Podcasts about cfp board

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Best podcasts about cfp board

Latest podcast episodes about cfp board

Bridging The Gap
The Key To Getting Your Message Across with Evan Beach

Bridging The Gap

Play Episode Listen Later Jan 11, 2023 35:14


In today's episode, I'm joined by Evan Beach, CFP® and Director of Wealth Advisory at Campbell Wealth Management, where he is responsible for new client financial planning and existing client education.Evan shares how and why he began drawing pictures to get his desired message across and how it has shaped his unique process for helping others. We dive into the message behind his article on the psychology and science of persuasion, the perception of scarcity surrounding advisors, and how other financial advisors can use this to gain clients. We also talk about learning how to attach value to limiting your calendar and being intentional with your time and your business. Evan Beach Bio: Evan is a CERTIFIED FINANCIAL PLANNER™ professional and the Director of Wealth Advisory at Campbell Wealth Management. His team is responsible for new-client financial planning and existing-client education.A native of Bethesda, MD, Evan has spent almost his entire life in the capital region. He currently lives in Old Town, Alexandria, with his wife Ali, daughter Viv, and dog Tenley. Ali is a kindergarten teacher at St. Stephen's & St. Agnes School in Alexandria and was an All-American field hockey goalie, helping the University of Maryland win three national titles. While not nearly as athletically gifted as his wife, Evan grew up playing competitive soccer and continues to play in adult leagues in the District.At the age of 26, Evan earned his CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning, becoming one of only 3.3% of CFP® practitioners in their twenties as of May 31, 2015, as determined by the CFP® Board. He is a graduate of the University of Delaware, the College for Financial Planning, and Georgetown University.Evan is well-known in the industry for his experience in retirement income and tax planning as well as practice management. He is a contributing columnist for Kiplinger and the Journal of Financial Planning. Evan has conducted more than 500 live retirement planning sessions and currently serves as a special topics instructor at Texas Tech University's undergraduate and graduate personal financial planning programs. Evan is a frequent contributor and has been published on Yahoo Finance, CNBC, Credit.com, TheStreet.com, Bloomberg, and U.S. News and World Report, among others.Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:www.mattreiner.comYouTubeTwitterLinkedInMentioned in this episode:Benjamin

D1.t in Five
Evening Standard - Monday, January 9, 2023

D1.t in Five

Play Episode Listen Later Jan 9, 2023 5:10


SBJ profiles incoming NCAA President Baker, the latest from the CFP Board of Directors, Colorado AD George talks Coach Prime and more. Be sure to check your inbox to see more of today's news and notes from around the nation. We would love to know what you think of the show and you can let us know on social media @D1ticker. If you are not subscribed to D1.ticker, you can and should subscribe at www.d1ticker.com/.

Registered Investment Advisor Podcast
Ep 81: Peak Wealth Management

Registered Investment Advisor Podcast

Play Episode Listen Later Jan 4, 2023 15:30


– The RIA Podcast with Seth Greene Episode 81 Nick Hopwood Nick Hopwood, CFP® is President and Founder of Peak Wealth Management, managing over $250,000,000 in client portfolios since 1999. Nick is a proud graduate of the University of Michigan with a degree in Economics in 2001. Through the College for Financial Planning and CFP® Board, he earned his CFP® designation in 2005.  Listen to this insightful RIA episode with Nick Hopwood about Peak Wealth Management. Here is what to expect on this week's show: - How entrepreneurs need a coach and should copy everything their coach does right. - Why it's vital for people to save, invest, and pay down their debt before retirement. - How soon to be retirees must be prepared for the worst that can happen in retirement. - Why word of mouth is a great way to get new business. - How planning for your retirement is one of the most important things you can do.   Connect with Nick: Links Mentioned: https://www.peakwm.com/ Guest Contact Info: Twitter https://twitter.com/nhopwood1 Facebook https://www.facebook.com/PeakWealthManagement/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Get Ready! with Tony Steuer
The Tony Steuer Podcast with Phuong Luong: Creating a Just Economy with Financial Education 

Get Ready! with Tony Steuer

Play Episode Listen Later Jan 4, 2023 36:28 Transcription Available


On the latest episode of The Tony Steuer Podcast, I spoke with Phuong Luong, Educator and Financial Planner about creating a more just economy.In this episode we discussed:How do we close the gender and racial wealth gaps.Impact investing: How to invest in your values.Focusing on what your client wants. Phuong Luong, CFP (she/her) is an educator and financial planner. Phuong specializes in financial planning for individuals and families as well as sustainable investing, with a focus on ESG and regenerative investing -- to shift capital from extractive industries toward a solidarity economy. Phuong is a member of the CFP Board's Center for Financial Planning's Diversity Advisory Group to build pathways to attract and retain financial planners from diverse backgrounds into the financial planning profession, and recently completed her term as Chair of the CFP Board's Council on Education, where she advised CFP Board staff on the development of education standards and certification requirements for CFP professionals. Phuong is also a Facilitator for the Boston University Financial Planning Program and a contributor to Morningstar, where she writes about financial planning and sustainable investing for an advisor audience.   

Grow Money Business with Grant Bledsoe
Ep #162 - The Financial Planning Process Everyone Needs to Be Using

Grow Money Business with Grant Bledsoe

Play Episode Listen Later Jan 4, 2023 38:45


Being smart in financial planning is vital, especially if you try to plan on your own. But people who do it themselves often have an inconsistent process. In this week's Grow Money Business podcast, Grant dives into the financial planning process, do it yourself or hire a professional, the seven-step financial process by the CFP board, and more.   [03.20] Hiring a professional – Starting the discussion, Grant dives into his idea about hiring a professional for financial planning.   [07.18] Planning for the future – Grant shares why you must be smart about financial planning.   [13.14] Having a process – Grant shares the importance of having a proper procedure for financial planning. He further shares the problems he identified in his clients when they try financial planning by themselves.   [15.33] CFP board financial planning - CFP Board is a non-profit organization that serves the public by promoting professional standards in personal financial planning.   [17.07] Seven-step financial planning process – Grant walks us through the seven-step financial planning process offered by CFP.   [21.24] Reaching out – Grant shares the details of what kind of professional you need to find if you are going to get help with your financial planning.   [25.57] Being a fiduciary – Grant defines fiduciary responsibility and what you can do if your hired professional is not responsible for being fiduciary.  [28.50] The steps – Grant walks us through the steps they take in the financial planning of their firm.    Resources  Book by Jim Sheils –   The Family Board Meeting: You Have 18 Summers to Create Lasting Connection with Your Children  https://www.amazon.com/Family-Board-Meeting-Connection-Children/dp/1732362912   THE 7 STEP FINANCIAL PLANNING PROCESS –   https://www.cfp.net/ethics/compliance-resources/2019/02/the-7-step-financial-process   Strategic Financial Planning For Business Owners in Transition –   https://www.threeoakswealth.com/   

