Podcasts about crpc

Retirement might be the goal—but what happens after you get there? Jake and Cory unpack six surprising truths that often surface in the first six months of retirement. From emotional curveballs to unexpected spending and shifting routines, they cover what most don't tell you about life after the paycheck. Whether you're nearing retirement or already there, this episode can help you prepare for what's next—and make the most of it. --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe   Contact us https://falconwealthadvisors.com/contact.html  Order ‘Retiring Right' https://bit.ly/orderretiringright   --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524          https://www.instagram.com/jake_falcon_crpc/?hl=en          https://twitter.com/jakefalconcrpc          https://www.linkedin.com/in/jakefalconfalconwealthadvisors 

Think tax-free retirement sounds too good to be true? Think again. Jake and Cory break down the most powerful tools that could help you keep more of your money—legally and strategically. From the mysterious-sounding Mega Backdoor Roth to the triple-tax-advantaged HSA, they're covering the heavy hitters. Ever heard of tax-free municipal bonds? What about using life insurance to offset taxes for your heirs? And yes, they even talk about donor-advised funds (don't worry, it's more interesting than it sounds). If you're planning for retirement—or just looking to learn more about your money—this one's for you. --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe   Contact us https://falconwealthadvisors.com/contact.html  Order ‘Retiring Right' https://bit.ly/orderretiringright   --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524           https://www.instagram.com/jake_falcon_crpc/?hl=en            https://twitter.com/jakefalconcrpc          https://www.linkedin.com/in/jakefalconfalconwealthadvisors      #taxfreeretirement #financialplanning #rothira #megabackdoorroth #healthsavingsaccount #hsa #municipalbonds #retirementplanningtips #wealthbuilding #taxstrategies

This Oncology PER®Spectives™ podcast explores the role of EZH2 in metastatic castration-resistant prostate cancer (mCRPC) progression and its synergy with androgen receptor inhibitors. In this podcast, experts Neeraj Agarwal, MD, FASCO; Himisha Beltran, MD; and Maha Hussain, MD, FACP, FASCO, discuss the management of mCRPC. Acknowledgment of Educational Grant Support This activity is supported by an educational grant from Pfizer Inc. Accreditation/Credit Designation Physicians' Education Resource®, LLC, is accredited by the Accreditation Council for Continuing Medical Education (ACCME) to provide continuing medical education for physicians. Physicians' Education Resource®, LLC, designates this enduring material for a maximum of 1.5 AMA PRA Category 1 Credits™. Physicians should claim only the credit commensurate with the extent of their participation in the activity. Physicians' Education Resource®, LLC is approved by the California Board of Registered Nursing, Provider #16669, for 1.5 Contact Hours. Instructions on How to Receive Credit Listen to this podcast in its entirety. Go to gotoper.com/credit and enter code: 6947 Answer the evaluation questions. Request credit using the drop-down menu. You may immediately download your certificate. Today's faculty are: Neeraj Agarwal, MD, FASCO Professor of Medicine Senior Director for Clinical Research HCI Presidential Endowed Chair of Cancer Research Director, Center of Investigational Therapeutics Director, Genitourinary Oncology Program Huntsman Cancer Institute, University of Utah (NCI-CCC) Salt Lake City, UT Disclosures: Grant/Research Support (paid to institution): Arvinas, Astellas, AstraZeneca, Bayer, Bristol Myers Squibb, Calithera, Celldex, Clovis, Crispr, Eisai, Eli Lilly, EMD Serono, Exelixis, Genentech, Gilead, GlaxoSmithKline, Immunomedics, Janssen, Lava, Merck, Nektar, Neoleukin, Novartis, Oric, Pfizer, Roche, Sanofi, Seagen, Takeda, Tra-con Himisha Beltran, MD Associate Professor of Medicine Director of Translational Research Within Medical Oncology Harvard Medical School Lank Center for Genitourinary Oncology and the Division of Molecular and Cellular Oncology Dana Farber Cancer Institute Boston, MA Disclosures: Grant/Research Support: Circle Pharma, Daiichi Sankyo, Novartis; Adviser: Amgen, AstraZeneca, Daiichi Sankyo, Novartis Maha Hussain, MD, FACP, FASCO Genevieve E. Teuton Professor of Medicine Professor, Medicine (Hematology/Oncology) Deputy Director Robert H. Lurie Comprehensive Cancer Center Northwestern University Feinberg School of Medicine Chicago, IL Disclosures: Advisory Board: AstraZeneca, Bayer, Convergent Therapeutics, Honoraria: AstraZeneca, Bayer The staff of Physicians' Education Resource®, LLC, have no relevant financial relationships with ineligible companies. PER® mitigated all COI for faculty, staff, and planners prior to the start of this activity by using a multistep process. Off-Label Disclosure and Disclaimer This activity may or may not discuss investigational, unapproved, or off-label use of drugs. Learners are advised to consult prescribing information for any products discussed. The information provided in this accredited activity is for continuing education purposes only and is not meant to substitute for the independent clinical judgment of a health care professional relative to diagnostic, treatment, or management options for a specific patient's medical condition. The opinions expressed in the content are solely those of the individual faculty members and do not reflect those of PER® or any company that provided commercial support for this activity. Release Date May 14, 2025 Expiration Date May 14, 2026

They aren't what you think. Well, at least some of them aren't. Have you considered buying your health? You can't really do that directly, but it's important to think about before you retire! What about setting up a home office or hiring the right professionals to help you? Then there's the most popular question, should you pay off your mortgage before you retire? Jake and Cory spend the next thirty minutes breaking all of this down for you. --------------- 0:00 – Introduction 1:31 – Professional relationships 5:14 – Invest in your health 7:56 – Why doesn't Jake journal 9:26 – Home office in retirement? 11:06 – Don't forget your email! 13:07 – Borrowing money 14:38 – Paying off your mortgage 18:45 – Busy in retirement 20:24 – Tip! How to say no 23:29 – Reliable fuel-efficient vehicle 29:01 – Personal updates --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe   Contact us https://falconwealthadvisors.com/contact.html  Order ‘Retiring Right' https://bit.ly/orderretiringright   --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524           https://www.instagram.com/jake_falcon_crpc/?hl=en          https://twitter.com/jakefalconcrpc          https://www.linkedin.com/in/jakefalconfalconwealthadvisors       #retirementplanning #financialplanning #healthinvestment #homeofficesetup #professionalrelationships #majorpurchases #mortgage #spendingwisely #retirementtips #lifeafterwork

