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Hosted by don anders
Hosted by don anders
32 episodes with don anders
7 episodes with don anders
It's everyone's favorite topic: estate planning. Okay, so likely not, however, it is something that does need to be discussed and be a part of your retirement plan. In this video, Don goes over the importance of having a will and trust and how to use them.https://trustandwill.comThere is no compensation exchanged between Don Anders and trustandwill.com. Anders and Anders Financial Group, MAS and trustandwill.com are not affiliated entities.We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities and advisory services offered through Madison Avenue Securities, LLC. Member FINRA/SIPC and a Registered Investment Adviser. Anders Retirement & Investment Advisors and Madison Avenue Securities, LLC are not affiliated companies.Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. Anders Retirement & Investment Advisors is not affiliated with, or endorsed by, the Florida Retirement System or any other governmental entity.
If you're considering entering the FRS DROP Program, you can now defer entering for as long as you'd like and there is no deadline to enter into the Florida Retirement System DROP Program. In this episode, Don Anders discusses what options you have for deferring DROP, the pros and cons of staying longer, and who is eligible to do so. -------------------Visit our website and social media:https://frsdrop.com/https://andersretirement.com/https://www.facebook.com/andersretirementFRS/https://www.instagram.com/anders.retirementhttps://twitter.com/AndersFinancialhttps://www.linkedin.com/andersretirementWe are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities and advisory services offered through Madison Avenue Securities, LLC. Member FINRA/SIPC and a Registered Investment Adviser. Anders Retirement & Investment Advisors and Madison Avenue Securities, LLC are not affiliated companies.Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. Anders Retirement & Investment Advisors is not affiliated with, or endorsed by, the Florida Retirement System or any other governmental entity.
In this episode, Don Anders gets into what a Bonus Annuity, or what some insurance salespeople call the DROP Bonus Program, really is and the pros and cons of these Bonus Annuities. -------------------Visit our website and social media:https://frsdrop.com/https://andersretirement.com/https://www.facebook.com/andersretirementFRS/https://www.instagram.com/anders.retirementhttps://twitter.com/AndersFinancialhttps://www.linkedin.com/andersretirementBonus annuities are not offered as a DROP option. Don Anders may be compensated for the sale of annuity products.We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities and advisory services offered through Madison Avenue Securities, LLC. Member FINRA/SIPC and a Registered Investment Adviser. Anders Retirement & Investment Advisors and Madison Avenue Securities, LLC are not affiliated companies.Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. Anders Retirement & Investment Advisors is not affiliated with, or endorsed by, the Florida Retirement System or any other governmental entity.
To book an appointment with one of our advisors you can click here: https://calendly.com/andersfinancial/review-your-annuityIf you have an Annuity or CD that was purchased prior to 2022, you may want to sit down and review your options. With much higher interest rates, you may be able to transfer your old account into something that will pay you a higher rate. In this episode, Don Anders discusses the options you have to potentially take advantage of current interest rates. To book an appointment with one of our advisors you can click here: https://calendly.com/andersfinancial/review-your-annuity-------------------Visit our website and social media:https://frsdrop.com/https://andersretirement.com/https://www.facebook.com/andersretirementFRS/https://www.instagram.com/anders.retirementhttps://twitter.com/AndersFinancialhttps://www.linkedin.com/andersretirementWe are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities and advisory services offered through Madison Avenue Securities, LLC. Member FINRA/SIPC and a Registered Investment Adviser. Anders Retirement & Investment Advisors and Madison Avenue Securities, LLC are not affiliated companies.Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. Anders Retirement & Investment Advisors is not affiliated with, or endorsed by, the Florida Retirement System or any other governmental entity.
Do you know your risk tolerance? Is your risk tolerance the same as when you started your investments? In this episode, Don Anders describes what risk is, and how your risk changes over time, and goes through a screen share utilizing software to show how you can analyze your risk tolerance today.Ready to take the Riskalyze quiz? Click here: https://pro.riskalyze.com/embed/c15979a5cfd5e5f0c87cTo book an appointment with one of our advisors you can click here: https://calendly.com/andersfinancial/risk-tolerance-------------------Visit our website and social media:https://frsdrop.com/https://andersretirement.com/https://www.facebook.com/andersretirementFRS/https://www.instagram.com/anders.retirementhttps://twitter.com/AndersFinancialhttps://www.linkedin.com/andersretirementWe are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities and advisory services offered through Madison Avenue Securities, LLC. Member FINRA/SIPC and a Registered Investment Adviser. Anders Retirement & Investment Advisors and Madison Avenue Securities, LLC are not affiliated companies.Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. Anders Retirement & Investment Advisors is not affiliated with, or endorsed by, the Florida Retirement System or any other governmental entity.