The Retirement Wisdom Podcast
Retirement Planning in 2023 – Joe Allaria CFP

The Retirement Wisdom Podcast

Play Episode Listen Later Dec 29, 2022 27:14


Retire like your neighbor? Didn't think so. Why not Design Your Retirement? Group programs start January 20th | Early Bird Pricing ends December 31 | Learn more here _____________________ What should be on your retirement planning list for the new year ahead? Joe Allaria, CFP joins us to share his retirement planning insights. We discuss: What should be on your retirement planning checklist for the new year that you may not be thinking about What the happiest retirees do that those who are less so didn't do – or do as well The biggest mistakes people make in retirement planning – and how can they be avoided The implications of unretiring The pros and cons of working longer A key lesson learned about retirement planning Joe Allaria, CFP joins us from Illinois. _____________________ Bio As a Partner and Wealth Advisor for CarsonAllaria Wealth Management, Joe's primary responsibilities are to work directly with clients as the leader of their financial plan, while also creating and implementing the strategic vision for the firm. Joe brings an analytical, yet creative approach in finding solutions for our clients. For his numerous articles, Joe has been featured in The Wall Street Journal, USA Today.com, Yahoo Finance, Nasdaq.com, and Investopedia. Joe is committed to educating his clients and the general public about the important issues surrounding financial planning and wealth management. Joe earned his CERTIFIED FINANCIAL PLANNER™ designation in 2015. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement planning, and estate planning. Joe also holds a Life & Health Insurance License and a Series 65 Security License. Joe was born and raised in Edwardsville, Illinois, where he graduated from high school and received a Division I football scholarship to Southern Illinois University Carbondale. There, he earned a Bachelor's Degree in Marketing and met his wife, Jacki. Joe played football throughout his college career and was named a 1st Team ESPN Academic All-American, while also being honored as an SIU Top 25 Distinguished Senior, of which honorees are selected university-wide. He later earned an MBA from Southern Illinois University Edwardsville. Joe, Jacki, and their two sons, Brooks and Bennett, enjoy living in the Edwardsville/Glen Carbon community. They enjoy traveling as a family, hiking in the Pacific Northwest, being outdoors, listening to and playing music, and spending time with family and friends. _______________________ For More on Joe Allaria CarsonAllaria Wealth Management _______________________ Podcast Episodes You May Like The Key Decisions for Retirement Success – Wade Pfau The Vintage Years - Francine Toder Are You Ready for The New Long Life? – Andrew Scott Happier Hour - Cassie Holmes __________________________ Browse all podcast conversations across five seasons here. It's a free retirement school. __________________________ Wise Quotes On Being Prepared "...let's just take an inventory, and you can keep doing your own thing, but someone should know what's going on. And so for those that don't want to hire an advisor because they handle it themselves, no problem. But you should have your own succession plan, so to speak - that's what the experts, so-called experts tell us. As advisors, we should have a succession plan. If we get hit by the proverbial bus, our clients need to be taken care of. And Do It Yourself investors need to view that the same way. So the same goes here - get your estate documents in order, make sure your wills, your powers of attorney are in order.

CE Drive with Jason Watt
Live from CFP Board Colloquium

CE Drive with Jason Watt

Play Episode Listen Later Dec 21, 2022 60:58


Live from CFP Board Colloquium - CE Drive w/ Jason Watt S05E06   Jason reports back, solo, from the CFP Board Academic Research Colloquium in Washington DC.   Supplementary Materials:   2022 ACADEMIC RESEARCH COLLOQUIUM https://www.cfp.net/events/2022/10/2022-academic-research-colloquium   Pe Metawe Consulting https://pemetawe.com/consulting/   Antonio Gargano https://sites.google.com/site/antoniogarganojm/untitled   Remember to like and share the video! Leave a comment for Jason Watt down below.   Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education   Follow us on social media:   Facebook: https://www.facebook.com/BusinessCareerCollege/ LinkedIn: https://www.linkedin.com/company/business-career-college/ Twitter: https://twitter.com/BCCEdmonton

What's Your Problem Podcast
Ep 117 - Getting Beyond Instant Gratification :: Zach Hurd

What's Your Problem Podcast

Play Episode Listen Later Dec 20, 2022 46:50


A Middle Tennessee Business PodcastZach Hurd is Executive Vice President/Partner at SageSpring Wealth Partners and a CERTIFIED FINANCIAL PLANNER™ professional. He helps provide clients with sound investment strategies designed to build wealth through comprehensive financial planning. Zach's integrity and commitment to excellence help him soundly advise his clients on a multitude of financial issues. His ethical approach, combined with his financial expertise, adds much to the overall financial guidance that his team provides. Zach holds the Series 7, 66, Life and Annuity Licenses and is registered as a financial advisor with Raymond James Financial Services, Inc. One extremely important aspect of our team is that we are an INDEPENDENT team. By being completely independent, our allegiance is with the client and not with any particular product- as we are not obligated to sell any proprietary funds or products. Rather, we have access to thousands of Mutual Funds, Stocks, Bonds, Certificates of Deposits, Money Market Accounts, Section 529 College Savings Plans, fifty Private Money Management Firms, and thousands of Insurance Products on the market. Zach is originally from Portage, Michigan. He graduated from Bethel University in Minneapolis, MN with a degree in Finance and Economics. While at Bethel, Zach was a member of the university's basketball and soccer teams. He currently resides in Brentwood with his wife Jourdan, daughter Hallie and son Hutton, where they are involved with his local church, Midtown Fellowship Church. In his free time, Zach enjoys spending much of his time with his family and friends, golfing, and spending time on the lake. ***Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.***Follow Zach:https://www.linkedin.com/in/zach-hurd-cfp%C2%AE-06865740/*****SUBSCRIBE/RATE/FOLLOW What's Your Problem? PODCAST:www.whatsyourproblempodcast.comwww.instagram.com/whatsyourproblempodwww.instagram.com/jimmccarthyvosTiktok: @jimmccarthyvos ____________________________________________________________________________ Random 5 sponsored by IT'S YOUR SHOW.CO!www.itsyourshow.co You know you have a lot to share with the world, but how? What's your source? At It's Your Show.co, your source is a podcast that we help you create to ultimately extract micro-content for your brand! With our 20+ years of experience in podcast, video and radio production, we can churn out a bunch of content for your social platforms...from just one episode! Get started today:www.itsyourshow.co _____________________________________________________________________________ ****You hear Jim mention it on almost every episode, ME vs. WE and how 2023 will be 1943 all over again….order “PENDULUM:How Past Generations Shape Our Present and Predict Our Future”:https://a.co/d/7oKK7Ip ______________________________________________________________________________________________ Talking about the real problems (and possible solutions) of everyday business owners and professionals in and around Middle Tennessee and beyond...this is the What's Your Problem Podcast! WYP Intro VO: @johndavidwells #podcasts #podcast #podcasting #tennessee #nashville #podcastproduction #sales #selling #business #marketing #radio #production #voiceover #vo #fitness #bni #networking #nft #nonfungibletokens #crypto #cryptocurrency #applepodcasts #businesscoach #businessideas #businesslife #businesspassion #businesstips #countrymusic #entrepreneurlife #entrepreneurship #marketing #mindset #nashvegas #nashville #nashvillelife #nashvillemusic #nashvillescene #nashvilletennessee #nashvilletn #newpodcast #podcastaddict #podcasters #podcastersofin

The Margaritas with Marguerita Cheng, CFP® Pro Show
Episode 72 — Check out this week's episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Akeiva M. Ellis, CFP®, co-founder of The Bemused

The Margaritas with Marguerita Cheng, CFP® Pro Show

Play Episode Listen Later Dec 16, 2022 21:46


A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles. Our guest: Akeiva Ellis, co-founder of The Bemused  Today's Topic: Helping young adults get #finlit Rita asks Akeiva: What did your financial education journey look like as a young adult? What are some common myths you hear about building wealth? What are some of the money topics young adults should learn about? Meet our guest: Akeiva Ellis is a financial planner, educator, and proud daughter of immigrants. She is the co-founder of The Bemused. She and her husband promote inclusive financial literacy for young adults through YouTube video content, an online program, and speaking on personal finance topics under the brand. Akeiva currently serves as an ambassador for the CFP Board and has been quoted in various media outlets, including The Boston Globe, Business Insider, RIA Intel, and CNBC. She has also been a featured guest on PlanStronger TV and numerous podcasts. She hosts the podcast Ballentine Broadcast: Conversations on Black Wealth. In 2021, Akeiva was recognized by ThinkAdvisor as a Luminary in Diversity & Inclusion. She was also recognized by Financial Planning magazine as an industry Rising Star and was named to Investment News' class of 40 under 40 — the youngest person to grace this list in its 8-year history. Read all about it here: 40under40inadvice.com/winners/akeiva-ellis/ And learn more about Akeiva's new company at thebemusedtv.com. Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com • Listen to Rita's podcast show: MargueritaChengRadio.com • Watch the video interviews on YouTube: www.MargueritaCheng.tv

inSecurities
Setting the Standard: Tom Sporkin on CFP Board Enforcement

inSecurities

Play Episode Listen Later Dec 15, 2022 39:40


As Managing Director of Enforcement at CFP Board, Tom Sporkin leads the organization's detection, investigation, and prosecution activities. On this episode of the inSecurities podcast, Chris and Kurt chat with Tom about the CFP® certification and how CFP Board enforces its Code of Ethics and Standards of Conduct when CFP® professionals are alleged to have fallen short of their obligations. Learn more about CFP Board and its Enforcement team here: https://www.cfp.net/.   

