Advisors Say The Darndest Things, dives into debt management, one of the four pillars of Christian finance. He shares practical advice on how to navigate credit card debt, avoid financial quicksand, and improve your credit score to regain control of your financial future. With the help of expert advice and listener stories, A.B. discusses the importance of credit and how to take actionable steps to pay down debt and avoid high-interest traps.Key Takeaways:Understanding Financial Quicksand: Credit card debt, especially with high-interest rates like 23%, can feel like quicksand. It's crucial to address this debt immediately to avoid sinking deeper.Improve Your Credit Score: Good credit is essential to taking advantage of better financial options, such as transferring balances or obtaining personal loans with lower interest rates. Focus on improving your credit score by making consistent, timely payments.Explore Multiple Financial Avenues: Don't settle for a “no” from just one or two lenders. Broaden your search and negotiate with banks and credit card companies to find better options for paying off debt.Notable Quotes:“Credit card debt is financial quicksand. The more you struggle without a plan, the deeper you sink.”“When you're in debt, credit really does matter. It's like telling the world you haven't paid off the people you owe.”“The focus should be on paying down your debt to improve your credit, so you can access better financial tools and opportunities in the future.”
Understanding 401(k) Contributions and BenefitsIn this enlightening episode of Financial Advisors Say The Darndest Things, your host, AB Ridgeway, Certified Private Wealth Advisor, dives deep into the world of 401(k) plans. Many investors are unfamiliar with the nuances of retirement accounts, particularly the differences between an IRA and a 401(k). This episode sheds light on these topics, ensuring that you, as a savvy listener, are well-equipped to make informed decisions about your retirement savings.Key Takeaways:1. The Importance of Knowing Your Retirement Accounts: It's crucial to understand the different types of retirement accounts, including 401(k)s, IRAs, Roth IRAs, and 403(b)s. Each account type has distinct rules, benefits, and tax implications.2. 401(k) Contribution Limits for 2024: For individuals under 50 years old, the maximum contribution limit is $23,000. For those 50 and older, the limit increases to $30,500. These limits are adjusted annually for cost-of-living increases.3. Tax Implications of 401(k) Withdrawals: Contributions to a 401(k) are made pre-tax, and taxes are only applied when withdrawals are made. All withdrawals from a retirement account are taxed at ordinary income rates, not the more favorable long-term capital gains tax rates.Quotes from the Episode:1. "Most investors don't know the difference between an IRA and a 401(k), let alone how much to contribute to one."2. "All retirement accounts are not created equal. The rules for contributions and withdrawals can vary significantly."3. "One decision about how you take that money out can destroy your 401(k). I've seen it happen."Resources Mentioned:- Episode 303: Maximizing Your 401(k): Understanding Contributions, Withdrawals, and Tax Implications. Dive deeper into the specifics of 401(k) plans and how to make the most out of your retirement savings.Be sure to subscribe to Financial Advisors Say The Darndest Things for more expert insights and tips on managing your finances wisely. Don't miss out on future episodes that will help you secure your financial future!
Understanding 401(k) Contributions and BenefitsIn this enlightening episode of Financial Advisors Say The Darndest Things, your host, AB Ridgeway, Certified Private Wealth Advisor, dives deep into the world of 401(k) plans. Many investors are unfamiliar with the nuances of retirement accounts, particularly the differences between an IRA and a 401(k). This episode sheds light on these topics, ensuring that you, as a savvy listener, are well-equipped to make informed decisions about your retirement savings.Key Takeaways:1. The Importance of Knowing Your Retirement Accounts: It's crucial to understand the different types of retirement accounts, including 401(k)s, IRAs, Roth IRAs, and 403(b)s. Each account type has distinct rules, benefits, and tax implications.2. 401(k) Contribution Limits for 2024: For individuals under 50 years old, the maximum contribution limit is $23,000. For those 50 and older, the limit increases to $30,500. These limits are adjusted annually for cost-of-living increases.3. Tax Implications of 401(k) Withdrawals: Contributions to a 401(k) are made pre-tax, and taxes are only applied when withdrawals are made. All withdrawals from a retirement account are taxed at ordinary income rates, not the more favorable long-term capital gains tax rates.Quotes from the Episode:1. "Most investors don't know the difference between an IRA and a 401(k), let alone how much to contribute to one."2. "All retirement accounts are not created equal. The rules for contributions and withdrawals can vary significantly."3. "One decision about how you take that money out can destroy your 401(k). I've seen it happen."Resources Mentioned:- Episode 303: Maximizing Your 401(k): Understanding Contributions, Withdrawals, and Tax Implications. Dive deeper into the specifics of 401(k) plans and how to make the most out of your retirement savings.Be sure to subscribe to Financial Advisors Say The Darndest Things for more expert insights and tips on managing your finances wisely. Don't miss out on future episodes that will help you secure your financial future!
Do you have a 401k retirement plans? In this episode, we are focusing on the crucial aspects of contributions, employer matching, and the often-overlooked withdrawal process. Drawing from his years of experience as a Certified Private Wealth Advisor professional®️, A.B. Ridgeway breaks down the intricacies of 401k plans, emphasizing the importance of making informed decisions to avoid costly mistakes. This episode is packed with valuable insights and practical advice for Christian investors who want to ensure their retirement savings are both righteous and abundant.Key Takeaways:Understanding 401k Contributions and Employer Matching Many Christian investors miss out on free money because they don't fully understand how their 401k plan works. A 401k is not an investment itself, but a tax code for a retirement account. It's crucial to not only contribute to your 401k but also to select appropriate investments within the plan. Employer matching is essentially free money, often equating to up to 6% of your salary, which can significantly boost your retirement savings.Tax Advantages and Implications of 401k Withdrawals Contributions to a 401k plan are tax-deferred, meaning they reduce your taxable income in the year they are made. However, withdrawals from the account are taxed as ordinary income. A.B. Ridgeway explains how proper financial planning can help you withdraw funds in a tax-efficient manner, potentially saving you thousands of dollars in taxes during retirement.The Consequences of Early Withdrawals Withdrawing from your 401k before reaching retirement age (59.5 years, or 55 if separated from your employer) can result in a 10% penalty, in addition to regular income taxes. This episode includes a cautionary tale of a client who made an emotional decision to withdraw early, resulting in a tax bill that wiped out nearly half of his retirement savings.The Role of a Financial Advisor in Managing Your 401k A financial advisor plays a critical role in helping you navigate the complexities of your 401k. A.B. Ridgeway stresses the value of professional guidance to ensure your retirement savings are maximized and protected. He also discusses the importance of having a financial plan in place to avoid costly mistakes, such as unnecessary fees or poor investment choices.Quotes:"Your 401k is not an investment—it's a tax code that gives you a tax-advantaged retirement account.""Employer matching is essentially free money. If you're not taking full advantage of it, you're leaving money on the table.""The emotional decisions you make today can have long-lasting financial consequences. It's crucial to consult with a financial advisor before making any significant moves."