Some participants of the Florida Retirement System see that their unused sick leave gets added to an account automatically. How does that work? What options do you have? In this episode, Don Anders discusses the intricacies and nuances of those special pay accounts and the options available to you as an employee.To book an appointment with one of our advisors you can click here: https://calendly.com/andersfinancial/special-pay-plan-------------------Visit our website and social media:https://frsdrop.com/https://andersretirement.com/https://www.facebook.com/andersretirementFRS/https://www.instagram.com/anders.retirementhttps://twitter.com/AndersFinancialhttps://www.linkedin.com/andersretirementWe are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities and advisory services offered through Madison Avenue Securities, LLC. Member FINRA/SIPC and a Registered Investment Adviser. Anders Retirement & Investment Advisors and Madison Avenue Securities, LLC are not affiliated companies.Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. Anders Retirement & Investment Advisors is not affiliated with, or endorsed by, the Florida Retirement System or any other governmental entity.
When it comes to your retirement, you want to choose an advisor that works in your best interest and one that you can trust with your hard-earned money. In this video, Don Anders discusses what it is like working with Anders Retirement & Investment Advisors including fees, structure, and what options are available to you.
Cost of living adjustment, aka, COLA. Many Florida Retirement System participants have had questions regarding COLA in regards to SB 7024 being signed. In this video, Don Anders discusses how COLA works, the most recent changes, and changes you can expect after the newest bill was signed.
Investment Plan vs Pension Plan. Pension Plan vs Investment Plan. Which one is right for you? In this video, Don Anders discusses 6 reasons why you might select the investment plan, rather than the pension plan, as a Florida Retirement System participant.
With the recent changes to the FRS, many have wondered how their retirement will be impacted by the new investment plan rate increases. In this video, Don Anders does a screen share utilizing Investor.Gov to illustrate how those rate increases change your retirement.
On June 5th, 2023, Florida Governor Ron DeSantis signed SB 7024, thus making changes to the Florida Retirement System. In this video, Don Anders is covering some of the frequently asked questions we have received to help clarify some of these changes and how they impact your retirement.
As of July 1st, 2023, Ron DeSantis signed a bill that make changes to the Florida Retirement System. In this video, Don Anders discusses the changes that impact the investment plan. For those who are a part of the investment plan, you will be seeing an increase in your plan (that's a benefit!) at no cost to you.
As of July 1st, 2023, Ron DeSantis signed a bill that make changes to the Florida Retirement System. In this video, Don Anders discusses the increase in the Health Insurance Subsidy with the dollar breakdown.
As of July 1st, 2023, Ron DeSantis signed a bill that changed the FRS in numerous ways. In this video, Don Anders discusses the impact it has on Special Risk Employees. If you're a Special Risk Employee, you now have new options when it comes to your retirement timetable.
As of July 1st, 2023, Ron DeSantis signed a bill that make changes to the Florida Retirement System. In this video, Don Anders discusses these changes and how they could potentially impact your retirement.
Don Anders discusses investing your Florida Retirement System DROP rollover directly into the stock market inside of your deferred comp 457, 403b, FRS Investment Plan, IRA, or other retirement vehicles. Don Discusses the concept of dollar cost averaging as a way to reduce your risk when investing lump sums of money.
Don Anders discusses how to create your retirement plan before you exit the FRS DROP Program. If you're worried about income, risk, DROP Rollover, or anything else, this video will walk you through how our advisors at Anders Retirement & Investment Advisors put together retirement plans.If you'd like to speak with one of our advisors feel free to click this link to schedule your complimentary phone appointment: https://calendly.com/andersfinancial/wpresidents
Don Anders discusses some of his favorite fixed account options for 2023. As the stock market gets more volatile, many people are looking for lower-risk investments for their retirement money or FRS DROP Rollovers. Don Discusses the 3 types of accounts he likes that offer principal protection and still give a competitive return. If you'd like to book an appointment to discuss Fixed Account Options you can do so here: https://calendly.com/andersfinancial/wpresidentshttps://www.bankrate.com/banking/cds/cd-rates/
If you're in the Florida Retirement System DROP Program, we'd like to invite you to our 2023 FRS DROP Webinar. At this live webinar, our CEO Don Anders will discuss what you need to know about exiting DROP in 2023. We will discuss the 3 DROP rollover options, retirement timeline, FRS forms, investment options, taxation, and much more. Click here to attend one of our upcoming 2023 FRS DROP Exit Webinars:https://event.webinarjam.com/register/696/w63q7col8
Don Anders and Brian Theis discuss ways to market and use PR to promote your sales process. Marketing and PR is good not only to get your name out there but for the credibility of your process. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.
Don Anders and Brian Theis talk about how to make their Financial Process and Financial Reports look gorgeous and presentable to clients.Canva Link: www.canva.comCourse on how to use Canva for financial advisors: Advisor's Platform Canva CourseFiverr Link: www.fiverr.comIf you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.Make sure you rate and subscribe to the podcast for more episodes and future updates.
Don Anders and Brian Theis get into how to build out customized reports that fit your financial practice and your sales process.If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.Make sure you rate and subscribe to the podcast for more episodes and future updates.
Don Anders and Brian Theis go over the exercise Brian and his team uses to help someone come up with the perfect name for their financial process.If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.Make sure you rate and subscribe to the podcast for more episodes and future updates.
Don Anders and Brian Theis discuss the best names for sales processes and the names you should avoid using when naming your process. Also -- how do you protect your process once you've named it.If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.Make sure you rate and subscribe to the podcast for more episodes and future updates.
