Podcasts about financial advisors

Viral clips make big promises...so we brought Humphrey Yang to test them. We unpack the “drop to the 12% bracket” myth, rent vs buy math, why being frugal scales (even for LeBron), the ETF overlap trap, and the market timing that works. Practical steps, zero fluff. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. ⁠⁠⁠⁠DRINKAG1.com/MONEYGUY Learn more about your ad choices. Visit megaphone.fm/adchoices

Show highlights include:  00:00 – Intro01:10 – Insights vs. Actionable Insights05:28 – Understanding Social CRM & Platform Integration09:31 – Building a Unified, Holistic Client View12:54 – Social Listening, Keyword Tracking & Prospecting15:08 – Hyper-Personalized Outreach That Converts18:31 – Automation, Intake Forms & Scaling Engagement20:37 – CRM as the Engine of Your BusinessBrian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the business - the place where data, insights, and action come together.Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

On this episode: Unspent money = unrealized memories. Most of us go right along with Uncle Sam’s plan for your IRA. Why? What to do with your biggest retirement asset. Like this episode? Hit that Follow button and never miss an episode!

Understanding your highest and best use so you can focus on the things you most enjoy are key to helping your growth. On today's episode, Matt is joined by former Financial Advisor Christine Timms, who is a consultant and creator of handbooks and templates to help other Financial Advisors better serve their clients. Christine shares how she grew and structured her team in a way that helped lead her to the success that she achieved and how other advisors can do the same. Encore Episode: Team Building For Financial Advisors With Guest Christine Timms   Resources in today's episode:   - Matt Jarvis: Website | LinkedIn - Christine Timms:  Website | LinkedIn | Handbooks for the Professional Financial Advisor - Learn More about our Coaching Programs

In this episode of More Than Commas, Paul is joined by the SFG team for a lively roundtable on a Wall Street Journal article about an 80-year-old couple debating a multi-million dollar Roth conversion. The team dives deep into what the article doesn't say, from tax realities to financial leadership within marriages. Paul highlights the importance of both spouses understanding their family finances, while Cory and Lance warn about the dangers of financial illiteracy in later life. Together, they discuss legacy planning, donor-advised funds, and how generational wealth can be built through intentional Roth strategies and charitable giving. With humor and practical insight, the team reminds listeners that real financial planning isn't about products, it's about stewardship, education, and empowering your loved ones to make wise choices long after you're gone.   -- Timestamps: 02:30 – The 80-year-old couple and the Roth conversion dilemma 05:00 – What "estate planning" really means for most families 07:30 – Financial leadership inside a marriage 10:00 – The risks of financial illiteracy in later years 13:00 – Charitable giving and donor-advised fund strategies 15:30 – Building generational wealth through Roth contributions 18:00 – Closing reflections: teaching stewardship across generations   -- This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial LLC dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial LLC dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Have you ever wondered what separates advisors who build momentum year after year from those who feel like they're grinding without real progress? In this third and final installment of my three-part series, I share the core principles I've taught for over three decades, principles that help advisors grow faster, lead better, and excel in an industry that's changing more rapidly than ever. I break down why continuous learning, smart personal development, and managing your output instead of your hours are essential if you want to scale with purpose. I also explain why adaptability, especially with AI coming at us full force, will define who wins in the next chapter of our profession. What You'll Learn: How my “5% principle” can elevate both your skills and your confidence Why compressing your day and focusing on output lead to greater productivity How strong leadership and empowered teams create scalable success Timestamps: (06:08) How protecting your reputation strengthens every relationship in your business (09:53) Why setting a walk-away time eliminates wasted hours and bad habits (12:43) Why adaptability is your greatest advantage as the industry keeps changing (15:08) Why honest metrics matter more than effort when growing your business (16:16) Why micromanagement stalls growth and empowered teams accelerate it (18:34) How reflection and strategy create true leverage as you scale your success The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 25 years coaching only financial advisors. In that time, I have personally conducted over 50,000 individual coaching sessions. I have built a profound knowledge base of what it takes to achieve lifelong success in business and life. In my career, I have transformed 1,000's of advisors (below are video and written testimonials by many of them). Many of you probably paid thousands of dollars to various coaching programs with very mixed results. Most coaching programs are just that. A pre-planned process that is “cookie cutter”. Where they have salespeople having to “sell” you on their program and results. In most cases, it's about the coach, their ego, and their money. They base their program on “practice management” or “marketing”. They make you more intelligent. What they all fail to do is help you make that “mindset” shift that must happen for you to realize your dreams and vision. I am going to coach you, teach you, inspire you, and train you all on your mobile device every business day. You are going to get better at business development, practice management, personal development, and your vision. Here is what you are going to get from me each month: - A 5-10 minute morning coach video each business day. - 3 training videos of 20-30 minutes each. This will be a deep dive into four areas I mentioned above. - A live group coaching session where you and I can interact and work together. Here is what you can do each month: - Post a question to me and I will answer it. - Collaborate and associate with like-minded advisors. - Invite other great advisors into the network. Your Bottom Line: Here is the deal. I am not going to ask you for a credit card. Like I said before, coaching is personality driven. You might not like my style or tactics. So with that in mind here is my offer to you. Complete the short form below. You will receive an email with detailed instructions on how to join the network for the next 14-days. I personally approve each submission so this might take a few hours or a day at the most. I will not ask for compensation of any kind during that 14-days. Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network. Get Your Free Access to the Powerful Tools, Strategies & Masterclass www.magellannetwork.net

Ever stop to think how one small word can change the entire vibe of your business? In this episode, Libby breaks down why saying “s—--” might be holding you back — and how a simple language shift can transform how clients see your firm and how your team sees themselves.You'll learn how swapping your language builds confidence, strengthens culture, and positions your practice as a cohesive, professional unit.