Wicked Pissah Podcast
Episode 132 - BLX Internship Program with Chloe Moore and Luis Rosa

Wicked Pissah Podcast

Play Episode Listen Later Nov 22, 2022 44:25


In this episode, Kathleen Kenealy and Rene Jarquin, Director of the FPA of New England's Diversity, Equity & Inclusion Committee, are joined by Chloe Moore, CFP® and Luis Rosa, CFP®, EA, two of the co-founders of the BLX Internship program. According to recent data published by the CFP Board, less than 5% of CFP® Professionals are Black, Hispanic or Latino. The mission of the BLX Internship Program is to make the demographics of the financial planning profession more representative of the population of the country by providing an entry point into financial planning for Black and LatinX individuals. Join us to learn more about the program, its goals over the next year, and how advisory firms can benefit from hiring an intern in their practice. To register for an information session on December 6, 2022 please visit the BLX website: https://www.blxinternship.org/ The BLX Internship Program is a 501c3 organization. Donations to the program are used to help support the logistics of the program, provide career development training for the interns, and offer scholarships to the interns to further develop their professional careers. All donations made before December 31, 2022 will be matched (up to $10,000). Visit the BLX website for more information on how to donate: https://www.blxinternship.org/donations

D1.t in Five
Evening Standard - Wednesday, November 16, 2022

D1.t in Five

Play Episode Listen Later Nov 16, 2022 5:27


The latest from Charlottesville, Ohio State AD Smith reverses course on hosting a CFP playoff game, the CFP Board of Managers meet, and more. Be sure to check your inbox to see more of today's news and notes from around the nation. We would love to know what you think of the show and you can let us know on social media @D1ticker. If you are not subscribed to D1.ticker, you can and should subscribe at www.d1ticker.com/.

Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life
CFFP #69 - Guiding the Next Generation of Financial Planners ft. Dr. Barry Mulholland

Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life

Play Episode Listen Later Nov 16, 2022 49:59


Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Barry S. Mulholland, Ph.D., MBA, CFP®, ChFC®, is currently the Director, Financial Planning Program and Associate Professor of Practice in the Department of Finance, College of Business at The University of Akron. The program is registered with the CFP Board of Standards. He oversees program development, financial planning industry relationships, assists with student recruitment, and advises the industry-affiliated student organization. His teaching includes personal finance, corporate finance, financial planning fundamentals and the financial planning capstone course. He has led efforts to make financial planning technology available to universities. His research includes the use of financial planning technology and life insurance consumer behavior.   Dr. Mulholland is the Founder of Diversitas: Expanding Diversity in Wealth Management, a symposium that brings industry professionals together with career influencers and high school and university students to discuss why and how the wealth management industry and financial planning profession can become more inclusive. He is a member of the recipient class of the ThinkAdvisor.com LUMINARIES 2021 Award for Diversity & Inclusion Programs, a 2022 finalist for the Investment News Diversity, Equity, & Inclusion Diversity Champions Award, and a 2022 RIA Intel Awards Industry Advocate of the Year finalist.     In this episode, you'll discover:

Her Time to Retire
Grey Divorce & CDFAs According to Carol Lee Roberts

Her Time to Retire

Play Episode Listen Later Oct 28, 2022 26:08


Carol Lee has over 30 years of experience in the financial services industry and holds the Certified Financial Planner, Certified Financial Transitionist and Certified Divorce Financial Analyst® designations. Carol Lee has an undergraduate degree from Augustana College and a Master's Degree in Financial Planning from DePaul University. Carol Lee also has experience in the field of certification having served as the Managing Director of Education and Examination at the CFP Board of Standards in Washington, D.C. Carol Lee is a member of the Institute for Divorce Financial Analysts, the Financial Planning Association, and a former Board member of FPA-Illinois. Tune in this week to hear Lynn's conversation with divorce expert, Carol Lee Roberts.

Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life
CFFP #66 - Why Personal Financial Planning is Much More Personal Than Finance ft. Martin Seay, Ph.D., CFP®

Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life

Play Episode Listen Later Oct 26, 2022 40:51


Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Martin Seay, Ph.D., CFP® who serves as Professor and Department Head of Personal Financial Planning at Kansas State University, where he oversees CFP Board-registered undergraduate, graduate certificate, M.S., and Ph.D. programs. He earned a Bachelor of Science degree and a Ph.D. with an emphasis in Family Financial Planning, both from the University of Georgia as well as earning his CFP® certification in 2014.   Martin's research focuses on borrowing decisions, how psychological characteristics shape financial behavior, and how consumers seek and use financial advice. His research has been recognized with the 2014, 2017, and 2019 FPA Annual Conference Research Paper Awards, the 2016 CFP Board's ACCI Financial Planning Award, and the 2016 Montgomery-Warschauer Award. He was also recognized with the Distinguished Financial Planning Alumnus Award by the University of Georgia in 2021 and selected as a member of the 2020 InvestmentNews 40 Under 40 class. He previously served as president of the Financial Planning Association (FPA) Board in 2020 and currently serves of the CFP Board of Directors.      In this episode, you'll discover:

Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life

On this week's episode of Conversations for Financial Professionals, I chat with Kate Healy about why having two sets of eyes in the financial service industry proves to benefit us all.   In the full episode, you'll discover:

Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life
CFFP #64 - The Rich Future of the Financial Planning Profession & How the CFP Board Is Preparing the Next Generation of Planners ft Kate Healy

Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life

Play Episode Listen Later Oct 12, 2022 53:48


Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Kate Healy, Managing Director, Center for Financial Planning   Kate Healy joined CFP Board as Managing Director for CFP Board's Center for Financial Planning in September 2022. In this role, she leads the Center's strategic direction to elevate the financial planning profession through programs in diversity and inclusion, workforce development and knowledge creation. She will also lead fundraising efforts to ensure the ongoing viability and success of these programs.   In this episode, you'll discover:

Sara Grillo
Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Play Episode Listen Later Sep 26, 2022 75:21


In Part Two of our two part series on the CFP Board, the heated debate continues. We'll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning.  What is your opinion? What is the CFP Board's role in enforcement, and … Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two) Read More » The post Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two) appeared first on Sara Grillo.

The Ramped Podcast
Tim Gerend, Chief Distribution Officer at Northwestern Mutual

The Ramped Podcast

Play Episode Listen Later Sep 22, 2022 32:41


IN THIS EPISODE, WE COVER: 02:18 - Who is Tim? In his own words 10:01 - What does the future of work look like within the next 5, 10, 25 years?  18:59 - Which jobs are in danger of being automated away and which ones are here to stay?  24:39 - What does the future of SALES look like specifically?  28:09 - What are some further resources to look up in order to think effectively about the future of work? MORE ON TIMTim Gerend is executive vice president and chief distribution officer at Northwestern Mutual where he leads the career distribution, marketing, and strategic communications organizations to bring the company's value proposition, brand and story to life. Gerend also serves as a member of the Senior Leadership Team, which oversees Northwestern Mutual's strategy, execution and operations. As the leader of the company's distribution system, Gerend's focus is to accelerate a positive transformation of the company by bringing together advanced technology and the most trusted advisors to improve the overall client experience. This also means growing the largest and most diverse field of advisors that reflects the markets the company serves. Gerend joined Northwestern Mutual in 2002 and has held a variety of leadership positions spanning Law, Field Compensation & Planning, Enterprise Compliance, and campus planning. As lead for campus planning, Gerend oversaw the planning and design of the company's state-of-the-art Northwestern Mutual Tower and Commons, which opened to the public 2017. In addition to his leadership at Northwestern Mutual, Gerend is a thought leader in the Financial Services Industry. He is an advocate of professionalism and high standards and for developing the next generation of financial advisors. Gerend previously served on the Advisory Board for the Center for Ethics in Financial Services and on the CFP Board's Center for Financial Planning. He now serves as Trustee of the American College. Before joining Northwestern Mutual, Gerend was an associate in the Commercial Litigation Practice Group at Seyfarth Shaw in Chicago. He is a graduate of Butler University with a B.S. in economics and received his J.D. from the University of Notre Dame. In the community, Gerend is passionate about supporting opportunities for young people to grow toward their potential. He serves on the board of the Children's Hospital of Wisconsin and the board of Milwaukee College Prep, a leading charter school that serves Milwaukee's inner city. Gerend and his wife Sandy have four children. They are active members of St. Monica's Parish in Whitefish Bay. For fun, Gerend enjoys all sports and anything outdoors, especially cheering for and supporting his kids in their various activities. Northwestern Mutual LinkedIn - https://www.linkedin.com/company/northwestern-mutual/ Tim's LinkedIn - https://www.linkedin.com/in/tim-gerend-67753425/ Northwestern Mutual Twitter - @NM_Financial Northwestern Mutual Website - https://www.northwesternmutual.com/ MORE ON RAMPED: Check us out at www.rampedcareers.com Interested in becoming a Ramped Professional? Sign up here: https://www.rampedcareers.com/onboarding/signup Interested in becoming a Ramped Corporate Partner? Email us at sales@rampedcareers.com

Sara Grillo
Should you cancel your CFP designation?