Dr. Rohan Garje shares the updated recommendations for the ASCO guideline on systemic therapy for patients with metastatic castration-resistant prostate cancer. He discusses the systemic therapy options for patients based on prior therapy received in the castration-sensitive and non-metastatic castration-resistant settings. He emphasizes personalizing treatment choices for each individual, considering patient-specific symptoms and signs, treatment-related toxicities, potential drug interactions, cost, and access. He also reviews recommendations on response assessment. The conversation wraps up with a discussion of potential future updates to this guideline, as the guideline transitions into a “living guideline” on mCRPC. Read the full guideline update, “Systemic Therapy in Patients with Metastatic Castration-Resistant Prostate Cancer: ASCO Guideline Update”. Transcript This guideline, clinical tools, and resources are available at www.asco.org/genitourinary-cancer-guidelines. Read the full text of the guideline and review authors' disclosures of potential conflicts of interest in the Journal of Clinical Oncology.      Brittany Harvey: Hello and welcome to the ASCO Guidelines Podcast, one of ASCO's podcasts delivering timely information to keep you up to date on the latest changes, challenges and advances in oncology. You can find all the shows, including this one at asco.org/podcasts. My name is Brittany Harvey and today I'm interviewing Dr. Rohan Garje from Miami Cancer Institute Baptist Health South Florida, lead author on, “Systemic Therapy in Patients with Metastatic Castration-Resistant Prostate Cancer: ASCO Guideline Update.” Thank you for being here today, Dr. Garje. Dr. Rohan Garje: Absolutely. Thank you so much for having me, Brittany. Brittany Harvey: And then before we discuss this guideline, I'd like to note that ASCO takes great care in the development of its guidelines and ensuring that the ASCO Conflict of Interest Policy is followed for each guideline. The disclosures of potential conflicts of interest for the guideline panel, including Dr. Garje, who has joined us here today, are available online with the publication of the guideline in the Journal of Clinical Oncology, which is linked in the show notes. So then, to start on the content of this guideline, first, could you provide us an overview of the purpose of this guideline update? Dr. Rohan Garje: Sure. So ASCO has guidelines for prostate cancer and the specific guideline which we have updated for metastatic castrate-resistant prostate cancer was originally published in 2014. It's almost a decade. It's been a long time due for an update. Over the last decade, we have seen a lot of advances in the treatment of prostate cancer, specifically with regards to genomic testing, newer imaging modalities, and also the treatment landscape. Now we have newer options based on genomic targets such as PARP inhibitors, we have radiopharmaceuticals, a newer variant of chemotherapy, and also some specific indications for immunotherapy which were not addressed previously. Because all these advances have been new, it was really important for us to make an update. In 2022, we did make a rapid update with lutetium-177, but these additional changes which we have seen made it an appropriate time frame for us to proceed with a newer guideline. Brittany Harvey: Absolutely. It's great to hear about all these advances in the field to provide new options. So I'd like to next review the key recommendations from this guideline. So let's start with the overarching principles of practice that the panel outlined. What are these key principles? Dr. Rohan Garje: As a group, all the panel members came up with some ground rules: What are necessary for all our patients who are being treated for metastatic CRPC? First, the founding aspect was a definition for what is metastatic CRPC. So we defined metastatic CRPC as castrate level of testosterone with evidence of either new or progressive metastatic disease on radiological assessments or patients who have two consecutive rising PSAs in the setting of existing metastatic disease. We also emphasized on the need for germline and somatic testing for patients with metastatic prostate cancer at an earliest available opportunity because it is critical to select appropriate treatment and also right treatment for patients at the right time. And we actually have a concurrent guideline which addresses what genes to be tested and the timing. The other principles are patients should continue to receive androgen deprivation therapy or undergo surgical castration to maintain castrate level of testosterone. Now the key aspect with these guidelines is personalizing treatment choices. As you can see the evolution of treatment options for prostate cancer, the drugs that were initially developed and approved for prostate cancer were primarily in castrate-resistant settings, but now most of these drugs are being utilized in castrate-sensitive. So, when these patients develop castration resistance, the challenges are there are no appropriate particular drug-specific guidelines they meet. So, it's very important for the clinicians to be aware of what treatments have been received so far prior to castration resistance so that they can tailor the treatment to patient specific situations. In addition, prior to choosing a therapy, it is important for the physicians to consider patient specific symptoms or signs, treatment-related toxicities, potential drug interactions, cost, and also access to the drugs. There may be multiple treatment options available for the patients, but for a patient specific scenario, there may be a drug that may be more promising than the others. So, it is important to tailor the drug choices based on patients' unique circumstances. The panel also recommends to early integrate palliative and supportive care teams for symptom management and also discuss goals of care with the patient as each patient may have unique needs and it's important for physicians to address those concerns upfront in the care. The panel also suggests patients to receive RANK ligand inhibitors such as denosumab or bisphosphonates such as zoledronic acid to maintain the bone strength to prevent skeletal-related events. Finally, I would like to also emphasize this point about the lack of randomized clinical trial data for optimal sequencing of therapies for patients with metastatic CRPC. As I previously alluded, we have taken into account all ongoing clinical trials, prior published data, and came up with a format of preferred drugs based on prior treatments and, I think, by following these several clinical principles which I just mentioned, we can optimally choose and utilize best treatments for patients with metastatic CRPC. Brittany Harvey: Absolutely. These principles that you just outlined are important for optimal patient care, and then I want to touch on one of those things. You talked importantly about the treatments received so far. So in the next set of recommendations, the role of systemic therapy was stratified by the prior therapy received in the castration-sensitive and non-metastatic castration-resistant setting. So starting with what does the panel recommend for patients who are previously treated with androgen deprivation therapy alone in these previous settings and whose disease has now progressed to metastatic castration-resistant prostate cancer? Dr. Rohan Garje: There are multiple treatment options based on prior treatment received. So for patients who received only ADT for their castration-sensitive disease, the panel strongly urges to get HRR testing to check for homologous recombinant repair related changes, specifically for BRCA1 and BRCA2 mutations, because we have three studies which have really shown significant clinical benefit for patients who have BRCA1 and BRCA2 mutations with drugs such as the combination of talazoparib and enzalutamide or olaparib with abiraterone or niraparib with abiraterone. Unless we test for those mutations, we'll not be able to give these agents upfront for the patients. In the HRR testing, if patients have HRR alterations but they are in genes which are non-BRCA, the guideline panel recommends to utilize talazoparib and enzalutamide based combination therapies. Now, if they don't have HRR alterations then there are multiple treatment choices available. It could either include androgen receptor pathway inhibitors such as abiraterone with prednisone. We could also consider docetaxel chemotherapy. The alternate choices for androgen receptor pathways include enzalutamide or the newer agents such as apalutamide and docetaxel. So, as you can see there are multiple options available, but the panel definitely emphasizes to test for HRR testing because this gives patients access to more precision therapies at this point. There may be various scenarios where a unique drug may be available for a specific patient situation. For example, patients who have very limited disease burden and may have one or two metastatic lesions, after a multidisciplinary discussion, targeted local therapies such as radiation or potentially surgery could also be offered. In select patients who have very indolent disease where they are castrate-resistant based on slow rising PSA, low-volume disease or asymptomatic disease can consider sipuleucel-T. And in patients who have bone-only metastatic disease, we could also consider radium-223, which is primarily now utilized for patients who have symptomatic bone disease. Brittany Harvey: Great. I appreciate you reviewing all those options and talking about how important it is to tailor treatment to the individual patient. So then the next category of patients, what is recommended for those who have been previously treated with ADT and an androgen receptor pathway inhibitor and whose disease has now progressed to metastatic castration-resistant prostate cancer? Dr. Rohan Garje: So for patients who received ADT along with an androgen receptor pathway inhibitor, which we consider would be a most common cohort because most patients now in castration-sensitive setting are receiving androgen receptor pathway inhibitor. It was different in the past where five or six years back ADT alone was the most common treatment, but fortunately, with enough awareness and education, treatment choices have improved. Patients are now receiving ADT and ARPI as the most common choice of drug. Once again, at this point the panel emphasizes to consider HRR testing in there is enough data for us to suggest that patients who have alterations in the HRR pathway definitely will benefit with the PARP inhibitor. You know the multiple options, but specifically we speak about olaparib. And then if they are HRR-negative, we prefer patients receive