Podcasts about financial planning services

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Best podcasts about financial planning services

Latest podcast episodes about financial planning services

Therapy For Your Money
Episode 180: Don't Freak Out: Smart Money Moves in a Shaky Economy

Therapy For Your Money

Play Episode Listen Later May 16, 2025 26:11


Smart Money Moves for Therapists in a Shaky EconomyFeeling nervous about the economy? You're not alone—and you're not powerless. In this episode, Julie Herres welcomes financial planner David Frank back to the show for a calming and practical conversation about what therapists can do when things feel financially unstable.You'll learn why panic doesn't serve your practice—and what to do instead. Whether you're watching the market dip, worried about Medicare or Medicaid cuts, or just feeling the pressure of team payroll, this episode is packed with tools and reassurance.Why listen:Understand what market volatility really means.Learn how to protect your business from revenue concentration risks.Get proactive steps to ease anxiety and make grounded decisions.Show Highlights:01:45 – Why anxiety is rising and what's really happening in the market03:00 – Zooming out: what history tells us about bear markets and recovery05:00 – Julie's “set it and forget it” investing strategy08:00 – Dollar-cost averaging explained—and why it works09:30 – How to think like a CEO if you rely on Medicaid/Medicare10:40 – Revenue concentration risk: what it is, and why it matters11:30 – Using “fear-setting” to prepare without panicking14:00 – The value of securing a line of credit before you need it20:00 – The difference between tracking for action vs. emotional reassurance22:00 – How missing a few big days in the market can hurt long-term returns23:00 – Julie's closing reminderClosing Thought: “If you're feeling unsure, that's okay. You don't have to hustle harder, but you can plan smarter. You've got this—and I'm cheering you on.”Links and ResourcesTurning Point HQ – David Frank's Financial Planning Services https://turningpointhq.com/Money for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production and Show Notes by Course Creation StudioGet our free KPI tracker to see how you practice measures up to others in the industry! www.therapyforyourmoney.com/kpi

Top Advisor Podcast
#83 Charging for Financial Planning Services with Steven Kaplan & Ben Skupp

Top Advisor Podcast

Play Episode Listen Later Feb 19, 2025 43:56


What if you could cut through the noise and offer your clients true value beyond just product performance? In this episode, Referral Coach Bill Cates interviews co-founders of Holistic Financial Planners Steven Kaplan and Benjamin Skupp about charging for advice. They share their journey into adopting a new financial model that enabled them to work … Continue reading #83 Charging for Financial Planning Services with Steven Kaplan & Ben Skupp →

charging steven kaplan financial planning services
Making Money Personal
Top Financial Resolutions for the New Year - Money Tip Tuesday

Making Money Personal

Play Episode Listen Later Jan 7, 2025 5:42


It's a new year and many of us are looking forward to all the new changes they hope to make over the next 12 months. Common resolutions involve taking steps to improve health, upgrade skills, or achieve something new.  Another important resolution to include in your plan is to improve financial health. In this tip I'll share a few financial resolutions to consider for a financially successful 2025.  Links: Explore debt management articles on TCU University and our Pay off Debt webinar on YouTube Us our Money Management tool in online banking to set savings and debt payoff goals Learn more about our Goal Builder tool and how to use it for setting savings goals. View overview. Check out our Budgeting 101 workshop on YouTube or explore upcoming live financial literacy events Explore the benefits of a Better Checking account including a credit score tracker and report Explore our Financial Planning Services to get started with investing, estate planning, social security help and more Check out TCU University for more financial education tips and resources!  Follow us on Facebook, Instagram and Twitter!  Learn more about Triangle Credit Union Transcript: Welcome to Money Tip Tuesday from the Making Money Personal podcast.   As the new year begins, it's the perfect time to reflect on your financial habits and set new goals. Creating financial resolutions can be a powerful way to take control of your finances, reduce stress, and build a more secure future. Whether it's saving more, reducing debt, or investing wisely, setting clear and achievable financial resolutions can help you stay focused and motivated throughout the year. By making thoughtful financial decisions now, you can pave the way for a prosperous and financially stable future.  Here are a few popular financial resolutions to consider for the new year.  Resolution 1: Pay Off Debt: Think about making this the year to finally work to lower or even eliminate debt.  If paying off all your debt over the year isn't that doable, set a number on how much you want to pay off instead like “I want to decrease my debt by $10,000 this year” or “I finally want to pay off a certain credit card debt”. Setting this specific goal makes it easier to stay focused and motivated throughout the year as you can track your progress through to completion. If you're unsure where to begin, explore some of our debt resources like videos on YouTube, articles on Triangle University or even attend one of our free webinars to establish your debt payoff plan.   Resolution 2: Saving More Money: Many people admit they need to save more, but often fail or seriously miss the mark because they never took action on how to do it in the first place. To get started with this resolution, choose a set dollar amount from every paycheck and deposit it into a savings account as soon as you get your check. Prioritize your saving as the first thing you do whenever you get paid, then work out the rest of your expense items from there. If you have direct deposit, set it up so a portion of your check is automatically deposited into a savings account. This is an easy and effortless way to save because you won't have to manually transfer the money yourself. Additionally, for anyone saving for a specific goal like a car, emergency savings, vacation, or home downpayment, use Triangle's Goal Builder tool in online and mobile banking to automatically allocate money from your savings account towards that specific financial goal.  Resolution 3: Creating and Sticking to a Budget: Many of us know we need to budget. Make it a priority to set up a budget and work according to it throughout the year. Using a budget helps with income and expense management by giving you the power to determine exactly where your money goes every time it comes in. If you're new to budgeting, there are many tools available to help you get started. Check out some books or explore online lessons like our Budgeting 101 workshop available to watch on YouTube or occasionally as a webinar you can attend. These tools will help you understand the process of budgeting and provide hands-on activities to get you started right away.     Resolution 4: Improving Credit Score: If you're unhappy with your credit score, set a resolution to improve it this year. Because a credit score impacts your ability to borrow and also determines which interest rate you'll get, having a higher credit score is a noble goal to pursue. If your score is lower than you'd like, take proactive steps and lay out a plan over the year to improve it. Be diligent with all your payments by consistently paying them all on time. For those who struggle with this, set up auto payments if possible, to help automate the process and avoid any missed payments that can affect your score. In addition, use a credit monitoring tool. Some credit cards offer complimentary credit reporting so get familiar with the platform and get used to checking your score. For those with a Triangle Better Checking account, you can access your credit score and report using the Better Checking ID Protect service.    Resolution 5: Investing Wisely: Make this the year you finally start investing. If you're not on this path yet, investing is an important part of building a healthy financial future. For those a little intimidated by the world of investing, don't feel like you have to figure it all out on your own. There are many resources and professionals available to help you determine important investing factors like risk tolerance, projected retirement dates, investment sectors and more. If you're interested in getting started with investing in 2025, check out triangle's financial planning services for retirement and estate planning services, as well as insurance and social security planning. Visit trianglecu.org to get in touch with one of our financial professionals or to learn more.    If there are any other tips or topics, you'd like us to cover, let us know at tcupodcast@trianglecu.org.  Like and follow our Making Money Personal FB and IG page and look for our sponsor, Triangle Credit Union on social media to share your thoughts.   Thanks for listening to today's Money Tip Tuesday and check out our other tips and episodes on the Making Money Personal podcast.   Have a great day and a happy new year! 

