Podcasts about financial planning services

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

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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.

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Reduced Tax Liabilities For Retirement | Chicago Financial Planning Services

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

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Taxes During Retirement, It's More Complicated Than You Think.

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.

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

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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Sandwich Generation- Top 3 Challenges

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.

How Russia Invading Ukraine is Affecting the US Markets

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.

Am I Being Too Risky With My Investments?

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.

Investing Lessons Learned From the Pandemic

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.

Life Happens, Now What?

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.

Is Buying a House on Your Bucket List?

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.

How to Get Financially Organized

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.

Setting Financial Goals

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.

Introducing 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.

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What does 2022 look like for the economy and investing?

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.

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Can my stocks perform in a volatile end-of-year market?

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.

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Can a small business owner ever retire?

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.

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Will I have to pay income taxes in retirement?

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.

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How can I use market-linked notes to grow my investments?

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.

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Compare September 2021 to September 2020 stock gains and losses

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.

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Should you invest in an IPO?

The Advisor Financing Forum

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.

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Boost Post-Acquisition Value with Financial Planning Services

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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Is shadow indexing good for your investment portfolio?

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.

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Do news headlines impact your investments?

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.

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Should I be concerned about investing?

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.

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