agents such as docetaxel or if they are intolerant to docetaxel, consider cabazitaxel chemotherapy, options such as radium-223, and if they have a specific scenario such as MSI-high or mismatch repair deficiency, pembrolizumab could also be considered. The panel also discussed about the role of a second ARPI agent. For example, if patients progressed on one androgen receptor pathway inhibitor, the second androgen receptor pathway inhibitor may not be effective and the panel suggests to utilize alternate options before considering androgen receptor pathway inhibitor. There may be specific scenarios where a second ARPI may be meaningful, specifically, if alternate choices are not feasible for the concern of side effects or toxicities or lack of access, then a potential ARPI could be considered after progression on ARPI, but the panel definitely encourages to utilize alternate options first. Brittany Harvey: Great. Thank you for outlining those options as well for those patients. So then the next category, what is recommended for patients who have been previously treated with ADT and docetaxel? Dr. Rohan Garje: For patients who received ADT and docetaxel and were never treated with androgen receptor pathway inhibitors, the panel again emphasizes on HRR testing. If they have BRCA1 and 2 mutations, the combination therapies of talazoparib with enzalutamide, olaparib with abiraterone, or niraparib with abiraterone are all good choices. If they don't have BRCA mutations but they have other HRR mutations, the panel suggests to potentially utilize talazoparib with enzalutamide. And if they do not have any HRR alterations, the options could include androgen receptor pathway inhibitors such as abiraterone or enzalutamide. I want to emphasize that these are preferred options, but not the only options. As you can see, there are multiple options available for a particular clinical situation - so the ability of the physicians to access particular combinations, the familiarity of those drugs or the patient's unique situation where they have other medications which can potentially interact with a choice of agents. So I think based on access, based on cost and patients' concurrent illness with potential drug interactions can make one particular combination of therapy better over the other options. Brittany Harvey: Absolutely. That's key to keep in mind that access, contraindications, and cost all play a role here. So then the next set of recommendations. What are the key recommendations for patients who have previously been treated with ADT, an androgen receptor pathway inhibitor, and docetaxel who now have mCRPC? Dr. Rohan Garje: Yes. In this group, the options remain, again, broad. We utilize PSMA imaging here specifically and if they are positive on PSMA imaging, lutetium-177 is a good option. If they do not have PSMA-positive disease on PSMA imaging but if they have HRR alterations, olaparib could be utilized. And if they are negative on PSA imaging, they don't have HRR alterations, then alternate options could include cabazitaxel, radium-223. And if they have MSI-high or deficiency in mismatch repair, pembrolizumab could be utilized in this setting. Brittany Harvey: Thank you for outlining those options as well. So then next the panel addressed treatment options for de novo or treatment emergent small cell neuroendocrine carcinoma of the prostate. What are those key recommendations? Dr. Rohan Garje: Yes. This is a very high unmet need group because there are limited clinical trials, especially prospective clinical trials addressing treatment options for this group. Most of our current guidelines are always an extrapolation from lung small cell cancer based guidelines, but the panel recommends to utilize cisplatin or carboplatin along with etoposide as a preferred choice for this group. Also, an alternate option of carboplatin along with cabazitaxel could be considered for this cohort. The panel also encourages participation in clinical trials. There are numerous trials ongoing now in smaller phase studies and I think it's important for patients to consider these trials as well, because this will give them access to newer agents with potential biological targets. In addition to these agents in specific scenarios or potentially case by case basis, because we don't have prospective data, so we have made it as a select case by case basis to consider adding immunotherapy along with platinum-based chemotherapy followed by maintenance immunotherapy, which is currently a standard of care in small cell lung cancer. But the data is so limited in prostate cancer, so the panel suggested that it has to be a case by case basis only. The alternate options also include lurbinectedin, topotecan, tarlatamab upon progression on platinum-based chemotherapy. Brittany Harvey: Yes. It's important to have these recommendations in these unique situations where there is really a lack of data. So then the final set of recommendations I'd like to cover, what does the panel recommend for how clinicians should assess for response while patients are on systemic therapy and what scans are recommended for this response assessment? Dr. Rohan Garje: Yes. Again, this is another strong emphasis of the panel for global assessment of the patients. Traditionally, patients and physicians per se are heavily reliant on PSA as an accurate marker for response. This is in fact true in earlier phases of prostate cancer either in castrate-sensitive setting or localized prostate cancer setting. But as patients evolve into castrate-resistant, we don't want to heavily rely on PSA alone as a marker of response. The panel suggests to incorporate clinical response, radiological response, and also include PSA as a component, but not just rely primarily on PSA. So the panel also suggests that patients should get a bone scan and a CT scan every three to six months while on treatment to assess for appropriate response or for progression. And now one key important aspect, we are all aware about the evolving role of PSMA-based imaging with several of these new agents that are currently available. We do acknowledge these scans definitely have an important role in the care for patients with metastatic prostate cancer. Currently, the utility is primarily to select patients for lutetium-based therapy and also in situations where the traditional scans such as technitium 99 bone scan or CT scan are equivocal, then a PSMA-based imaging can be helpful. Now we are also aware that there are newer studies coming up, prospective data coming up for the role of PSMA-based imaging for response assessment. We are hoping to update the guidelines if we get access to newer data, but currently we have not recommended the utility of PSMA-based imaging for response assessments. Brittany Harvey: Understood. And I appreciate you describing where there is data here and where there's a lack of data to currently recommend. And we'll look forward to future updates of this guideline. Coming back to – at the start you mentioned how much has changed since the last guideline update. So Dr. Garje, in your view, what is the importance of this update and how will it impact both clinicians and patients with metastatic castration-resistant prostate cancer? Dr. Rohan Garje: The updated guidelines are designed to have a significant impact on clinical practice and also patient outcomes by providing clinicians with a comprehensive evidence-based framework for managing patients with metastatic CRPC. And also, by using these guidelines can make informed decisions, can select therapies tailored to patients' unique genomic status, clinical situation, where they are in the course of the cancer based on what they received previously. Also utilizing these guidelines, we can potentially improve patient outcomes, improve survival, and importantly have efficient use of healthcare resources. Brittany Harvey: Absolutely. We're always looking for ways to improve patient outcomes and survival. I want to wrap us up by talking a little bit about the outstanding questions in this field. So earlier you had mentioned about prospective data to come about PSMA PET scans, but what other outstanding questions are there for patients with metastatic castration-resistant prostate cancer? And what evidence is the panel looking forward to for future updates? Dr. Rohan Garje: We do have now rapidly evolving data specifically about the utility of the radiopharmaceutical lutetium-177 prior to chemotherapy. We are hoping that with newer data we can make some changes to the guideline based on that. We are also looking at newer drugs that are coming up in the pipeline, for example, androgen receptor degraders. We are looking at data that might potentially help based on bispecific T-cell engagers and newer radiopharmaceuticals. So I think in the next few years, we will definitely update all the guidelines again. But this time we are trying to do it more proactively. We are following a newer model. We are calling it as ‘living guidelines' where we are actually utilizing week by week updates where we look at the literature and see if there is any potential practice impacting change or publication that comes up. And we are trying to incorporate those changes as soon as they are available. That way patients and practicing physicians can get the latest information available through the guidelines as well. Brittany Harvey: That's great to hear. Yes, we'll await this data that you mentioned to continuously update this guideline and continue to improve patient outcomes for the future. So Dr. Garje, I want to thank you so much for your time to update this guideline. It was certainly a large amount of recommendations, and thank you for your time today, too. Dr. Rohan Garje: Thank you so much for having me here. And it's always nice talking to you. Brittany Harvey: And finally, thank you to our listeners for tuning in to the ASCO Guidelines podcast. To read the full guideline, go to www.asco.org/genitourinary-cancer-guidelines. You can also find many of our guidelines and interactive resources in the free ASCO Guidelines app, which is available in the Apple App Store or the Google Play Store. If you have enjoyed what you've heard today, please rate and review the podcast and be sure to subscribe so you never miss an episode. The purpose of this podcast is to educate and to inform. This is not a substitute for professional medical care and is not intended for use in the diagnosis or treatment of individual conditions. Guests on this podcast express their own opinions, experience and conclusions. Guest statements on the podcast do not express the opinions of ASCO. The mention of any product, service, organization, activity, or therapy should not be construed as an ASCO endorsement.