InvestmentNews podcast host Bruce Kelly catches up with Jeffrey Vahanian to reflect on his career and when it is time to recalibrate.

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Marty emphasizes the critical importance of having a structured retirement plan to alleviate financial stress. He discusses modernizing retirement strategies, the significance of understanding 401(k) options, and the nuances of managing debt in retirement. The conversation also addresses listener questions, providing insights into long-term care insurance and effective strategies for utilizing unexpected windfalls. Reach Marty aT 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Frank and Brian also dig into:• The pivotal 2005 spin-off from American Express - and what it unlocked for advisors.• Why it's “all about how much you make, not the payout.”• How Ameriprise's E-Meeting, Insights, and AI-driven Copilot tools are redefining advisor efficiency.• The power of home-office visits and what advisors should look for in firm culture.• Why advisors who said “never” to Ameriprise often end up saying “yes.”If you've ever wondered why so many top producers are giving Ameriprise another look, this episode delivers straight answers, real examples, and lessons every advisor can use when evaluating their next move.Resources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Brian Mora on LinkedIn or via phone: (609)-335-8844https://www.linkedin.com/in/brian-j-mora-cfp%C2%AE-crpc%C2%AE-awma%C2%AE-4076b610/  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! Ever wondered how shifting market conditions and new retirement rules could impact your future? This episode unpacks the essentials of retirement planning, from Required Minimum Distributions and annuities to changes in 401(k) contributions and Social Security strategies. We explore why building multiple income streams is important and how to optimize benefits for long-term financial security. Additionally, we tackle a hot debate: Can AI tools rival human financial advisors when it comes to navigating complex retirement decisions? Tune in for insights that help you think smarter about your financial future. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.comSee omnystudio.com/listener for privacy information.