Real Wealth Show: Real Estate Investing Podcast
2025 Financial Planning for Real Estate Investors with Kyle Mast

Real Wealth Show: Real Estate Investing Podcast

Play Episode Listen Later Dec 19, 2024 30:06


As 2024 comes to a close, real estate investors everywhere are asking: How can I plan strategically for 2025 to optimize my portfolio and build lasting wealth? In this episode of The Real Wealth Show, host Kathy Fettke sits down with Certified Financial Planner (CFP) and seasoned real estate investor Kyle Mast to tackle this critical question. Together, they explore the importance of financial planning for real estate investors, when and why you might need a CFP, and key strategies for tax efficiency, portfolio diversification, and long-term wealth building. Learn how Kyle reached financial freedom by age 37 and how he continues to thrive with a balanced investment approach. Don't miss this opportunity to prepare for the year ahead and gain exclusive advice on building real wealth through strategic real estate investing (00:00) Financial Planning for Real Estate Investors in 2025 (01:28) Kyle Mast Origin Story (05:30) Kyle's First Property (07:33) Real Estate and Portfolio Diversification (13:11) When do I need a CFP? (20:12) Financial Planning Services (24:00) 2024 Savings? OUR GUESThttps://www.kylemast.com/https://www.linkedin.com/in/kyle-mast-71983416/https://twitter.com/whoiskylemasthttps://www.instagram.com/whoiskylemast/ REGISTER FOR THE PASSIVE WEALTH EXPO JANUARY 18, 2025 https://realwealth.com/passive-wealth-expo-how-to-thrive-in-25/ FOLLOW OUR PODCASTS The Real Wealth Show: Real Estate Investing Podcast https://tinyurl.com/RWSsubscribe Real Estate News: Real Estate Investing Podcast: https://tinyurl.com/RENsubscribe DISCLAIMER The views and opinions expressed in this podcast are provided for informational purposes only, and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. For more information, go to www.RealWealthShow.com

Awakened Nation
Wise Up With Your Money with Financial Advisor Aquiles Larrea

Awakened Nation

Play Episode Listen Later Jun 25, 2024 51:18


Aquiles Larrea returns to Awakened Nation to talk about his new book Wise Up With Your Money! How does someone become a Millionaire? There are several paths: Start a business. Buy a Business. Win The Lottery. Inherit it. Or invest. Aquiles shares the investment strategies he's used over he past 30 years to help his clients achieve financial independence. Strategies he learned in the martial arts. You might recognize Aquiles from "Mornings with Maria" with anchor Maria Bartiromo, Coast to Coast," with Neil Cavuto, Telemundo, Univision and many more. Aquiles and Brad have known each other for over a decade, and Mr. Larrea has appeared on Awakened Nation in Season 1. ABOUT AQUILES LARREA: As founder and CEO of Larrea Wealth Management, Aquiles Larrea Jr. acts as the personal CFO to successful Latino executives and entrepreneurs, helping them pursue the passion- and purpose-filled lives they envision—on their own terms. Aquiles' passion for helping successful Latino professionals and their families make smart financial decisions stems from his own entrepreneurial background and from witnessing his mother's challenges after she was laid off due to downsizing in the garment industry. For the last 20 years, Aquiles has helped clients transform their professional and personal lives. In 2002, he started Larrea Wealth Management with one key mission: To help successful Latinos and their families achieve financial freedom by providing them with a comprehensive wealth management experience delivered by a highly skilled team of experts. Aquiles put himself through college and earned a Bachelor of Science degree from St. John's University. A lifelong student of the martial arts, he holds a Third-Degree black-belt in Shotokan Karate and was a member of the U.S. World Cup Karate Team. Aquiles lives in Manhattan with his wife, Rosabelle, and their two children, Aquiles and Alexandria. Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. http://www.finra.org/ Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services offered through Larrea Wealth Management, a Registered Investment Advisor. Cambridge and Larrea Wealth Management are not affiliated. Host of Awakened Nation: Brad Szollose --- Support this podcast: https://podcasters.spotify.com/pod/show/awakenednation/support

XY Adviser
AdviceTech Podcast #85 - Redefining the Delivery of Financial Planning Services Using Research

XY Adviser

Play Episode Listen Later May 30, 2024 37:56


In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben's research into how the use of tech, in particular Platformplus, can be used to streamline data collection in the financial planning process, saving time but also improving data accuracy. Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/ Complete Wealth Website: https://completewealth.com.au/ Platformplus Website: https://platformplusams.com.au/ Revising Data Collection Methodology - Evidence from the Australian Financial Sector: https://www.sciencedirect.com/science/article/pii/S2405918824000163 Artificial Intelligence Authoring Financial Recommendations - Comparative Australian Evidence: https://academic.oup.com/jfr/article/9/2/249/7163206 Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240531 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Passive Income Pilots
#58 Tax Tactics: The TOP 5 Ways Pilots Can Save with Toby Mathis