Sara Grillo

Play Episode Listen Later Sep 12, 2022 57:16


A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board's 2022 measure. Are they getting a raw deal? Is it time to say “FU” to your CFP designation? … Should you cancel your CFP designation? Read More » The post Should you cancel your CFP designation? appeared first on Sara Grillo.

Disrupt The Everyday Podcast
Episode 82: Family Finances: Teaching Your Children with James Woodall

Disrupt The Everyday Podcast

Play Episode Listen Later Sep 12, 2022 45:09


HOW ARE YOU TEACHING YOUR KIDS ABOUT MONEY? Watch on YouTube here: https://youtu.be/idDFkyzxJMo  On this episode we are joined by James Woodall. James is the Founder and CEO of Woodall Wealth Management and a Certified Financial Planner (CFP). On this episode we discuss: Estate Planning Teaching Finance to Your Kids The 6 Key Behaviours of Investing For places to listen, places to connect on social media, to be a guest, collaborate with or sponsor DTE visit: https://linktr.ee/DisruptTheEveryday James' Website: https://www.woodallwealthmanagement.com/ About James James Woodall is the Founder and CEO of Woodall Wealth Management. James' passion for Wealth Management has always been around, as a child he was fascinated by the stock market in Junior Achievement and had always been drawn to investing. He graduated from Texas Tech with a degree in International Economics and Finance after studying Mechanical Engineering and realizing it wasn't for him. Moving into the Finance industry he fell in love with Wealth Management and worked with advisors for a decade when he realized his passion for financial planning and becoming an advisor himself. Still dealing with the effects of his Grandfather's passing and seeing the impact of estate plans going awry, he earned his CERTIFIED FINANCIAL PLANNER® certification from the CFP® Board, using the Southern Methodist University's program. The desire to build a firm focused on planning for generations so that others avoid the family issues that derive from poor estate planning pushed him to open his firm in 2022. When James isn't working you can find him reading, cooking excessively large meals for family and friends, or slowly learning to golf. More About James in his words I started working in the back office of a large financial institution a decade ago focusing clients of all types to help them review their tax forms and review cost basis issues. Initially I was not a fan of the role, however sitting in that seat allowed me to see what worked and what didn't work, from large family offices ($50 million+) to people starting out, and I always kept in mind what they did. Then I moved to supporting advisors and was always stunned at how little some advisors knew, not just from an operational POV, but an investment POV as well. From there I worked in product development supporting advisors and that's when I fell in love with being an advisor. I moved to the advisory side of that large brokerage firm and loved the clients and realized that I wasn't being an advisor, I was being an asset gatherer. From there I moved to a small Wealth Management shop and worked 16+ hr days and studied for my CFP, learning everything there is to learn. At that point the firm was sold and I moved into being a consultant for advisors at a small broker dealer. The call of being an advisor and building a firm the right way to truly spend time with the clients and their families was too much and I started Woodall Wealth Management. My focus is on Family Stewards and Family Businesses to help provide them financial peace of mind. The reason why I focus on this niche is when my Grandfather passed there was no estate plan, causing issues within the family that still last to this day. So my mission is to help my clients avoid that from the outset and its been extremely rewarding and fulfilling.

In the Suite
EP 72 Live from 2023 T3 Advisor Conference & Enterprise Day - My Conversations with 11 Bold FinTech Visionaries Making News and Headlines

In the Suite

Play Episode Listen Later Sep 6, 2022 110:22


Joel Bruckenstein is widely recognized as one of the most influential financial technology journalists and consultants in fintech. Known as @FinTechie on Twitter, and regularly featured in Barron's, Financial Planning, RIABiz, InvestmentNews, and WealthMangement.com, for his expertise, Joel is an industry powerhouse and a leading authority on breaking news on emerging technology.Joel is also the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors, and the T3 Enterprise Conference, an annual gathering of top executives from independent broker/dealers and large RIAs. In May of this year, In The Suite was given a front row seat and VIP access to the highly anticipated 2022 T3 Advisor Conference and Enterprise Day in Denton, Texas, May 3 – 5, where we joined Advisorpedia, InvestmentNews, ThreeCrowns Copywriting and Marketing, and Impact Communications covering all the action for the largest T3 ever in history – Thank you Joel Bruckenstein! In this amazing episode, recorded live at T3, you get to ride shotgun with me In The Suite, as we sit down with fintech leaders and mega giants like Eric Clarke and Daniel Crosby at Orion Advisor Services, making major news at T3 about Orion's use of Amazon Redshift and Behavioral Finance innovation known as Protect, Live, Dream. We also talk with Evan Rapoport at SMArtX Advisory Solutions about their groundbreaking $30 MILLION DOLLAR strategic investment by Morningstar.  And we sit down Kate Healy, now Managing Director of the CFP Board's Center for Financial Planning, to learn all about probono financial planning AND the Foundation for Financial Planning.  But wait, there's more. Mac Bartine, CEO of Smartria joins us to talk about enterprise compliance management.   Rich Cancro, CEO of AdvisorEngine to talk about customization, personalization, and the growth of CRM.  And you'll also get to hear from these forward-thinking leaders disrupting the status quo: John Mackowiak from AdvyzonPatrick Reed, YourStakeAkshay Singh, Indyfin Nitin Seth, Incedo And Henry Zelikovsky, Softlab360 We hope you enjoy this special T3 Compilation episode all about fintech In The Suite! 

The Jason Smith Show
Hour 3 – Happy Football Friday!

The Jason Smith Show

Play Episode Listen Later Sep 3, 2022 39:39


Jason and Mike have all the latest on the CFP Board of Managers approving a 12-Team College Football Playoff. We speculate and tell you if we've really seen the last of Serena Williams on the court. And the guys give you their world-famous Upset Specials of the week!  See omnystudio.com/listener for privacy information.

Number One Ranked Show with RJ Young
EMERGENCY POD: 12-Team College Football Playoff approved

Number One Ranked Show with RJ Young

Play Episode Listen Later Sep 2, 2022 4:14


RJ Young reacts to the news that The CFP Board of Managers has approved a 12-Team College Football Playoff by unanimous vote. More analysis on this topic to come. Learn more about your ad choices. Visit megaphone.fm/adchoices

SNAPS With Aaron and T-Bob
Snaps - Top 10 Week 1 Games: Ohio State/Notre Dame, Utah/Florida, LSU/FSU + Playoff Expansion? | SNAPS

SNAPS With Aaron and T-Bob

Play Episode Listen Later Sep 1, 2022 50:49


T-Bob Hebert & Aaron Murray discuss the potential expansion of the College Football Playoff with the CFP Board of Managers set to meet Friday.  They later list their top 10 games ahead of Week 1 of the college football season. See omnystudio.com/listener for privacy information.

Locked On Big 10 Football
Predicting the Biggest Overachiever and Underachiever in B1G Football + The CFP Board Discusses Dropping the NCAA?