Do you have a 401k retirement plans? In this episode, we are focusing on the crucial aspects of contributions, employer matching, and the often-overlooked withdrawal process. Drawing from his years of experience as a Certified Private Wealth Advisor professional®️, A.B. Ridgeway breaks down the intricacies of 401k plans, emphasizing the importance of making informed decisions to avoid costly mistakes. This episode is packed with valuable insights and practical advice for Christian investors who want to ensure their retirement savings are both righteous and abundant.Key Takeaways:Understanding 401k Contributions and Employer Matching Many Christian investors miss out on free money because they don't fully understand how their 401k plan works. A 401k is not an investment itself, but a tax code for a retirement account. It's crucial to not only contribute to your 401k but also to select appropriate investments within the plan. Employer matching is essentially free money, often equating to up to 6% of your salary, which can significantly boost your retirement savings.Tax Advantages and Implications of 401k Withdrawals Contributions to a 401k plan are tax-deferred, meaning they reduce your taxable income in the year they are made. However, withdrawals from the account are taxed as ordinary income. A.B. Ridgeway explains how proper financial planning can help you withdraw funds in a tax-efficient manner, potentially saving you thousands of dollars in taxes during retirement.The Consequences of Early Withdrawals Withdrawing from your 401k before reaching retirement age (59.5 years, or 55 if separated from your employer) can result in a 10% penalty, in addition to regular income taxes. This episode includes a cautionary tale of a client who made an emotional decision to withdraw early, resulting in a tax bill that wiped out nearly half of his retirement savings.The Role of a Financial Advisor in Managing Your 401k A financial advisor plays a critical role in helping you navigate the complexities of your 401k. A.B. Ridgeway stresses the value of professional guidance to ensure your retirement savings are maximized and protected. He also discusses the importance of having a financial plan in place to avoid costly mistakes, such as unnecessary fees or poor investment choices.Quotes:"Your 401k is not an investment—it's a tax code that gives you a tax-advantaged retirement account.""Employer matching is essentially free money. If you're not taking full advantage of it, you're leaving money on the table.""The emotional decisions you make today can have long-lasting financial consequences. It's crucial to consult with a financial advisor before making any significant moves."
In this engaging episode of the Purpose-Focused Advisor, Rob reconnects with David Brown, a seasoned financial professional on the Business Development team at Davidson Investment Advisors. David explains why advisors should transform financial planning from a mundane task into a meaningful and memorable client experience. He shares practical strategies to make client interactions more impactful, emphasizing the importance of a differentiated planning process that fosters deeper connections and loyalty. Topics Discussed and Key Takeaways:Life First, Money Second: Emphasize life goals over financial metrics to make planning more relevant to clients.Elevating the Client Experience: Transform meetings into memorable experiences by incorporating personal touches that reflect clients' lives and passions.Engage the Next in Line: Focus on the non-financial spouse and next generation to ensure long-term client loyalty and relevance.Generosity and Philanthropy: Introduce donor-advised funds and charitable giving in a non-intimidating way to build deeper client relationships.Start with Best Clients: Begin implementing differentiated planning strategies with your best clients to build confidence and refine your approach."It's time to make this business fun again and not like going to the dentist. We can really transform the client experience." – David Brown"The formula for our industry going forward is your life first and your money second. Getting that right is really important." – David Brown"Humility goes a long, long way. Admitting when you're trying something new can create a stronger bond with your clients." – Rob BrownAbout David Brown: David Brown, a seasoned professional in the financial industry since 2000, is part of the Business Development team at Davidson Investment Advisors, joining in 2024 after 11 years at RBC Wealth Management. At RBC, he led a national team of Wealth Planning Consultants. His career began as an advisor at Scott and Stringfellow, followed by positions at Wachovia Securities/Wells Fargo Advisors. David holds a Bachelor of Arts degree cum laude from Randolph-Macon College and has earned the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations. He enjoys family time and sports, especially skiing, tennis, golf, and pickleball.Connect with David Brown: Email: dbrown@dadco.com LinkedIn: https://www.linkedin.com/in/davidlbrownrbc/ Website: https://dadavidson.com/ Episode References:The Truest Fan MastermindConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan
Have you ever wondered how the rich make more money? In this insightful episode, Erik Van Horn and Jim Dew discuss wealth creation and management. Whether you're a beginner investor or a seasoned pro, you'll find valuable strategies to elevate your financial game. Discover how Dew Wealth Management distinguishes itself from other financial firms, offering a unique approach to building and managing wealth. Join Over 5,500 Franchisees and Franchisors in our FREE Private Facebook Community HERE: https://www.facebook.com/groups/franchisesecretsfb?_rdc=1&_rdr Jim Dew is the CEO of Dew Wealth Management and the creator of The Entrepreneur's Virtual Family Office®, an innovative and strategic approach designed to maximize time, money, and freedom. He has 27 years of experience building high-functioning wealth management teams for entrepreneurs. Jim is a Certified Financial Planner®, Chartered Financial Consultant®, and a Certified Private Wealth Advisor®. He has been featured in Inc. Entrepreneur and Huffington Post magazines. Jim is also a sought-after speaker for stages and podcasts for elite entrepreneurs. Tune in to Jim's practical advice on making smart investments, understanding risks, and collaborating with fund managers. Find out how to leverage the Augusta Rule and other strategies to grow your financial storehouse. “Buy appreciating assets, things that are gonna grow your wealth over time, things that are gonna outpace inflation—which has been a struggle and a problem in the last few years. And just start now.” - Jim Dew In This Episode: - A brief background about Jim and how he became an entrepreneur - How Dew Wealth runs its business compared to other financial companies - Building your financial team the way billionaires do (financial flat tire vs functional wealth wheel) - What is the Augusta Rule? - How to take a break from your business and not worry about anything - Why are entrepreneurs good at making money but bad at keeping it? - How to start making smart investments - Understanding investment risks - Working with fund managers and venture capitalists Resources:
The World's #1 Personal Development Book Podcast! Join the world's largest non-fiction Book community! https://www.instagram.com/bookthinkers/ Today's episode is sponsored by Ken Rusk, if you're ready to get UNSTUCK check out the links below: https://courses.kenrusk.com/ https://www.kenrusk.com/ ————————————————————————— In today's episode we have the pleasure to interview for the second time Shawn Patt Author of 11 books all coming out soon, but today we are focusing on “Building Blocks of Business” If you haven't checked out our other episode with Shawn I encourage you to go do it! It was packed with value and this one is too. Shawn wants to bring you through all the steps of wealth creation, from the basics of finance to securing funding for a business. Shawn, is a Certified Private Wealth Advisor® with nearly 20 years of experience, working at RBC Wealth Management, Morgan Stanley & UBS Financial Services. He is now the CEO of Atala Financial which is Dedicated to providing the education, tools and guidance needed to solve life's enduring financial challenges. Shawn is also a professor at The Anderson School of Management at UCLA, teaching Personal Finance and he is an advisor to the Student Investment Fund there, helping elite students manage a portion of the UCLA foundation. In this episode, you'll learn about how Shawn is using AI to disrupt the financial sector, all about Atala Tools which Shawn and his team created to help you upgrade your finances using AI, why optimizing your finances starts with understanding yourself better, why you should utilize AI in your business and life so you don't get left behind, how you can get the same amount of knowledge you would get in college for less than a hundred dollars, and so much more. We hope you enjoy this incredible conversation with Shawn Patt. To learn more about Shawn and buy his book “Basic Economics Primer - The Building Blocks of Business ” follow the links below: ————————————————————————— Building Blocks of Business: https://a.co/d/1PQIEUM The Books: https://tinyurl.com/shawnspatt LinkedIn: https://www.linkedin.com/in/shawnpatt Website: https://atalafinancial.com/ The Tools: https://atalatools.com/ The purpose of this podcast is to connect you, the listener, with new books, new mentors, and new resources that will help you achieve more and live better. Each and every episode will feature one of the world's top authors so that you know each and every time you tune-in, there is something valuable to learn. If you have any recommendations for guests, please DM them to us on Instagram. (www.instagram.com/bookthinkers) If you enjoyed this show, please consider leaving a review. It takes less than 60-seconds of your time, and really makes a difference when I am trying to land new guests. For more BookThinkers content, check out our Instagram or our website. Thank you for your time!
