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The most common mistake advisors make with prospects? They deliver a logically-driven pitch showcasing all the ways they can help. But, prospects make decisions with the emotional part of the brain. And, that's why logical pitches fall on deaf ears. Stacy Havener, Founder and CEO at Havener Capital Partners, has raised billions for boutique asset managers, and she did it with words, not numbers. Her story-driven method taps into something most pitches miss: emotion. If you want to connect with prospects, you need to master the art of storytelling. In this conversation, she unpacks why logic-based pitches fail, how to structure a first meeting to connect at a human level, and the neuroscience behind compelling narratives that convert. You'll learn: How you can set the tone for a vulnerable and authentic conversation How to turn a good story into a compelling offer that moves clients to action Structuring prospect meetings to build an emotional connection and trust from the start The science behind storytelling and how it triggers buying decisions at a subconscious level Tips for creating powerful “backstories” and using emotional cues that resonate with your audience *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: The Courage to Be Disliked by Ichiro Kishimi and Fumitake Koga Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with Stacy Havener: LinkedIn: Stacy Havener Website: Havener Capital Partners About our Guest: Stacy Havener is the Founder/CEO at Havener Capital Partners, a sales and marketing agency that helps boutique asset managers build, launch and grow funds. Havener Capital is on a mission to level the playing field in asset management by raising $100B for boutiques over the next decade. Stacy holds her Series 6, 7, 24, 63, 66, and 79 licenses and is a registered representative of Compass Securities Corporation. She received her Bachelor of Arts in English Literature from Western Connecticut State University, graduating summa cum laude in 1998. That same year, Stacy was named to both the NCAA and the GTE/CoSida Academic All-American teams for Division III Women's Soccer and subsequently nominated for NCAA Woman of the Year. Based in Newport, RI, Stacy often spends her mornings walking the beach, sipping a Dunkin' coffee, and listening to 90's hip hop – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of...
What if retirement planning wasn't just about saving but about learning how to spend? In Part 2 of The Human Side of Retirement, Brendan Frazier continues his conversation with Dan Haylett to explore the emotional and psychological aspects of decumulation. They dig into the behavioral side of this transition, why a "save, save, save" mindset can hold clients back, and how to reframe retirement as a time to pursue fulfillment. And they offer practical strategies advisors can use to guide clients through this transition so retirement becomes not just a financial milestone, but a fulfilling new chapter. You'll Learn: Mastering the skill of spending money in retirement Creating intentional spending habits to smooth the transition Reframing the success rates of financial plans The significance of the 50 to 70 "sweet spot" years for optimal life experiences *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with Dan Haylett: Humans vs Retirement LinkedIn: Dan Haylett TFP Financial Planning About Our Guest: Dan Haylett is the director, Head of Growth, and financial Planner at TFP Financial Planning. As a co-director of TFP, Dan's “pull back the duvet every morning” purpose is helping our clients spend their time and money on what's truly important. His passion for understanding and learning about the emotional, behavioural and financial challenges of life after work makes him a true specialist in helping clients have the freedom and confidence to take advantage of their ‘window of spending opportunity' and live their best life. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
Retirement isn't just about reaching a number - it's a deeply personal transition that requires more than financial planning. By understanding what truly matters beyond the numbers, you can better support clients in creating meaningful and fulfilling retirements. In Part One of this episode, Dan Haylett emphasizes the importance of shifting the focus from financial figures to human connection, purpose, and lasting memories. And he walks through the Retirement Planning Workbook he uses with clients to help them live with purpose, joy and meaning in retirement You'll Learn: The importance of understanding the emotional aspects of retirement and his own experiences helping clients navigate this transition The revolutionary "Retirement Planning Workbook" he developed to address the human side of retirement How to help clients spend their savings meaningfully to create lasting memories *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with Dan Haylett: Humans vs Retirement LinkedIn: Dan Haylett TFP Financial Planning About Our Guest: Dan Haylett is the director, Head of Growth, and financial Planner at TFP Financial Planning. As a co-director of TFP, Dan's “pull back the duvet every morning” purpose is helping our clients spend their time and money on what's truly important. His passion for understanding and learning about the emotional, behavioural and financial challenges of life after work makes him a true specialist in helping clients have the freedom and confidence to take advantage of their ‘window of spending opportunity' and live their best life. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
Financial planning is a service-based business. You're selling the invisible. It can't be seen, touched or experienced before buying. Prospects are forced to search for other ways to evaluate the value of working with you (most of which are NOT great options to inform such an important decision!). Fortunately, Michael Lecours, a financial advisor and co-founder of fpPathfinder, joined the show to explain the challenges of communicating the value of an intangible service and share specific ideas to make the financial planning experience more tangible. You'll Learn: How a dentist office made their service more tangible The invisible influences that drive a prospect's decision Using a client journey map to enhance client experiences What Airbnb can teach us about marketing the real value of an advisor *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: Harvard Business Review: Know Your Customers' “Jobs to Be Done” fpPathfinder: Popular Checklists & Flowcharts “Alchemy: The Dark Art and Curious Science of Creating Magic in Brands, Business, and Life” by Rory Sutherland “The Checklist Manifesto: How to Get Things Right” by Atul Gawande Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with Mike Lecours: fpPathfinder LinkedIn: Michael Lecours About Our Guest: Michael Lecours, CFP® is a Co-Founder of fpPathfinder. He is also a financial advisor and planner at the Wealth Strategies Team. Michael began his career in advertising where he worked to develop marketing strategies for insurance companies, banks, credit unions, RIAs and hedge funds. Now, he leverages his background in advertising to distill complex financial planning concepts into straightforward strategies, apply behavioral finance concepts to the planning process and injects a disciplined approach to all facets of the client experience. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