Locked On Big 10 Football

Play Episode Listen Later Aug 18, 2022 34:35


The Big Ten football season starts in less than two weeks, and plenty of teams enter the campaign with high expectations. Nine Big Ten teams saw their names mentioned in the Preseason AP Top 25, and even more have aspirations to be there by the end of the season. With expectations surrounding just about every team in the conference, who will step up to the call and who will fall short of expectations? Nate Dickinson brings on Jacob Rude to go over it all on Locked On Big 10. Nate believes the Purdue Boilermakers are set to impress this season, while Jacob tabs the Maryland Terrapins as a team on the rise to look out for. On the other end of the spectrum, both Nate and Jacob see a potential letdown for the second straight season from the Penn State Nittany Lions. What will make or break the season for these teams? Nate and Jacob go into their reasoning. Also, Nate and Jacob discuss recent reports saying the College Football Playoff could try to separate from the NCAA. If it does, what would a post-NCAA college sports landscape look like? Part of the Locked On Podcast Network. Support Us By Supporting Our Sponsors! LinkedIn LinkedIn jobs helps you find the candidates you want to talk to, faster. Post your job for free at Linkedin.com/lockedoncollege Terms and conditions apply. Built Bar Built Bar is a protein bar that tastes like a candy bar. Go to builtbar.com and use promo code “LOCKEDON15,” and you'll get 15% off your next order. BetOnline BetOnline.net has you covered this season with more props, odds and lines than ever before. BetOnline – Where The Game Starts! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Outkick the Coverage with Clay Travis
08/18/2022 - Best of 2 Pros and a Cup of Joe

Outkick the Coverage with Clay Travis

Play Episode Listen Later Aug 18, 2022 43:03


On 2 Pros and a Cup of Joe, LaVar Arrington, Brady Quinn, and Jonas Knox, discuss the chaos in the CFB world after the CFP Board of Managers met spoke about a possible restructuring of how the sport's governed. Senior NFL reporter Albert Breer joins the show to shed some light on the latest with Deshaun Watson. Plus, the NFL's forgotten LA team (Chargers) and the historic payday they gave Derwin James adds some pressure.See omnystudio.com/listener for privacy information.

Outkick the Coverage with Clay Travis
Hour 2: LaVar, Brady and Jonas – CFB Chaos, NFL Insider Albert Breer, TNF OVER/UNDER

Outkick the Coverage with Clay Travis

Play Episode Listen Later Aug 18, 2022 39:06


In hour two on 2 Pros and a Cup of Joe, LaVar Arrington, Brady Quinn, and Jonas Knox discuss the chaos in the CFB world after the CFP Board of Managers met and  spoke about a possible restructuring of how the sport's governed. Senior NFL reporter Albert Breer joins the show to shed some light on the latest with Deshaun Watson. Then, a special TNF edition of OVER/UNDERS!See omnystudio.com/listener for privacy information.

Family Features Podcast
Episode 278 - A Conversation with James Woodall on Money Legacy Vision and Goals - 0722

Family Features Podcast

Play Episode Listen Later Aug 8, 2022 69:22


Episode 278 - A Conversation with James Woodall on Money Legacy Vision and Goals - 0722     YouTube Video Link:       https://youtu.be/Jv4dDPTvPPI    ABOUT James Woodall is the Founder and CEO of Woodall Wealth Management. James' passion for Wealth Management has always been around, as a child he was fascinated by the stock market in Junior Achievement and had always been drawn to investing. He graduated from Texas Tech with a degree in International Economics and Finance after studying Mechanical Engineering and realizing it wasn't for him. Moving into the Finance industry he fell in love with Wealth Management and worked with advisors for a decade when he realized his passion for financial planning and becoming an advisor himself. Still dealing with the effects of his Grandfather's passing and seeing the impact of estate plans going awry, he earned his CERTIFIED FINANCIAL PLANNER® certification from the CFP® Board, using the Southern Methodist University's program. The desire to build a firm focused on planning for generations so that others avoid the family issues that derive from poor estate planning pushed him to open his firm in 2022. When James isn't working you can find him reading, cooking excessively large meals for family and friends, or slowly learning to golf.     GO TO: https://www.woodallwealthmanagement.com/guides-checklists    This is a great place for people to start. I have 13 free .pdfs (the number may changed over time) that will give people answers and a path to common questions. Ultimately if they don't have the ability to answer and solve these questions (don't worry they're not alone), the will to go through each of these or simply the time to review, those are  the clients we look for and look to help out. Worst case scenario, people learn more about their financial lives and goals.

Gaining Perspective
The New CFP Book on the Psychology of Financial Planning

Gaining Perspective

Play Episode Listen Later Jul 20, 2022 37:56


The CFP Board published a book called the Psychology of Financial Planning. This groundbreaking new material incorporates interpersonal components of financial planning and the effects of money on individuals. My guests today are here to talk about that book.

The Alternative Investment Podcast
Webinar Replay: Opportunity Zones vs. 1031 Exchanges & DSTs (Episode 37)

The Alternative Investment Podcast

Play Episode Listen Later Jul 14, 2022 64:56


On June 30th, AltsDb co-founders Jimmy Atkinson and Andy Hagans hosted a live one-hour webinar for financial advisors, comparing Opportunity Zones, 1031 exchanges, and Delaware statutory trusts. Note: This webinar has been accepted by the CFP Board for 1 hour of CE credit. Show notes: https://altsdb.com/2022/07/webinar-replay-opportunity-zones-vs-1031-exchanges-dsts/

Good Financial Cents®
Ep. 172 - Should You Rollover Your $1 Million Pension Into an IRA? (Ask the CFP®)

Good Financial Cents®

Play Episode Listen Later Jun 13, 2022 19:25


What if you were faced with this difficult decision - You can either get a payout for the rest of your life or you can get a big fat check once?   Don't worry, you don't have to make this decision alone, that is what I am here for!   I received this question from a reader, Jared:   ‘I have worked with my company for over 27 years this Spring. I am one of the lucky ones that have been given a very generous pension and a 401k plan.' …. ‘My pension should be more than enough to take care of my wife and I.  I am almost 60 and I have the option to roll my pension over into an IRA.'   ‘Should I roll my pension to an IRA or leave as is?'   04:28 IRA rollover options 06:54 Annuitizing your pension 08:01 Borrowing against an IRA 09:08 Pension payout options 10:51 Tax Liability  12:49 Working with a professional   Resources: Pension Benefit Guaranty Corporation: https://www.pbgc.gov/ CFP Board: https://www.cfp.net/ https://wealthhackerlabs.com/ask/   Check out my YouTube channel here. Follow me on Twitter and Instagram. 

Only Fee-Only
#4 - Growing By Giving - Cody Garrett

Only Fee-Only

Play Episode Listen Later Jun 8, 2022 60:45


Cody's Bio:I am Cody Garrett, an advice-only financial planner passionate about helping families refine their path to financial independence (FI) as DIY investors. As a CERTIFIED FINANCIAL PLANNER™ professional, I specialize in comprehensive financial plan development, topic research, and personalized financial education. I believe that truly comprehensive financial advice can provide the clarity and confidence necessary for families to implement their own well-informed decisions.As a registered investment adviser, I am held to the fiduciary standard of care, legally and ethically required to act in your best interest when providing personalized financial advice. To provide transparency and avoid conflicts of interest, I do not receive any compensation from the sale of investment or insurance products and do not manage client investments. With advice-only financial planning, all recommendations are tailored to fit your personal objectives and values.As a trusted source, my financial education insights have been featured in articles by Forbes, Barron's, Yahoo Finance, FOX Business, MarketWatch, Morningstar, Business Insider, Morning Brew, and CNBC.I am an alumnus of The University of Houston and completed the CFP certification program at Rice University. I fulfilled the CFP Board's rigorous education, exam, experience, and ethics requirements. With tax efficiency as a core planning consideration, I also passed the IRS Special Enrollment Exam (SEE Part 1 – Individuals).I am a continuous learner who believes there is always room for personal and professional development. I am an active member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network, the FPA Next Generation Planner Editorial Advisory Board, and financial independence (FI) communities.Passionate about helping others receive conflict-free financial education, I write comprehensive yet concise articles about various planning topics at MeasureTwiceMoney.com.EXPERIENCEAs an advice-only financial planner, I have collaborated with hundreds of individuals and families to develop detailed strategies and provide clarity when making major financial decisions. With multi-generational planning opportunities, I have been fortunate to work with families of various ages, levels of wealth, educational backgrounds, and personal lifestyles. From the first dollar saved to the last dollar spent, I have helped families in all stages of life create a path to and through financial independence.Previous years of experience as a fee-only financial planner have provided opportunities to review thousands of financial documents, create tax-efficient wealth accumulation and income distribution strategies, develop and rebalance investment portfolios, and encourage healthy family communication around financial decisions. Every financial plan is different, and I enjoy going beyond the ‘rules of thumb' to help families refine their financial paths.Music in this episode is from Bensound.