Episode Summary: In this episode of "Financial Advisors Say the Darndest Things," host AB Ridgeway uncovers a deceptive practice by mortgage companies that prevents homeowners from saving on interest. As a Certified Private Wealth Advisor®️ professional, AB shares his insights and offers actionable advice to help you navigate these challenges and save money on your mortgage. Tune in to learn how to protect your financial future from these unscrupulous tactics.Key Takeaways:Mortgage Company Tactics: AB Ridgeway exposes how mortgage companies make it difficult to switch from monthly to bi-weekly payments. This strategy forces homeowners to pay more in interest over the life of the loan. He highlights the deliberate obstacles set by companies to keep you paying more.Understanding Unapplied Funds: AB explains the concept of unapplied funds, where mortgage payments are held in a separate account until the full amount is received. This tactic prevents partial payments from reducing the principal, causing homeowners to accrue more interest unnecessarily.The Importance of Principal Payments: Making principal-only payments is crucial. AB advises homeowners to take control by manually making extra payments toward the principal. This reduces the total interest paid over the loan's term and accelerates mortgage payoff.Challenges with Bi-Weekly Payments: Switching to bi-weekly payments can be beneficial, but mortgage companies often create barriers. AB recounts a client's struggle with this process, including issues with account numbers and additional documentation, underscoring the need for persistence.Strategies to Save on Your Mortgage: AB shares practical steps to overcome these challenges, such as making one extra payment per year or dividing your monthly payment by 12 to add to each monthly payment. These methods can significantly reduce the interest paid and shorten the loan term.Quotes:"Mortgage companies are lying about your mortgage payment and they're taking money right out of your pocket.""The reason we have bi-weekly payments is because every dollar that goes to principal doesn't accrue interest.""How greedy can you get that you limit how people pay you so you can make more money?"For more insights and to schedule a consultation with AB Ridgeway, visit our website. Let's take control of your financial future together!
Episode Summary: In this episode of "Financial Advisors Say the Darndest Things," host AB Ridgeway uncovers a deceptive practice by mortgage companies that prevents homeowners from saving on interest. As a Certified Private Wealth Advisor®️ professional, AB shares his insights and offers actionable advice to help you navigate these challenges and save money on your mortgage. Tune in to learn how to protect your financial future from these unscrupulous tactics.Key Takeaways:Mortgage Company Tactics: AB Ridgeway exposes how mortgage companies make it difficult to switch from monthly to bi-weekly payments. This strategy forces homeowners to pay more in interest over the life of the loan. He highlights the deliberate obstacles set by companies to keep you paying more.Understanding Unapplied Funds: AB explains the concept of unapplied funds, where mortgage payments are held in a separate account until the full amount is received. This tactic prevents partial payments from reducing the principal, causing homeowners to accrue more interest unnecessarily.The Importance of Principal Payments: Making principal-only payments is crucial. AB advises homeowners to take control by manually making extra payments toward the principal. This reduces the total interest paid over the loan's term and accelerates mortgage payoff.Challenges with Bi-Weekly Payments: Switching to bi-weekly payments can be beneficial, but mortgage companies often create barriers. AB recounts a client's struggle with this process, including issues with account numbers and additional documentation, underscoring the need for persistence.Strategies to Save on Your Mortgage: AB shares practical steps to overcome these challenges, such as making one extra payment per year or dividing your monthly payment by 12 to add to each monthly payment. These methods can significantly reduce the interest paid and shorten the loan term.Quotes:"Mortgage companies are lying about your mortgage payment and they're taking money right out of your pocket.""The reason we have bi-weekly payments is because every dollar that goes to principal doesn't accrue interest.""How greedy can you get that you limit how people pay you so you can make more money?"For more insights and to schedule a consultation with AB Ridgeway, visit our website. Let's take control of your financial future together!
Want to stop making money with no fear of running out? Does a stress-free retirement appeal to you? Want your second 50 years to be your best yet? In this week's Get Your FILL Podcast, Kathleen Adams shares her strategies and secrets for making the most of your second 50 years. KATHLEEN ADAMS CFP® CPWA® Founding Partner | Financial Advisor Kathleen has a Bachelor of Science degree from Loyola University in Chicago, graduating magna cum laude. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2003. In 2015, Kathleen earned the Certified Private Wealth Advisor® designation, in advanced wealth management strategies at The University of Chicago Booth School of Business as well as the Applied Behavioral Finance Certificate. Most recently, in 2022 she completed the Retirement Management Advisor® program with the Investments & Wealth Institute®, an advanced certification for financial professionals in building personalized retirement income plans focusing on strategies to manage the challenges of today's world alongside proven solutions from the past. She chose to work in wealth planning because of her father who loved life and adored his family. Despite building a highly successful professional practice on his own, having no debt and owning substantial real estate, he was not able to live the lifestyle he loved after health issues forced him to sell his practice. His legal, tax and insurance advisors never built a strategy for lifestyle preservation and never communicated, so she and her partner started this planning practice to change the game in planning. Kathleen is originally from Chicago but has lived in Manhattan Beach for the last 30 years with her husband, two daughters and most recently, four grandsons. Connect with Kathleen: https://www.second50financial.com/ The information contained herein is for general educational and informational purposes only. It is not intended as personalized investment, tax, legal, or other advice. We do not provide any tax or legal advice. You should consult with your independent investment, legal, tax, and/or other professionals with respect to your individual situation and needs before considering taking any action.