The conversations you have with clients during uncertain markets are the most important you'll ever have. Helping them safely and confidently navigate times like these is likely the single most important thing you'll ever do… If you know how to do it! In this episode, Brendan walks through a 4-step framework to equip you with everything you need to confidently guide your clients through uncertain markets You'll Learn: The critical mindset shift you must make before these conversations What goes on inside the mind of your clients when they call Why your charts and graphs are a waste of time (unless used correctly) *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
Most advisors know they need to integrate the human element into their practice. But, it's hard to decide WHAT to do and HOW to do it. Fortunately, Danielle Howard has successfully studied, tested and integrated the human element into her practice for over 30 years. And, through those years of learning and testing, she built the “Journey of Financial Health” process. In this conversation, Danielle reveals the steps of this process and how it helps her uncover client's mindsets, beliefs, and identities around money. You'll Learn: The role of identity in financial decisions The “Journey of Financial Health” Client Process The surveys she uses to facilitate deeper conversations A question to help clients focus on their financial “wins” How to run group workshops and hands-on client experiences *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: “The Soul of Money” by Lynne Twist “Atomic Habits” by James Clear “The Body of Money” by Gayle Colman Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with Danielle Howard: Website: Danielle Howard CFP® LinkedIn: Danielle Howard, CFP® CKA® danielle@wbd4u.com 970-927-3909 About Our Guest: As a CERTIFIED FINANCIAL PLANNER™ author, speaker and founder of Wealth By Design, LLC and Danielle Howard, CFP®, she is a catalyst for change around the financial tools, techniques and temperaments that construct a person's financial life. She is a blogger, podcaster and outspoken advocate for people heading into their fall season of life. Bridging the gap between Wall Street and Main Street, she brings complex financial topics and concepts down to earth. She opens the door to new conversations around money. Her engaging workshop - "Financial Fingerprints to Footprints™" provides an opportunity for people to look at their mindsets around money and learn how to build on the wins or rewrite the scripts. With on-line tutorial opportunities and in person educational events, she brings a fresh perspective to the pecuniary world. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
The conversations you have with clients during uncertain markets are the most important you'll ever have. Helping them safely and confidently navigate times like these is likely the single most important thing you'll ever do… If you know how to do it! In this episode, Brendan walks through a 4-step framework to equip you with everything you need to confidently guide your clients through uncertain markets You'll Learn: The critical mindset shift you must make before these conversations What goes on inside the mind of your clients when they call Why your charts and graphs are a waste of time (unless used correctly) *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
Talking about money remains one of the most challenging topics for many, often shrouded in silence and taboo. Why do we hesitate to engage in money conversations, and how can financial advisors help break this cycle? Join Brendan Frazier as he chats with Kathleen Burns Kingsbury, the mastermind behind KBK Wealth Connection and author of "Breaking Money Silence." Together, they delve into why we're so reluctant to talk about money and offer actionable steps to conquer these barriers. You'll Learn: The generational silence around money and how it's perpetuated. Real-life stories of breaking money silence and their impact. Risks of avoiding money conversations and unrecognized consequences. Tactical steps for advisors to build trust and facilitate meaningful financial discussions. *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with Kathleen Burns Kingsbury: KBK Wealth Connection LinkedIn: Kathleen Burns Kingsbury About Our Guest: Kathleen Burns Kingsbury isn't your average money mindset coach; she's a pioneering force in the realm of women and money, setting her apart from conventional counterparts. With over 18 years of specialized experience, she's dedicated herself to empowering women across finance, business, and entrepreneurship. As a mentor to female entrepreneurs, Kathleen offers invaluable guidance, drawing from her extensive background in wealth psychology and client communication. Her expertise extends to working with financial advisors, helping them navigate the complexities of wealth management while fostering stronger client relationships. Her signature program, “Unleash Your True Value™: How to Shift Your Negotiation Mindset, Boost Your Confidence, and Close More Sales,” is the culmination of her expertise, honed through years of helping women executives, financial advisors, and entrepreneurs break free from money silence. A graduate of Harvard Law School's Program On Negotiation, Kathleen served as an adjunct faculty member at the McCallum Graduate School at Bentley University from 2009 to 2019, where she taught the Psychology of Financial Planning in the CFP® program. She currently teaches Strategic Negotiations in the Business and Management School at Champlain College. She is certified Co-Active Coach with a Masters Degree in Psychology and Bachelors Degree in Finance. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser.