When should you turn on Social Security? There may be more variables at play than you think. Jake and Cory discuss the complexities of Social Security, discussing strategies to help optimize your benefits and the impact of longevity, health, and working longer. Curious about how your financial plan and tax situation play into this decision? Tune in for insights to help you make more informed choices. --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe   Contact us https://falconwealthadvisors.com/contact.html Order ‘Retiring Right' https://bit.ly/orderretiringright --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #socialsecurityplanning #retirementstrategies #financialplanningtips #socialsecuritybenefits #retirementdecisions #taxplanning #longevityandhealth #workinglonger #optimizingretirement #financialplanning

Ladies, are you confident in your financial future? Whether married or single, being on top of your finances is crucial. Are you prepared for the unique challenges women face in retirement? Tim Whisler, CRPC®, CLTC® chats about the importance of women's financial empowerment and understanding retirement planning. Delve into key areas like longevity concerns, the … Read More Read More

Send us a textJoin Kevin Lyles, CRPC™ and I for a long form discussion about strategies to simplify your life in Retirement. Both financial and non-financial topics about life simplification are discussed.If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Ever wondered why some retirement plans just don't work out? Jake and Cory are here to break down some reasons behind these failures. From underestimating expenses to dealing with market ups and downs, they share practical tips to help keep your retirement on track. Curious about how to avoid common pitfalls and make the most of your savings? Tune in for insights to help you avoid some retirement mistakes. --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe   Contact us https://falconwealthadvisors.com/contact.html Order ‘Retiring Right' https://bit.ly/orderretiringright --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #retirementplanning #financialliteracy #retirementgoals #investmentstrategies #marketvolatility #financialadvisor #retirementtips #emergencyfund #lifestylecreep #purposeinretirement

In our experience, it takes some retirees over a year to get comfortable spending their retirement savings. These four retirement income strategies can help change your thinking around spending money in retirement. By aligning your spending with specific goals, you can feel better about using your hard-earned savings. Understanding how your savings continue to work for you in retirement is important. Jake and Cory provide some guidance on ways to manage your retirement income and make more informed decisions. --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe  Contact us https://falconwealthadvisors.com/contact.html Order ‘Retiring Right' https://bit.ly/orderretiringright --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #retirementplanning #financialliteracy #retirementincome #investmentstrategies #financialfreedom #retirementtips #wealthmanagement #financialadvisor #retirementgoals #moneytips #retirementplanningtips #financialsecurity #retirementstrategy #personalfinance

Tariffs have seemingly taken over every headline imaginable. Let's take a step forward and try to understand the bigger picture of our emotional connection with money and what all of these headlines could mean for your retirement future. What can we control and what can we not control? What can history tell us? How are financial advisors feeling right now? Does this compare to previous market crises? Jake and Cory have a deep conversation about our relationship with money. --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe  Contact us https://falconwealthadvisors.com/contact.html Order ‘Retiring Right' https://bit.ly/orderretiringright --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors       #retirementplanning #tariffs #retirement #moneytips #investmentstrategies #marketvolatility #financialliteracy #wealthmanagement #retirementgoals #financialadvisor

Send us a textJoin me for the completion of the All Star #5 interview with Kevin Sebesta, CRPC™.Kevin shares his extensive knowledge and wisdom, and outlines his "Wing It" approach to Retirement spending.If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

You endlessly think your way out of retirement. You don't want to regret your decision. You don't want to run out of money. Sound about right? Retiring is a big life decision, but it doesn't need to be a stressful one. Jake discusses a recent conversation he had with a client considering retirement and practical ideas to help you approach retirement from a fresh perspective. --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe  Contact us https://falconwealthadvisors.com/contact.html Order ‘Retiring Right' https://bit.ly/orderretiringright --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors       #retirementplanning #financialindependence #retirementdecisions #retirementadvice #retirementtips #retirementstrategies #retirementgoals #retirementlife #retirementjourney #retirementconfidence #retirementpurpose #retirementidentity #retirementcoach #retirementstories #retirementinsights

Can you retire with a million dollars? Yes! Kind of… While $1,000,000 isn't what it used to be, it's important to understand what it means to you. Jake and Cory discuss cash flow in retirement and how different income sources contribute to your financial plan. Honesty and self-reflection are arguably as important as the dollars in your accounts. Tune in for scenarios and client stories from Jake and Cory. --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe  Contact us https://falconwealthadvisors.com/contact.html Order ‘Retiring Right' https://bit.ly/orderretiringright --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors       #retirementplanning #financialplanning #cashflow #milliondollarretirement #honestyinfinance #selfreflection #financialadvisor #inflationimpact #retirementgoals #personalfinance #retirementsuccess #financialstability #investinginretirement #retirementstrategies #purposeinretirement

Pastor's Patrick Hines (Bridwell Heights Presbyterian Church), Jim Thornton (Reformed Faith Presbyterian Church), and Henry Johnson (Trinity Presbyterian Church) tackle the Westminster Confession of Faith, Chapter 8, "Of Christ the Mediator" - paragraphs 5-8.