To some estimates, patience is mentioned in the Bible over 70 times. And as we know, when we come up with statistics like these, some are direct, and some might be indirect. But what does it mean to be patient when it comes to investing and following God's word?As a Certified Private Wealth Advisor profession (CPWA®️), long-term investing and being patient is one of the core principles to a successful financial plan. Get-rich-quick schemes and fast money overnight are not biblically based and have a higher failure rate than long-term investing.It says in Galatians 6:9 Let us not become weary in doing good, for at the proper time we will reap a harvest if we do not give up.In this episode, we talk about how to turn patience into prosperity with the Word of God.
To some estimates, patience is mentioned in the Bible over 70 times. And as we know, when we come up with statistics like these, some are direct, and some might be indirect. But what does it mean to be patient when it comes to investing and following God's word?As a Certified Private Wealth Advisor profession (CPWA®️), long-term investing and being patient is one of the core principles to a successful financial plan. Get-rich-quick schemes and fast money overnight are not biblically based and have a higher failure rate than long-term investing.It says in Galatians 6:9 Let us not become weary in doing good, for at the proper time we will reap a harvest if we do not give up.In this episode, we talk about how to turn patience into prosperity with the Word of God.
Ask Me How I Know: Multifamily Investor Stories of Struggle to Success
Explore investment diversification through stocks and bonds with private wealth advisor Matt Borowski, CPWA®, CIMA®. Learn about the crucial role of financial advisors in guiding diversification decisions and practical tips for diversifying your investment portfolio. Matt will also share investment strategies in the private sector, so hop in!KEY TAKEAWAYSChallenges that come along with greater financial successPrivate investment strategies to diversify your portfolioThe role of financial advisors in your portfolio diversification and investment decisionsSimple tips for diversifying your investments in 2024 Reasons you must be mindful in transferring IRAs to self-directed investmentsRESOURCES/LINKS MENTIONEDThe Ultimate Gift: https://imdb.to/3wUFXfE Die With Zero by Bill Perkins: https://amzn.to/3wGccPF Edward Jones: https://www.edwardjones.com/us-en Fidelity Investments: https://www.fidelity.com/ Charles Schwab: https://www.schwab.com/ ABOUT MATT BOROWSKI, CPWA®, CIMA®Matt is a partner and senior wealth manager at True North Advisors. As a Certified Private Wealth Advisor and Certified Investment Management Analyst professional, Matt serves high-net-worth individuals and families with an independent, client-centric approach to investment management and holistic financial planning. CONNECT WITH MATTWebsite: True North Advisors: https://truenorthadvisors.com/ LinkedIn: Matt Borowski: https://bitly.ws/3f9MS CONNECT WITH USSchedule a 20-min get-to-know each other call - bit.ly/3OK31kISchedule a 30-minute call to learn about investing with Three Keys Investments - bit.ly/3yteWhxVisit ThreeKeysInvestments.com to download a free e-book, “Why Invest in Apartments”!If you're looking for an affordable healthcare solution, check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1IGo deeper into your reflection with the Conscious Investor Growth Exercises. Click the link to access now https://bit.ly/46mLPKu Ready to accelerate your efforts? Click the link to learn more and apply to the Conscious Investor Growth Accelerator. Space is limited to 12 people https://bit.ly/3QA6K76 Join us at The Conscious Investor on Apple Podcasts! Leave an honest rating and review at https://tinyurl.com/24tf2rj9. Your feedback is invaluable to us – let us know your take on our episodes! Please RSS: Review, Subscribe, Share!
The World's #1 Personal Development Book Podcast! In today's episode we have the pleasure to interview Shawn Patt Author of “Mind Your Own Money" Shawn, is a Certified Private Wealth Advisor® with nearly 20 years of experience, working at RBC Wealth Management, Morgan Stanley & UBS Financial Services. He is now the CEO of Atala Financial which is Dedicated to providing the education, tools and guidance needed to solve life's enduring financial challenges. Shawn is also a professor at The Anderson School of Management at UCLA, teaching Personal Finance and he is an advisor to the Student Investment Fund there, helping elite students manage a portion of the UCLA foundation. In this episode, you'll learn about why it's important to budget, why you need to get over your fears of money, and a glimpse into Shawn's book. If you're struggling with finances this is a great place to start! We also talked about why Shawn utilized AI to help him write his book and how he believes it will help more people accomplish their goals. We hope you enjoy this incredible conversation with Shawn Patt. To learn more about Shawn visit: www.linkedin.com/in/shawnpatt atalafinancial.com/ Today's episode is sponsored by Audible. Try Audible for free: www.bookthinkers.com/audibletrial. The purpose of this podcast is to connect you, the listener, with new books, new mentors, and new resources that will help you achieve more and live better. Each and every episode will feature one of the world's top authors so that you know each and every time you tune-in, there is something valuable to learn. If you have any recommendations for guests, please DM them to us on Instagram. (www.instagram.com/bookthinkers) If you enjoyed this show, please consider leaving a review. It takes less than 60-seconds of your time, and really makes a difference when I am trying to land new guests. For more BookThinkers content, check out our Instagram or our website. Thank you for your time!
Expanding the concept of Wealth based on the principles developed by a successful ex- Wealth advisor, Jennifer Wines. Jennifer Wines https://www.linkedin.com/in/jenniferwines/ worked at some of the top private wealth management institutions in the world, namely Goldman Sachs, JPMorgan, and Fidelity. She earned her Juris Doctor from Suffolk University Law School in Boston and her Certified Private Wealth Advisor designation from Booth Business School in Chicago. While at Fidelity, she developed a proof of concept and prototype for an enterprise solution, which was advanced into incubation. Her strong background with words and numbers, paired with her entrepreneurial spirit make her a trusted voice on the topic of redefining wealth. Recently named one of the Top 100 Women of the Future, Jennifer is a certified private wealth advisor who founded Invisible Wealth, which provides future-forward, consultancy services. Invisible Wealth, the book, is now available through all major retailers. Publisher: Wiley. Book by Wiley: Invisible Wealth Dr. Efi Pylarinou is the No.1 Global Woman Influencer in Finance & the Data conversation by Refinitiv, a Top Thought Leader by Onalytica, and a Top Digital Futurist, Linkedin and Twitter Voice, by Engatica. A seasoned Wall Street professional & a recognized technology thought leader on innovation topics. Founder of Efi Pylarinou Advisory servicing Big Tech, Financial Services and Fintech clients. She strongly believes in building bridges between the old and the new economy. She shares her passion of content creation with her 190,000+ followers on Linkedin and 18,000+ on Twitter. Join her on the social platforms https://linktr.ee/Efiglobal
FinTech and Banking. These two areas are representative of where Allan has built his career and where he will focus the remainder of his career. Allan is an accomplished banker and leader with a twenty year track record as a commercial banker and market executive in the commercial banking and specialty finance space. Allan is also former CEO and Co-Founder of PaidUp, a financial technology company designed to support youth sports clubs. Allan and his co-founders launched the startup in Austin, TX where they supported youth sports clubs across the domestic U.S. Applying what he has learned in FinTech and banking, Allan is now Chief Innovation Officer and Chief Technology Officer at an entrepreneurial bank called @encorebank.After earning his undergraduate marketing degree, Allan earned his MBA from Texas Tech University in 2000. In 2014, Allan also earned his Certified Private Wealth Advisor designation through the Investment Management Consultants Association ("IMCA") and the University of Chicago's Booth School of Business.Visit Encore Bank Here
A couple weeks ago, I (Dennis) dedicated a significant amount of time to finishing my continuing education requirements in order to earn the Certified Private Wealth Advisor designation. In the middle of a very intense 24-hour session, a PhD accountant from the Booth School of Business in Chicago gave a surprising, edge-of-your-seat piece about tax-advantaged business sales and the reported tax benefits as shown by the required public disclosure, including how individual business owners can do the very same for themselves and those that follow. The information from this class (about 75 pages in all) has already been sent on to today's guest, Jon Sluis, CPA. And when Jon is in the house, you know there'll be a lot of great information … as well as a few surprises! We'll discuss all the exciting, gory details, and you may well be pleasantly surprised at the sheer size of the tax savings should you decide to employ these savvy options. We can't wait to dive into this topic, and we hope you can join us! Tune in and take control!