Passive Income Pilots

Play Episode Listen Later May 7, 2024 53:34


Welcome back to Passive Income Pilots! In this episode we delve into essential tax strategies tailored specifically for pilots. With the expertise of Toby Mathis from Anderson Advisors, we explore five key ways you can reduce your tax liability effectively. Toby brings his depth of tax knowledge directly to our pilot audience, discussing everything from maximizing deductions to strategic asset management. Additionally, we'll cover an intriguing opportunity for pilots interested in aircraft ownership—how purchasing an airplane can not only serve personal and professional needs but also offer significant tax advantages. If you're looking to navigate the complexities of taxes with ease and make informed decisions that could save you thousands, this episode is your must-listen guide.Timestamped Show Notes:(00:00) - Introduction to the episode with hosts Tait and Ryan.(01:29) - Introduction of the guest, Toby Mathis, and discussion on tax and legal workshops.(04:02) - Explanation of tax brackets and progressive tax systems.(05:13) - Discussion on aircraft ownership, benefits, and deductions related to taxes.(10:24) - Detailed analysis of leasing aircraft and tax implications.(17:15) - Strategies for pilots to utilize aircraft ownership for tax advantages.(23:46) - Overview of various tax reduction strategies and charitable giving.(28:36) - Introduction to tax and legal workshops offered by Toby's firm.(32:02) - Five top tax tips for pilots including HSA benefits.(44:58) - Discussion on solo 401k benefits and other tax-deferred accounts.(53:15) - Conclusion and thanks to guest Toby Mathis.Resources Mentioned:Tax & Asset Protection WorkshopDallas Conference June 27-29Remember to subscribe for more insights at PassiveIncomePilots.com!Join our growing community on FacebookCheck us out on Instagram @PassiveIncomePilotsFollow us on X @IncomePilotsGet our updates on LinkedInHave questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!Legal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.

UBC News World
Maximize Roth IRA Returns In Northbrook: Expert Financial Planning Services

UBC News World

Play Episode Listen Later Aug 4, 2023 2:18


If you're struggling to make sense of retirement saving in Northbrook or another part of Chicago, the team of senior financial advisors at Goldstone Financial Group (630-620-9300) can help. Go to https://goldstonefinancialgroup.com/ for more information. Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website https://goldstonefinancialgroup.com/ Phone +1-630-620-9300 Email contactus@goldstonefinancialgroup.com

Evangel Houghton
Episode 352: Simple, Wise, or Fool: Solomon's Financial Planning Services

Evangel Houghton

Play Episode Listen Later Feb 12, 2023 45:46


Pastor Levi Matteson continues in our sermon series Simple, Wise, or Fool with the habits we need to manage money wisely. This podcast episode is a Sunday message from Evangel Community Church, Houghton, Michigan, February 12, 2023.

michigan simple wise fool houghton financial planning services
UBC News World
Reduced Tax Liabilities For Retirement | Chicago Financial Planning Services

UBC News World

Play Episode Listen Later Jan 6, 2023 2:01


Is your construction business trying to find a way to cut down taxes? Call Golden Tax Relief at 844-229-8936 for access to certified tax planners who can help you legally reduce those tax bills by a significant amount now! More details are available at https://www.goldentaxrelief.com Golden Tax Relief 100 South York Street Suite 214, Elmhurst, Illinois 60126, United States Website https://goldentaxrelief.com/ Email prc.pressagency@gmail.com

Reach Your Summit Podcast
Taxes During Retirement, It's More Complicated Than You Think.

Reach Your Summit Podcast

Play Episode Listen Later Jun 14, 2022 25:35


You are probably familiar with paying income taxes and capital gains taxes, but do you know your social security could be taxed too? Depending on your income, including tax-exempt interest from your investments, up to 85% of your social security could be added to your taxable income.  Hosts:Josh Jerele, CFP® | Wealth AdvisorAs a Wealth Advisor, Josh is passionate about simplifying the financial world for his clients and connecting their unique goals and values with a personalized solution. Josh supports clients by leveraging his knowledge and experience to create solutions for tax-friendly retirement distributions, estate planning, charitable giving, and legacy concerns. He is committed to helping educate clients with specific tools they need to ensure their family values are reflected in their finances. Born and raised in Columbus, OH, Josh holds a bachelor's degree in finance from Taylor University in Indiana. Josh worked as a Portfolio Advisor in Fort Wayne, IN, before joining UBS Private Wealth in Denver, CO. From there, he joined an RIA as a Wealth Advisor, where Josh continued to build on his extensive experience working with business owners, executives, and ultra-high-net-worth families. He now incorporates those past experiences to advise clients here at Summit Wealth Group. Josh cares deeply about his clients and in building meaningful relationships with them. He strives to understand their passions, goals, and concerns to assist them in connecting those to their finances. Nicole Davis | Director of Financial Planning ServicesNicole joined Summit Wealth Group in September of 2010 as a Para-Planner, assisting Daniel Cook with caring for his clients' financial needs. She is now the Director of Financial Planning Services, with over 17 years of experience in the financial industry. Nicole holds the FINRA Series 7 registration through Commonwealth Financial Network and is licensed to assist with life and health insurance, as well as with annuity products. Her passion is to help others reach their goals through comprehensive financial planning.Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

UBC News World
Call This Arlington, TX Accounting Firm For Custom Financial Planning Services

UBC News World

Play Episode Listen Later May 2, 2022 2:47


Can't keep up with bookkeeping and changing IRS regulations? This Arlington-Texas accounting firm, Hinckley Cook PC, can help you stay on top of your finances. Call +1-817-265-1040 to book a consultation or go to https://hinckleycpa.com (https://hinckleycpa.com) for more details.