Financial advice is no longer just about offering services—it's about creating real, meaningful experiences for clients. Because an experience unlike any other is the difference between a one-time sale and a lifelong client. You want to create experiences so exceptional that your clients aren't even interested in hearing about an alternative. And, they can't wait to tell their friends and family about it. Fortunately, Dennis Moseley-Williams is a client experience guru and explains how to elevate your client experience to create raving fans and grow your business. You'll Learn: Why efficiency is the executioner of experience Why all advisors need a secret belief to share with clients The important distinction between service and experience Lessons about the client experience from The Ritz-Carlton A social media experiment to enhance the client experience *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with Dennis Moseley-Williams: Serious Shift | Inner Circle by DMW Strategic Consulting Dennis Moseley-Williams Strategic Consulting LinkedIn: Dennis Moseley-Williams About Our Guest: Dennis is the founder of Dennis Moseley-Williams Strategic Consulting, a practice management company that helps organizations secure and build sustainable relationships by creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities. A certified expert in the Experience Economy, Dennis helps organizations understand that customer experience is the predominant economic offering in the world today and demonstrates ways in which experiences can be crafted and staged so that they entice, educate, satisfy and transform – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
If you want to grow your advisory business by bringing on new clients, you have to get three things right: Your marketing, messaging and meetings. Marketing: You have to attract the right prospects and repel the wrong ones. Messaging: You have to connect with the prospect. Meetings: You have to create an experience that infuses trust and clarity. Most advisors execute one or two of these at a high level. But those excelling at all three are growing the fastest. David Armstrong, President and Co-founder of Monument Wealth Management, shares how they have married all three to propel the firm's growth. You'll Learn: Why SEO might be dying as a marketing strategy The “Monument Blueprint Process” to go from prospect to client The 'Peanut Butter and Jelly' fit strategy for ideal client relationships The future of search and the importance of content in AI-driven results How they use whiteboards for a collaborative and visual discovery meeting *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: Perplexity AI Turo Carsharing Company Financial Advisor Magazine 125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz Your Money and Your Brain by Jason Zweig Reminiscences of a Stock Operator by Edwin Lefèvre Zero To One by Peter Thiel and Blake Masters Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with David Armstrong: Linkendln: David B Armstrong Monument Wealth Management Instagram: @monumentwealth Moments in Leadership About Our Guest: David Armstrong is the president and co-founder of Monument Wealth Management, an RIA based in the DC area, recognized as one of America's top RIAs by Financial Advisor Magazine. Monument Wealth Management is dedicated to providing unfiltered opinions and straightforward advice, which sets them apart from the typical industry offerings. David also hosts the "Moments in Leadership" podcast, where he shares his expertise on leadership and wealth management. The firm's approach focuses on delivering practical, no-nonsense advice to clients in an often crowded market. To learn more about Monument Wealth Management and their unique approach to financial advisory, visit their website at www.monumentwealthmanagement.com. — Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission,
We all have an idea of what retirement will be like. But what happens when reality doesn't match your expectations? For many, the transition from a structured career to unstructured free time isn't as easy as it seems. That's exactly what happened to Tom Pendergast. Tom is a retired professional who found himself facing an unexpected challenge: boredom In this episode, Tom reveals his personal journey through the human side of retirement—the identity shifts, the search for purpose, and the unexpected struggles that come with it. You'll Learn: Why Tom's initial idea of retirement didn't match the reality The challenges of shedding a career identity and finding a new purpose Experiments Tom tried to create a more meaningful retirement The role a financial advisor can play in easing the transition *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: 45: Designing A Discovery Process To Maximize Return On Life with Mitch Anthony 120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with Tom Pendergast: Substack: Tom Pendergast LinkedIn: Tom Pendergast About Our Guest: Tom Pendergast is a writer and editor with eclectic interests, including cars, birds, outdoor exploration, baking, cybersecurity, and privacy. He often jokes that he's no longer fit for corporate work, but his career has included serving as the Chief Learning Officer at MediaPRO, a cybersecurity and privacy education company. Before that, he founded and ran Full Circle Editorial, a book packaging company, with his wife, Sara. During that time, he authored and edited two dozen books and countless articles. He also served on the local school board and remains interested in local politics. He lives in Snohomish, Washington, with his wife, artist Sara Pendergast. They have two grown children and a close-knit circle of friends. Together, they enjoy hiking, racing cars, drinking beer, gardening, watching birds, and making the most of life. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
We all know that true wealth goes far beyond money. Yet, we all act as though money is the ultimate end game. Like when your client says, “Once I get to $_____, then I'll be ready.” But money is simply a tool to fund the life you want to live. And once you know how to use it, it's a powerful tool for enhancing your happiness, meaning and fulfillment. But what are the ways that money can buy happiness? How can you use money to feel more fulfilled? Fortunately, Dr. Daniel Crosby is a leading expert in behavioral finance and the author of “Soul of Wealth: 50 Reflections on Money and Meaning.” And, in this episode he'll share specific ways you can use money to fund the life you want to live. What You'll Learn: How and why you should use your money to buy time A simple gratitude idea that instantly boosts your happiness Ideas to help clients cope with the discomfort of market uncertainty An exercise to determine whether your spending aligns with your values A personal story that shook him to realize that true wealth is more than money *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: “The Soul of Wealth: 50 Reflections on Money and Meaning” by Daniel Crosby “Standard Deviations” Podcast by Dr. Daniel Crosby Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with Dr. Daniel Crosby: LinkedIn: Dr. Daniel Crosby, Ph.D X: @danielcrosby About Our Guest: Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 12 languages. His third book, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he's not decoding market psychology, Daniel is a husband and father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained ...