In this episode of Mastering Your Financial Life, Judy Heft interviews Michael Hymes, Vice President & Financial Advisor at Shufro, Rose & Co., LLC. Michael has worked in the wealth management industry since 2014. He is a CERTIFIED FINANCIAL PLANNER™ professional and is a Certified Private Wealth Advisor® professional. Michael also serves as a member of the Estate Planning Council of New York City. Connect with and learn more about Michael Hymes: * Connect with Michael on LinkedIn: https://www.linkedin.com/in/michael-hymes-cfp%C2%AE-cpwa%C2%AE-6b6a9825/ * Visit Michael's business website: https://shufrorose.com/ * Email Michael: mhymes@shufrorose.com In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ
Jim Dew is the CEO and Founder of Dew Wealth Management, an advisory firm dedicated to simplifying the complex nature of an entrepreneur's entire financial health system. Jim has twenty-seven years of experience building virtual family offices for entrepreneurs. He is a Certified Financial Planner, Chartered Financial Consultant, and a Certified Private Wealth Advisor. Passionate about helping others, Jim is also active in the community and has raised over $900,000 for the children's charities in Arizona. In today's episode of the Passive Wealth principles podcast, Jake Harris will have an insightful conversation with Jim about his incredible journey from being a math teacher to becoming a financial advisor to some of the most successful entrepreneurs in the world. You will find out a little bit about Jim's background and personal story. He will share how he met his wife, Mimi, and how she helped him become who he is today. You will learn more about what a virtual family office is and how it works. Jim will share more about what he does to help his clients and how is his process structured. He will also talk about the biggest challenges he had to face with his business, the importance of being on the same side of the table with your client, a significant investment that has given him more freedom, the three keys to real happiness and much more. Listen now and enjoy! What You'll Learn in this Show: What is a virtual family office and how it works What does Jim do for his clients and how is his process structured? The importance of being on the same side of the table with your client The three keys to real happiness And so much more... Resources: https://www.catchknives.com (Catchknives.com) https://www.dewwealth.com (Dewwealth.com) https://www.linkedin.com/in/jim-dew-0ab03a5 (Jim's LinkedIn) https://www.instagram.com/jim.dew_/ (Jim's Instagram) Jim's Book: https://www.amazon.com/s?k=jim+dew&i=stripbooks-intl-ship&ref=nb_sb_noss (Beyond a Million: The Entrepreneur's Playbook for Expanding Wealth, Freedom and Time) Other Books: https://www.amazon.com/Road-Less-Stupid-Keith-Cunningham/dp/0984659269 (The Road Less Stupid ) https://www.amazon.com/s?k=who+not+how&i=stripbooks-intl-ship&crid=26JL3HACOPXJ0&sprefix=who+not+how+%2Cstripbooks-intl-ship%2C263&ref=nb_sb_noss_2 (Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork)
Our guest on the podcast today is Tim Steffen, director of tax planning for Baird. In his role, Tim researches, writes, and speaks about various tax matters, including retirement planning, executive compensation, legislative changes, and overall best practices. Tim originally joined Baird in 1999, serving in a variety of planning-oriented roles, most recently as director of advanced planning. He left Baird in 2019 to join the Advisor Education team at Pimco, then returned to Baird in 2021. Prior to 1999, Tim worked in Arthur Andersen's Private Client Services group. He earned his bachelor's degree in accounting from the University of Illinois. He is a Certified Public Accountant/Personal Financial Specialist, a Certified Financial Planner professional, and a Certified Private Wealth Advisor professional.BackgroundBioStudent Loan Forgiveness and Inflation Reduction ActAmerican Rescue Plan“5 Questions About Student Loan Forgiveness,” by Lia Mitchell and Karen Wallace, Morningstar.com, Aug. 29, 2022.“What Student Loan Forgiveness Means for Your Finances,” by Amy C. Arnott, Morningstar.com, Sept. 2, 2022.“Fact Sheet: The Inflation and Reduction Act Supports Workers and Families,” whitehouse.gov, Aug. 19, 2022.“IRS Tax Return Audit Rates Plummet,” by Ashlea Ebeling, forbes.com, May 18, 2022.S CorporationsTax-Loss Selling in a Weak MarketWhat Is Tax Selling?“It's Time for Tax-Loss Selling,” by Christine Benz, Morningstar.com, June 3, 2022.“Michael Kitces: Does Portfolio Customization Pay Off?” The Long View podcast, Morningstar.com, Aug. 23, 2022.IRA Conversions“IRAs: To Convert or Not To Convert?” bairdwealth.com, August 2022.“Surprising Upsides in a Down Market,” bairdwealth.com, June 22, 2022.“Are IRA Conversions a Good Idea During Volatility?” Interview with Christine Benz and Tim Steffen, Morningstar.com, May 12, 2020. “Is the Backdoor Roth Still Legit?” by Christine Benz, Morningstar.com, Jan. 21, 2022. “Don't Let Pro Rata Rules Trip Up Your Retirement Plan,” by Christine Benz, Morningstar.com, Feb. 27, 2018. Inherited IRAs“The Secure Act, RMDs, and Beneficiaries: Another Wrinkle,” by Natalie Choate, Morningstar.com, Dec. 8, 2021.“Why You Should Review Your Estate Plan This Year,” Interview with Christine Benz and Ed Slott, Morningstar.com, March 23, 2022.