Packer And Durham
Hour 1: LOU & UNC Advance to Super Regionals

Packer And Durham

Play Episode Listen Later Jun 7, 2022 54:22


Louisville beats Michigan 11-9 Monday to advance to super regionals. And North Carolina gets past VCU 7-3 Monday to advance to super regionals. Plus College football Hall of Fame.. We look at the nominees and there are a ton of ACC players hoping to get voted in this year. And Mark Keenum, Chair of the CFP Board of Managers of CFP espansion says “I hope we can get something done within a year”.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Create and Grow Rich Podcast
Episode #86 - How Your Creative Wealth Affects Your Financial Wealth with Bob DePasquale

Create and Grow Rich Podcast

Play Episode Listen Later May 9, 2022 43:02


Did you know your creative thinking ability affects your financial wealth? Did you know that your relationship with money is also affected by your cultural lenes?  Bob is here to share how these concepts are connected and how to build a solid financial foundation with these connections in mind. In today's episode of The Create and Grow Podcast, we speak with Bob DePasquale. Bob is an advocate of stewardship. He has always believed in taking care of the things that he has been blessed with. It is his mission to help others in doing the same. Bob's perspective derives from a battle with cancer at age 18.  Having his life threatened at such a young age leads to a unique view of the gift that is vitality.  Bob is also a Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete the CFP Board's initial and ongoing certifications requirements. Enjoy learning how your creative health and relationship with money affects your financial wealth. Topics Covered on this episode of The Create and Grow Podcast: 00:00 - Introduction to Making a Way with Compassionate Leadership for C-Suite02:35 - Get to Know Bob DePasquale07:00 - Stand Out Story from Bob's First Book09:54 - First Step to get Creative with Money12:57 - Thoughts on Culture with Money Attached to One's Self-worth and Identity26:20 - Intercultural Creativity Aspect of Giving36:53 - How Intercultural Creativity is Connected to Intercultural Interactiveness38:44 - Cultural Curiosity40:58- Learn More about Bob Subscribe:  Spotify | YouTube  Connect with Genein Letford: Visit CAFFE Strategies Visit GeneinLetford.com Follow Genein on Facebook  Connect with Bob DePasquale : LinkedIn: https://www.linkedin.com/in/bobdepasquale/ Website: https://initiateimpact.com/blog Book: https://www.bobdepasquale.com/the-book  #PowerOfJournaling #PerspectiveShifting #SeeingYourLifeFromAnOutsidePerspective #CAFFEStrategies #Intercultural #Diversity #InterculturalCreativity

401(k) Fridays Podcast
Does TikTok Have It Right On 401(k) Plans?

401(k) Fridays Podcast

Play Episode Listen Later Apr 8, 2022 47:30


On this episode we have a little fun and take on some information on 401(k)s that you may or may not have seen on TikTok. You will hear my inspiration for this episode right out of the gate and it is safe to say you can't always trust what you hear online. Or, at a minimum you need a heavy dose of context. My guest, the multi-tool player David Blanchet, PhD, CFA, CFP is Managing Director and Head of Retirement Research now with PGIM. He does a great job sorting through the various themes of 401(k) information I came across. We had a ton of fun, and I hope you enjoy this episode as much we did!   Guest Bio David Blanchett, PhD, CFA, CFP®, is Managing Director and Head of Retirement Research for PGIM DC Solutions. PGIM is the global investment management business of Prudential Financial, Inc. In this role he develops research and innovative solutions to help improve retirement outcomes for investors. Prior to joining PGIM he was the Head of Retirement Research for Morningstar Investment Management LLC and before that the Director of Consulting and Investment Research for the Retirement Plan Consulting Group at Unified Trust Company. David has published over 100 papers in a variety of industry and academic journals. His research has received awards from the Academy of Financial Services (2017), the CFP Board (2017), the Financial Analysts Journal (2015), the Financial Planning Association (2020), the International Centre for Pension Management (2020), the Journal of Financial Planning (2007, 2014, 2015, 2019), and the Retirement Management Journal (2012). He is a regular contributor to the Advisor Perspectives, ThinkAdvisor, and the Wall Street Journal. He is currently an Adjunct Professor of Wealth Management at The American College of Financial Services and a Research Fellow for the Alliance for Lifetime Income. He was formally a member of the Executive Committee for the Defined Contribution Institutional Investment Association (DCIIA) and the ERISA Advisory Council (2018-2020). In 2021, ThinkAdvisor included him in the IA25 for "pushing the industry forward." In 2014, InvestmentNews included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry, and in 2014, Money magazine named him one of the brightest minds in retirement planning. David holds a bachelor's degree in Finance and Economics from the University of Kentucky, a master's degree in financial services from The American College of Financial Services, a master's degree in business administration from the University of Chicago Booth School of Business, and a doctorate in personal financial planning program from Texas Tech University. When David isn't working, he's probably out for a jog, playing with his four kids, or rooting for the Kentucky Wildcats.   401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 200 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

SheVentures
How Women Can Plan Retirement Income With Mary Beth Franklin

SheVentures

Play Episode Listen Later Apr 5, 2022 48:28


Did you know that half of women don't have personal retirement savings, according to the U.S. Census? If that's you — whether you are 25 or 55 — it's never too late to find your financial footing. Even if you are contributing to an individual or workplace retirement plan, you don't want to miss this knowledge-packed episode for financial literacy month. Mary Beth Franklin, an award-winning and veteran financial journalist who specializes in retirement income, reminisces about her 40+ years in journalism, starting as a congressional cub reporter for United Press International before distinguishing herself at Kiplinger's Personal Finance, among other publications. During this time, she also became a wife and mother. Most inspiring, Franklin became a certified financial planner (CFP) late in her career, presenting to the CFP Board that her professional experience as a journalist was enough to meet the organization's practical experience requirement. This episode kicks off Financial Literacy Month by emphasizing Franklin's prolific career and pivots while providing solid retirement information for all women — whether you are a homemaker, a solopreneur, or a CEO. Take a moment to jot down notes to ensure you are protected as best as possible when you retire. You are the one responsible for understanding your financial destiny, but there's help and resources galore.   Tune in to hear Franklin tell all in this SheVentures exclusive! 1:36 Franklin shares the opportunities and pivots she took in her career 12:06 What challenges does Franklin see arising as tech plays a central role in journalism? 22:43 Franklin delves into her view of the retirement gap and women 24:33 How she educates people on the optimization of Social Security benefits 25:46 Franklin defines how Social Security is calculated for you or as a divorced or surviving spouse 32:02 Franklin lists effective ways to contribute to retirement 41:24 Why Franklin thinks it's essential for stay-at-home moms to plan for — and understand — their retirement 45:14 Actions women can take to improve their financial future

Financially Simple - Business Startup, Growth, & Sale
Attitude = Success? The Owner Controls the Business' Destiny

Financially Simple - Business Startup, Growth, & Sale

Play Episode Listen Later Mar 21, 2022 19:07


In episode 403 of Financially Simple, Justin looks at how your attitude as a business owner can determine your business's success. The mindset of a business owner and how they approach their dealings with their clients and suppliers will ultimately set them up for success or failure. In this episode, Justin considers the meaning of success to an individual business owner, and how that can influence their dealing with others as well as the security and prosperity of their business. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TOPIC INDEX: - Attitude = Success: The Seasoned Owner - How Do You Define Success - Is Money Success? - Pride Poisons Success   USEFUL LINKS: Allie Taylor: The Paradox of Success Tennessee 1998 National Champions - Clint Stoerner Fumble Work with Our Team Subscribe to the Financially Simple Newsletter NEW Book: Your Baby's Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________   BIO: Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute's Exit Planner Leader of the Year.   DISCLOSURES: This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast's guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC. Statements made in this podcast are subject to change without notice. Neither WealthSource Partners, LLC nor its representatives, the podcast's hosts or its guests have an obligation to provide revised statements in the event of changed circumstances. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Advisors who wished to be ranked in Investopedia's Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers.  Rankings were determined based on number of followers and engagement on social media, primary contribution to professional industry websites and their focus on financial literacy.  Neither performance nor client experience, however, were considered.  No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia's Top 100 Financial Advisors List.   The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk taker and specialist while showing characteristics of collaboration. This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.