As Betterment's Director of Behavioral Science, Dan Egan knows that understanding human behavior is key to your client's financial success. But knowing that's true and knowing what to do about it are two different things. There are a lot of opinions thrown around in the behavioral finance space on what works and what doesn't. And you probably don't want to “test” some of these ideas on clients you hope to work with for 10-30 years. For years, Dan has been testing behavioral finance interventions to figure out what actually works (and what is a waste of time). In this episode, he reveals proven ideas you can implement to enhance your client's outcomes without having to go through your own trial-and-error process. What You'll Learn: How to frame taxes to prevent impulsive decisions How visualizing goals makes saving more consistent Why you should NOT engage clients during a market downturn How robo-advisors actually enhance the value of human advisors The two types of clients most likely to panic during market volatility *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: "Siddhartha" by Hermann Hesse "Zen and the Art of Motorcycle Maintenance" by Robert M. Pirsig "Atomic Habits" by James Clear 30 Lessons for Living by Karl Pillemer, Ph. D. Research by Dilip Soman Research by Eric Johnson Research by Abby Sussman Michael Kitces Connect with Brendan Frazier: RFG Advisory LinkedIn: Brendan Frazier Connect with Daniel P. Egan: LinkedIn: Daniel P. Egan Betterment Advisor Solutions About Our Guest: Dan Egan is a behavioral finance professional and the Director of Behavioral Science at Betterment. With years of experience applying behavioral principles to financial technology, Dan focuses on improving client outcomes by helping people make better decisions, especially during stressful times. His work highlights the powerful intersection of psychology and technology in shaping the future of financial advice. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
Land Back is an Indigenous-led movement focused on returning land to Indigenous Tribes in a way that strengthens Indigenous sovereignty and communities. This episode features a discussion about how Land Back comes up in the context of estate planning and introduces key concepts for estate planners, financial advisors, and tax advisors to assist clients in taking suchaction.About Our Guests:Alma Soongi Beck is an attorney in Lathrop GPM Private Client Services Practice Groups. Beck is certified as a specialist in estate planning, trust, and probate law by the State Board of Legal Specialization, and her practice focuses on trusts, charitable planning, gift and estate tax planning, and post-death administration including trust administration and probate. She speaks regularly on estate planning issues affecting LGBTQ+ and unmarried couples, on the evolution of gender and parentage in estate planning and administration, and on Land Back to Indigenous Tribes. She has previously served on the boards of the Transgender Law Center, Our Family Coalition, Bay Area Lawyers for Individual Freedom (BALIF) and the Korean American Bar Association of Northern California (KABANC). Prior to joining Lathrop GPM (formerly Hopkins & Carley), Alma was a partner at Lakin Spears, LLP, as well as founder and principal attorney for The Beck Law Group, P.C. A Korean American child of immigrants, Beck had led workshops on implicit bias for legal professionals, college students, and climate organizations since the 1990s, most recently for the Climate Reality Project Bay Area Chapter. Jo Carrillo JD/JSD is Professor of Law and Faculty Director of the Indigenous Law Center (ILC) at UC Law San Francisco (formerly UC Hastings). For over three decades, Carrillo has taught and written extensively in property and property-related subjects, including Federal Indian Law. Carrillo earned her BA from Stanford University, her JD from the University of New Mexico, and her JSD from Stanford Law School. She is a member of the Order of the Coif, the American Law Institute, and a former Trustee of the Law & Society Association; she was aVisiting Scholar at The Center for the Study of Law & Society at UC Berkeley Law, and a Visiting Professor at Stanford Law School. As Faculty Director of the UC Law Indigenous Law Center, Carrillo facilitates a seminar series called Law &. This series brings lawyers, students, and California Tribal leaders into the law school classroom to discuss land back and land stewardship issues. Recently, again with assistance from the Resources Legacy Fund, Carrillo has undertaken to study land back transfer documents. Carrillo has served on the UC Law SF Legacy Committee. She now serves on the UC Law SF Restorative Justice Advisory Board, which counsels UC Law SF Chancellor and Dean David Faigman on decanal initiated restorative justice efforts for Indigenous communities in California. As a long-term project, Carrillo is co-editing a volume, with UCLA Professor of History Benjamin Madley, on redressing 19 th century state sponsored harms against California Indigenous Peoples..About Our Host:Erika Gasaway is a trust and estate litigation partner who was fomerly with Hopkins Carley, which is now LathropGPM. She is on the nationwide Private Client Services team and co-chairs the Trust & Estate Litigation Task Force. She is based in San Jose, California where she represents ultra-high and high net worth families, fiduciaries, and family offices to resolve disputes as various phases of their life cycles. Erika is a member of the California Lawyer's Association Trust and Estate Section's Executive Committee (“TEXCOM”).Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek and Cat Hammons
Jakob Andersen is an Executive Managing Director in Newmark's Multifamily Capital Markets division in Dallas, Texas. He joined Newmark in 2012, partnering in the Private Client Services division. Before this, he served as the Director of Real Estate at Archangel Capital Partners, a local senior living developer. His expertise in multifamily markets and real estate development has contributed to his recognition among the top commercial real estate brokers in the Dallas-Fort Worth area. To get in touch with Jakob, reach out to him on this email address: Jakob.Andersen@nmrk.com Keeping it Real Estate is brought to you by Granite Towers Equity Group, helping investors create passive income through multifamily real estate. To get in touch with the founders of Granite Towers, Mike Roeder and Dan Brisse, visit https://www.granitetowersequitygroup.com/contact
Lowenstein Sandler's Trusts & Estates Podcast: Splitting Heirs
On this episode of “Splitting Heirs,” partner Warren K. Racusin, Chair of Lowenstein's Trusts & Estates practice, invites Beth Shapiro Kaufman, Lowenstein Sandler partner and National Chair of the Private Client Services group, and Sandra Swirski, founder of the bipartisan advocacy firm Integer, to discuss how the upcoming 2024 presidential election may affect the taxes you have to pay--exclusions (including the ‘deceased spousal unused exclusion' or DSUE), and other tax cuts expected to expire soon. In addition to examining the impact of these sunsetting cuts on a particular client, they also address the political and legislative factors that influence these kinds of changes. Speakers: Warren K. Racusin, Partner and Chair, Trusts & Estates Beth Shapiro Kaufman, Partner, National Chair, Private Client Services Sandra Swirski, Founder, Integer
Join us this week as we are joined by Legendary College Football Coach RC Slocum. RC is known for his years at the helm of the Texas A&M Football Team and is now an integral member of the College Football Playoff Committee. During his years on the sidelines, RC became renowned for his ability to lead young men to get the best out of them on the field and in life. We sit for a lengthy discussion on the topic of inspiring your team of employees. Please enjoy this episode and listen to one of the very best to ever do it!Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.This commentary reflects the personal opinions, viewpoints and analyses of GFG Wealth Advisors. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by GFG Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. Hosted on Acast. See acast.com/privacy for more information.