Download our Guide on “How To Reach $100M+ In Managed Assets” for FREE by going to https://financialadvisorsworkshop.com/ Timothy Bickmore (@bickmore57) is the Director of Financial Planning/Co-Founder at LBW Wealth Management. LBW provides financial growth and independence services to clients. After receiving a degree in economics, he accepted a position at a large, independent wealth management firm. Few years later, Madison recruited Timothy to create and head the financial planning division at a smaller firm. He currently holds a Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ or CFP® and a Certified Private Wealth Advisor® or CPWA® professional. Tim is also a board member of DAMA and resides in Monona, WI. To see short videos of all our best Financial Advisor Workshop tips follow us on: TikTok: https://www.tiktok.com/@faworkshop Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://www.tiktok.com/@faworkshop iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Interested in working at FourStar: https://fourstarwealth.com/Advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
To evaluate whether a family office is a realistic option, you must first understand what a family office is, the fees associated with it, and the many types of family offices available. It's also critical to ask and respond to specific questions that might help clarify goals and aid in the decision-making process. Our episode today is dedicated to exploring these topics as we are joined by guest experts Kelly Emerine and Matt Watkins from ARGI, a firm that specializes in financial planning and investment management. Kelly Emerine joined ARGI in 2017, and she currently leads the Business Development and Relationship Management efforts for ARGI's Multi-Family Office team. Prior to joining ARGI, Kelly worked in new construction and commercial real estate, as well as owned several small businesses. Kelly is a graduate of the University of Kentucky where she earned a Bachelor's degree in English Education. She also holds her Series 65 license. Kelly is past-President of the Elizabethtown Rotary Club and former Board Chair of CASA of the Heartland. Currently, she is on the Elizabethtown Police Foundation Board. Matt Watkins joined ARGI in 2016, and he currently serves as an In-House Counsel for the firm and a Financial Advisor primarily serving business owners and high net worth families through ARGI's Multi-Family Office. Prior to joining ARGI, Matt served as Vice President & Senior Wealth Strategist at PNC Wealth Management. Before entering the financial services industry, he practiced law at Lynch Cox Gilman & Goodman (2006-2011) and Goldberg Simpson (2004-2006). His practice focused primarily on tax, business and estate planning matters. Matt is a graduate of University of Louisville for both undergraduate and law school, and he received his LL.M. in taxation from the DePaul College of Law. In 2021, he obtained the CERTIFIED PRIVATE WEALTH ADVISOR™ designation. Matt is currently involved in several community organizations, including ElderServ and the US Marine Hospital Foundation. He was formerly on the boards of the Kentucky Museum of Art & Craft and the St. Francis DeSales Highschool. He is also a member of the American, Louisville, Kentucky and Illinois bar associations. Matt is also a member of the Association of Corporate Counsel and the Estate Planning Counsel of Metro Louisville. [00:01 - 09:10] Opening Segment A quick intro of our guests today Single vs. Multi-Family Offices: What's Right For You? [09:12 - 46:50] Family Offices: Who Are They and How Do They Work How ARGI started and what makes it unique from other firms The client red flags to look out for Questions to ask when considering a family office ARGI's process and how they work with clients The family office's appetite for other alternative investments What they are improving on based on their client's feedback Matt on ARGI starting Turnkey Asset Management Program Bridging the gap: How ARGI matches clients of different generational cohorts The critical questions potential clients should be asking but aren't [46:51 - 50:30] Wrapping Up! Single office vs multi-family office summed up Connect with our guests through the links below ------------------------------------------------------------------------------------------ Connect with the https://argifinancialgroup.com/ (ARGI Team) Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn) LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!
Certified Private Wealth Advisor and Cetera Diversity Council Member, Majdah AlQuhtani, joins us for an interesting look at her journey as an advisor.
Jim Dew, Advisor To The Entrepreneur®, is the CEO and Founder of Dew Wealth Management. Jim has twenty-six years of experience building virtual family offices for entrepreneurs. He earned a BS in Mathematics from the University of Arizona and an MBA from Arizona State University. Jim is a Certified Financial Planner®, Chartered Financial Consultant®, and a Certified Private Wealth Advisor®. He has been a guest on big podcasts like Entrepreneurs On Fire, Business Lunch, The Vacation Effect, The Respect, and The Ultimate Advisor. Jim has presented on many stages such as War Room, Genius Network Annual Event, Legendary Life, Consumer Health Summit, and Pathfinder to name a few. Jim has been featured in Inc, Entrepreneur, and Huffington Post magazines and is the author of “Beyond a Million: The Entrepreneur's Playbook for Expanding Wealth, Freedom, and Time.”
It is challenging to take the emotion out of discussions about money, especially in the divorce process. But if you can sit down and look at your finances objectively, it's easier to make good decisions around who gets what and how to plan for the future. Jonathan Satovsky is the CEO and Chief Behavioral Coach at Satovsky Asset Management, an investment management firm that promotes a mindful approach to multigenerational wealth. Prior to founding SAM in 2007, Jonathan spent 13-plus years at American Express Financial Advisors, and he holds the Certified Financial Planner, Certified Investment Management Analyst and Certified Private Wealth Advisor designations. On this episode of Divorce Dialogues, Jonathan joins Katherine to explain how a Certified Divorce Financial Analyst can help you get up to speed on the financial issues in a divorce. He describes how to balance financial stability with housing costs in the divorce process and challenges you to be creative in prioritizing spending on what's important to you. Listen in for insight around the tax implications of divorce and learn Jonathan's approach to dividing assets through the collaborative process. Topics Covered The benefit of both spouses being involved in the couple's finances How a CDFA can help you get up to speed on financial issues in a divorce The challenge of taking the emotion out of discussions about money Jonathan's insight on how to budget with the end in mind How much of your income should be allocated to housing Jonathan's advice on balancing financial stability with housing costs Why housing is not the best investment for achieving financial freedom How to be creative with your finances and prioritize spending on what's important to you Why a spouse without earning capacity needs access to liquid funds The tax implications of divorce (e.g.: exemption on house) Why Jonathan recommends the collaborative divorce process Connect with Jonathan Satovsky Satovsky Asset Management: https://www.satovsky.com/ Satovsky Asset Management on LinkedIn: https://www.linkedin.com/company/satovsky-asset-management-llc/ Satovsky Asset Management on Facebook: https://www.facebook.com/SatovskyAssetManagement/ Jonathan on Twitter: https://twitter.com/jonsatovsky Call (212) 584-1900 Connect with Katherine Miller The Center for Understanding Conflict: http://understandinginconflict.org/ Miller Law Group: https://westchesterfamilylaw.com/ Katherine on LinkedIn: linkedin.com/in/kemiller1 The New Yorker's Guide to Collaborative Divorce by Katherine Miller: https://www.amazon.com/New-Yorkers-Guide-Collaborative-Divorce/dp/0692496246 Email: katherine@westchesterfamilylaw.com Call (914) 738-7765