Pastors Jim Thornton, Patrick Hines, and Henry Johnson tackle the first four points of the Westminster Confession of Faith, Chapter 8, "Of Christ the Mediator"

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Matthew Mandell (https://www.linkedin.com/in/matthewlmandell/) is a Private Wealth Advisor and Managing Director of Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. With a Bachelor's degree in Finance from Pennsylvania State University and prestigious designations including CFP®, CRPC™, and RICP®, Matthew provides expert financial planning and investment strategies for high-net-worth clients.In this episode, Chris and Matthew discuss:1. The 10X Mindset2. How to Turn Clients into Advocates3. The Power of Networking4. When to Hire, When to Partner, and When to Stay SoloLinkedIn: https://www.linkedin.com/in/matthewlmandell/ Website: https://www.ameripriseadvisors.com/matthew.l.mandell/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Retirement goals change over time, and so does spending. Jake and Cory dive into the go-go, slow-go, and no-go years, revealing how spending evolves throughout retirement. Discover why many retirees underestimate their initial expenses and overestimate later ones. Learn how some manage spending through each phase of retirement. Understand the importance of investing in your health and relationships, not just your financial accounts. --------------- Subscribe to our newsletter https://bit.ly/upticksubscribe   Contact us https://falconwealthadvisors.com/contact.html  Order ‘Retiring Right' https://bit.ly/orderretiringright   --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #retirementliving #gogoyears #slowgoyears #nogoyears #financialplanning #healthinvestment #relationshipinvestment #retirementexpenses #financialsecurity #financialliteracy #retirementgoals #retirementplanning #retirementtips #retirementadvice #affordableretirement

Send us a textJoin me as I interview Kevin Sebesta, CRPC™. Besides being one of the youngest retirees I know, Kevin is also one of the most unique. If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

After retirement, investing may seem daunting. Especially if your account values start decreasing after years of increase. Jake and Cory explore simple ways to invest your money post-retirement by understanding the importance of risk tolerance, common pitfalls, and straightforward strategies. Learn the role of cash flow and how to weather market volatility. Investing in retirement might just be easier than you think! --------------- ⭐️ Subscribe to our newsletter ⭐️ https://bit.ly/upticksubscribe 

In this episode of the Active Advisor podcast, host Bryan Moore speaks with Steve Otten, CFP®, CRPC®, and Executive Vice President at Seventy2 Capital Wealth Management, about the transition from wholesaler to independent advisor. They discuss why client goals—not investments—should drive strategy, the benefits of independence, and how experience paired with longevity has the potential to create a competitive edge. Whether you're a financial professional or an investor, this episode offers insights into building meaningful client relationships and navigating the evolving landscape of wealth management.

CHAP. VII.—Of God's Covenant with Man.I. THE distance between God and the creature is so great, that although reasonable creatures do owe obedience unto Him as their Creator, yet they could never have any fruition of Him as their blessedness and reward, but by some voluntary condescension on God's part, which He hath been pleased to express by way of covenant (Isa. 40:13-17; Job 9:32-33; 1 Sam. 2:25; Ps. 113:5-6; 100:2-3; Job 22:2-3; 35:7-8; Luke 17:10; Acts 17:24-25).II. The first covenant made with man was a covenant of works (Gal. 3:12), wherein life was promised to Adam; and in him to his posterity (Rom. 10:5; 5:12-20), upon condition of perfect and personal obedience (Gen. 2:17; Gal. 3:10).III. Man, by his fall, having made himself incapable of life by that covenant, the Lord was pleased to make a second (Gal. 3:21; Rom. 8:3; 3:20-21; Gen. 3:15; Isa. 42:6), commonly called the covenant of grace; wherein He freely offereth unto sinners life and salvation by Jesus Christ; requiring of them faith in Him, that they may be saved (Mark 16:15-16; John 3:16; Rom. 10:6, 9; Gal. 3:11), and promising to give unto all those that are ordained unto life His Holy Spirit, to make them willing, and able to believe (Ezek. 36:26-27; John 6:44-45)IV. This covenant of grace is frequently set forth in Scripture by the name of a testament, in reference to the death of Jesus Christ the Testator, and to the everlasting inheritance, with all things belonging to it, therein bequeathed (Heb. 9:15-17; 7:22; Luke 22:20; 1 Cor. 11:25).V. This covenant was differently administered in the time of the law, and in the time of the gospel (2 Cor. 3:6-9): under the law it was administered by promise

Before you sell, watch this. Bearish and bullish investing are not strategies. Market downturns often trigger panic among investors. But if we know the market is volatile, why does this panic happen? Jake and Cory discuss ways to remedy this panic through market psychology, true stories from clients, and intelligent investing strategies. Stay tuned until the end for a quick tip from Jake. --------------- ⭐️ Subscribe to our newsletter ⭐️ https://bit.ly/upticksubscribe 

Looking poor may be as bad as looking rich. Jake argues that both behaviors stem from a desire to impress others or avoid judgment. Jake and Cory talk about the psychology of money and share personal insights on authenticity and human emotions. Is it possible to align your spending with your values, avoid societal pressures, and build a healthy relationship with money? --------------- ⭐️ Subscribe to our newsletter ⭐️ https://bit.ly/upticksubscribe 

Pastor Patrick Hines of Bridwell Heights Presbyterian Church in Kingsport, TNPastor Jim Thornton of Reformed Faith Presbyterian Church in Clarksville, TNPastor Henry Johnson of Trinity Presbyterian Church in Tazwell, VACHAP. VI.—Of the Fall of Man, of Sin, and of the Punishment thereof.I. OUR first parents, being seduced by the subtilty and temptation of Satan, sinned, in eating the forbidden fruit (Gen. 3:13; 2 Cor. 11:3). This their sin, God was pleased, according to His wise and holy counsel, to permit, having purposed to order it to His own glory (Rom. 11:32).II. By this sin they fell from their original righteousness and communion (Gen. 3:6-8; Eccl. 7:29; Rom. 3:23), with God, and so became dead in sin (Gen. 2:17; Eph. 2:1), and wholly defiled in all the faculties and parts of soul and body (Titus 1:15; Gen. 6:5; Jer. 17:9; Rom. 3:10-18).III. They being the root of all mankind, the guilt of this sin was imputed (Gen. 1:27-28; 2:16-17; Acts 17:26; Rom. 5:12, 15-19; 1 Cor. 15:21-22, 45, 49); and the same death in sin, and corrupted nature, conveyed to all their posterity descending from them by ordinary generation (Ps. 51:5; Gen. 5:3; Job 14:4; 15:14).IV. From this original corruption, whereby we are utterly indisposed, disabled, and made opposite to all good (Rom. 5:6; 8:7; 7:18; Col. 1:21), and wholly inclined to all evil (Gen. 6:5; 8:21; Rom. 3:10-12), do proceed all actual transgressions (James 1:14-15; Eph. 2:2-3; Matt. 15:19).V. This corruption of nature, during this life, doth remain in those that are regenerated (1 John 1:8, 10; Rom. 7:14, 17-18, 23; James 3:2; Prov. 20:9; Eccl. 7:20); and although it be, through Christ, pardoned and mortified;