Join us as we jump into a conversation with Dr. Steffie Tomson about the genesis of her company Getaway Sticks. Dr. Tomson is attempting to tackle a widely known need in Women's footwear. How do you make it stylish, and comfortable? We cover her previous career as a Neuroscientist and how she made the leap into entrepreneurship. By analyzing the market-place demand ahead of time, Dr. Tomson had confidence her product would sell. We hope this episode provides you with some insight into testing your potential market. Launching a new venture can be nerve racking to say the least, but if you know demand is waiting for you, then you can breathe just a bit easier. Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.This commentary reflects the personal opinions, viewpoints and analyses of GFG Wealth Advisors. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by GFG Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. Hosted on Acast. See acast.com/privacy for more information.
In this video we get to meet John Harvey Slocum. John Harvey is a businessman with a proven track record of success in multiple industries. During his career he has begun many ventures and done so with several different partners along the way. We hope you enjoy todays content and find something to take away with you as you are looking to bring on a partner to your enterprise!Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.This commentary reflects the personal opinions, viewpoints and analyses of GFG Wealth Advisors. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by GFG Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. Hosted on Acast. See acast.com/privacy for more information.
We are joined in this episode by a very special guest Kyle Kacal. Kyle is a successful Owner/Operator of Tonkaway Ranch located in College Station, TX. Kyle also spent a decade serving the State of Texas as the Representative for District 12. Join us as we talk about finding the motivation to take action in your life. Kyle consistently pushed the envelope of his capabilities and took action to achieve the life he wanted. Our goal is to share his story and motivations to help you unlock the motivation to action within yourself!Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.This commentary reflects the personal opinions, viewpoints and analyses of GFG Wealth Advisors. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by GFG Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. Hosted on Acast. See acast.com/privacy for more information.
Join us as we celebrate the launch of Dr. Jason Allens new book, Be The Successor. Jason and I talk about the driving forces in his world that led him to want to write a book for entrepreneurs. As an established owner of multiple businesses, Jason uses his book to pass along the valuable lessons he has learned with the intent to help others on their own path. We appreciate you tuning in and hopefully you can come away with some great information to implement in your own business!Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.This commentary reflects the personal opinions, viewpoints and analyses of GFG Wealth Advisors. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by GFG Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. Hosted on Acast. See acast.com/privacy for more information.
On this episode of the In The Green Podcast we are joined by owner of LSGC3, Mark Martinez. We have a great conversation regarding leaving a legacy for multiple generations, and the evolution of an entrepreneur as life changes around them. We are happy to have you join in and take in this great message. Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.This commentary reflects the personal opinions, viewpoints and analyses of GFG Wealth Advisors. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by GFG Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. Hosted on Acast. See acast.com/privacy for more information.
In this installment of In The Green, we get to know Rick Wedell who is the Chief Investment Officer for RFG Advisory. We utilize Rick with almost every portfolio we operate to utilize his years of institutional investment experience and enhance our offerings. Come get to know Rick a little bit, before I ask him the big question...Why should you hire a financial advisor?Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.This commentary reflects the personal opinions, viewpoints and analyses of GFG Wealth Advisors. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by GFG Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. Hosted on Acast. See acast.com/privacy for more information.
We are on location this week at the beautiful Whispering Pines Golf Club in Trinity, TX. Our guest this week is Director of Golf Chris Rowe. Chris is a valuable mentor in my life both in the golf industry and out of it. He was the perfect guest to discuss mentorship and what it means to mentor someone. There are some great nuggets of information in here to help you make a change in someone else's life.Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.This commentary reflects the personal opinions, viewpoints and analyses of GFG Wealth Advisors. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by GFG Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. Hosted on Acast. See acast.com/privacy for more information.
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.This commentary reflects the personal opinions, viewpoints and analyses of GFG Wealth Advisors. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by GFG Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. Hosted on Acast. See acast.com/privacy for more information.
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.This commentary reflects the personal opinions, viewpoints and analyses of GFG Wealth Advisors. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by GFG Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. Hosted on Acast. See acast.com/privacy for more information.
This episode is a dive into the basic structures of retirement accounts, and what pre-tax means vs post-tax. Mark Green from GFG Wealth advisors joins us to help break it all down.Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.This commentary reflects the personal opinions, viewpoints and analyses of GFG Wealth Advisors. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by GFG Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. Hosted on Acast. See acast.com/privacy for more information.