Don Anders and Brian Theis talk about how having a defined sales process is key for growing your financial practice bigger than yourself. Whether you're looking to grow a national multi-billion dollar financial practice or you just want a simple lifestyle practice that works when you aren't there -- naming your sales process is critical. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.Make sure you rate and subscribe to the podcast for more episodes and future updates.
Don Anders and Brian Theis discuss why it's so valuable for financial advisors to name their process. From streamlining your sales process to giving a concise deliverable to your clients and prospects -- naming your process is one of the best things you can do to grow your financial advisory practice.If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.Make sure you rate and subscribe to the podcast for more episodes and future updates.
Financial Advisor Don Anders explains what a multi-year guarantee annuity is and how multi-year guarantee annuities work. Sometimes multi-year guarantee annuities are called MYGA. A multi-year guarantee annuity works very similarly to a CD and it gives the investor a fixed interest rate over a certain number of years, but there are certain Pros and Cons of MYGA's over CD's and Don Anders gets into those differences in this video.
Financial Advisor, Don Anders, explains how annuitization works and the pros and cons of annuitization vs. withdrawals. Does your annuity have to annuitize? Do you lose control over your money in an annuity? Which annuitization option should you pick? Why would you annuitize? Don Anders gets into each one of those annuity questions in this video.
Don Anders breaks down one of the top investments today for retirees: Fixed Indexed Annuities. Fixed Index Annuities are becoming a very popular investment for conservative investors. Don talks about the fees inside fixed index annuity, earnings inside FIA Annuities, and much more.
Wall Street Bets has recently come into the mainstream media through its meme stock trades like Gamestop Stock and AMC Stock. Financial Advisor, Don Anders, breaks down what the Wall Street Bets subreddit is and whether or not retirees and pre-retirees should be trading based on what they see there.
Don Anders breaks down how a 1035 exchange works and how you can use the 1035 exchange to rollover an annuity or life insurance tax-deferred.#annuity #annuities
Financial Advisor, Don Anders, breaks down the basic slices that you'll see in the pie charts on your financial statements.
Don Anders explains what a meme stock is and why people should be especially careful when considering meme stocks as a part of their retirement plan portfolio. Whether it's GameStop, AMC, Bitcoin, or some other investment that is popular for popularity sakes, you need to make sure you take precautions before investing.
Don Anders gives a complete breakdown of how Variable Annuities work, Variable Annuity fees, Variable Annuity Riders, and the pros and cons of variable annuities. Don goes over the different types of Variable Annuities and how to uncover the fees, including Hidden fees, that may be inside of your variable annuity.
Financial Advisor, Don Anders, breaks down Mutual Fund C Share Fees. Usually, there is a one year time commitment and a higher expense ratio that goes along with C Shares.Don Anders tells you how to figure out how much you're paying in mutual fund fees and what types of mutual funds to avoid. #donanders #mutualfunds #retirementplanning #investments
Don Anders breaks down Mutual Fund B Share Fees. Usually, there is a time commitment on this type of mutual fund, and if you surrender the account before the time commitment is over you'll have a surrender charge.Don Anders tells you how to figure out how much you're paying in mutual fund fees and what types of mutual funds to avoid. #donanders #mutualfunds #retirementplanning #investments
Financial Advisor, Don Anders, breaks down Mutual Fund A Share Fees. Usually, there is an upfront commission on this type of mutual fund with ongoing expense ratios, 12b-1 fees, and more. Don Anders tells you how to figure out how much you're paying in mutual fund fees and what types of mutual funds to avoid. #donanders #mutualfunds #retirementplanning #investments
403b TSA Retirement Plans Fees can be complicated especially since there are a variety of different types of plans you can have. 403b's can be mutual funds, fixed annuities, variable annuities, etc. and Don Anders breaks down each one and how to uncover how much in fees you're paying. So if you have a Tax Sheltered Annuity 403b, make sure you watch this video to learn how to find out how much you're paying in fees.If you'd like to meet with one of our advisors to discuss 403b options click here to schedule an appointment: https://andersretirement.com/schedule...
Financial Advisor Don Anders explains what a multi-year guarantee annuity is and how multi-year guarantee annuities work. Sometimes multi-year guarantee annuities are called MYGA. A multi-year guarantee annuity works very similarly to a CD and it gives the investor a fixed interest rate over a certain number of years, but there are certain Pros and Cons of MYGA's over CD's and Don Anders gets into those differences in this video.
This is the audio recording from Don Anders' 2018 Fincon Presentation: How to Leverage Social Media as a Financial AdvisorIn this presentation, Don Anders talks about how he got started using Social Media and the basics of leveraging Social Media platforms. Click here to learn more about Advisor's Platform
One of the biggest questions we get is Will Social Security Last for my lifetime? Don Anders gets into what he thinks about Social Security Running out of money and the Social Security changes he thinks they will make to make sure social security will not run out of money. Will Social Security Run Out Of Money? Will Social Security Fail?