Are you tired of cookie-cutter retirement advice that doesn't fit your life? Us too! Jake and Cory share real client stories to illustrate why retirement planning is a deeply personal process. Your portfolio, nest egg, retirement age, and more should never be compared to someone else's. You are your own person with your own goals and needs, and we believe your retirement planning should reflect that individuality. --------------- ⭐️ Subscribe to our newsletter ⭐️ https://bit.ly/upticksubscribe  

Jake and Cory say it's possible to retire at 50. Like most things, you'll need to plan for it. What are you going to do every day? Are your savings enough to fund your potentially 40-year retirement? Learn about accessing your funds before the typical retirement age and why health insurance costs might not be as daunting as you think. Plus, discover why you might not need to pay off all your debt before retiring. Jake and Cory share real-life scenarios and practical considerations if you're considering early retirement. --------------- ⭐️ Subscribe to our newsletter ⭐️ https://bit.ly/upticksubscribe 

"I'm dedicated to dispelling financial uncertainty for women and guiding them toward self-reliance." - Donna S. Cates Divorce is challenging, especially when significant wealth is involved. Dividing assets, valuing complex holdings, and ensuring financial stability for both parties requires specialized expertise. In this episode, Certified Divorce Financial Analyst (CDFA®) Donna S. Cates provides insights into high-net-worth divorce, covering key topics such as equitable distribution, valuing businesses and real estate, tax implications, and strategies to secure your financial future. Whether you're in the midst of divorce or rebuilding afterward, Donna's advice will help you navigate this complex transition. Donna, with over 20 years of experience, is a leader in financial empowerment, particularly for women. As the founder of "Money Matters Wealth Solutions" and "Navigating Divorce," she provides expert financial planning and divorce mediation services. She's also the bestselling author of Divorce Decoded and Financial Trendsetters. Join us for this crucial conversation on: Equitable vs. equal distribution of assets Valuing complex assets like businesses and intellectual property Tax implications and preserving wealth after divorce The benefits of working with a CDFA® during divorce If you're facing the challenges of high-net-worth divorce, this episode is a must-listen. Connect with Donna: Free Gift: Surviving the Storm: Navigating Through Divorce with 5 Smart Financial Steps - https://go.moneymatterswealth.com/surviving-the-storm Instagram: https://www.instagram.com/donnacates Facebook: https://www.facebook.com/MoneyMattersWealth; https://www.facebook.com/DivorceDivasAlabama/ LinkedIn: https://www.linkedin.com/in/donnacates/    Journey Beyond Divorce Resources: Join the High Conflict Divorce Support Group: https://www.jbddivorcesupport.com/hcdsg Follow JBD on Instagram: @journey_beyond_divorce Book a Free Rapid Relief Call: http://rapidreliefcall.com  A word from our sponsors: Soberlink is a revolutionary tool designed to support individuals in their journey to sobriety. As a leading provider of remote alcohol monitoring, Soberlink offers a secure and reliable solution that helps people stay accountable and transparent in their recovery process. We're grateful for Soberlink's commitment to enhancing the recovery process and providing valuable resources to our listeners. Learn more about how Soberlink can make a difference in your journey at www.soberlink.com/jbd ======= TalkingParents provides a comprehensive platform designed to simplify co-parenting and enhance communication between parents. With secure messaging, a shared calendar, and features for tracking parenting time, TalkingParents ensures that all important details and agreements are documented and accessible.  We're grateful for TalkingParents' support in simplifying co-parenting and enhancing communication for our listeners. Discover how TalkingParents can bring clarity and organization to your co-parenting journey at www.talkingparents.com/jbd

In episode 335 of Upticks, Jake and Cory discuss engaging with a fiduciary wealth advisor, planning for health insurance, accurately estimating your financial needs, defining your retirement lifestyle, the importance of tax planning, and aligning your investment portfolio with your financial plan.  --------------- ⭐️ Subscribe to our newsletter ⭐️ https://bit.ly/upticksubscribe 

In episode 334 of Upticks, Jake and Cory discuss four common mistakes that could derail your retirement plans. They discuss the importance of adapting your behavior, accurately estimating your financial needs, aligning your investment portfolio with your financial plan, and planning for taxes. These insights are important for retirees and those nearing retirement to consider when planning. Click here to subscribe to our newsletter! Click here to contact us! Click here to order ‘Retiring Right'! Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #retirementmistakes #financialbehavior #investmentalignment #taxplanningtips #retirementgoals

On this episode of Upticks, Jake and Cory cover a range of topics, from the Kansas City Chiefs' playoff prospects to the introduction of a new team member, Catalina Florez. They also delve into the volatile world of Trump Coin, discuss the pitfalls of Wall Street's market predictions, debate the relevance of the traditional 60/40 portfolio, and share regrets from Americans over 80. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show! Click here to subscribe to our newsletter! Click here to contact us! Click here to order ‘Retiring Right'!  Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode! Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     Connect with us: https://www.falconwealthadvisors.com/ https://falconwealthadvisors.com/insights.html?page=1 Follow us on social media: https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/           #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

On this episode of Upticks, Jake and Cory introduce the concept of a "spending cleanse" to promote financial mindfulness. They share a cautionary tale about annuities and a fraudulent investment scheme. The hosts debate the pros and cons of chasing the highest-yield savings accounts. They also discuss the implications of sustained higher inflation and the Federal Reserve's role. Finally, Jake shares his personal experience with private placements and the rise of private alternative asset ETFs. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show! Click here to subscribe to our newsletter! Click here to contact us! Click here to order ‘Retiring Right'!  Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode! Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     Connect with us: https://www.falconwealthadvisors.com/         https://falconwealthadvisors.com/insights.html?page=1      Follow us on social media: https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/           #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

In this episode, Pastors Sean and Jim discuss CRPC's three part sermon series entitled, "The Church on Mission" which looks at the Worship, Nurture, and Witness of the church. Watering Seeds is a ministry of Covenant Reformed Presbyterian Church (PCA) in Asheville, NC. You can learn more and hear our sermons on our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.covenantreformed.net/sermons⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. You can also find our sermon recordings on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sermon Audio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