We are joined again for this Episode by President of GFG Wealth Advisors as we jump into the foundations of a healthy Financial Life.Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.This commentary reflects the personal opinions, viewpoints and analyses of GFG Wealth Advisors. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by GFG Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. Hosted on Acast. See acast.com/privacy for more information.
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.This commentary reflects the personal opinions, viewpoints and analyses of GFG Wealth Advisors. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by GFG Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. Hosted on Acast. See acast.com/privacy for more information.
Welcome to In The Green Podcast. In this episode you will be introduced to your Host and GFG Wealth Advisor, Ryan Briggs.Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.This commentary reflects the personal opinions, viewpoints and analyses of GFG Wealth Advisors. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by GFG Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. Hosted on Acast. See acast.com/privacy for more information.
In this video we are joined by the President of GFG Wealth Advisors, Mark Green. We will dive into his history in the financial services business and what led to the creation of GFG Wealth Advisors.Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.This commentary reflects the personal opinions, viewpoints and analyses of GFG Wealth Advisors. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by GFG Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. Hosted on Acast. See acast.com/privacy for more information.
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.This commentary reflects the personal opinions, viewpoints and analyses of GFG Wealth Advisors. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by GFG Wealth Advisors or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, GFG Wealth Advisors, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. Hosted on Acast. See acast.com/privacy for more information.
#Bitcoin #Deflation #Technology #Abundance John Haar - Managing Director of Private Client Services at Swan Bitcoin - joins me in this episode to talk about: - his observations within his previous position at the legacy -fiat financial complex at Goldman Sachs & the perception of #Bitcoin - Fixed Supply Money, the immutability of Bitcoin's absolute scarcity, & why Bitcoin is the only ethical monetary system - Deflation, Abundance, human & technological evolution rooted in Bitcoin and many other interesting topics. Follow John Haar on Twitter / X & LinkedIn: https://twitter.com/john_at_swan https://www.linkedin.com/in/john-haar-971b1444/ Read John Haar's articles: https://www.swanbitcoin.com/how-legacy-finance-perceives-bitcoin/ https://www.swanbitcoin.com/why-a-fixed-supply-money-does-not-lead-to-economic-catastrophe/ If you loved this episode, share it with your friends & family! Thanks for your support! Bitcoin-Podcast: https://anchor.fm/keyvandavani Other Podcast-Platforms you can listen to my show: Apple Podcast: https://apple.co/2IA2dhV Google Podcast: https://bit.ly/31rSymq Spotify: https://spoti.fi/2wOfq1k Breaker: https://bit.ly/2IzhiQO Overcast: https://bit.ly/2R4nnbJ Pocket-Casts: https://bit.ly/2XElbKv Radio Public: https://bit.ly/2I86iuH E-mail: kd@keyvandavani.com. Buy easily Azteco's Bitcoin-Vouchers on telegram and redeem with any popular mobile Bitcoin & Lightning-Wallet: https://t.me/BitcoinVoucherBot?start=... Recommended Hardware-Wallets: Coldcard: https://bit.ly/3f6Vgq4 (use discount code DAVANI) --- Bitbox02: https://bit.ly/3iluknN (use discount code DAVANI) --- Keystone: https://bit.ly/3xyJlbx (use discount code DAVANI) --- Back up your Bitcoin Seeds with Cryptotag: https://bit.ly/3fqjgnb --- twitter: @keyvandavani linkedIn: /keyvandavani telegram: @keyvandavani instagram: /keyvandavani medium.com/@keyvandavani davani.substack.com/ Telegram: t.me/keyvandavani Support my independent educational work with Bitcoin. ---- PayNym-ID (Samourai Wallet): +summerhall1f2 --- Send in a voice message: https://podcasters.spotify.com/pod/show/keyvandavani/message
Lowenstein Sandler's Trusts & Estates Podcast: Splitting Heirs
Unlike most countries in the world, if you are a citizen or resident of the United States, the government gets to tax all of your worldwide income, regardless of where it's earned or where you live. And if the IRS decides that your tax home is the US your family may get hit by an estate tax, even if you aren't a citizen or resident. In this episode of "Splitting Heirs,” host Warren K. Racusin speaks with fellow partner Megan E. Wernke about international and cross-border tax planning, and the different obligations and documents required for individuals with assets or income in the U.S. but who are domiciled elsewhere; have renounced their U.S. citizenship completely; or who are considered non-resident aliens. Speakers: Warren K. Racusin, Partner and Chair, Trusts & Estates Megan E. Wernke, Partner, Private Client Services