Don Anders sits down with Heather Schreiber, a retirement planning and Social Security consultant for financial advisors. Many of your know Heather from her speaking, writing, and consulting work with Ed Slott and his Ed Slott Elite IRA Group. Heather and Don discuss what financial advisors are doing incorrectly when it comes to Social Security planning, how to uncover opportunities using Social Security as a topic, and the best practices when doing a Social Security presentation or seminar. If you're interested in using Heather's "Women's Guide to Social Security 2021" Turn-Key Webinar Presentation, click here: https://www.advisorsplatform.com/products/womenssocialsecurity To Learn More about Heather's Consulting Firm and Services, click here: https://www.hlsretirementconsulting.com/
Don Anders discusses the recent Florida Senate Bill 84 that was passed on the Senate but then died on the House floor. To attend one of our upcoming Social Security webinars click HERE
Don Anders sits down with Steve Caroll who's the Head of Product & Operations at Wealthbox. Wealthbox is a modern CRM (client relationship manager) built for financial advisors. Don and Steve talk about what makes Wealthbox different from the other CRM's out there and some easy to use features for financial advisors.If you'd like to try out Wealthbox you can try it for free here: https://www.wealthbox.com/, and Make sure that you use the discount code "MFA2021" for 10% off. Join our Private Facebook Marketing Group CLICK HERELearn more about Advisor's Platform: CLICK HERE
Don Anders sits down with Charles Alexander to discuss his unique niche: Creating 90-second explainer videos for financial advisors. Charles discusses the do's and don'ts of explainer videos and storytelling online in general and shares what his work looks like. (Check out the YouTube video of the interview to see what one of the explainer videos looks like)If you'd like to get your own customized "Meme Stock" explainer video for free CLICK HEREJoin our Private Facebook Marketing Group CLICK HERELearn more about Charles Alexander CLICK HERE
Don Anders sits down with Victor Medina to discuss Estate Planning for Financial Advisors. Some of the topics we discuss are:The importance of having a true estate plan for clientsUsing Online Services vs. Estate Planning AttorneysHow to find an Estate Planning Attorney that will fit well with your adviceUsing Annuities inside of Trusts to protect clientsLearn more about Don Anders and Advisor's Platform:Advisor's Platform WebsiteMarketing for Financial Advisors Facebook GroupWatch and subscribe to Victor Medina's Youtube page here:Medina Retirement Planning
Don Anders and Donovan Stull discuss the new 2021 Apple privacy updates which could make a huge impact on Facebook advertising for Financial Advisors. Advisor's Platform WebsiteMarketing for Financial Advisors Facebook Group
Don Anders sits down with Jorge Villar and Patrick Schartz from Leading Response to discuss the best practices for mailers in 2021. Do mailers direct to appointments work?Are mailers still a good option to fill financial seminars?What isn't working with mail in 2021?How to hedge the risk of COVID-19 shutdowns.If you're considering doing a mail campaign, make sure you reach out to patricks@leadingresponse.com to get your own customized "Goldstar Seminar Report" in your area and with your desired demographics. Learn more about Don Anders and Advisor's Platform: https://www.advisorsplatform.com/Make sure to follow us on YouTube, LinkedIn and Facebook for future updates: @advisorsplatform
This is a recording of a live presentation that Tom Hegna and Don Anders did in 2021 on webinar best practices. Don Anders discusses webinar marketing and software best practices and the top marketing trends of 2021 for financial advisors. Tom Hegna discusses webinar presentation best practices. From what subjects to cover to how to give a great online presentation that will give you financial appointments. Afterwards, Don and Tom spend some time doing question and answers from the over 250 attendees. Resources:If you're interested in having Tom Hegna host a presentation, you can click here to talk to one of our teammates about that: https://calendly.com/advisorsplatform/tomhegnawebinarAttend one of our upcoming "Webinar Best Practices" webinars: https://event.webinarjam.com/register/503/vm78li5z
Don Anders and Brian Theis discuss ways to market and use PR to promote your sales process. Marketing and PR is good not only to get your name out there, but for the credibility of your process.
Don Anders and Brian Theis discuss the best names for sales processes and the names you should avoid using when naming your process. Also -- how do you protect your process once you've named it.If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.Make sure you rate and subscribe to the podcast for more episodes and future updates.
Don Anders and Brian Theis go over the exercise Brian and his team uses to help someone come up with the perfect name for their financial process.If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.Make sure you rate and subscribe to the podcast for more episodes and future updates.
Don Anders and Brian Theis get into how to build out customized reports that fit your financial practice and your sales process. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.Make sure you rate and subscribe to the podcast for more episodes and future updates.Check out our sister podcast "Marketing for Financial Advisors" for more information on marketing and interviews with some of the top marketing minds in the financial industry.
Don Anders and Brian Theis talk about how to make their Financial Process and Financial Reports look gorgeous and presentable to clients. Canva Link: www.canva.com Course on how to use Canva for financial advisors: Advisor's Platform Canva Course Fiverr Link: www.fiverr.com If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.Make sure you rate and subscribe to the podcast for more episodes and future updates.Check out our sister podcast "Marketing for Financial Advisors" for more information on marketing and interviews with some of the top marketing minds in the financial industry.
