Podcast appearances and mentions of lorraine ell

Lorraine Ell, Managing Partner and CEO at Better Money Decisions, and Lea Ann Knight, Managing Partner and Certified Financial Planner at a women-owned Registered Investment Advisor, are leading figures in the finance industry with a shared commitment to empowering individuals—especially women—to manage their financial lives with expertise and confidence. With over 40 years of experience, Lorraine has shaped a career that challenges traditional financial norms, promoting a collaborative and innovative culture that diverges from the competitive nature of Wall Street. Her leadership ensures that every team member's contribution significantly impacts both the firm and its clients, advocating for better outcomes that benefit families across generations. Similarly, Lea Ann, with over 30 years of experience, specializes in guiding women through major life transitions such as marriage, divorce, widowhood, and retirement. Her holistic approach extends beyond investment portfolios to embrace the full spectrum of her clients' lives, emphasizing the importance of financial wellness for achieving long-term security. Together, these visionary leaders foster environments where financial decisions profoundly enhance clients' lives and futures. Better Money Decisions is a forward-thinking investment firm that has broken away from traditional "button-down" models to prioritize integrity and collaboration. Founded on the belief that the old ways of doing things needed a refresh, the firm operates with a deep commitment to seeing things from the client's perspective, continually adapting to changing regulations, technologies, and client circumstances to enhance its services. As a fiduciary and fee-only firm, Better Money Decisions ensures minimal conflicts of interest, avoiding commissions or referral fees, and focuses solely on what benefits the client. Rejecting conventional stock-picking, the firm embraces a research-backed investment philosophy that recognizes the efficiency of the markets, advocating for passive investments as a more cost-effective and reliable method to engage in stock and bond markets. This approach is guided by five basic principles that prioritize market efficiency and the challenges of outperforming the market consistently. Meet Better Money Decisions: https://bettermoneydecisions.com/ Watch the Full Interview: https://youtu.be/4ue7OrWvbj4 Unlock career success with "Riderflex Guide 2.0: Mastering Job Interviews." Over 30 years of recruitment expertise. Strategies for new graduates, seasoned professionals. Master virtual interviews,  and challenging questions. Get your copy today at: https://tinyurl.com/Mastering-Job-Interviews Listen to real stories from successful business leaders, CEOs, and entrepreneurs on the Riderflex podcast hosted by CEO Steve Urban. The Riderflex Podcast: https://www.youtube.com/channel/UC5NDLaxEqkMsnlYrc5ntAPw Trust Riderflex, a premier headhunter and employment agency based in Colorado, to recruit top talent for your team. Visit https://riderflex.com/ to learn more about our executive recruiting services. Podcast Sponsor: Kura Home Services, Air Duct Cleaning & Home Maintenance. For All your Home Maintenance needs!  https://www.kurahomeservices.com/ #FinancialFreedom #InvestmentWisdom #FiduciaryDuty #FinancialWellness #riderflexpodcast #careeradvice #entrepreneur #ColoradoRecruitingFirm #Colorado #National #Riderflex #TalentAcquisition #Employment #JobTips #ResumeTips --- Support this podcast: https://podcasters.spotify.com/pod/show/riderflex/support

Financial planning and a good investment strategy, started as early as possible, is key to achieving financial freedom in retirement. The sooner you do it, the better off you are (and will be). But many people start off doing this with no clear idea of what they are doing, which can really derail the train soon after it leaves the station. Out of ignorance, or listening to the wrong advice, people can cause serious problems for their retirement plans. That is why in this episode of the podcast I talk to Lorraine Ell, of the company Better Money Decisions, to talk about what she sees as the Top 10 Mistakes People Make in Financial Planning and Investing.

On this show, we talked about how our ever changing lives deserve and require that we consistently revisit our financial plan with Lorraine Ell, CEO of Better Money Decisions and author of Bozos, Monsters and Whiz Bangs.  Listen to learn about how all of your life experiences help to form and shape how you handle your finances! For the Difference Making Tip, scan ahead to 17:20. You can learn more about Lorraine at BetterFinancialDecisions.com, Twitter, Facebook, and LinkedIn. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George at Contact@GeorgeGrombacher.com.