In today's episode of In the Suite, we are thrilled, excited, and honored to welcome Lee DeLorenzo, CFP®, CPWA®, AIF®, the co-founder of United Asset Strategies, a prestigious broker-dealer.The name Lee DeLorenzo,CFP®, CPWA®, AIF® is synonymous with top female advisors in the wealth management industry. She's been ranked and included annually as one of America's Top 100 Women Financial Advisors by Barron's for ten consecutive years! In addition to being inducted into Barron's Advisor Hall of Fame, she's also been a Top 50 Advisor on Forbes Best-In-State Wealth Advisors in New York and named Forbes' Top Women Wealth Advisors 2021. This episode kicks off with Lee making a massive and exciting announcement. She talks about why and how she sold 80% of her family-run company to 2 employee-partners, one of them being her nephew, Matthew DeLorenzo, who'll bring in unique abilities to drive business value over the long term. Fine-tuning the family business for the new generation and succession strategy is one of the key themes of today's episode. In this episode, Lee explains her exciting and unique origin story. Lee started her career as an assistant at her father's insurance and investment planning business at the young age of 19. Working with her father, who is now retired, Lee helped expand the firm's purview from insurance sales to stock brokerage to financial advisory and investment management. And in 1992, with her dad being semi-retired, they founded United Asset.It's truly impressive how the company has managed to keep the same team glued for many years. Lee proudly confesses that she loves and deeply cares for her close-knit team. Additionally, she mentioned how over the years, she's dropped her ego to develop her delegation skills and leadership style to give her team the freedom to be accountable for their work. She goes in depth on how the company has addressed quarterly and annual reviews, which has helped them immensely in retention.Lee emphasizes the importance of being a lifelong learner and that actions as leaders are vital. Highly motivated to fill the market's gap and meet the company's roadmap needs, Lee has independently taken various courses. She is a certified Financial Planner, a Certified Private Wealth Advisor, an Accredited Investment Fiduciary, and she has obtained a license for life and health insurance. It's just amazing. Lee is a modest, courageous, and vocal entrepreneur. In addition to the details of the above, our listeners will get inspired by Lee's take on the work culture of stewardship, receive industry advice and get an insight into her vision for the next five years. Find our conversation with Lee below: Lee's big news! (04:40) Succession Strategy (05:00) The ability to walk down the alter (09:45) Lee's Origin Story (13:00) The Third Generation of DeLorenzo's (15:00) Lee's tight-knit team (18:45) Manifesting lifelong learning at United Asset Strategies (20:00) Lee's incredible designations (23:30) Lee's take on work culture (33:15) Advice for anyone new in the industry (38:10) The next five years (43:05) How to get in touch with Lee (46:40) Lee's book recommendation (54:50) Resources: Lee DeLorenzo, CFP®, CPWA®, AIF® - LinkedInLee DeLorenzo, CFP®, CPWA®, AIF® - TwitterUnited Asset StrategiesForbes' Top Women Wealth Advisors 20
In this episode, Hall welcomes Kevin Kaylakie, Founder & CEO at SineCera Capital. Located in Austin, Texas, SineCera Capital is a boutique multi-family office and wealth advisory firm focused on delivering sophisticated investments, independent advice, and trusted relationships to a select group of ultra-high net worth clients. SineCera Capital provides families with access to an ecosystem of solutions and skilled professionals that help bring clarity, confidence, and purpose to their financial decision-making process. Kevin has spent the last decade of his career working exclusively with high-net-worth families and business owners. He currently oversees both the investment advisory and wealth management functions for SineCera Capital. He attended Auburn University where he earned his BSBA in International Business. He has also earned the Certified Financial Planner and Certified Private Wealth Advisor, designations through advanced studies at The University of Texas at Austin and The University of Chicago Booth School of Business. As a native and dedicated Austinite, Kevin has volunteered with many local organizations including Hospice Austin, The Capital Area Dental Foundation, The Seton Fund, Austin Opera, The Mary Claire Project, Emmaus Catholic Parish, and The Diocese of Austin. When he is away from the office, he enjoys spending time with his wife and their five children. Kevin is an avid reader, marginal golfer, amateur woodworker, and enjoys recharging at his family's ranch in the Texas Hill Country. Kevin advises investors and entrepreneurs, discusses what excites him now in the industry, the state of investing in startups, and his investment thesis. You can visit SineCera Capital at , and via LinkedIn at . Kevin can be contacted via email at , and via LinkedIn at . Music courtesy of .
Jonathan DeYoe is a Licensed Insurance Agent, Certified Private Wealth Advisor, and the President of Mindful Money. He is the author of the Amazon Bestseller Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend.Before establishing his own company, Jonathan worked for a number of Wall Street giants, including Morgan Stanley, UBS PaineWebber, and Salomon Smith Barney. He later founded DeYoe Wealth Management in 2001 out of the need to offer independent financial advice and unparalleled customer service in a warm, welcoming, client-centered environment. For over 20 years, he has been successfully helping people to gain a sense of order in their financial life.Jonathan writes about Financial Literacy and Behavioral Wealth Management for news outlets like BusinessInsider.com and MindBodyGreen.com. Today, Jonathan and his team manage close to $250,000,000 for nearly 235 families and non-profits in the Bay Area and beyond.Listen in as they discuss:Behavioral wealth managementOvercoming biases in behavioral wealth managementMindfulness as a tool to overcome biasesFundamental principles to learn from Jonathan's bookAnd, more!TIP OF THE WEEKMark: My tip of the week is the best, it'll really change your life, just go to mindful money and get Jonathan DeYoe's book Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend.Scott: Check out this book, Everybody Writes by Anne Handley.Jonathan: My whole life changed when I started doing a couple of different things, and one book that helped me get through this is Steven Pressfield's The War Art, which is a fantastic book for people who are struggling to finish a creative project or start a creative project. It really talks about THAT struggle, and what's inside our brain that makes struggle happen and how do we overcome THAT struggle.Want To Listen More?Did you enjoy this episode? Check out another exciting episode with special guest Dan Candell as they discuss how to unleash the power of your mind for success.Isn't it time to create passive income so you can work where you want, when you want, and with whomever you want?
Jim Dew is the CEO and Founder of Dew Wealth Management. He has twenty-six years of experience building virtual family offices for entrepreneurs and is a Certified Financial Planner®, Chartered Financial Consultant®, and a Certified Private Wealth Advisor®. Jim is also known for speaking on national stages for elite entrepreneurs and has been a guest on podcasts like Entrepreneurs On Fire and Business Lunch. He has been featured in Inc, Entrepreneur, and Huffington Post magazines and is the author of “Beyond a Million: The Entrepreneur's Playbook for Expanding Wealth, Freedom, and Time.”