On this episode of Upticks, Jake and Cory share listener suggestions on avoiding porch pirates and discuss Warren Buffett's biography, "Snowball." They dive into one man's quest for a perfect 850 credit score and explore tax avoidance strategies now accessible to the average investor. The conversation turns to the addictive nature of stock market trading apps and their impact on mental health. Stick around for ten surprising insights about retirement, emphasizing the importance of planning beyond just the financial aspects. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show! Click here to subscribe to our newsletter! Click here to contact us! Click here to order ‘Retiring Right'!  Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode! Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees. Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth. Connect with us: https://www.falconwealthadvisors.com/         https://www.falconwealthadvisors.com/content.html             Follow us on social media: https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/              Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors       #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

On this episode of Upticks, Jake and Cory look into lessons from young Warren Buffett's early investments, discuss the rising costs of homeownership due to insurance and taxes, and explore the U.S. retirement crisis with insights on how to save $4.5 million. They finish up with opinionated debate on guilt-free spending and ‘tightwads'. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show! Click here to subscribe to our newsletter! Click here to contact us! Click here to order ‘Retiring Right'!  Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode! Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees. Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth. Connect with us: https://www.falconwealthadvisors.com/         https://www.falconwealthadvisors.com/content.html             Follow us on social media: https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/              Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors       #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

On this episode of Upticks, Jake and Cory discuss a potential powerful Roth strategy for savers, share four insights to a happy retirement, and explore how you may protect retirement income from inflation. They also cover tax-efficient charitable giving options for seniors. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show! Click here to subscribe to our newsletter! Click here to contact us! Click here to order ‘Retiring Right'!  Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode! Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees. Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth. Connect with us: https://www.falconwealthadvisors.com/         https://www.falconwealthadvisors.com/content.html             Follow us on social media: https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/              Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors       #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

On this episode of Upticks, Jake and Cory address a recent client question about planning for elder care, emphasizing the importance of communication and financial planning. They share insights on how WSJ readers are integrating AI into their daily lives, discussing both the potential benefits and pitfalls. They explore potential untapped benefits of Health Savings Accounts (HSAs) for retirement savings, highlighting the triple tax benefits and the need for better education on their use. Finally, they address the importance of rebalancing investment portfolios, especially after significant market movements, to help maintain a well-diversified and balanced investment strategy. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show! Click here to subscribe to our newsletter! Click here to contact us! Click here to order ‘Retiring Right'!  Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode! Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees. Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth. Connect with us: https://www.falconwealthadvisors.com/         https://www.falconwealthadvisors.com/content.html             Follow us on social media: https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/              Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site. #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

On this episode of The Active Advisor podcast, host Bryan Moore chats with Dr. James Flanagan, PhD, President of Bentron Financial Group Inc., and Jigar Dosh, CRPC® and Financial Planner at Bentron. Join them as they discuss their professional journeys, the importance of active management, and personalized, purpose-driven retirement planning to empower clients.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠⁠https://UHNWC.com/⁠⁠⁠⁠   Cory Sims, AWMA®, CRPC®, CES, is the Founder, Managing Member, and Investment Advisory Representative for Sims Investment Management, LLC. Cory discusses his journey from a solo practitioner in 2013 to managing a firm with over $260 million in assets under management. Cory shares his early entrepreneurial spirit, his experience building a client base, and the importance of focusing on comprehensive financial planning. In this episode, Chris and Cory discuss: 1- Building the Business: Strategies and Challenges 2- The Importance of Client Relationships 3- Mentorship and Learning from Experience 4- Hiring and Developing Advisors LinkedIn: https://www.linkedin.com/in/cory-sims-971a9011/ Company LinkedIn: https://www.linkedin.com/company/sims-investment/  Website: https://www.simsinvestment.com/team-member/cory-sims  Maximize your marketing, close more clients, and amplify your AUM by following us on:  Instagram:  ⁠⁠⁠⁠https://instagram.com/ultrahighnetworthclients⁠⁠⁠⁠  TikTok: ⁠⁠⁠⁠https://tiktok.com/ultrahighnetworthclients⁠⁠⁠⁠  YouTube: ⁠⁠⁠⁠https://www.youtube.com/@uhnwc⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠⁠⁠  Twitter: ⁠⁠⁠⁠https://twitter.com/uhnwcpodcast⁠⁠⁠⁠  iTunes:  ⁠⁠⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠⁠⁠⁠ Spotify: ⁠⁠⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠⁠⁠ Website: ⁠⁠⁠⁠https://uhnwc.com⁠⁠⁠⁠  Work with us: ⁠⁠⁠⁠https://famousfounder.com/fa⁠⁠⁠⁠  DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

On this episode of Upticks, Jake and Cory explore the complexities of managing finances in retirement, highlighting the importance of tax strategies and flexibility. They share insights from seniors who continue to work past traditional retirement ages, discussing the personal fulfillment and health benefits they experience. The duo explores the ambitious salary goals of Gen Z, revealing the high financial aspirations of young Americans. Finally, they address the frequency of retirement withdrawals and its potential impact on long-term portfolio sustainability. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show! Click here to subscribe to our newsletter! Click here to contact us! Click here to order ‘Retiring Right'!  Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode! Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees. Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth. Connect with us: https://www.falconwealthadvisors.com/         https://www.falconwealthadvisors.com/content.html             Follow us on social media: https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/              Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site. #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

On this episode of Upticks, Jake and Cory discuss the Kansas City Chiefs' recent performance and share a personal story about a recent encounter with potential porch pirates. They discuss the positive aspects of retirement and explain the advantages and challenges of Roth IRA conversions for retirees in their 60s. Finally, they address the serious issue of sports gambling addiction and its impact on individuals and families. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show! Click here to subscribe to our newsletter! Click here to contact us! Click here to order ‘Retiring Right'!   Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode! Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees. Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth. Connect with us: https://www.falconwealthadvisors.com/         https://www.falconwealthadvisors.com/content.html             Follow us on social media: https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/              Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.  #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

Christopher Sullivan, CMT, Co-Founder and Portfolio Manager for Hyperion Decimus Who Manages around $200M AUM Name: Christopher Sullivan Title: Co-Founder and Portfolio Manager for Hyperion Decimus Website: www.hyperiondecimus.com Bio: 1.Began Financial Career at Morgan Stanley 2. Entrepreneur since 2010, 3. Prior to moving over to digital assets only in 2018, we ran a volatility arbitrage fund 4. Held Series 3,4, 6,7,10,24,30,31,33, 66 securities license, and hold CRPC, AWMA, CMT designations 5. Specialist in quantitative and systematic strategies, as well as Derivatives 6. Traded north of 50 billion in crypto since inception --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