How do you know if your financial advisor is a bad fit for you? What about an advisor that you're thinking about working with? What red flags should you be looking out for?   Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381   ----more---- Transcript:  Marc Killian: How do you know if your financial advisor is a bad fit for you? What about an advisor that you're thinking about working with? Are there some red flags to be on the lookout for this week on Plan With The Tax Man? We'll highlight five of those to keep an eye on.   Hey everybody, welcome into the podcast Plan With The Tax Man here with Tony Mauro and myself, Mark Killian, to talk about some red flags to hopefully you're not ignoring or at least be aware of. And we'll dive into that this week here, Tony, as we're getting pretty close to Thanksgiving. How you doing, my friend?   Tony Mauro: I'm doing good. Getting ready for the holidays myself and getting ready, well with the staff, for the year-end.   Marc Killian: Okay. Yeah, well, I mean, it is a busy time of the year for everybody. And so maybe if you are shopping or thinking about doing something, making a change, some red flags to maybe be aware of. So we'll run through a few of these for folks, see if we can help them out. Let's start with the whole cookie cutter conversation, the one size fits all approach. Obviously at this point it's become cliche. Every advisor says you need a specific strategy for your situation, but it really is true because there are still some of those big box places out there that just try to jam everybody into the same kind of thing.   Tony Mauro: There is. I have more and more conversations with clients about this, and you're right. All of us advisors, everybody knows that we all do the same thing. But I think too many of us, if they're going with this one size fits all approach, I think we're doing a disservice to the clients. So I think if you are a person out there looking for an advisor, you want to ask about what is your approach for your clients and what do you do with them and how do you do it a little bit?   Because for us, we like to start, and I just had a conversation with a tax client yesterday about we don't want you to come to us just for us to have you do say a Roth IRA. And we just manage the money. You're paying us, so we want to provide some value. We want to get to know you, we want to develop a plan and help you through the plan. So I would definitely ask those questions and don't be afraid to do that because that's what's going to determine if they're a good fit for you or not.   Marc Killian: Yeah, exactly. And every situation's a little bit different, certainly. And there's certainly universal things that do affect us all. But just kind of trying to jam everything into one style that 20 people walk in the door and they try to put them all in the same overall portfolio and approach. And maybe that's the key word right there, Tony, is that a lot of times these big box places, they're really talking more about the portfolio management and things of that nature versus a holistic retirement strategy.   Tony Mauro: They are. And we don't spend a lot of time on that because I don't want to say we don't feel it's important because it is. But that's secondary to really what you want to do and where you want to get to because we can figure out that part of it later. And there are so many choices that we'll find something there. I don't like to lead with that and talk about performance and this and that because I don't think that that is the first thing we should be doing.   Marc Killian: Yeah, you're talking about relationship and life planning, if you will, a little bit, more than just portfolio building at that point. Most of us have built one. Sure, we still want to manage things and then stay ahead of the inflation and keep going, but you're talking taxation and social security optimization, there's just all these other pieces that go into it. So that's where the customization truly does come into play. All right. That's the first one, Tony. How about the communication aspect? So also sometimes a knock on some of those places is, well, okay, they got me set up and I never hear from them after that.   Tony Mauro: Yeah, I hear that a lot. I really do from clients, and sometimes it can go several years. And to me, I always ask them, well then they're not really, in my opinion, your advisor. There's somebody that is maybe managing your money or at least supposed to be watching it, but most fiduciaries, we have an obligation to at least meet with you once a year. But we try to do that more than once a year, even if it's just a phone call or a Zoom call, something like that. Because we do want to communicate with you and we don't want to just talk about how the market's doing and what's going on in the latest rally, or decline, or political situation, things like that.   We want to talk about what's changed in your life and if some of your goals have moved and things like that, we'll touch on some of that current event stuff. But I think it's important to just keep in communication to let you know that we are still looking after things and monitoring your plan, even though you don't hear from us. Because a lot of people, if we don't communicate with you, you probably start scratching your head saying, well, why am I paying these people and what am I paying them to do for me if I'd ever hear from them?   Marc Killian: Yeah, yeah, exactly. So communication is certainly a big key. And transparency also a big key, Tony. If you can't tell how somebody's getting paid, that's a serious concern. That's a big red flag. And transparency not only in the fees you're paying, but fees you're paying for your products and just across the board. That should just be a must. Transparency across the board.   Tony Mauro: I think it is. I think it should be one of the first things that are talked about. We talk about it with our clients and prospective clients right up front. And we tell them just like when we do your tax return or your accounting, we're paid pros. And as long as you understand that, here's the value we're going to deliver, here's what you can get for the money you're paying for us. And it's up to you then to decide if you think that there's enough value to pay that fee. But we definitely don't want to hide behind that. And I definitely wouldn't be afraid for all of you out there to ask your advisor that. And just so you know, you're not really questioning that they should be getting paid more of how and what motivates them. And I think more of the truer measure, I'm one of those fee for planning types of guys or asset-based management. I don't really like commissions and things like that. I do think that skews some things and can lead some people to do things that aren't in their clients best interest.   Marc Killian: Yeah, again, you're talking about relationship building. So why would you not want to have that transparency anyway on all facets of things? So it just totally makes sense. Okay. Tax strategy, so well, Plan With The Tax Man, right?   Tony Mauro: That's right. My favorite.   Marc Killian: Exactly. So I mean obviously if you're working with somebody who is, again, the focus is primarily on the accumulation and you don't really touch on some of the other pieces of the long-term aspect of retirement, getting into retirement, all that kind of stuff, then you're certainly a red flag because you got to have a tax strategy, Tony, you know this as a CPA, the prior year information is fine and good, you're handling all that, doing the annual taxes. But you really want to be thinking about future taxes as well, forward-looking. And someone like yourself who does multiple sides of the coin, you're a CFP as well as a CPA, you're looking at both of those.   Tony Mauro: Trying to always look at both of those, especially with a financial plan planning client because you know what they say. Taxes, they're with us till the day we die. It touches pretty much everything. It's one of the biggest expenses over our lifetime. Why would you plan your future without taking that into consideration. And it's bad. And I don't know what the best word is here to say. I better leave it alone. I don't want to talk about the government. We're coming off to shut down and everything else. But as bad as they are, sometimes the tax code is full of things that we can do legally to help cut our taxes.   And a lot of people aren't familiar with them or haven't taken advantage of that. And it's certainly true with retirement, but there's also some things you can do in retirement to cut your taxes now, but then you've got to deal with it later. You've got basically a payable to Uncle Sam. So it's important to factor that in when you're planning, I think. It's my number one favorite and my number one biggest reason why I think people should use somebody that has a tax background when they're planning.   Marc Killian: And again, nothing wrong with your CPA looking at the prior year, that's their job, right?   Tony Mauro: Right.   Marc Killian: But working with someone who has, I guess the mindset to do both sides of the aisle if you want to stick with the political conversation, sort of is a great way to go about that. And of course doesn't mean that you can't have your own CPA and work with people as well, but just again, make sure you're having that tax strategy conversation and working with a financial professional who is thinking about the tax simplifications of the moves you're making because they will be there. They're not going anywhere to your point. And I guess Tony, that really just brings it back home to the final piece for, so we talk about five today, and that's just not a lot of information gathering.   Look, you've been doing this 30 plus years. It's probably very fair to say if a brand new prospects walk walks into your door and sits down with you in that hour consultation, you probably, if you've got their information, you're looking at it, you probably could give them recommendations right then and there, right? Because you've been doing it long enough. You've seen it enough time. It's like mechanic says, "Oh, yep, I know exactly what's wrong with your car." However you want the diagnostic fully done to make sure that it's not something else or that all the different pieces. And that's where, again, the communication, the information gathering, taking the time to learn about the client is crucial when working with a professional. So if you're not getting that, that's a red flag.   Tony Mauro: That's a huge red flag because yes, you're right. Somebody walked in my door hypothetically and said, "Look, I want to open up a Roth IRA. Just tell me what fund to put my money into and I'm going to go do it." Yeah, I could give them a number of funds or stocks or whatever else they want, but that's not really what I'm being paid to do. And I do have a duty to make sure that what I'm saying fits them. The only way that I can make a good recommendation, whether it's a plan or a specific investment, is to know a lot about what they want, what they have, where they're going. And so I generally gather a lot of information.   Now we use some tools technologically, we use Asset Map for us. It makes it very easy for the client to get it started without having to feel like they're getting the third degree interrogation, trying to get every last piece of their financial advice or a life. But we try to make it fun for them. But in the end, and they help construct that. They tell us really everything they have and where they want to go and everything. And then we have it, like I say. We take their assets and kind of throw it on a map and rearrange it and come up with a plan.   Marc Killian: And that's why it's Plan With The Tax Man.   Tony Mauro: That's why it's was plan. You got to be able to plan.   Marc Killian: You got to be able to plan. So look, a great financial advisor will build a relationship with you. If something feels off, listen to your gut. We have those things for a reason. A lot of times they're right. And their right advisor hopefully is not making you feel like you're in the dark or are not understanding or whatever the case is. And so if you're already working with somebody and you feel like you've got some red flags, and you're not getting answers to the questions and you're shopping around, or you're just shopping around for their first advisor, take the time to find the right fit for you. That's why they all offer those complimentary reviews and consultations. That's why the podcast, just about everybody has a podcast and video channels and stuff like that. It's a great way to learn more about them and that their philosophy is a good fit for you.   Then you go in for the consultation and so on and so forth, and you see if it's a home run or not. So that's going to do it for this week here on Plan With The Tax Man. Don't forget to subscribe to us on Apple, Spotify or whatever podcasting app you like using, and you can find all that information at yourplanningpros.com, as well as get on Tony's calendar there and his radar for a consultation at yourplanningpros.com. With that, we're going to say we'll see you next... Well, right before Thanksgiving probably. So have yourself a great week and Tony, I'll talk to you soon.   Tony Mauro: All right, thanks.   Marc Killian: We'll catch you later here on Plan With The Tax Man.   Securities offered through Avantax Investment Services SM, member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services. Insurance services offered through an Avantax affiliated insurance agency. Investment strategies discussed in this episode may not be suitable for all investors. Please consult with a financial professional.