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Reach Your Summit Podcast
Sandwich Generation- Top 3 Challenges

Reach Your Summit Podcast

Play Episode Listen Later Apr 5, 2022 20:12


We have 3 tips on how to handle the stress when it comes to being a part of the sandwich generation.  Hosts: Nathan M. Archuleta, CFP®, AIF® is passionate about serving individuals, families, and business owners and feels called to lead clients towards achieving long-term financial fitness and contentment.Nathan is a graduate of the University of Colorado at Boulder where he earned a Bachelor's degree in Economics and he has also obtained a Master's Certificate from the College for Financial Planning. Nathan's background and understanding of Economics, along with a comprehensive approach to financial planning helps connect the developments in the world around us with concerns clients may have about their investments and life goals. This insight helps to maintain perspective around long-term goals and the importance of creating a plan and sticking to the strategy.Nathan is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary®, and is an Investment Advisor Representative of Commonwealth Financial Network. Nathan is also licensed in life, health, and long-term care insurance. Nathan serves on the board of directors for the Never Alone Foundation, a local non-profit organization supporting families seeking international adoption. Nicole Davis | Director of Financial Planning Services Nicole joined Summit Wealth Group in September of 2010 as a Para-Planner, assisting Daniel Cook with caring for his clients' financial needs. She is now the Director of Financial Planning Services, with over 17 years of experience in the financial industry. Nicole holds the FINRA Series 7 registration through Commonwealth Financial Network and is licensed to assist with life and health insurance, as well as with annuity products. Her passion is to help others reach their goals through comprehensive financial planning.  Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Reach Your Summit Podcast
How Russia Invading Ukraine is Affecting the US Markets

Reach Your Summit Podcast

Play Episode Listen Later Mar 23, 2022 16:13


Do you have a clear understanding of how the invasion of Ukraine is affecting the markets and the economy? Will the markets rebound, and gas prices go back to previous prices once the war is over? Even more importantly what does this geopolitical event mean for you and your investments?   Hosts:  Anu Gaggar, CFA®, FRM® Anu Gaggar is a Senior Research Analyst in Investment Management and Research at Commonwealth. With the firm since 2013, she is responsible for evaluating and selecting managers, as well as sharing research, for international and emerging markets asset classes. She earned an MS in finance from Boston College and an MBA in finance from NMIMS in Mumbai. A CFA®, charter holder, Anu also has the Financial Risk Management® (FRM®) designation and the FINRA Series 7 securities registration.  Nicole Davis | Director of Financial Planning ServicesNicole joined Summit Wealth Group in September of 2010 as a Para-Planner, assisting Daniel Cook with caring for his clients' financial needs. She is now the Director of Financial Planning Services, with over 17 years of experience in the financial industry. Nicole holds the FINRA Series 7 registration through Commonwealth Financial Network and is licensed to assist with life and health insurance, as well as with annuity products. Her passion is to help others reach their goals through comprehensive financial planning. Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Reach Your Summit Podcast
Am I Being Too Risky With My Investments?

Reach Your Summit Podcast

Play Episode Listen Later Mar 15, 2022 22:40


How much risk am I taking in my investment portfolio? How do I properly diversify my investments? How do I reduce my risk? These are common questions amongst investors.  In fact, many may not even know how much risk they are taking.   Taking on unintended risk is easy to do when the market is doing well. Hosts: David Lee, CFP®, CIMA® | Vice President  Prior to joining Summit Wealth Group in July of 2015, David owned and operated David Lee Financial, a wealth management practice that he began in 1985.David received his bachelor's degree from Florida State University. After professional studies through the College for Financial Planning in Denver, Colorado, he obtained the CERTIFIED FINANCIAL PLANNER TM certification. David later added the Certified Investment Management Analyst SM designation, administered by the Investment Management Consultants Association SM taught in conjunction with The Wharton School, University of Pennsylvania. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). David holds the FINRA Series 7 and 63 securities registrations and also life, health, and long-term care insurance licenses. Nicole Davis | Director of Financial Planning ServicesNicole joined Summit Wealth Group in September of 2010 as a Para-Planner, assisting Daniel Cook with caring for his clients' financial needs. She is now the Director of Financial Planning Services, with over 17 years of experience in the financial industry. Nicole holds the FINRA Series 7 registration through Commonwealth Financial Network and is licensed to assist with life and health insurance, as well as with annuity products. Her passion is to help others reach their goals through comprehensive financial planning. Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Reach Your Summit Podcast
Investing Lessons Learned From the Pandemic

Reach Your Summit Podcast

Play Episode Play 15 sec Highlight Listen Later Mar 1, 2022 26:58


Confusion…. Fear….. Anxiety… I am sure you can recall early in the pandemic; all news was bad, and uncertainty was extraordinary. These emotions just scratch the surface of what you may have felt. Did you let your emotions overpower your rational thinking? Did the pandemic teach you anything about investing? If not, this episode will. Peter Essele and Nicole Davis compare the Covid-19 pandemic to others in the past and discuss 3 things that will help you leave your emotions out of investing. Hosts: Peter Essele, CFA®, CAIA, CFP®Peter Essele is the vice president of investment management and research at Commonwealth. With the firm since 2004, he oversees asset allocation, fund selection, and overall management of the firm's platform, Preferred Portfolio Services® (PPS) Select. Peter earned a BS in economics from Union College. In Addition to numerous FINRA securities registrations, Peter holds the CAIA and CFP® certifications. He also is a CFA® charter holder and member of the Boston Securities Society.  Nicole Davis | Director of Financial Planning ServicesNicole joined Summit Wealth Group in September of 2010 as a Para-Planner, assisting Daniel Cook with caring for his clients' financial needs. She is now the Director of Financial Planning Services, with over 17 years of experience in the financial industry. Nicole holds the FINRA Series 7 registration through Commonwealth Financial Network and is licensed to assist with life and health insurance, as well as with annuity products. Her passion is to help others reach their goals through comprehensive financial planning. Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Reach Your Summit Podcast
Life Happens, Now What?

Reach Your Summit Podcast

Play Episode Listen Later Feb 22, 2022 19:57


Jamie Cochran shares personal stories of when life flipped his world upside down. Hosts: Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM, and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator. Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Reach Your Summit Podcast
Is Buying a House on Your Bucket List?