What is the universal truth when it comes to saving money and making better money decision? Listen to find out! This week, Lorraine Ell, CEO of Better Money Decisions and author of Bozos, Monsters, and Whiz-Bangs: Bad Advice from Financial Advisors and How To Avoid It, joins us for a fun discussion about money and life.  Lorraine is an advocate for living the life you want and shares some great tips for bringing that hope to reality!  

If you want to ensure that your finances are secure and in place to be ahead in 2019, this interview with Christine Benz can assist you with just that. Christine is the Director of Personal Finance for Morningstar and is the author of several personal finance books. She knows how to tactfully manage taxes and how to get your portfolio out of aggressive and detrimental positions. If you want to start off this next year with a well-organized portfolio by making educated tax-deductible decisions, listen in on this episode of Better Money Decisions with your host and financial advisor, Kate Stalter.      Show Highlights:    Things people need to do to wrap up 2018 and jumpstart 2019  Ways to improve your portfolio  Properly managing IRA accounts  Strategies for tax law holdings and gains  Working with wash sale rules  Why capital gains distributions within mutual funds can be a tax trap  Meeting redemptions from departing sale holders  Step up in cost basis to account for tax distributions  How inheriting money is beneficial in litigating taxes  Charitable giving and itemizing  Qualified charitable distribution strategies  Clustering procedures and donor advised funds  The importance of evaluating your portfolio and sourcing portfolio withdrawals  Strategizing withdrawals to minimize taxes  Taking advantage of temporarily low tax brackets  When to take social security      Resources:    Christine’s article on Morningstar.com:  https://www.morningstar.com/articles/891899/retirees-yearend-taxplanning-guide.html  The Bodacious Benefits of A Donor Advised fund, by Lorraine Ell:  https://www.kiplinger.com/article/taxes/T054-C032-S014-the-bodacious-benefits-of-a-donor-advi sed-fund.html  Visit us on social media: Facebook: ​https://www.facebook.com/bettermoneydecisions/ Twitter: ​https://twitter.com/FinancialBetter Instagram: ​https://www.instagram.com/betterfinancialdecisions/  LinkedIn: ​https://www.linkedin.com/company/better-money-decisions/ 

In Ep. 043, Tim talks with Lorraine Ell.  Lorraine is the CEO of Better Money Decisions and the author of the recently released book 'Bozos, Monsters, and Whizbangs'.  They talk about Lorraine's journey around the world and how it shaped her views of people and finance, as well as her firm beliefs in the benefits of working with a fiduciary advisor.  They discuss what needs to change in the financial services industry, and how to make money last through retirement as well.

Lorraine Ell is the CEO of Better Money Decisions (B$D) and Better Insurance Decisions. As co-owner of B$D, she is excited to continue her long career as an investment professional which started when she worked in the 1980s as an advisor with Drexel, Burnham and Lambert and J.W. Charles and as Co-owner of a Registered Investment Advisory (RIA) firm. Author of the book, Bozos, Monsters and Whiz-bangs: Bad advice From Financial Advisors and How to Avoid it!, Lorraine is also frequently quoted in MarketWatch, Investment News, Investor’s Business Daily, Yahoo Finance, and The Wall Street Journal. Dr. Marissa talks candidly with Lorraine about why investing is still important even after the losses in 2008. The book is full of cautionary tales for Boomers about working with the wrong financial advisor. She definitely focuses on the idea of money and abundance, and how money helps people live the life they dream of! 

A good financial advisor should be there to assist you in understanding your assets; frankly, that isn’t always the case. Many advisors take advantage of their clients and their lack of understanding. No one wants to be in this situation and facing uncertainty for their financial future. Tune into this episode of Better Money Decisions with Kate Stalter and Lorraine Ell to learn how to avoid a financial crisis and replenish your account.    Show Highlights:   Not putting up with subpar financial advisors  Horror stories of poor advisors  Being ignorant and stuck in the past  Finding new ways to help your clients  Advisors taking advantage of unaware clients  Advisors incentives and mutual funds  Suitability Rules  Working with someone you like but isn’t working in your best interest Ways clients aren’t being served  Women being discredited  The downfall of handling your own finances  Runaway inflation and bond portfolios  Achieving the best outcome for retirement    Resources: Brokercheck.com  Bettermoneydecions.com  Wecanhelp@bettermoneydecisions.com  844-507-0961   Bozos, Monsters and Whiz Bangs Financial Advisors ebook   https://bozosmonsterswhizbangs.com