Live from Future Proof, I sat down with Jason Early, Founder and CEO of RISR — an AI platform that's helping financial advisors rethink how they serve business-owner clients.Here's the truth: for most entrepreneurs, their business is their biggest asset — but most advisors just ask, “What's it worth?” jot down a guess, and move on. Jason and his team built RISR around a simple belief: business owners deserve better advice, and the advisors who serve them need better tools to give it.RISR connects directly to a company's financials, uses AI to generate real-time valuations, and gives advisors the insights they need to guide clients through growth, succession, and exit planning. It helps advisors have the right conversations — earlier — so they're there long before the liquidity event, not chasing it after the fact.In this conversation, Jason shares how top advisors are using RISR to win business-owner clients, deepen relationships, and deliver the kind of advice that builds lasting trust.3 of the biggest insights from Jason Early…#1.) How Top Advisors Are Using RISR to Stand OutAdvisors aren't just running valuations, they're using RISR to open doors, deepen trust, and win business-owner clients long before a liquidity event. By showing up with real data on what the client's business is worth, advisors shift the conversation from “asset management” to “business strategy.” It's helping them justify planning fees, spark succession discussions, and position themselves as the quarterback for every major decision that impacts the owner's wealth and legacy.#2.) The Truth About Business Valuation (and Why It's Usually Wrong)Most business owners miscalculate what their company is worth — often by millions. Jason breaks down why, from owner dependency and client concentration to “country club math” and non-normalized EBITDA. He also explains how objective valuation data brings alignment between partners and families, turning tough money talks into clarity.#3.) What Every Advisor Should Know About Succession & Exit PlanningBusiness owners rarely plan their exits well. Jason explains how advisors can use valuation insights to build readiness conversations, prevent conflict between partners, and even influence deal outcomes. These are high-trust, high-value planning opportunities that position advisors as long-term strategic partners — not just investment managers.SHOW NOTEShttps://bradleyjohnson.com/142FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What does it really take to go from small-town roots to financial freedom and build a life you actually love along the way?In this episode, Shelby sits down with Cullen Hughes, financial advisor, husband, and dad of two, to talk about what it means to grow up, take risks, and create a career that truly matters. From high school dreams to managing portfolios at Merrill Lynch, Cullen shares his journey, the lessons he's learned, and the advice he wishes more people heard sooner about money, confidence, and balance.They dive into everything from when to actually hire a financial advisor (even if you think you're “not ready”) to how parents can set their kids up for success with simple tools like 529s, Roth IRAs, and smart saving habits that actually work in real life.You'll hear about:Cullen's path from high school to Merrill LynchWhen and why to hire a financial advisorHow to invest for your kids' future (and your own)The importance of self-care, confidence, and trusting your gutThe reality of balancing business, marriage, and parenthoodAnd yes… that infamous fantasy football bet that ended with a dress

In this powerful episode of Retire in Texas, host Darryl Lyons, CEO and Co-Founder of PAX Financial Group, is joined by Sarassa Inglis, Executive Director at Ransomed Life, and Roger Stukkie, Financial Advisor at PAX and a board member at Ransomed Life. Together, they shed light on the realities of child sex trafficking and exploitation happening right here in our local communities, and how Ransomed Life has been providing hope, healing, and mentorship for the past ten years. In this episode, you'll hear: The truth about human trafficking in San Antonio - and why it's not just a border issue How Ransomed Life's mentorship and counseling programs help victims rebuild their lives. Ways that listeners can volunteer, donate, or become mentors. Details about Ransomed Life's 10-Year Celebration at the Witte Museum. How purpose and service can transform your "second chapter" of life. To learn more about Ransomed Life or to get involved, visit www.ransomedlifetexas.org. If you benefitted from today's episode, feel free to share it with your family and friends!