Reach Your Summit Podcast

Play Episode Listen Later Feb 15, 2022 19:57


Do you dream about having a yard big enough for your dog(s) to run around? Hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator talk about what you need to consider before you can make the “American dream” possible. Website | Facebook | LinkedIn | Twitter | YouTube (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Reach Your Summit Podcast
How to Get Financially Organized

Reach Your Summit Podcast

Play Episode Play 15 sec Highlight Listen Later Feb 9, 2022 22:14


Don't let getting (or trying to get) organized lead to more procrastination.  Listen to hear how you on how you can get started with even the smallest step.Hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator explain the importance of being finically organized. Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Reach Your Summit Podcast
Setting Financial Goals

Reach Your Summit Podcast

Play Episode Listen Later Feb 9, 2022 32:13


Do you have financial goals that you aim for?  Great! If you don't know what your goals are. That's ok too, this goal-setting episode will help provide some clarity on where to start.   Hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator bring a variety of perspectives to the discussion. Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Reach Your Summit Podcast
Introducing Reach Your Summit Podcast

Reach Your Summit Podcast

Play Episode Listen Later Feb 7, 2022 1:10 Transcription Available


Welcome to the Reach Your Summit Podcast.  We understand what it's like to have an idea of what you want your life to look like, but lack the clarity on how to get there. This is why we have been recognized by Forbes Magazine for providing Best-In-State financial planning services, we've helped countless people successfully find clarity and fulfillment in their financial journey. Each Tuesday a new personal finance topic will be discussed to provide you with the clarity you are looking for on your financial journey. Join hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNERTM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator as they bring a variety of perspectives to the discussion.  If you lack guidance on your financial future, or simply want to learn more about personal finance, join us as we help you navigate the path to a better, more secure future.       Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Epic Trust Financial Group
What does 2022 look like for the economy and investing?

Epic Trust Financial Group

Play Episode Listen Later Jan 5, 2022 33:31


Welcome to 2022! It's a new year, and many financial investors are reviewing the past year in order to gauge what the new year might look like economically. While no one has a crystal ball, and the COVID-19 pandemic has thrown some financial curveballs, there are some key factors that investors and financial planners are looking at to navigate the coming months. Investment advisors Jeff Lewis and Marc Livernois share some of their insights with you during today's podcast from Epic Trust Financial Group LLC. Questions about your investments or taxes? Send an email to Marc@epictrust.com using PODCAST in the subject line to ask your questions for Jeff, Nathan, and Marc to address in a future episode. Disclaimer: To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting: Compliance Department Epic Trust Financial Group, LLC 1305 Fowler St. Suite 1D Richland, WA, 99352, USA Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution. Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic's judgment on this date and are subject to change without notice. This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

Epic Trust Financial Group
Can my stocks perform in a volatile end-of-year market?

Epic Trust Financial Group

Play Episode Listen Later Dec 21, 2021 33:19


If you've been watching the stock market over the past several weeks, you may have noticed that things are bit all over the place. How much of the recent volatility is due to concerns about a new coronavirus variant, or is this a normal fluctuation for this time of the year? Could stimulus payments be impacting consumer prices and inflation? Jeff Lewis and Marc Livernois offer some insights into the causes of the recent volatility and whether large and small cap stocks are expected to be profitable in the fourth quarter of 2021. Questions about your investments or taxes? Send an email to Marc@epictrust.com using PODCAST in the subject line to ask your questions for Jeff, Nathan, and Marc to address in a future episode. Disclaimer: To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting: Compliance Department Epic Trust Financial Group, LLC 1305 Fowler St. Suite 1D Richland, WA, 99352, USA Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution. Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic's judgment on this date and are subject to change without notice. This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

Epic Trust Financial Group
Can a small business owner ever retire?

Epic Trust Financial Group

Play Episode Listen Later Nov 17, 2021 33:45


As a small business owner, you may wonder if there's any chance that you'll be able to transition into retirement. You can! You just need an exit strategy. Tax advisor Nathan Burt and investment advisors Jeff Lewis and Marc Livernois talk about some of the things you need to consider. Questions about your investments or taxes? Send an email to Marc@epictrust.com using PODCAST in the subject line to ask your questions for Jeff, Nathan, and Marc to address in a future episode. Disclaimer: To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting: Compliance Department Epic Trust Financial Group, LLC 1305 Fowler St. Suite 1D Richland, WA, 99352, USA Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution. Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic's judgment on this date and are subject to change without notice. This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

Epic Trust Financial Group
Will I have to pay income taxes in retirement?

Epic Trust Financial Group

Play Episode Listen Later Nov 2, 2021 28:21


Did you know that Social Security is considered income, and you'll have to pay applicable income taxes? Taxes can have a big impact on your retirement income, and Jeff Lewis and Mark Livernois bring tax expert Nathan Burt into the conversation for this episode. Questions about your investments or taxes? Send an email to Marc@epictrust.com using PODCAST in the subject line to ask your questions for Jeff and Marc (and Nathan) to address in a future episode. Disclaimer: To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting: Compliance Department Epic Trust Financial Group, LLC 1305 Fowler St. Suite 1D Richland, WA, 99352, USA Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution. Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic's judgment on this date and are subject to change without notice. This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

Epic Trust Financial Group
How can I use market-linked notes to grow my investments?

Epic Trust Financial Group

Play Episode Listen Later Oct 28, 2021 26:32


What are market-linked notes, and how can they improve your earnings potential? Jeff Lewis and Marc Livernois discuss this strategy that they have been putting to work for some of their clients. Jeff and Marc want to hear from YOU! Send an email to Marc@epictrust.com using PODCAST in the subject line to ask your questions for Jeff and Marc to address in a future episode. Disclaimer: To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting: Compliance Department Epic Trust Financial Group, LLC 1305 Fowler St. Suite 1D Richland, WA, 99352, USA Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution. Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic's judgment on this date and are subject to change without notice. This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

Epic Trust Financial Group
Compare September 2021 to September 2020 stock gains and losses

Epic Trust Financial Group

Play Episode Listen Later Oct 21, 2021 37:43


Were you a little (or a lot) concerned about some losses in the stock market last month? Jeff and Marc take a look at what happened is some of the major investment sectors and compare 2021 numbers to September 2020 to find some patterns. Is the market experiencing a correction? Are there different types of corrections? Tune into the podcast to find out! Jeff and Marc want to hear from YOU! Send an email to Marc@epictrust.com using PODCAST in the subject line to ask your questions for Jeff and Marc to address in a future episode. Disclaimer: To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting: Compliance Department Epic Trust Financial Group, LLC 1305 Fowler St. Suite 1D Richland, WA, 99352, USA Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution. Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic's judgment on this date and are subject to change without notice. This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

Epic Trust Financial Group
Should you invest in an IPO?