Jim Dew, Advisor To The Entrepreneur®, is the CEO and Founder of Dew Wealth Management. Jim has twenty-six years of experience building virtual family offices for entrepreneurs. He earned a BS in Mathematics from the University of Arizona and an MBA from Arizona State University. Jim is a Certified Financial Planner®, Chartered Financial Consultant®, and a Certified Private Wealth Advisor®. He has been a guest on big podcasts like Entrepreneurs On Fire, Business Lunch, The Vacation Effect, The Respect, and The Ultimate Advisor. Jim has presented on many stages such as War Room, Genius Network Annual Event, Legendary Life, Consumer Health Summit, and Pathfinder to name a few. Jim has been featured in Inc, Entrepreneur, and Huffington Post magazines and is the author of “Beyond a Million: The Entrepreneur's Playbook for Expanding Wealth, Freedom, and Time.”
In today's episode of The Referral Bench Podcast, Phil and Ian talk with Craig Jones from The Colony Group. As Managing Director for Colony's Rocky Mountain Region, Craig has expertise managing the wealth of business owners, entrepreneurs, and professionals. Craig is also a Co-President of the Colony Sports & Entertainment practice. He demonstrates a thorough understanding of complex issues that individuals face through various transitions in their lives. He advises clients in developing wealth accumulation and preservation strategies appropriate to their unique circumstances. Craig served as one of three co-founding partners of the Denver based wealth management firm, Jones Barclay Boston, in 1994, which merged with The Colony Group at the start of 2017. Prior to Jones Barclay Boston, he developed skills in management, finance, tax, and strategic planning with various entities including Mellon Bank, PepsiCo, Price Waterhouse, and EW Scripps. Craig was named to the list of Best-in-State Wealth Advisor published by Forbes in 2020. He is a Certified Private Wealth Advisor® and earned a Juris Doctor and MBA from Case Western Reserve University. He earned his BS degree from Allegheny College where he double majored in Economics and Political Science. He is a Vice President of the Denver Board of Water Commissioners, a member of the Investments and Wealth Institute, Colorado and Denver Bar Associations, and the Sigma Pi Phi Fraternity (The Boule). Craig is a board member of Invest in Kids, Delta Eta Boule Foundation, and Stanley British Primary School. Outside of Colony, Craig enjoys spending time with his life partner Robbie Barr. She and Craig enjoy international and domestic travel, hiking, film, and cooking together at home. His passions include following the life journey of his adult son Milan, road cycling, jazz and classical music, and following various team sports. Learn more about Craig: Website LinkedIn Contact Phil & Firestorm Phil's LinkedIn Firestorm Website Contact Ian & Mission Suite Ian's LinkedIn Mission Suite Website
Jim Dew is the CEO and Founder of Dew Wealth Management. He has twenty-five years of experience building virtual family offices for entrepreneurs and is a Certified Financial Planner®, Chartered Financial Consultant®, and a Certified Private Wealth Advisor®. Jim is also known for speaking on national stages for elite entrepreneurs and has been a guest on podcasts like Entrepreneurs On Fire and Business Lunch. He has been featured in Inc, Entrepreneur, and Huffington Post magazines and is the author of “Beyond a Million: The Entrepreneur's Playbook for Expanding Wealth, Freedom, and Time.”https://EOFire.co/eofire2218 - Entrepreneurs On Fire Podcast;https://childcaresuccess.com/why-you-should-use-a-family-wealth-office-to-get-rich-with-jim-dew/ - Why you should use a Family Wealth Office to get Rich with Jim Dew;https://businesslunchpodcast.com/how-to-manage-wealth-like-a-billionaire-with-jim-dew/ - Business Lunch with Roland Frasier – How to manage wealth like a billionaire with Jim Dew;www.makerichreal.com - 9 question quiz to find out where you are in your wealth building journey.
Our guest today, Eric Brotman, is a Certified Financial Planner and the CEO of BFG Financial Advisors, an independent firm that assists clients with wealth creation, preservation, and distribution.Eric and his team of highly qualified specialists provide investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners.In addition to holding a master's degree in financial services, Eric is also an Accredited Estate Planner, a Certified Private Wealth Advisor, a Chartered Life Underwriter, a Chartered Financial Consultant, a Chartered Advisor in Senior Living, and a Retirement Income Certified Professional.He is currently serving a four-year term on the Board of Trustees for the Maryland State Retirement & Pension System as an appointee of Governor Larry Hogan. Eric is the host of the Don't Retire… Graduate! podcast and the author of several publications, the most recent entitled Don't Retire-Graduate: Building a Path to Financial Freedom at Any Age, published in October of this year.What you'll learn about in this episode:Eric talks about some of the greatest concerns his clients are grappling with going into 2021. The current K-shaped recovery and the growing disparity between businesses and individuals. Why – when you have your health and your income – you have beat the pandemic. How Eric advises his clients on preparing for uncertainty from a tax and economic perspective. The four places you can put your money and never pay tax on it again. The need for more financial literacy education among the younger generations.Why, despite consensus, financial literacy is still not being taught in schools. Leveraging the Roth 401(k), Roth IRA, and a Health Saving Account (HSA) for tax benefits. Suggestions for how a 529 College Saving Plan can be used to keep money sheltered from tax. Those who are eligible for 529 plans and what they should know when deciding to get one. What the term ‘tax-deferred' means and when taxable income becomes due and payable. Hear how whole life insurance policies are a means of keeping wealth within families. The most basic steps you should take to protect and grow what you have. The importance of breaking through the scarcity mentality passed down generationally. How people of all income levels can get access to financial planning and coaching. Additional Resources:Website: https://bfgfa.comLinkedIn: https://www.linkedin.com/in/ebrotman/Twitter: https://twitter.com/brotmanplanning?lang=enBook: https://www.amazon.com/Dont-Retire-Graduate-Financial-Retirement/dp/1734970103Podcast: brotmanmedia.com Links Mentioned:Jean Chatsky: https://twitter.com/JeanChatzkySaving for College: http://savingsforcollege.com/Pay Less Taxes Now: http://www.lowtaxbook.com/optin1590159551607Financial Coaching: https://www.microstuff.com/Acknowledge Media: https://www.acknowledgemedia.comForbes: https://www.forbes.com/
Jim Dew, Advisor To The Entrepreneur®, is the CEO of Dew Wealth Management. Jim has twenty-four years of experience building virtual family offices for entrepreneurs. He earned a BS in Mathematics from the University of Arizona and an MBA from Arizona State University. Jim is a Certified Financial Planner®, Chartered Financial Consultant®, and a Certified Private Wealth Advisor®. He has been featured in Inc, Entrepreneur, and Huffington Post and is the author of Beyond a Million: The Entrepreneur's Playbook for Expanding Wealth, Freedom, and Time. Jim is also known for speaking on national stages for elite entrepreneurs.
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