Stephen Kates, Financial Advisor at Bankrate, joins Lisa Dent to discuss transferring a 401(k). After leaving a job for a new one, Kates explains, transferring a 401(k) can be complicated. He shares how to make the right decision with your 401(k)

The Hidden Retirement Cost Nobody Warns You About: IRMAA Exposed**Schedule your free virtual consultation

Introduction In this episode, we sit down with Dan Kain, Senior Wealth Manager from S.E.E.D. Planning Group, to tackle one of the most misunderstood aspects of financial planning: how advisors get paid and what real value looks like at every stage of wealth. We break down the myths around fees, commissions, and the true cost of financial advice, especially for smaller investors. This episode is all about empowering you to make informed decisions about your money and your life by exposing industry practices and clarifying what you should expect from a transparent, fiduciary advisor. Key Topics Covered 1. Misconceptions About Advisor Compensation Many people believe the size of their portfolio should dictate how much they pay an advisor. For example, someone with $5,000 may think they should pay far less than someone with $1 million, but the reality is that smaller accounts can require just as much, if not more, work. There's a common misunderstanding about what services are provided and how much work comprehensive planning actually takes, regardless of account size. 2. The Challenge for Small Investors Small investors often face unique challenges. It can be hard for them to work with fee-only advisors, and they are more vulnerable to practices like “churning,” where advisors repeatedly sell products just to earn commissions, often at the client's expense. This cycle can keep small investors from growing their wealth, as excessive fees and poor investment performance from structured products eat away at their returns. 3. The Value of Fiduciary Advice Paying a fiduciary advisor, even if it seems like a higher upfront cost, can be crucial for long-term growth. Fiduciaries are legally obligated to act in your best interest, and their guidance is based on experience and a deep understanding of your unique situation. The value you receive isn't just about the time spent; it's about the expertise and the hundreds of similar situations your advisor has navigated before. Implementing their advice can lead to significant improvements in your financial situation, sometimes by six or seven figures. 4. Comprehensive Planning Goes Beyond Account Size The amount of money you have doesn't always correlate with the complexity of your planning needs. Someone with less money might have more complicated estate or tax planning issues than a wealthier client whose finances are on autopilot. An effective process involves digging into the details of each client's life to determine the real scope of work required, not just basing it on the size of their portfolio. 5. The Emotional and Practical Value of Professional Advice Many clients are frustrated by the cost of planning, especially if it's their first time working with a professional. But the real value comes from the advisor's experience, ability to see the big picture, and the potential to improve your financial outcomes. If you're only looking for free advice or don't see the value in paying for expertise, you may miss out on opportunities to significantly improve your financial future. Conclusion This episode is an educational look at the realities of financial advisor compensation and the true value of fiduciary advice. Whether you're just starting out or have significant assets, understanding how advisors are...

In this episode of The Efficient Advisor, Libby sits down with Jen, a powerhouse financial advisor and mom of four who has tripled her revenue in just three years—all while working only three days a week. Jen shares the mindset shifts, systems, and team-building strategies that allowed her to scale her practice with confidence and ease. This conversation is packed with real, actionable advice for advisors who want to grow their businesses without burning out.In this episode, you'll learn:How Jen defined her niche and specialized in serving pre-retirees and widowed women to grow her practice faster.The key systems and templates that freed her time while improving client service and consistency.Why hiring the right team members—even when it's scary—is essential to scaling sustainably.How creating a “model week” transformed her time management and family balance.The importance of investing in coaching, continued learning, and accountability to reach new levels of success.As Libby and Jen reflect on their years of coaching together, they show what's possible when you put in the work, trust the process, and build your business intentionally. You'll walk away inspired to simplify, systematize, and scale—while still having time for the people and things you love most.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this episode, Ray Sclafani discusses the importance of finishing the year strong and how it impacts the upcoming year. He emphasizes the need for a proactive mindset, strategies for success, and the significance of setting clear goals. He also covers overcoming challenges and maintaining motivation as key components of achieving success.Key TakeawaysHow you finish the year will determine how you start next year.Set clear goals for the new year to guide your actions.Overcoming challenges is part of the journey to success.Reflect on your progress this year to identify areas for improvement.Mindset shifts can lead to breakthroughs in performance.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Send us a textMultiple accounts mean more complicated record keeping, retirement planning, and tax preparation. The bottom line is, it's just harder to keep track of multiple accounts across multiple platforms.Is it time to consolidate financial accounts?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

Welcome to the Financial Freedom & Wealth Trailblazers Podcast! In today's episode, we're helping non-traditional business owners, and those who've left corporate life, demystify money and create a solid financial plan.Misty Lynch, CFP® is a personal finance expert and the Owner and CEO of Sound View Financial Advisors, LLC. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of the DEMYSTIFYING MONEY book and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero, and many others.Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice."Connect with Misty Here: Facebook: https://www.facebook.com/demystifyingmoney/LinkedIn: https://linkedin.com/in/mistylynchInstagram: https://www.instagram.com/demystifyingmoneymistylynch/TikTok: https://www.tiktok.com/@demystifyingmoney/Website: https://mistylynch.comGrab the freebie here: Free Demystifying Money® Journal: https://mailchi.mp/mistylynch/workbook===================================If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends.Thanks for watching the Financial Freedom & Wealth Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com.Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers. QUICK LINKS: APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-applicationDIGITAL TRAILBLAZER: https://digitaltrailblazer.com/