Epic Trust Financial Group

Play Episode Listen Later Sep 28, 2021 32:29


Oregon-based Dutch Bros. recently went public and a surge of Kicker fans helped to push up the initial stock price. Is the purchase based on potential growth or an emotional connection to the drive-thru coffee chain? What are the benefits and pitfalls when it comes to purchasing an IPO? Epic Trust financial advisors Jeff Lewis and Marc Livernois explain why companies go public, and what you should consider before jumping on board. Jeff and Marc want to hear from YOU! Send an email to Marc@epictrust.com using PODCAST in the subject line to ask your questions for Jeff and Marc to address in a future episode. Disclaimer: To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting: Compliance Department Epic Trust Financial Group, LLC 1305 Fowler St. Suite 1D Richland, WA, 99352, USA Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution. Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic's judgment on this date and are subject to change without notice. This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

The Advisor Financing Forum
Boost Post-Acquisition Value with Financial Planning Services

The Advisor Financing Forum

Play Episode Listen Later Sep 24, 2021 50:30


Tony Stich, COO of NaviPlan by InvestCloud sat down with Aaron Hasler and Mike Langford to explore how RIAs and independent financial advisors can dramatically increase the value of their business by adding financial planning services. The value increase is magnified in M&A situations where the RIA or advisor has acquired another business that had yet to offer financial planning services to clients. As Tony Stich explains, financial planning is one of the last bastions of revenue security for financial advisors. It also allows advisors to discover new assets and new opportunities to serve their clients.

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Epic Trust Financial Group
Is shadow indexing good for your investment portfolio?

Epic Trust Financial Group

Play Episode Listen Later Sep 21, 2021 36:54


What is shadow indexing, and can it strengthen or weaken your long-term investment portfolio? Epic Trust Financial, LLC, Financial Advisors Jeff Lewis and Marc Livernois discuss explain shadow indexing, and offer some things to consider if you've thought about including shadow indexing in your investment strategy. They'll also take a look at some of the stocks and business sectors that they think could provide investment dividends heading into the fourth quarter of 2021. Jeff and Marc want to hear from YOU! Send an email to Marc@epictrust.com using PODCAST in the subject line to ask your questions for Jeff and Marc to address in a future episode. Disclaimer: To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting: Compliance Department Epic Trust Financial Group, LLC 1305 Fowler St. Suite 1D Richland, WA, 99352, USA Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution. Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic's judgment on this date and are subject to change without notice. This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

Epic Trust Financial Group
Do news headlines impact your investments?

Epic Trust Financial Group

Play Episode Listen Later Sep 14, 2021 32:00


In this new episode from Epic Trust Financial, LLC, Financial Advisors Jeff Lewis and Marc Livernois talk about whether news headlines are enough to prompt changes in your investments. Jeff and Marc hear from clients clients who get concerned when they see news headlines about companies or commodities they're invested in, but are today's headlines a good indicator of the future for long-term investments? So, what IS happening in the markets right now, and what do Jeff and Marc expect markets to do heading into the end of 2021? They'll break that down for you as well. Jeff and Marc want to hear from YOU! Send an email to Marc@epictrust.com using PODCAST in the subject line to ask your questions for Jeff and Marc to address in a future episode. . Disclaimer: To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting: Compliance Department Epic Trust Financial Group, LLC 1305 Fowler St. Suite 1D Richland, WA, 99352, USA Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution. Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic's judgment on this date and are subject to change without notice. This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

Epic Trust Financial Group
Should I be concerned about investing?

Epic Trust Financial Group

Play Episode Listen Later Sep 3, 2021 32:52


In this inaugural podcast from Epic Trust Financial, LLC, Financial Advisors Jeff Lewis and Marc Livernois discuss current trends in the economy, including transitory inflation, minimum wage, and the global supply chain. If you focus on what you hear in the news, you might be surprised to learn just how many positive conditions are present in the current economic landscape. Jeff and Marc want to hear from YOU! Send an email to Marc@epictrust.com using PODCAST in the subject line to ask your questions for Jeff and Marc to address in a future episode. Disclaimer: To the extent this podcast discusses any companies, products, or services which Epic currently maintains research coverage on, as well as important disclosures can be obtained by contacting: Compliance Department Epic Trust Financial Group, LLC 1305 Fowler St. Suite 1D Richland, WA, 99352, USA Investments & Financial Planning Services are offered through Epic Trust Investment Advisors, LLC – a Registered Investment Advisor. Investments should be considered within your overall plan, risk tolerance, and financial needs. Participation involves risk – including the potential loss of principal. Tax advice and accounting services are provided by Epic Tax Solutions, LLC. Insurance product are offered by Epic Insurance Solutions LLC and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by Epic Trust Financial Group, LLC or its affiliated companies. Epic Trust Financial Group, LLC is NOT a chartered bank, trust company, or depository institution. Speakers who are not identified as members of Epic Trust are expressing their own opinion, and their statements should not be construed as reflecting the views of Epic. Third party speakers and the host are not subject to FINRA regulation regarding conflicts and disclosure and the listener should be aware that they may have a financial interest in or other conflicts of interest with any companies discussed. Any opinions expressed herein are statements of Epic's judgment on this date and are subject to change without notice. This recording is the copyrighted property of Epic Trust. No part of this recording may be reproduced or used without written permission.

UBC News World
Daly City CA Wealth Management - Top Financial Planning Services Now Available

UBC News World

Play Episode Listen Later Jul 13, 2021 2:24


The recent pandemic has put increased focus on long term security, and the market cycle experts at HighPath Advisors provide Redwood City, Daly City and South San Francisco investors with a range of concierge-style financial planning services. Go to https://www.highpathadvisors.com (https://www.highpathadvisors.com) for more information!