Don Anders and Brian Theis talk about how having a defined sales process is key for growing your financial practice bigger than yourself. Whether you're looking to grow a national multi-billion dollar financial practice or you just want a simple lifestyle practice that works when you aren't there -- naming your sales process is critical. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.Make sure you rate and subscribe to the podcast for more episodes and future updates.
Don Anders and Brian Theis discuss why it's so valuable for financial advisors to name their process. From streamlining your sales process to giving a concise deliverable to your clients and prospects -- naming your process is one of the best things you can do to grow your financial advisory practice.If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.Make sure you rate and subscribe to the podcast for more episodes and future updates.
Jonathan Musgrave, Founder of Steep Digital Marketing, on Seminar and Webinar Marketing for Financial Advisors. Jonathan and Don Anders discuss webinar and seminar best practices for financial advisors, topics, locations, and expectations. They also get into how to write and create engaging content and advertising on Facebook, YouTube, and other digital platforms for Financial Advisors. Click here if you'd like to learn more about Steep Digital Marketing: https://steepdigital.com/Learn more about Don Anders and Advisor's Platform: https://www.advisorsplatform.com/Make sure to follow us on YouTube, LinkedIn and Facebook for future updates: @advisorsplatform
Kevin Clark, CEO and Co-Founder of Plan Confidence, discusses their software that helps you give compliant advice on 401k, 403b, 457, Pension, Variable Annuity, or any other plans that are held away, and lets you bill directly from the software. Kevin and Don Anders get into how the Plan Confidence software works, the client experience, and the advisor experience. They also discuss potential compliance issues for advisors giving advice on 401k's under the new ERISA rules. Use the discount code "MFA2021" to try the Starter plan for $99 a month or the Pro plan for $239 a month: https://share.hsforms.com/1U-TpUZceRwG3O-DpmmKeAw381oiLearn more about Don Anders and Advisor's Platform: https://www.advisorsplatform.com/Make sure to follow us on YouTube, LinkedIn and Facebook for future updates: @advisorsplatform
Brad Swineheart, VP of Business Development at White Glove Workshops, joins us to discuss best practices for financial seminars and financial dinner workshops in 2021. Brad and Don Anders discuss the difference between marketing in 2019 and 2021 and how things have changed, the best topics, and the best venues. Brad and Don discuss the pros and cons of educational financial workshops and financial dinner seminars. If you're interested in running your first event with White Glove Workshops, click here and mention this podcast: https://whiteglove.com/services/seminars/Learn more about Don Anders and Advisor's Platform: https://www.advisorsplatform.com/Make sure to follow us on YouTube and Facebook for future updates: @advisorsplatform
Don Anders breaks down the different Medicare options in an easy to understand way. Whether it's Medicare supplement, Medicare Advantage, Medicare Part D, or any other Medicare options.
Don Anders sits down with Angie Herbers, CEO of Herbers & Company to discuss the 8 Areas of Advisory Firm Growth:SalesMarketingLeadershipGrowth ManagementHuman CapitalClient ExperienceOperationsDon and Angie also discuss the growing pains that can happen in the different stages of growing a financial firm from start-up to billions of AUM. They also discuss a Herbers & Company innovation: Diamond Teams. For more information on Herbers & Company you can visit them here: https://www.angieherbers.com/Link to our YouTube Page: https://www.youtube.com/channel/UCxAHYa8YiLyfrlgULY98eCA?sub_confirmation=1Link to the MFA Podcast Website: https://mfapodcast.com/Link to Advisor's Platform Website: https://www.advisorsplatform.com/
Don Anders discusses new changes for policies regarding financial advisors being able to ask for reviews. Don discusses the pros and cons of asking for reviews, and some of the best practices for asking for reviews for your financial practice.(Note: Don Anders and Advisor's Platform are not compliance experts. Anything said in this podcast is for information and discussion purposes only, and you should seek the advice of your compliance department or a FINRA/SEC compliance attorney before taking any actions discussed in this podcast.)Link to our YouTube Page: https://www.youtube.com/channel/UCxAHYa8YiLyfrlgULY98eCA?sub_confirmation=1Link to the MFA Podcast Website: https://mfapodcast.com/Link to Advisor's Platform Website: https://www.advisorsplatform.com/
One of the most common questions we get is "what is the best medicare supplement plan". In this video, Don Anders gets into why medicare plans are mostly the same between companies. If you'd like to talk with someone about your Medicare Supplement Options, click here: https://calendly.com/andersfinancial/medicarewebinar?month=2021-01
Don Anders talks with Erica Pauly, Founder of Track That Advisor, on what the 2020 benchmarks were for financial advisor marketing and why it's so important to track your marketing ROI and your production. We discuss:Benchmarks for Financial Seminars including ROIBenchmarks for Financial WebinarsThe Value of Tracking Your Numbers as a Financial AdvisorTrack That Advisor specializes in helping financial advisors track and benchmark their production and marketing efforts -- which is key to making good decisions as a business owner. Track That Advisor is offering $500 off of onboarding for listeners. You can learn more about that here: https://trackthatadvisor.com/If you'd like to reach out to Erica directly you may email her at erica@trackthatadvisor.comAs always, feel free to visit https://mfapodcast.com/ where you can find our information on how to do webinars. Make sure you join our private Facebook Group here: https://www.facebook.com/groups/2273851866200933/