On this episode of Upticks, Jake and Cory share their Thanksgiving reflections and favorite dishes before diving into the rest of the show. They discuss important steps to simplify your estate for your heirs and explore tax planning ideas to potentially lower your 2024 tax bill. Cory presents Boldin's 18 retirement rules, offering a modern perspective for financial planning. Thank you for joining us this week! If you have a topic that you would like Jake and Cory to discuss or debate live on Upticks, please email it directly to me at luke@falconwealthadvisors.com and I'll be sure to ask them to bring it up on the show! Click here to subscribe to our newsletter! Click here to contact us!  Click here to order ‘Retiring Right'! Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don't miss an episode! Falcon Wealth Advisors, based in Kansas City, is a wealth management team with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, helping ensuring transparency, control, and minimizing fees. Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth. Connect with us: https://www.falconwealthadvisors.com/           https://www.falconwealthadvisors.com/content.html              Follow us on social media: https://www.facebook.com/FalconWAdvisors/          https://www.instagram.com/falconwadvisors/          https://twitter.com/FalconWAdvisors          https://www.linkedin.com/company/falcon-wealth-advisors/               Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524          https://www.instagram.com/jake_falcon_crpc/?hl=en          https://twitter.com/jakefalconcrpc          https://www.linkedin.com/in/jakefalconfalconwealthadvisors        Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Falcon Wealth Advisors or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site   Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC member FINRA and SIPC. Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material is not intended or written to provide and should not be relied upon or used as a substitute for tax or legal advice. Information contained herein does not consider an individual's or entity's specific circumstances or applicable governing law, which may vary from jurisdiction to jurisdiction and be subject to change. Clients are urged to consult their tax or legal advisor for related questions.   #retirement #upticks #fwa #retiringright #kansascity #wealthmanagement #financialplanning

Are you spending too much time on tasks that are holding you back from your potential? Ana Trujillo Limón, Director, Editorial, and Executive Business Coach Jessica Colston, MS, PCC, team up in this episode to reveal how delegation and AI could transform the way advisors approach their work.Rather than simply assigning tasks, Ana and Jessica present delegation as a strategic approach to maximizing efficiency and personal growth. They share a practical framework for tapping into team strengths, engaging gig workers, and embracing technology to streamline operations.Jessica also explores AI's impactful potential in financial advisory. Tools like Otter and Zocks help advisors summarize meeting notes, craft client communications, and spark creative ideas, freeing up time to focus on what matters most.Listeners will gain actionable insights to deepen client relationships, optimize their workflows, and step into the work they love most, leaving routine tasks to trusted team members and cutting-edge tools. Jessica Discusses:Building Effective Teams: Use tools like the Kolbe assessment to delegate tasks aligned with team members' natural strengthsImproving Client Experiences: Free up time for personalized attention, especially during sensitive momentsPractical Delegation Tips: Start small—identify two tasks to delegate this month. For guidance, try Carson Coaching's “100 Tasks to Delegate” toolAnd much more!Resources:100 Tasks Every Advisor Should DelegateOtter.aiZocks.ioKolbeFiverrUpworkNavigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS®Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFAConnect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Jessica Colston:LinkedIn: Jessica Colston, MS, PCCCarson Group LLCCarson CoachingAbout Our Guest: Jessica Colston's passion is partnering with firm owners to discover the gap between their current situation and their desired success and then working with them to implement strategies that help them pursue their firm's full potential. A strong advocate of the importance of goal setting and process-based businesses, she sees the timeless concepts outlined in Tested in the Trenches paired with executive coaching as a powerful way already-successful advisors can increase their IQ (Implementation Quotient) and break through plateaus.Jessica earned her BA in Marketing from Grand Valley State University in Grand Rapids, MI. She later found her passion for coaching and consulting with business owners and earned her Executive and Professional Coaching Graduate Certificate.Send us your questions; we'd love to hear from you! Email us at framework@carsongroup.com.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Trey Smith, CFP®, ChFC®, CIMA®, CPWA®, CRPC®, is a Financial Advisor and the Senior Managing Director at Truist Wealth with 25 years of experience and $1.1 billion in assets under management. Trey shares his journey in wealth management, highlighting pivotal career moments and his client-first philosophy. He emphasizes the importance of trust, financial coaching, and uncovering blind spots for clients. In this episode, Chris and Trey discuss: 1. Succession Planning 2. Building a Legacy 3. Handling Client Relationships 4. Forward-thinking Financial Strategies LinkedIn: https://www.linkedin.com/in/treysmithcfp Website: https://www.truist.com/ https://www.truist.com/finder/wealth/the-smith-group-of-truist-investment-services-inc-nashville-tn-37203 Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: ⁠https://instagram.com/ultrahighnetworthclients ⁠ TikTok: ⁠https://tiktok.com/ultrahighnetworthclients ⁠ YouTube: ⁠https://www.youtube.com/@uhnwc⁠ Facebook: ⁠https://www.facebook.com/UHNWCPodcast⁠ Twitter: ⁠https://twitter.com/uhnwcpodcast ⁠ iTunes: ⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400⁠ Spotify: ⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠ Website: ⁠https://uhnwc.com ⁠ Work with us: ⁠https://famousfounder.com/fa ⁠ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Ever wondered why clients resist making financial decisions during life's biggest changes?By focusing on change management and behavioral finance strategies.Erin Wood, Senior Vice President of Financial Planning at Carson Group, joins Ana Trujillo Limón, Director, Editorial, to explore how financial advisors can support clients during major life events. Drawing on Bruce Feiler's concepts of "flashbulb moments" and "life quakes," Erin shares actionable steps for incorporating empathy and structure into planning.Listeners will learn how to apply behavioral finance insights, overcome decision paralysis, and enhance client outcomes through strategic environment adjustments and refined financial approaches.Erin discusses:How change management principles help advisors guide clients through career changes, loss, and other significant life eventsThe influence of "flashbulb moments" and "life quakes" on financial behaviors, and how advisors can navigate these pivotal experiences using Bruce Feiler's frameworkThe five stages of change—pre-contemplation, contemplation, preparation, action, and maintenance—and how to support clients through each stage, especially when partners are at different phasesCommon behavioral biases, including money avoidance, money worship, and money vigilance, and tools like the "postcard exercise" to uncover clients' financial prioritiesEffective methods for overcoming decision paralysis to help clients move past indecision, address biases, and achieve aligned financial goalsHow small changes in the environment, inspired by Dr. Wendy De La Rosa's insights, can enhance financial discipline, such as pairing budgeting with rewardsThe importance of continuous learning in behavioral finance, with recommendations for certifications like the Behavioral Financial Advisor (BFA) for practical applicationAnd much more!Resources:Bruce FeilerEp. 254: Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La RosaConnect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Erin Wood:LinkedIn: Erin Wood, CFP®, CRPC®, FBS®Sweet Financial PartnersCarson WealthAbout Our Guest: Erin Wood is an experienced financial planning professional with a focus on behavioral finance and change management. She helps clients and advisors navigate the complexities of life transitions by integrating empathy and evidence-based strategies into financial planning. Erin is passionate about continuous education and practical applications of behavioral finance to create more meaningful client relationships.Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.