What happens to your 401(k) when you retire—and how do you avoid costly mistakes? This episode of Empower Your Retirement with Frank and Frankie Guida breaks down the crucial choices facing retirees: keep your savings in a 401(k) or roll it into an IRA? Discover the pros, cons, and tax implications of each move, plus real-life stories of risk, return, and how the right strategy can protect your hard-earned money. Get clear, practical insights to help you make smarter decisions for your retirement years. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

What should you do with your 401(k) when you retire—and how do you turn that nest egg into reliable income? This episode explores the crucial decisions facing new retirees, from rolling over your 401(k) to an IRA, to consolidating accounts, and analyzing payout options. Brandon Bowen shares real stories of clients who found confidence and freedom by making smart choices, streamlining their finances, and maximizing their required minimum distributions. Get practical insights for turning your savings into a stress-free retirement. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Switching the deed on your home to your kids may seem like a good idea, but it can lead to problems. We break them down. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

What you need to know should you win Lotto. Money correspondent Susan Edmunds spoke to Corin Dann.

How many income streams does it take to secure your retirement? This episode unpacks why relying on just one or two sources—like Social Security or a single investment—can leave your future exposed. Abe Abich explores the power of diversification, real stories from retirees, and practical ways to build a resilient income plan. From rental properties to annuities, dividends, and part-time work, discover how a balanced approach can help you weather market swings and enjoy lasting confidence in retirement. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Watch the interviewhttps://www.youtube.com/watch?v=j1BsTD-ZFrg

This Think Smart with TMFG episode, hosted by Mike Connon and Carlo Cansino, Financial Advisors at The McClelland Financial Group of Assante Wealth Management, explores how rising tariffs and trade tensions are reshaping Canada's economy and global markets. Key Takeaways: Canada sends 75% of its exports to the U.S., making it vulnerable to trade disruptions. Emerging markets, such as China and India, are becoming major economic players and presenting new opportunities for investors. A balanced portfolio with a home bias helps reduce currency risk and stay tax-efficient. This episode highlights why TMFG encourages diversification in both trade and investing to remain resilient in a changing global economy.

The new Dodgers phenom has structured his pay using deferral. Can you do the same in retirement? Like this episode? Hit that Follow button and never miss an episode!

A financial breakdown of President Trump's 50-year mortgage proposal with Michael Angelucci from Level Financial Advisors full 453 Tue, 11 Nov 2025 12:20:00 +0000 431iWnCvMsD5Fg651yl01143ap4NB2eP news,washington d.c.,wben,president donald trump,a new morning,michael angelucci A New Morning news,washington d.c.,wben,president donald trump,a new morning,michael angelucci A financial breakdown of President Trump's 50-year mortgage proposal with Michael Angelucci from Level Financial Advisors Collection of LIVE interviews from Buffalo's Early News on WBEN 2024 © 2021 Audacy, Inc. News False

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Listen now to learn:00:00 – Intro:02:35 – What Is Generative AI (Really)?06:04 – Compliance Concerns & Data Privacy:14:20 – Can You Trust AI to Run Your Practice?18:09 – Data Is the New Asset Class:22:19 – Trust, Credibility & the Human Factor:27:11 – The Future of Work in Financial Services:31:05 – Final Thoughts: Trust But Verify:Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

In this episode of The Inventive Journey, host Devin Miller talks withDarrin Wurz, a former high school science teacher who transitioned into the world of finance and became a trusted advisor to law firm owners.Darrin shares how his early passion for education and curiosity led him from teaching ninth-grade biology in Cincinnati, Ohio, to building a successful financial advisory business that serves attorneys nationwide. After years in the classroom, Darrin faced burnout and began seeking a new challenge—one that would allow him to help others, apply his analytical mind, and build something lasting.He went back to school, earned a degree in finance, and—without a client base—put a sign in his front yard. Through networking, marketing experimentation, and persistence, he slowly built a thriving practice. His firm grew through authentic relationships and strategic positioning, eventually niching down to serve law firms. Today, Darrin's clients rely on him not just for numbers but for insight, growth strategy, and financial mentorship.Darrin also discusses writing his first book, launching his own podcast, and the ongoing process of refining his business model to meet professional clients' needs. Listeners will gain valuable insights on career transitions, business growth, and the power of niching down.

Learn how to take control of your money, create passive income, and actually retire early — from someone who's done it twice. This week on The Legacy Podcast, I sit down with my longtime friend Chris Miles, founder of Money Ripples and host of the Money Ripples Podcast. Known as the Anti-Financial Advisor, Chris exposes the myths Wall Street doesn't want you to know — and breaks down how to escape the "save forever and hope it works" mindset that keeps most people broke. // CONNECT WITH CHRIS Website: https://moneyripples.com Podcast: Money Ripples Podcast Social: @moneyripples Book: Work Optional: The Blueprint to Making Your Money Make a Difference https://www.amazon.com/Work-Optional-Blueprint-Wealthy-Difference-ebook/dp/B0FWN3C5WV We talk about: - Why "set it and forget it" investing doesn't work - How Chris built (and rebuilt) financial freedom through passive income - What most advisors won't tell you about 401(k)s, Roths, and "diversification" - The truth about recession cycles and why multifamily real estate might be your safest play - How to actually make your money work for you — starting now If you want to stop gambling on Wall Street and start building real wealth through cash flow, this one's a must-listen.