Financially Simple - Business Startup, Growth, & Sale
The Emotions of Making the Ultimate Sale

Financially Simple - Business Startup, Growth, & Sale

Play Episode Listen Later Mar 15, 2022 19:14


In episode 402 of Financially Simple, Justin considers the emotional and psychological impact that selling a Business can have on the Owner. You've devoted a chunk of your life to building a successful business, and now you're ready to sell it - but are you, personally, prepared for the mental shocks to come? In this episode, Justin looks at what it is like to sell a business from the emotional and psychological side of things - the sudden realization and change that comes somewhat unexpectedly. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TOPIC INDEX: - The Emotions of Making the Ultimate Sale - The Unexpected Weight of Emotion - Winning The Lottery - After the Initial Thrill - The Personal Side - How Will You Occupy your Time - Separating Your Identity From Your Business - Impression Management   USEFUL LINKS: Work with Our Team Subscribe to the Financially Simple Newsletter NEW Book: Your Baby's Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________   BIO: Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute's Exit Planner Leader of the Year.   DISCLOSURES: This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast's guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC. Statements made in this podcast are subject to change without notice. Neither WealthSource Partners, LLC nor its representatives, the podcast's hosts or its guests have an obligation to provide revised statements in the event of changed circumstances. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Advisors who wished to be ranked in Investopedia's Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers.  Rankings were determined based on number of followers and engagement on social media, primary contribution to professional industry websites and their focus on financial literacy.  Neither performance nor client experience, however, were considered.  No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia's Top 100 Financial Advisors List. The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk taker and specialist while showing characteristics of collaboration. This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.

Your Money's Worth
Episode 151: The Future of Certified Financial Planners with Kamila Elliott

Your Money's Worth

Play Episode Listen Later Mar 8, 2022 32:07


Not all financial advice is the same. We talk with the chair of the CFP Board about what she's doing to preserve her brand and extend its reach. Also, the right way to file your tax returns for free.   Links mentioned in this episode: IRS Free File: Do your Taxes for Free https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free How to File Your Taxes for Free (Kiplinger) https://www.kiplinger.com/taxes/tax-filing/604124/how-to-file-your-taxes-for-free Extending Financial Planning's Reach https://www.kiplinger.com/personal-finance/604223/extending-financial-plannings-reach About CFP Board: History https://www.cfp.net/about-cfp-board/history CFP Board: Center for Financial Planning https://www.cfp.net/the-center-for-financial-planning

Financially Simple - Business Startup, Growth, & Sale
Roadblocks to Closing - What's Stopping the Business Sale

Financially Simple - Business Startup, Growth, & Sale

Play Episode Listen Later Mar 7, 2022 18:03


In episode 401 of Financially Simple, Justin lists some of the obstacles that might impede the closing of a sale. You're selling your business, you've got an interested Buyer, so far so good - except for the other things that still need to be overcome, such as having both parties' legal counsel agree, the banks that are financing the business approve the deal, and your employees and customers are as happy about the sale as you are. In this episode, Justin looks at the potential roadblocks to a successful business sale, and how planning will help to make the process a smooth one. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________ TOPIC INDEX: - Roadblocks to Closing - Attorneys - Bankers - Employees - Customers - The Seller and the Buyer   USEFUL LINKS: Work with Our Team Subscribe to the Financially Simple Newsletter NEW Book: Your Baby's Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________ BIO: Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute's Exit Planner Leader of the Year. DISCLOSURES: This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast's guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC. Statements made in this podcast are subject to change without notice. Neither WealthSource Partners, LLC nor its representatives, the podcast's hosts or its guests have an obligation to provide revised statements in the event of changed circumstances. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.  Advisors who wished to be ranked in Investopedia's Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers.  Rankings were determined based on number of followers and engagement on social media, primary contribution to professional industry websites and their focus on financial literacy.  Neither performance nor client experience, however, were considered.  No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia's Top 100 Financial Advisors List. The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk taker and specialist while showing characteristics of collaboration. This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.

Wicked Pissah Podcast
Episode 101 - Jeff Rattiner, JR Financial Group

Wicked Pissah Podcast

Play Episode Listen Later Feb 1, 2022 45:33


Author, teacher, CPA, and CFP® certificant Jeff Rattiner joins us to share his journey from public accounting to pioneering CFP® education training for the financial advisory profession. We'll hear about how he started the 1st financial planning education program that qualified you to sit for the CFP Board Exam in under a year's time, his thoughts on CFP Board education, and how COVID19 has affected the education experience. He also shares his thoughts on his new book, Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience. Jeff Rattiner's Contact: Website: www.JRFinancialgroup.com Email: Jeff@JRFinancialgroup.com Phone: (303) 522-8767

Financially Simple - Business Startup, Growth, & Sale
Key Financial Ratios for Monitoring Your Business

Financially Simple - Business Startup, Growth, & Sale

Play Episode Listen Later Jan 24, 2022 19:10


In episode 395 of Financially Simple, Justin explains how you can analyze your business's performance year-on-year using five simple Key Ratios. A Key Ratio uses your business's financial data and compares the information to another data set to help determine the state of the company's finances and more. In this episode, Justin explains the five Key Ratios that you should be using to measure your business growth path from one year to the next so that you can make changes in the sectors that are required to improve the overall value of your business. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:20 - Key Financial Ratios for Your Business 01:27 - What is a Key Ratio? 03:27 - Gross Profit Margin Percentage 06:36 - Net Operating Margin Percentage 09:02 - Debt to Equity Ratio 10:12 - The Quick and Current Ratios 12:28 - Your Return on Equity 16:30 - Summary   USEFUL LINKS: Work with Our Team Financially Simple on YouTube Advance Child Tax Credit Payments in 2021 Subscribe to the Financially Simple Newsletter   NEW Book: Your Baby's Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________   BIO: Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute's Exit Planner Leader of the Year.DISCLOSURES:This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone, and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves the risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast's guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC. Statements made in this podcast are subject to change without notice. Neither WealthSource Partners, LLC nor its representatives, the podcast's hosts or its guests have an obligation to provide revised statements in the event of changed circumstances. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.   Advisors who wished to be ranked in Investopedia's Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers.  Rankings were determined based on the number of followers and engagement on social media, primary contribution to professional industry websites, and their focus on financial literacy.  Neither performance nor client experience, however, were considered.  No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia's Top 100 Financial Advisors List.   The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.   This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.