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
How This Accounting Firm Grew 100% YoY with Financial Planning Services

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Play Episode Listen Later Jul 8, 2021 33:03


On this episode of the Growing Your Firm Podcast, Shane Mason gives us a look into launching services, working with a co-founder, remote work, service pricing, and shifting to a growth mindset.  His 100% YoY growth since 2014 is enough to prove his credentials.  Listen to the full podcast here: jetpackworkflow.com/blog/shane-mason-financial-planning #GrowingYourFirmPodcast

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Financial Advisor Success
Ep 162: Efficiently Expanding In-Depth Financial Planning Services To Move Beyond The AUM-Only Model with Tim Bickmore

Financial Advisor Success

Play Episode Listen Later Feb 4, 2020 112:15


Tim Bickmore is the co-founder and director of financial planning for LBW Wealth Management, an independent RIA that oversees more than $50 million in assets under management for 230 client households. Today Tim joins the show to discuss how the firm grew so quickly and why they are concerned that what helped grow their firm initially may not work for future growth. Listen in as we discuss the evolution of Tim’s advisory firm, including why they shifted to a blended model with a base monthly subscription fee and how they are ensuring profitability for new clients. You will learn LBW’s financial planning process for younger clients, the increasingly cash-flow based approach they have taken, and more. For show notes and more visit: https://www.kitces.com/162    

Rochester Rising
Episode 159: Dan and Natalie Slagle with Fyooz Financial Planning Services

Rochester Rising

Play Episode Listen Later Jan 15, 2020 43:59


For our first brand new podcast of 2020 we sit down with new entrepreneurs Dan and Natalie Slagle. This married couple created Fyooz Financial Planning Services, a fee-only financial planning business specifically for couples in their late twenties through early forties. On today’s episode we chat about how the couple met while at school in Saint Paul, their journey to Portland, Oregon, and their decision to start their business right here in Rochester. Tune in for an inspiring show to kick off 2020. Music Attribution: Jane Fonda by The Grand Affair is licensed through the YouTube Audio Library. Links from today’s podcast: Fyooz Financial Planning Services Website: https://fyoozfinancial.com/ Facebook: @fyoozfp Instagram: @fyoozfp Today’s podcast is sponsored by: Alsbrook Accounting Website: https://www.alsbrookaccounting.com/ Facebook: https://www.facebook.com/Alsbrook-Accounting-PC-188399485212470/ Twitter: @AlsbrookAccntg

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American Institute of CPAs - Personal Financial Planning (PFP)

Guests: Susan Tillery, CPA/PFS & Dave Stolz, CPA/PFS Whether you’re a new or veteran listener, we want you to feel at home with the AICPA PFP Division. Our purpose is to serve you, our community of CPA financial planners. In this episode, Susan Tillery, CPA/PFS and Chair of the PFP Executive Committee along with Dave Stolz, CPA/PFS and Chair of the PFS Credential Committee share what they are most looking forward to in 2020 from the PFP Division and what that means for you. Access the related resources from this podcast: Tax and Financial Planning Services hub Broadridge Advisor PFP Learning Library 4 free CPE webcasts per year (to be announced) Resources by topic area (estate, retirement, investments, risk management/insurance, tax planning, and practice management) Technical and practice management guides PFP News and Financial Planning Digest Advanced PFP Conference at ENGAGE and Building a Tax and Financial Planning Advisory Business Workshop PFP Summit PFS credential program PFP certificate program University program and outreach The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

American Institute of CPAs - Personal Financial Planning (PFP)
Integrating life coaching with the financial planning process {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Oct 24, 2019 17:46


Guest: Jimmy J. Williams, CPA/PFS The support, encouragement, and direction delivered through life coaching is an area where CPA financial planners can add tremendous value for clients by integrating it with the financial planning process. In this podcast, Jimmy J. Williams, CPA/PFS will share his life plan solution and answer the questions: Why you should include a process that helps your clients see the bigger picture than just the numbers? What is the life plan solution? How can you implement it in your client engagements? What are the actionable steps you can take now to get the conversation and planning process started with your clients?   Access the related resources from this podcast: AICPA’s Tax and Financial Planning Services hub Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program. Jimmy William’s Live a Life by Design website & podcast The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device from your web browser or favorite podcast app.

Kitces and Carl - Real Talk for Real Financial Advisors
How To Price Your Financial Planning Services: Kitces & Carl Ep 02

Kitces and Carl - Real Talk for Real Financial Advisors

Play Episode Listen Later Jun 24, 2019 27:02


In our second episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of establishing a price for your financial planning services, why many advisors feel such anxiety over setting (and sticking to) their pricing model, the ways in which advisors can communicate their value to prospects and clients to justify their price, and why, many times, problems around pricing are really the result of our own inward confidence problems.

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American Institute of CPAs - Personal Financial Planning (PFP)
Step 4: How do I approach new client meetings & offer financial planning services to current tax clients? {Building a Tax & Financial Planning Advisory Business}

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later May 2, 2019 21:18


Guests: Ted Sarenski, CPA/PFS & panelists: Chris DeBlanc and Scott Sprinkle Category: Practice management In this episode, CPA financial planners share how they approach new client meetings and how to offer planning services to tax clients and answer the questions: How does taking a humanistic approach to tax planning benefit your clients? How do you approach a tax compliance client to transition them into planning services? What are simple actions to take now? Access the related resources from this podcast: AICPA’s Planning & Tax Advisory Services hub Roadmap to Planning & Tax Advisory Services Analysis of a tax return for financial planning opportunities Workshop: Building a Tax and Financial Planning Advisory Business (preceding the Advanced PFP Conference at AICPA ENGAGE) Don’t miss the other episodes in this Building a Tax & Financial Planning Advisory Business series! Step 1: Why should I offer tax & financial planning advisory services? Step 2: How do I get started? Step 3: What are the appropriate fees to charge? Step 4: How do I approach new client meetings & offer financial planning services to current tax clients? Step 5: What is the best way to create deep relationships with clients? Step 6: How do I decide between serving as the primary point of contact or as a hyperspecialist? Step 7: How do I structure staffing and work with other advisers? Step 8: What do I need to know if I decide to offer investment advisory services? Step 9: How do I maximize use of technology? Step 10: What are the simple actions I can take now? The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits. Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic! And leave us a review so we can continue bringing valuable and relevant content to you.