Miranda sits down with Lorraine Ell, CEO and Senior Financial Advisor at Better Money Decisions, about ways to find and identify the right financial advisor for you. Are there clear signs for when you need to seek the advice of a financial advisor? You want to find an advisor that does comprehensive planning, not just one who looks at your retirement savings. Does your financial advisor help you to understand the investing options and financial decisions placed in front of you? Lorainne Ell says an advisor should be one who explains and educates. Lorraine released a book to show the common investing financial planning pitfalls, and how to avoid them in “Bozos, Monsters, and Whiz-Bangs: Bad Advice From Financial Advisors and How To Avoid It”. For more information, visit the show notes at http://moneytreepodcast.com/192

We're welcoming to the basement the author of "Bozos, monsters and whiz-bangs," Lorraine Ell. Do you have a bad financial advisor story? On today's show Lorraine shares some absolute horror stories with us. Advisors churning accounts? Counselors telling you to sell when the market is in the tank? We'll talk about these and more on today's show (plus what to do if your advisor is dishing out some of this horrible advice!). In our headlines segment, things are getting a wild in the basement. We'll talk about a guy who discovered a bank glitch. Think he did the right thing? We'll talk about how he exploited the glitch to the tune of a few million dollars...and eventually might have learned a valuable lesson (or not). Plus, we throw out the Haven Life line to Bill, who is trying to figure out the various contribution limits for him and his wife. We'll also answer another listener letter, throw out Doug's trivia question, and more. Thanks to Housecall Pro for supporting Stacking Benjamins. Waive your $99 activation fee by going to HousecallPro.com/SB. Thanks also to MagnifyMoney.com for sponsoring Stacking Benjamins as well. MagnifyMoney.com saves users on average $450 when they compare, ditch, switch and save on credit cards, student loan refinancing, checking, savings and more. Check out MagnifyMoney.com for your savings.

Lorraine Ell, CEO of Better Money Decisions, and President of Excellat Consulting, shares insights she has gained from over two decades in the financial service industry helping business owners build successful practices. Learn about the three primary financial risk management mistakes that business owners make, and the steps you can take to make sure you keep your business on track.

Lorraine Ell is the CEO of Better Money Decisions (B$D) and Better Insurance Decisions. As co-owner of B$D, she is excited to continue her long career as an investment professional which started when she worked in the 1980s as an advisor with Drexel, Burnham and Lambert and J.W. Charles and as Co-owner of a Registered Investment Advisory (RIA) firm. Welcome! [2:35] Real quick- can you tell us your mission for both of your companies? ·       Primarily an investment advisor firm ·       “What’s money for but to live the life you want” ·       People lose sight of what they want from life [5:1] What are some first steps that you can recommend for people who are a bit behind in saving for retirement? ·       Don’t panic! ·       There are things you can do to catch up- working more, upping your savings ·       It’s important to take that first step ·       Try remove yourself from the expectations you hear [8:9] What are some things people should take into account when starting their retirement accounts? ·       So much panic over student loan debt ·       Put it aside and don’t forget to pay yourself- put money in your savings ·       Take advantage of programs e.g. 401(k)’s ·       It’s important having something for the future saved up [14:54] You have a whole section on your website about suddenly becoming wealthy- what a dream! How do you advise people who receive a large inheritance or win the lottery? ·       Often people inherit money that they aren’t expecting ·       Find an advisor that is a fiduciary [16:49] What is a common mistake you see people making with their money? ·       Buying a house that’s too big or beyond their means ·       People that get very wealthy don’t spend too much on their house ·       More stuff to fill the house costs a ton of money ·       Everything costs more money – A/C, heat etc. Sponsors [18:49] Check out chainofwealth.com/spending – katie’s got an awesome post about spending and even a free budget template! Value Link Round (VLR) [20:4] Why do you think people struggle to achieve their dreams? ·       Lack of focus ·       People are afraid of change or pivoting ·       Doing things differently is hard for people to accept [24:14] Do you have any other books or podcasts? ·       Podcast- The Better Money Decisions Show [24:55] Do you have a favorite quote? ·       I don’t want to be a poet, I want to change your life [25:28] Any last advice? ·       Spend some time thinking about who you are and where you want to go Support this podcast at — https://redcircle.com/chain-of-wealth-debt-investing-entrepreneurship-wealth-and-more/donationsWant to advertise on this podcast? Go to https://redcircle.com/brands and sign up.