Financially Simple - Business Startup, Growth, & Sale
How to Use Business Revenue to Prepare for the Next Crisis

Financially Simple - Business Startup, Growth, & Sale

Play Episode Listen Later Jan 17, 2022 28:41


In episode 394 of Financially Simple, Justin takes a moment to go over what you as a business owner can do to try to prepare for the next financial crisis. National and global catastrophes that happen unexpectedly, such as the current COVID-19 pandemic or even the 2008 financial crisis can make or break a business. In this episode, Justin goes over nine ways to help you protect your business and yourself during troubling times and to even potentially come out better. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:42 - How to Use Your Business's Revenue to Prepare to Maximize the Next Crisis 04:01 - Positioning 05:46 - Handling Company Cashflow 08:12 - Cover Expenses 09:35 - Home Emergency Fund 11:27 - Operational Expenses 14:48 - Line of Credit 16:33 - Receive Retirement Plan Match 17:26 - Fully Fund HSA 18:17 - Max Out Your ROTH IRA 19:04 - Tax Planning 20:50 - Non-Qualified Assets 23:12 - Summary 26:30 - Wrap Up   USEFUL LINKS: Work with Our Team Financially Simple on YouTube Advance Child Tax Credit Payments in 2021 Subscribe to the Financially Simple Newsletter NEW Book: Your Baby's Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________   BIO: Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute's Exit Planner Leader of the Year.DISCLOSURES:This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone, and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves the risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast's guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC. Statements made in this podcast are subject to change without notice. Neither WealthSource Partners, LLC nor its representatives, the podcast's hosts or its guests have an obligation to provide revised statements in the event of changed circumstances. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.   Advisors who wished to be ranked in Investopedia's Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers.  Rankings were determined based on the number of followers and engagement on social media, primary contribution to professional industry websites, and their focus on financial literacy.  Neither performance nor client experience, however, were considered.  No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia's Top 100 Financial Advisors List.   The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.   This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.

Financially Simple - Business Startup, Growth, & Sale
Predictable Success with Les McKeown

Financially Simple - Business Startup, Growth, & Sale

Play Episode Listen Later Jan 10, 2022 47:49


In episode 393 of Financially Simple, Justin talks to author Les McKeown about Predictable Success. Can the success of a business be predicted with any certainty, and if so what are the indicators or paths that can be followed to measure the progress of the business? In this episode, Justin and Les discuss Les's book Predictable Success, and cover the broad strokes of the path and indicators that Les has discovered in his many years of business. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:42 - Predictable Success with Les McKeown 01:19 - Backstory 07:41 - The Umbrella Path 16:07 - Should We Strive for Predictable Success? 26:13 - Investigation, Interpretation, Implementation 32:50 - Scale 40:57 - Recommended Reading 43:25 - A Piece of Wisdom 44:44 - Wrap Up   USEFUL LINKS: Work with Our Team Les McKeown, LinkedIn PredictableSuccess.com/Justin Predictable Success, by Les McKeown Synergist, by Les McKeown Do Lead, by Les McKeown Do Scale, by Les McKeown Advance Child Tax Credit Payments in 2021 NEW Book: Your Baby's Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________   BIO: Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute's Exit Planner Leader of the Year.DISCLOSURES:This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone, and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves the risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast's guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC. Statements made in this podcast are subject to change without notice. Neither WealthSource Partners, LLC nor its representatives, the podcast's hosts or its guests have an obligation to provide revised statements in the event of changed circumstances. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.   Advisors who wished to be ranked in Investopedia's Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers.  Rankings were determined based on the number of followers and engagement on social media, primary contribution to professional industry websites, and their focus on financial literacy.  Neither performance nor client experience, however, were considered.  No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia's Top 100 Financial Advisors List.   The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.   This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.

AskYourselfWhyNot
Tips to jumpstart you financial health with CFP Walker Holloway

AskYourselfWhyNot

Play Episode Listen Later Dec 23, 2021 35:45


In this episode, we speak with our first male guest Walker Holloway on some tips to help us jumpstart our financial health in 2022. He gives us some action steps on what we can do now to become more financially healthy and how we can invest in a world we want to see. Walker Holloway was born and raised in Wheeling West Virginia and graduated from Linsly in 2007. He earned a bachelor's degree in Economics from Rollins College and began his financial advising career with AXA Advisors in Orlando Florida shortly after. During his time there, he gained valuable knowledge and experience mentoring under some of the top producers of his firm. In 2013, Walker returned to Wheeling and became partners with his father at Hazlett, Burt & Watson. Together they provide exceptional financial guidance to individuals, families, and small business owners alike. Their collaborative and comprehensive approach focuses on analyzing their client's unique expectations and goals through the scope of their investments, insurance and succession plans. Walker is a CERTIFIED FINANCIAL PLANNER™ Professional and adheres to the CFP Board's Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. In addition to the CFP®, he holds the Series 6, Series 7, Series 66 and Life/Health Insurance licenses. Outside of the office, Walker is heavily involved in the community, serving on the boards of numerous nonprofits: Wheeling Rotary (President), Oglebay Institute, Wheeling National Heritage Area Corp., St John's Home for Children, and the OVMC Auxiliary Inc. In his spare time he enjoys travel, basketball and ballroom dance. Resources Broker Check Ballroom Dance Ted Talk-Never give up

The Confident Retirement
Ep 032: A voyage into the mind of a Social Security Jedi Master

The Confident Retirement

Play Episode Listen Later Dec 9, 2021 38:34


Martha Shedden   – The Confident Retirement Podcast with Kris Flammang Episode 032 A voyage into the mind of a Social Security Jedi Master with Martha Shedden When Martha Shedden read and learned about Social Security options available to retirees, she was shocked at the choices one could make that have long-term negative consequences. Today, she considers it a privilege and reward to help people understand and make personalized choices to get the most from their benefits.  She is on a mission to educate financial professionals and retirees on the details of Social Security income planning, the foundation and first step to creating a financially secure retirement plan. Today, Martha is President and Co-founder of the National Association of Registered Social Security Analysts, NARSSA, which provides online education and training for financial professionals to become Registered Social Security Analysts. The training program provides professionals with a thorough knowledge of the Social Security program and trains them how to analyze clients' claiming options to get their maximized Social Security income by filing for benefits at the optimal time. The modules provide CE/CPE units for NASBA, the CFP Board, and the IRS.  Martha is the absolute go-to expert who understands all the details of how and when to claim benefits. Highlights of our conversation include: Explaining the misconceptions of how much money is at stake. It's a personalized decision based on one's working situation, health and so much more. Understanding survivor benefits and when to claim. Qualifications for being able to collect. Using software to better understand the numbers. The future of Social Security. Enjoy the show! Connect with Martha: Website: https://www.sheddensocialsecurity.com Connect with Kris Website: https://www.lpfadvisors.com/ LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/ Twitter: @kflammang Learn more about your ad choices. Visit megaphone.fm/adchoices

Startup Wealth
Wealth Management Icon Tim Kochis on Business Succession

Startup Wealth

Play Episode Listen Later Dec 1, 2021 41:49


Lots of startups are identified with their founders, and vice versa. But to truly thrive, companies need a plan for the unexpected—and the eventual expected—departure of the founder. In this episode, Joyce Franklin talks with wealth management industry icon Tim Kochis about succession planning for entrepreneurs, how he founded, grew, and merged his firm to create a new one with $5 billion in assets under management, and the advice he's given to executives before and after their liquidity events. He even shares details about his own personal liquidity event. Tim Kochis is the former CEO and chairman of Aspiriant, former president of the CFP Board of Standards, and a former member of the board of trustees for Charles Schwab mutual funds and ETF offerings. He is the author of four books about wealth management and succession planning. https://www.linkedin.com/in/tim-kochis-51550349/ (Tim Kochis' LinkedIn) https://my.captivate.fm/www.linkedin.com/in/joyce-franklin-0423a91 (Joyce Franklin's LinkedIn) https://www.jlfwealth.com/podcast/ (Request a copy of The Four Phases of Startup Life and the Entrepreneur's Wheel of Life)

The Sports Show With Hank Corsair
CFP Board of Managers Will Not Vote On The 12-Team Proposal Next Week

The Sports Show With Hank Corsair

Play Episode Listen Later Sep 23, 2021 3:10


Today's show talks about the decision to delay the vote of the proposed College Football Playoff 12-team format. Watch today's show to hear what has happened so far.

The Flexible Advisor
Ep 61: Four Pillars of DE&I from the CFP Board's Center for Financial Planning – With D.A. Abrams

The Flexible Advisor

Play Episode Listen Later Aug 20, 2021 27:25


Building a Diversity, Equity and Inclusion program (DEI), can be a daunting task. Leaders understand that it's so much more than just hiring people that look different from one another. In this episode, Laura Gregg and David Partain welcome D.A. Abrams, Managing Director at the CFP Board's Center for Financial Planning. He identifies four key … Continue reading Ep 61: Four Pillars of DE&I from the CFP Board's Center for Financial Planning – With D.A. Abrams →