Steven Lubka is Managing Director of Private Client Services at Swan Bitcoin. In this interview, they discuss recent developments in the legal disputes between Peter and Craig Wright. Then, in the build-up to the Pacific Bitcoin Festival, they talk about various topics such as Bitcoin's community, the importance of financial stability, the cultural revolution brought about by Bitcoin, and the need for a positive vision of the future. - - - - Ahead of the Pacific Bitcoin Festival, the podcast was a great opportunity to catch up with one of the show's favourite guests, the peripatetic Bitcoiner Steven Lubka! In light of recent developments, the conversation kicked off with an update on Peter's ongoing litigation involving Craig Wright. This litigation is still live, and in time Peter will be able to tell the full story, but, it seems like we're definitely a lot closer to the end given the events of the past week. The conversation then shifted to our experiences within the Bitcoin community. We have both felt a strong sense of unity and passion within this community, a stark contrast to other industries. Bitcoiners tend to have multiple interests and go deep into various fields. Further, the community remained unfazed by the volatility, focusing more on the cultural revolution brought about by Bitcoin rather than its monetary value. As we delved deeper into the conversation, we reflected on the concept of time and its scarcity. We also discussed the importance of financial stability and its impact on one's ability to make meaningful choices in life. Financial constraints can limit one's ability to reevaluate their life and make different choices. We acknowledged the devastating effects of financial instability, citing examples from countries like Argentina and Lebanon. Towards the end of our conversation, we touched on how the mechanics and structure of a monetary system can shape human culture and emphasized the need for meaning and hope in society and the dangers of nihilism. We also discussed the possibility and impact of Bitcoin ending and our confidence that the community assembled around Bitcoin will continue to change the world regardless of the outcome of Bitcoin itself. - Show notes: https://www.whatbitcoindid.com/podcast/bitcoins-cultural-revolution This episode's sponsors: Iris Energy - Bitcoin Mining. Done Sustainably Bitcasino - The Future of Gaming is here Ledger - State of the art Bitcoin hardware wallet Wasabi Wallet - Privacy by default Unchained - Secure your bitcoin with confidence OrangePillApp - Stack Friends Who Stack Sats
“As we contemplate this, what may be a phase-change in industrial society, what are the questions we need to be asking?”— Steven LubkaSteven Lubka is Managing Director of Private Client Services at Swan Bitcoin. In this interview, they discuss recent developments in the legal disputes between Peter and Craig Wright. Then, in the build-up to the Pacific Bitcoin Festival, they talk about various topics such as Bitcoin's community, the importance of financial stability, the cultural revolution brought about by Bitcoin, and the need for a positive vision of the future. - - - - Ahead of the Pacific Bitcoin Festival, the podcast was a great opportunity to catch up with one of the show's favourite guests, the peripatetic Bitcoiner Steven Lubka! In light of recent developments, the conversation kicked off with an update on Peter's ongoing litigation involving Craig Wright. This litigation is still live, and in time Peter will be able to tell the full story, but, it seems like we're definitely a lot closer to the end given the events of the past week. The conversation then shifted to our experiences within the Bitcoin community. We have both felt a strong sense of unity and passion within this community, a stark contrast to other industries. Bitcoiners tend to have multiple interests and go deep into various fields. Further, the community remained unfazed by the volatility, focusing more on the cultural revolution brought about by Bitcoin rather than its monetary value.As we delved deeper into the conversation, we reflected on the concept of time and its scarcity. We also discussed the importance of financial stability and its impact on one's ability to make meaningful choices in life. Financial constraints can limit one's ability to reevaluate their life and make different choices. We acknowledged the devastating effects of financial instability, citing examples from countries like Argentina and Lebanon.Towards the end of our conversation, we touched on how the mechanics and structure of a monetary system can shape human culture and emphasized the need for meaning and hope in society and the dangers of nihilism. We also discussed the possibility and impact of Bitcoin ending and our confidence that the community assembled around Bitcoin will continue to change the world regardless of the outcome of Bitcoin itself.- - - - This episode's sponsors:Iris Energy - Bitcoin Mining. Done Sustainably Bitcasino - The Future of Gaming is hereLedger - State of the art Bitcoin hardware walletWasabi Wallet - Privacy by defaultUnchained - Secure your bitcoin with confidenceOrange Pill App - Stack friends who stack sats-----WBD718 - Show Notes-----If you enjoy The What Bitcoin Did Podcast you can help support the show by doing the following:Become a Patron and get access to shows early or help contributeMake a tip:Bitcoin: 3FiC6w7eb3dkcaNHMAnj39ANTAkv8Ufi2SQR Codes: BitcoinIf you do send a tip then please email me so that I can say thank youSubscribe on iTunes | Spotify | Stitcher | SoundCloud | YouTube | Deezer | TuneIn | RSS FeedLeave a review on iTunesShare the show and episodes with your friends and familySubscribe to the newsletter on my websiteFollow me on Twitter Personal | Twitter Podcast | Instagram | Medium | YouTubeIf you are interested in sponsoring the show, you can read more about that here or please feel free to drop me an email to discuss options.