Are you ready for the retirement “red zone”? This episode dives into the crucial transition from saving to spending—unpacking the strategies, risks, and real-life stories that shape your financial future. Discover why required minimum distributions (RMDs), market highs, and portfolio risk matter more than ever as you approach retirement. Abe Abich breaks down how to build a flexible plan, avoid common pitfalls, and retire on your terms. Tune in for actionable insights from this past weekend’s radio show that could change your retirement game. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

On this episode: How much should we listen to the market predictors? The pros and cons of your 401(k) choices in retirement. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Send us a textMany veterinarians switch advisors for reasons that have nothing to do with performance—and everything to do with communication, clarity, and trust. In this episode, CJ and Tom unpack the most common breakpoints: “I never hear from them,” unclear fees and value, chasing returns without a real plan, and relationships that simply outgrow the advisor. They explain how to set expectations, what a true plan looks like beyond investments, and why simple, repeatable decisions compound more than headline returns. If you're wondering whether your current relationship is working, this conversation gives you a thoughtful checklist—and a nudge to get a second set of eyes if something feels off.Smarter Vet Podcast-https://flveterinaryadvisors.com/smarter-vet-financial-podcast/Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances. 5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/Find out what you could be overlooking within your practice by taking our brief assessment Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice. Schedule a time-https://flveterinaryadvisors.com/contact-usCheck out our social media channels Facebook-https://facebook.com/flvetadvisors LinkedIn-https://linkedin.com/company/flvetadvisors YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ

Ever wonder why some financial advisors keep growing while others hit a wall? In this second part of a three-part series, I share what I've learned from over 31 years of coaching advisors about how real growth begins with changing who you are, not just what you do. I talked about building strong daily habits, focusing on relationships, thinking strategically, and using technology like AI to enhance (not replace) the human side of advising.

Julie Johnson, Financial Advisor, CDFA®, Financial Literacy Educator joins Enterprise Radio. Julie shares three key must-knows for 2026 – empowering entrepreneurs at any level … Read more The post Entrepreneurs and Financial Planning: Three Key Must-Knows for 2026 appeared first on Top Entrepreneurs Podcast | Enterprise Podcast Network.

Chapters:00:00 – Intro01:03 – Lessons from 250 Episodes22:54 – The Mythbuster Mentality23:26 – Authenticity, Evolution, and Advisor Education31:29 – Keep It FreshLearn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Jon Beatty discusses what's driving growth in the RIA industry, and how AI is changing the game. He thinks we're seeing early wins in the industry with the use of AI and thinks it will help firms scale while strengthening the client experience. Many investors like advisors with a personal touch; Jon thinks AI can make the connection more seamless.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Live from Future Proof, I sat down beachside with Eden Ovadia, Co-Founder and CEO of FINNY—the AI-powered marketing platform helping advisors solve one of the biggest challenges in wealth management: organic growth.For years, the industry has relied on market returns and acquisitions to drive scale. But when the market slows, most firms discover they don't actually have a growth engine—they have a valuation problem.Eden saw that gap and built FINNY to fix it. In less than a year, she launched the company, joined Y Combinator, raised $6.5 million, and created a 15-person team that's helping advisors identify ideal prospects, automate personalized outreach, and attract new clients at scale.Eden also shares how her decision to live in her office became a powerful expression of belief in what she's building. That unwavering faith in the mission inspired her team to buy in completely—creating a culture grounded in trust, shared conviction, and the certainty that they're building something extraordinary together.3 of the biggest insights from Eden Ovadia…1.) The Industry's Organic Growth Problem Is Getting Too Big to IgnoreAdvisors have been riding market returns and acquisitions for years—but when the market dips, most firms realize their “growth” isn't really growth. Eden breaks down why the industry's obsession with M&A has masked a massive organic growth crisis—and how advisors who solve it are commanding double the valuations of their peers.2.) AI Is Revolutionizing Prospecting for AdvisorsEden's company, FINNY, gives advisors access to over 300 million data profiles and turns that data into personalized marketing automation—helping them find and convert ideal clients faster than ever before. From identifying business owners researching “exit planning” to filling dinner seminars with precision, FINNY shows what's possible when prospecting meets AI.3.) Great Leaders Build Belief Before They Build TeamsEden scaled FINNY from 0 to 15 employees in a year—but her real advantage wasn't speed, it was conviction. From living in her office to creating a culture that feels like family, she proves that people don't just join startups—they join founders who believe deeply in their vision. Her playbook for culture, hiring, and customer obsession applies to any advisor building a business that lasts.SHOW NOTEShttps://bradleyjohnson.com/141FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP11254897301See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of More Than Commas, the Sound Financial Group team dive into a headline-grabbing article: "I Asked ChatGPT to Plan My Retirement." The panel unpacks what happens when artificial intelligence is trusted with life-changing financial planning. They discuss missing details like inflation, taxes, and real expenses, and why AI can't yet replace human discernment or accountability. The team explores the dangers of overconfidence, explaining how small errors compound into massive risks when unverified data drives big financial decisions. They also share insights on how advisors responsibly use AI for efficiency and analysis, not as a substitute for wisdom and coaching. This engaging, thought-provoking discussion helps listeners understand where technology helps, and where it can dangerously mislead, when building lasting wealth.   -- Timestamps: 02:30 – The article: "I Asked ChatGPT to Plan My Retirement" 04:00 – What AI gets wrong about financial planning 06:30 – The missing context: taxes, inflation & lifestyle 09:00 – Overconfidence, errors & the illusion of precision 12:00 – Why good prompts still need human judgment 15:00 – Using AI responsibly in financial planning 18:00 – Final takeaways: tech as a tool, not a teacher   -- This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial LLC dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial LLC dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Roth Conversion Secrets Your Financial Advisor Won't Tell You #retirementplanning #retirement #financialplanning #podcast If you've built a portfolio between $2M and $7M, and you're either retired or nearing retirement, this video is for you. I'm Andrew Nida, President of Asset Management Group, Inc., and in this video you'll get a step-by-step, rules-based guide to converting your pre-tax retirement assets into a Roth the right way. No hype. No generalities. Just actionable strategy. You'll learn: The five critical factors we always review for clients in your asset-range (burn rate, age & RMD timeline, future tax rate, estate impact, bracket/IRMAA guardrails). The rules and traps you absolutely cannot ignore (taxable income of a conversion, five-year rule, state tax issues, Medicare surcharge risk). A multi-step plan built for those with $2M–$7M: how to measure, model, convert, monitor. Why 2025-2026 may be one of the last big windows for this strategy (thanks to recent tax law changes). Follow us onX.com: https://x.com/AMGinc_ATLInstagram: https://www.instagram.com/assetmanagementgroupinc/LinkedIn: https://www.linkedin.com/company/amgincatl/Facebook : https://www.facebook.com/beyondtomorrowpodcastWebsite: https://www.assetmg-inc.com/YouTube: https://www.youtube.com/@assetmanagementgroupincTikTok : https://www.tiktok.com/@assetmanagementgroupincBlog: https://www.assetmg-inc.com/blogDisclosureEducational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.roth conversion,Roth Conversion Secrets,finance,retirement planning,roth ira,personal finance,investing,financial planning,conversion,retirement income,social security,taxes,how to invest money,401k,financial advisor,tax strategies,estimated taxes explained,dave ramsey,financial education,ira,IRS,roth ira explained,roth ira vs traditional ira,how to make money,retirement,dividend investing,tax free,medicare,one big beautiful bill,Andrew Nida,Podcast,AMG