We’ve talked about using this time in 2020 as an opportunity to evaluate and improve your business. One area that needs the attention of many advisors is marketing and lead nurturing. Today we welcome on Don Anders of Advisor’s Platform to tell us how to embrace new marketing platforms and processes to reach prospects and convert them into clients. Read more and get additional resources here: https://www.emerging-advisor.com/ep-8-embracing-new-technologies-processes-with-don-anders/ Connect with our guest: https://www.advisorsplatform.com/ What we discuss on this show: 0:45 – Joined today by Don Anders2:34 – When he first started marketing on Facebook4:20 – Shift from direct mail to digital6:39 – How you should think about list-building and your database14:50 – Lead management 15:28 – Coffee Drops19:12 – Consistency is key23:38 – Digital marketing companies27:04 – Don’s story of how he transitioned his business to virtual34:07 – Use this time to be introspective about your business39:56 – How to learn more about what Don does
Don Anders sits down with America's IRA Expert, Ed Slott. Ed Slott is a PBS television show host, public speaker, and high-level coach to financial advisors throughout the country. Don and Ed discuss how he became the leader in IRA tax advice, and why it's so important for Financial Advisors to stay up to date on the ever-changing laws. Ed has a new book coming out in 2021 called "The New Retirement Savings Time Bomb" that will be great for both financial advisors and clients. You can download Ed's 7 Best Strategies: Year-End Retirement Tax Planning for 2020 here: irahelp.com/7bestideas2020You can learn more about Ed's 2-Day IRA Workshop here: https://www.irahelp.com/2-day/virtual-ira-workshop-2021-02
Don Anders sits down with Scott Dougan and Sean Lee from Retirement Elevated and Emerging Advisor to discuss the pros and cons of teaching college educational classes as financial advisors. Sean and Scott share the success they've seen and the changes they've had to make in 2020. If you're interested in learning more about holding your own Retirement Elevated classes you can check them out here: https://www.emerging-advisor.com/marketing-programs/Also -- Make sure to check out their podcast The Emerging Advisor Podcast wherever you get your podcasts.
Don Anders sits down with Dr. Travis Parry, the founder and CEO of The Make Time Institute, to discuss Achieving Balance as a Financial Advisor. Dr. Travis Parry is a former financial advisor who has dedicated his life to helping financial advisors lower stress and achieve a meaningful work-life balance after his father passed away at the early age of 49. Don and Travis get into the 3 Myths of Work-Life Balance that Travis highlights in his upcoming book "Achieving Balance":1) Balance2) Productivity3) Personal DevelopmentDon and Travis also discuss unique challenges that financial advisors face, and tips and tricks to become more productive and less stressed. You can pre-order Dr. Travis Parry's upcoming book "Achieving Balance" here.
Don Anders sits down with Robert Sofia, the CEO and Founder of Snappy Kraken, a digital marketing company for financial advisors.In this episode, we discuss the Top 8 Topics that are working in 2020, best practices when naming your business, and digital marketing tips for financial advisors. If you're interested in using Snappy Kraken, you can get 10% off your monthly subscription by using the code "MFA2021". Click HERE to learn more.
We explain the 457(b) Deferred Compensation Plan. If you are a state employee or government employee you probably have access to a 457 Deferred Comp plan. How does a 457 b plan work? What's the difference between a 457 and 401k? When can you take money out of your 457 plan?457 deferred compensation plans are available to Police officers, Fire Fighters, Teachers, and all other government employees. Don Anders discusses all of that in this video. Would you like to review your 457 deferred comp plan? Visit our website to learn more: https://andersretirement.com/
In this episode of Marketing for Financial Advisors we are joined by David McKnight again. The last time we had David McKnight on he talked about "The Power of Zero" which his best selling book, movie, and presentations are based on. He joins us again to talk about his latest book that will be released on November 17, 2020 "Tax-Free Income for Life". Including the book, we get into discussions on pros and cons of annuities, roth conversions, and how to talk to clients about paying taxes now instead of in the future. Resources:You can order David McKnight's latest book "Tax-Free Income for Life" HEREIf you'd like to order in bulk of 20 or more for your clients, you can email David directly at David@powerofzero.comYou can watch "The Power of Zero" feature film HEREAs always you can visit our podcast page HERETo learn more about Don Anders and Advisor's Platform you can click HERE
Don Anders discusses the cost vs. results for Facebook marketing in 2020 for Financial Advisors. With the election looming large and marketers forced to go digital, is it still worth doing Facebook ads in Q3 of 2020?
Don Anders discusses why you should spend less time, money, and energy to get new leads, and why financial advisors should focus on their existing database of clients, prospects, and clients.
Don Anders discusses why you shouldn't pay off your house before retirement. Many people who give blanket retirement advice talk about the debt-free retirement myth, and while being debt-free is nice, sometimes it can be detrimental to your entire retirement plan. Especially if you plan to pay off the house with 401k or pension money!