American Institute of CPAs - Personal Financial Planning (PFP)
8 reasons why you need to offer elder care financial planning services to your clients

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Jan 30, 2019 25:53


Guest(s): Jim Sullivan, CPA/PFS Category: Technical In this podcast, Jim Sullivan, CPA/PFS, discusses elder planning strategies and answers these questions: Why should you offer elder planning services to your clients? How has elder planning practice changed over the last decade? How can you help your clients navigate the complexities of elder planning? You can continue your learning on this topic by attending this webcast taking place next week (eligible for discounted CPE).  Also, stay tuned for the upcoming release of a new guide on this topic which will be part of The Adviser’s Guide to Retirement and Elder Planning series.  Stay in the loop with all PFP podcasts by subscribing to our channel on iTunes or Pod-o-Matic.

On The Money with Jerry and Nick Royer Podcast
Episode #23: The 3 Levels of Financial Planning Services and Which One Is Right For You!

On The Money with Jerry and Nick Royer Podcast

Play Episode Listen Later Aug 23, 2018 15:53 Transcription Available


On This Episode You'll Discover: - How to figure out the type of financial person you are working with and if its the best for you or not. - The 3 levels of financial professionals and which level is right for you. - What the difference is between a TRANSACTIONAL Advisor and a HOLISTIC Advisor. Resources In Today's Episode: - Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546 - Check out our website: Group 10 Financial/ - Follow us on Facebook - Follow us on Twitter Disclaimer

Dentistry Uncensored with Howard Farran
931 Save Tax Dollars with Garland W. Mahan, CHBC, EA, RTRP & Chris Mahan, CHBC, MBA ACC : Dentistry Uncensored with Howard Farran

Dentistry Uncensored with Howard Farran

Play Episode Listen Later Jan 26, 2018 70:24


Garland & Chris Mahan whose company, Mahan & Associates, LLC;  in Nashville that have been serving the Healthcare Community for Collectively over 50 years. They specialize exclusively in the Dental and Medical market space have a dynamic and complementary service model where all things are coordinated for the most optimal financial and practice development outcomes possible. Their company, provides distinguished service lines that are essential to all Practice Businesses. They provide Financials & Write Up Services, Tax Strategy and Tax Services, Practice Management Services, Payroll & HR Services, Pension and Retirement Planning Service and Financial Planning Services. With coordinating all these separate but necessary disciplines, they are able to offer a competitive advantage to their clients by integrating all business services and objectives to work in a competitive manner. Today we will be discussing one the core disciplines that affects all of us and that is Taxes and what initiatives and strategies need to be considered to save tax dollars!   www.mahanassociates.com

Financial Advisor Success
Ep 048: Creating Tangible Advisor Marketing Messages For Intangible Financial Planning Services with Gail Graham

Financial Advisor Success

Play Episode Listen Later Nov 28, 2017 104:38


Today’s guest is the CEO of Graham Strategy, a marketing consulting firm that helps financial advisors craft relevant marketing messages to reach their target clientele. Gail Graham has had a fascinating career spanning a wide range of advisory businesses, and she has held a similar marketing role as she moved from the private wealth division of PNC Bank to Fidelity’s Private Client Group, and later to her position as Chief Marketing Officer for United Capital. The experience she has gained over the years means she truly understands what it takes to successfully market an intangible like financial planning services. In this episode, we talk in depth about how to more effectively communicate financial planning and its value, as well as why financial advisors need to get clear about who their ideal client is. We also discuss why it’s absolutely essential to focus in order to find the right marketing messages that really resonate and Gail’s process for finding and refining your own value proposition. For show notes and more visit https://www.kitces.com/48

Entrepreneur Weekly
Aaron Shapiro, Lauryn Williams & Chase Jarvis

Entrepreneur Weekly

Play Episode Listen Later Sep 16, 2017 39:13


Want to be an industry leader in the internet age? Aaron Shapiro, Founder and CEO of Huge, explains how their user-first philosophy and edgy corporate culture are transforming preeminent brands by re-imagining the digital customer experience. Then, 4-time Olympian and Founder of Worth Winning, Lauryn Williams, offers practical financial planning advice. Closing out the episode, CreativeLive Founder and CEO, Chase Jarvis, discusses the advantages of pursuing a higher education. [00:00:00] Evolving Your Business in a Digital Economy [00:04:59] Discover the Scrappy Origin Story of Huge [00:11:30] Adopting a Customer-First Philosophy [00:18:21] Financial Planning Services for Millennials [00:27:40] Jump into Business, Bring a Parachute [00:33:22] Find Your Passion through Experimentation

Wright State University Newsroom

http://wright.edu/news When Jillian Milano trains with her professional tennis coach, it sounds different than the other players there. Her pink tennis shoes squeak louder and when the tennis ball makes contact with her racquet it sounds like an explosion. "We knew at a young age she had a special talent," said Greg Milano, Jillian’s father. Greg should know. He was on the Wright State tennis team in the early 1980s and graduated with a degree in communication. "They would’ve been happy for me no matter where I went, but I think they were happy I chose Wright State," said Jillian. Jillian will graduate from Carroll High School this spring and follow in her parent’s footsteps. She will attend Wright State this fall and is undecided on her major, but like her father she will play tennis for the Raiders. "We feel very confident that Jillian will be very successful at Wright State," said Fran Milano, Jillian's mother. Fran, who is the owner of Frances Milano & Associates, a financial advisory practice of Ameriprise Financial Services, is confident that her daughter will receive a quality education. Milano received a graduate Bachelor of Science in Financial Planning Services and has hired several graduates from the same program. "Being a student at Wright state has really helped support that whole idea of we want to reach out and help people," said Fran. Wright State isn’t the only team that the Milanos cheer for. Jillian’s older sister Carli is a sophomore tennis player at Wittenberg University. “If they ever play each other no rooting is allowed. We will be happy for both of them,” said Greg. The Wright State tennis team will host the Wittenberg Tigers on April 9. More at wright.edu

PODCAST – Fee Based Financial Planning Mastery™
FEE046 | How To “Productize” Your Financial Planning Services

PODCAST – Fee Based Financial Planning Mastery™

Play Episode Listen Later Aug 15, 2014 46:40


How To “Productize” Your Financial Planning Services Welcome to The Fee Based Financial Planning Mastery Podcast™! In this episode of Fee Based Financial Planning Mastery™, I’m going to talk about how to “productize” your financial planning services so that you can stop giving your advice away for free.  Properly articulating your value is a critical […]

how to productize financial planning services