Introduction In this episode, Travis sits down with Dan Kain, Senior Wealth Manager from S.E.E.D. Planning Group, to dig into the transformation from a traditional financial advisor to a truly holistic planner. This isn't just about changing job titles, it's about evolving how we serve people, mastering new skills, and building trust through every step of the financial planning process. Whether you're a financial pro or just curious about what it takes to guide clients through meaningful decisions, this episode offers a candid look at the ongoing learning and adaptability required in our field. Professional Transition: From Company Guy to Client-Centered Advisor Dan shares his experience moving from a company-focused financial advisor role to one that puts the client's whole life at the center. The transition wasn't just about learning new technical skills, it was about shifting perspective and embracing a more collaborative, team-based approach. The Art of Holistic Planning Holistic planning means seeing how all the pieces fit together, including taxes, investments, estate plans, and more. Dan describes how these areas are interconnected, and how mastering them requires thousands of hours of experience and countless “reps.” Building trust is essential. Clients may have similar financial profiles, but their personalities, communication styles, and learning preferences are unique. The best planners adapt their advice to each client's needs, treating every person as an individual rather than just another account. Why Human Advisors Matter We talk about the limitations of algorithms and artificial intelligence in financial planning. While technology can replace bad advisors or those unwilling to learn, it can't replicate the nuanced, relationship-driven work of a good planner. Every client's situation is unique, and the ability to guide them through complex, emotionally charged decisions is an experience-based skill that can't be automated. Ongoing Growth and Learning Dan emphasizes that the journey to becoming a holistic planner is never finished. The learning never stops. Changes in tax laws, estate rules, and investment strategies mean that every year brings new challenges and opportunities to grow. True expertise isn't just technical knowledge - it's knowing how to ask the right questions, prioritizing today versus tomorrow, and position advice to be genuinely advantageous for each client. Conclusion This episode is an educational, and empowering look at what it really takes to become a holistic financial planner. It's about more than just technical expertise, a good financial planner needs to build trust, adapt to each client's unique situation, and commit to lifelong learning. If you're ready to get more out of your money and life, this episode will help you see the value of working with a planner who's dedicated to your success, every step of the way.

What happens when we react with Humphrey Yang to his appearance on Diary of a CEO? We dive into the truth about crypto hype, passive vs. active investing, housing myths, and the illusion of “passive income.” Join us for honest laughs, behind-the-scenes stories, and real strategies that actually build wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. ⁠⁠DRINKAG1.com/MONEYGUY Learn more about your ad choices. Visit megaphone.fm/adchoices

In this quick-hit discussion, the two dive into:-Why most leaders are too busy “working in” their business to actually work on it.-How great coaches and therapists ask the questions you don't want - but need—to hear.-The value of data as exposure - how numbers, like game film, don't lie.-Why discomfort isn't something to avoid… it's where growth actually happens.If you've ever felt stuck, scattered, or overwhelmed, this behind-the-scenes moment will hit home.