This week's guest on Marketing for Financial Advisors is financial expert, speaker, and author Tom Hegna to discuss the concept behind his best selling book Paychecks and Playchecks and his book / PBS special Don't Worry Retire Happy. Tom Hegna and Don Anders discuss how important guaranteed income is inside your portfolio, and why financial advisors should make sure their client's income is covered first and foremost. Tom and Don get into a discussion about the all annuities are bad myth, and what it truly means to be a fiduciary. Resources:Tom's Coaching, Webinars, and Resources (Tip: Watch one of his webinars for a lifetime discount): TomHegna.comMeet The Author Customized Webinars: https://www.advisorsplatform.com/products/tomhegna
What is a ROTH IRA and How does it work? Don Anders explains the benefits of ROTH IRA, ROTH 401k, ROTH 403b, or any other ROTH account you may have, and why it's so important to invest in a ROTH if you have the opportunity and it fits your financial needs.
Don Anders discusses the 4 Social Security changes to keep from running out of money. One of the biggest concerns we hear is "will social security run out of money" or "is social security going broke?" The simple answer is, yes and yes. There is a US Social Security Crisis, and changes to social security have to be made.
Do you know what the #1 biggest fear in retirement is? Running out of money.Don Anders discusses why if you're having that concern, you're not alone, and the steps that you can take to ensure you don't have to worry about running out of money.If you'd like your own retirement income analysis, visit our website: https://andersretirement.com/
Don Anders sits down with retirement and tax experts Marty Ruby and Becky Swansburg to discuss the importance of reducing taxes in retirement. We discuss how the new CARES Act stimulus package has put tax planning at even higher of a priority, and how advisors can leverage tax planning software to help their clients convert money from taxable accounts to tax-free accounts. Marty Ruby founded Stonewood Financial to provide financial advisors with Software and Marketing support around reducing their client's and client's beneficiaries tax liabilities. Becky Swansburg is Marty's daughter and she comes from a political background. Becky brings a unique perspective from working inside of Washington, DC on where taxes are going in the future. For more information on Stonewood Financial's software and marketing tools, visit their website here: https://www.stonewoodfinancial.com/If you're interested in learning more about using our Turn-Key webinars with Marty and Becky visit our website: https://www.advisorsplatform.com/As always, visit the Marketing For Financial Advisors Podcast page for show notes and other information: https://mfapodcast.com/
Don Anders discusses with author and filmmaker David McKnight about the importance of The Power of Zero and how it has helped clients sort themselves in the lowest tax bracket possible. David emphasizes the importance of differentiating yourself from other advisors by handling tax rate risk on top of longevity risk so your message stands out and how you can use the Power of Zero book or movie to get them interested.For everything from David McKnight, please visit:davidmcknight.comthetaxtrain.compowerofzero.com For more episodes and marketing solutions from Don Anders, please visit: mfapodcast.comadvisorsplatform.com
Don Anders and Josh Bretl go over all the steps of Josh's Active Campaign system and how it automates any leads or prospects into his Facebook lists.
In addition to the Florida Pension options, you'll also have the option to contribute to an optional employer plan. We discuss the difference between 403(b), 457, and Roth. We also discuss some tricks you can use to help you save more and to pick the right investments for you. For more information, to register for one of our upcoming webinars, or to schedule an appointment, visit us at http://www.frsdrop.comShow transcription:Don Anders: Hello, this is Don Anders, and welcome to the Florida Retirement System Podcast. This is episode number two of 15. Here with us as the last episode we have Alex Dingman. How you're doing Alex?Alex Dingman: I am doing pretty well. You know, the firefighter gig just getting it underway, and I'm feeling pretty good about it.Don Anders: As you know, if you listened to episode one, Alex is our fictional new firefighter.Alex Dingman: Yes, and if you looked at me, you would tell that I'm not actually a firefighter.Don Anders: You won't be able to get the gas mask on with that beard.Alex Dingman: No, no, I don't think I'd work out.Don Anders: All right. So what we're going to get into now is you just got hired. We chose the investment plan or the pension plan last time, went over the options. Now let's talk about your optional retirement plan. If you're ... so firefighters, police officers, most state employees will have a 457. Teachers also usually have a 457, but they also usually have a 403(b) as well. A 403(b) is kind of the default for any kind of school board person. 457 is the default for anyone else in the state.Don Anders: So you're going to have a 457 available to you. There might be one option, there might be two, three, four different options that you can go with depending on your agency, who you're working with. So the big question that I'm guessing you have is, who should you contribute to?Alex Dingman: Yeah. I mean, I've heard of 401ks before now, but these are specific to public employees then?Don Anders: Yeah. And if you have ... so a 457, another name it's basically I like to call that a public employee's 401k. A 403(b) I like to call it a teacher or a school board or a nonprofit's 401k. There's a little differences, but when you're just getting started, the big thing that you want to look for, first off, if there's just one option, then you contribute to that option. Usually just retiring with pension, social security is not going to be enough, so you want to make sure you contribute with something. And if you can, I really want you to make sure that you contribute a percentage of your salary, not an actual dollar amount because if you contribute a percentage, let's say it's 6%, every time you get a raise, the amount that's going in is going to go up as well.Don Anders: If you can do that, please do it. If you can't, sometimes they just allow you to just contribute $50 or $100. This is actually how I got started, was signing people up for these types of plans. If you can just contribute $100, next time you get a raise, let's say it's $200 per paycheck, can take half of that, so take $100, send that to your retirement and then give yourself the other $100 raise because you want an extra cup of coffee a dayAlex Dingman: Well, and this goes back to the old saying of paying yourself first, right?Don Anders: Yeah.Alex Dingman: And that's the big reason why you do this, because you're the first one that gets money from your paycheck that you earned.Don Anders: Yeah. When you first start, you're not paid a lot as a state employee. That's not... You did not become a firefighter to get rich.Alex Dingman: No.Don Anders: If you did, that was a bad scheme. The reason that is it's passion or you did it because of job security or something like that. So you need to make sure you pay yourself so you can retire, b
In this episode Don Anders gets into whether you should pick the FRS Investment Plan or the FRS Pension plan. You make this decision when you first start working, but you can also change it using your one-time second election.For more information, to register for one of our upcoming webinars, or to schedule an appointment, visit us at http://www.frsdrop.comTranscription:Don Anders: Hello, this is Don Anders, and welcome to the Florida Retirement System Podcast. The purpose of this is just to educate people on retirement, and it's myself, Don Anders. I've been working with FRS retirees for over a decade now. My firm and myself, we've helped over 2,000 people retire, just like you, from the Florida Retirement System.Don Anders: The reason I started this podcast was because we hear all the time of, "Hey, we really wish we had this education earlier on, before we chose our options, not right when we go to retire," because that's when my firm works with people. So, we decided to do this podcast to educate.Don Anders: With me we have Alex Dingman. Alex is a longtime friend of mine. He works doing radio, doing podcasts. I brought him on to help me produce this and get it out to you, but more importantly, Alex knows nothing about the Florida Retirement System. So I wanted to bring him on and almost make it like he's a new employee, or someone that is getting ready to retire, and my goal is going to be to educate him on your options, on the FRS options. Because if I can educate him, who's starting from pretty much nothing from an educational standpoint with the FRS, then hopefully I'll be able to educate you on it as well. So, Alex-Alex Dingman: It's good to be. I hope I can guide you, kind of ask the questions, given the perspective that I'm going to have here, of not knowing much, and then, like you said, you can be the one to educate me, Don.Don Anders: Hopefully we can. Well, we'll see what we can accomplish. By the way, this is a serial podcast. What that means is we're not going to do a bunch of ongoing ... There's going to be about 15 episodes, and then if there's any updates or changes down the road, we'll go ahead and issue bonus episodes. So, don't think this is going to be a two- or three-year commitment to listen to. 15 episodes, not too long, so you could even knock these out in an afternoon, okay?Alex Dingman: Outstanding.Don Anders: Okay. What I wanted to start off with is the difference between the pension plan and the investment plan, Alex. What the pension plan and investment plan is, are the two options. Let's say you're about to start working. Okay? What do you want to be? You want to be a teacher, firefighter, police officer?Alex Dingman: Firefighter. That sounds pretty cool. Always been a dream of mine to be that cool, so let's do it for this [crosstalk]Don Anders: Were you playing with the fire trucks as a kid?Alex Dingman: Yeah. Oh, you know it. Yeah.Don Anders: Okay.Alex Dingman: Love it.Don Anders: All right. So you finally get your dream to become a firefighter. You get on board, and they're going to give you a packet. In that packet, it asks, "Do you want to go with the pension plan or the investment plan?"Alex Dingman: And I have no idea. I mean, I can think in my head, I've heard these terms before, investing, obviously, putting my money somewhere, a pension, I think that means money you get after you retire. But I'm not really sure what the difference is, Don.Don Anders: Yeah. And that's pretty accurate, but they both apply to the pension. The FRS is a little unique. Not all pension plans allow people to do this, but the FRS allows you to either have a cash value, a lump sum, or they allow you to have a monthly traditional pension there. There's a few factors that you want to factor in. First off, how long do you plan on being a firefighter?
In the final installment of the 5 Needs of Money, Don Anders discusses liquidity. Now that all the needs of been talked over, you, the listener, are able to truly understand how each need impacts your life and your future.
In the fourth installment of the 5 Needs of Money, Don Anders discusses the safety/stability part to these needs. Everyone looks for safety with their money, and with this podcast, those "safety nets" are brought to light.
This edition of Easy Money with Don Anders discusses the 5 Needs of Money (Income, Liquidity, Death Benefit, Salary, and Growth) accompanied by personal stories and experiences.
Don Anders gets into what he considers to be a large problem in the financial industry -- people selling products instead of giving advice.
Easy Money Podcast: Investment Advisor Representative, Don Anders, explains financial concepts in easy to understand ways using real life stories, examples, and experiences. Our goal is to be the antidote to national talking heads that give blanket advice to the masses. In the first episode of Easy Money Podcast Don Anders discusses what to expect from the podcast and makes some promises to the listeners.
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