As the owner of 20/20 Financial Advisers of Cardiff by the Sea, LLC, Stephen Ambrosini, along with his associates, provides investment and insurance related products and services to businesses and individuals through his registration with Private Client Services. Steve is also registered as an Investment Advisor Representative (IAR) with 20/20 Financial Advisers and provides fee based financial planning and fee based investment services to clients through his relationship with Prime Capital Wealth Management. He has extensive experience in the areas of business continuation, employee fringe benefits, and retirement planning for corporations and the self-employed. Steve has taught classes and seminars on retirement planning, pension plans, disability, and life insurance. While living in Phoenix, Arizona, he was a frequent guest commentator on The Keith DeGreen Personal Finance Show on KFYI Radio from 1991-93. One of the original founders of 20/20 Financial Advisers, he was inducted in the UNIFI Hall of Fame in 2013. Listen to this insightful RIA episode with Stephen Ambrosini about mining your book of business. Here is what to expect on this week's show: - Why it's important to listen to and understand your clients' needs before offering solutions. - How asking someone if they have an objection to your pitch allows you to guide the conversation based on their answer. - How orphaned accounts and house accounts offer warm prospects to engage with. - Why you should leverage organizations you have something in common with to connect with potential clients. - How you can generate referrals both organically and by proactively reaching out to satisfied clients. Connect with Stephen: Links Mentioned: https://www.2020fa.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Early in her career, Maura video essayist and performance artist Maura Brewer explored the relationship between representations of women in Hollywood films and the structures of contemporary capitalism. Through several often-tongue-in-cheek video pieces, she focused on the actor Jessica Chastain, who at the time was being typecast in films such as “Zero Dark Thirty” as a steely go-getter who paid a steep personal price for her ambition. In recent years, Maura's focus has shifted from representations created by capitalism to the underlying financial structures that uphold it. To wit, she is deep into a years-long project titled “Private Client Services” that explores how the rich launder money through art acquisition and sales. In this project, which Maura is documenting meticulously through video and writing, she herself is doing the very thing she is studying, namely laundering money through art. Maura is not entering this world entirely dewy-eyed, however. For several years, in addition to being an artist, she has worked as an experienced professional private investigator, garnering skills that are proving invaluable in her forays into the world of money laundering. Her work has been exhibited at spaces including MoMA and the Museum of Contemporary Art in Chicago and is in the collection of the Los Angeles County Museum of Art. Her projects have appeared in The Guardian, CBS News and The Paris Review. She is a 2023 Guggenheim fellow, a 2022 Creative Capital fellow, and a recipient of the Fellowship for Visual Artists at the California Community Foundation and the City of Los Angeles Master Artist Fellowship.In this interview, she details how she, once a fiber artist, harnessed her own investigative talents to create performance and video art about a crime that uses art as its primary instrument. https://maurabrewer.com/
With summer swiftly approaching, many families will be celebrating high school graduations and making plans to send those children off to college. But many are not prepared for the reality that parents lose their ability to access health and financial information related to their children after those children become young adults. Parents, therefore, may find themselves unable to assist their child with critical decisions as a child moves away from the home, often to a college campus.On this episode Partners Erin Nicholls and Michael Clear highlight the key documents that are essential to ensuring financial and medical decision-making powers are in place should the unexpected happen. They will give insight as to why having a Power of Attorney, Health Care Documents and a Will in place is essential for many young adults.We know this time of year can be exciting and stressful for many families and adding one more item to the to-do list is not preferred, but using this major life event to (i) educate a young adult about estate planning and (ii) ensure continuity in care is vitally important. Tune into this week's episode to learn how Wiggin and Dana's Private Client Services team can help clients and their young adult children plan for the future.
On this episode, join Partners Erin Nicholls and Michael Clear as they dive into a discussion on jurisdiction selection in the context of advanced planning strategies. What does it mean to select a jurisdiction when establishing a trust, and what benefits are available when considering one jurisdiction over another? Erin and Michael address these questions and more, with a primary focus on the following factors: (i) the rule against perpetuities, (ii) bifurcation of trustee duties, and (iii) income tax implications. These and other factors help to determine which jurisdiction is best suited to address a client's specific goals. There is a lot to consider when selecting a jurisdiction for a trust, so tune into this episode to learn more and be sure to reach out to the Wiggin and Dana's Private Client Services team to further assist.
On this episode, join Partners Dan Daniels and Michael Clear as they discuss the importance of educating the next generation on an estate planning matters. From the protection of assets in cases of divorce or litigation, to aligning a child's assumptions with reality, you will gain insight on how best to structure a family meeting and facilitate a productive conversation for all members involved. Whether it be a pending marriage or a death in the family, these life events often trigger the need for a family meeting where family members can gain insight about the flow of assets under the plan and who has decision making powers. We know how difficult these conversations can be, so tune into this week's episode to learn how Wiggin and Dana's Private Client Services team can assist you in your own discussions with the next generation on estate planning matters.
The Nice Podcast is brought to you by Futureforth.com. We teach leaders to improve employee retention, communication, and culture with the Nice Method™. Andrew Kintz is Executive Vice President of the Music Industry Group and Private Client Services at First Horizon Bank. What we talked about... Andrew Kintz started working at Sun Trust Bank in 1998 in Atlanta. Music industry finance and banking since 2009. Full bank within a bank only for music industry, corporations, businesses, and individuals in the music industry. Andrew introduced this in 2016 when he joined the bank. Andrew sings and can play guitar and piano. The Basement and Grimey's. Nashville oozes musical talent! Talents from commercial bankers. Dave Briggs interview. Specialty divisions tend to have high retention rates. Complexities of how copyright works on music played internationally. All Along the Watch Tower. We geek out on Neil Young. Brian Williams at Third National and Sun Trust. How to leave a lasting impression on young talent. Southern hospitality and the Golden Rule. Changing clothes depends on who you are working with. Providing top levels of service. Human capital management for high network families. Communication challenges. PPP loans during Covid. Read And There Was Light: Abraham Lincoln and the American Struggle by Jon Meacham. Contact Andrew on LinkedIn. We ❤️ Our Listeners. Please follow the show and leave a review wherever you subscribe to podcasts. Reviews and sharing the show are the nicest ways to support the podcast and are deeply appreciated. Thank you.
As the owner of 20/20 Financial Advisers of Cardiff by the Sea, LLC, Stephen Ambrosini, along with his associates, provides investment and insurance related products and services to businesses and individuals through his registration with Private Client Services. Steve is also registered as an Investment Advisor Representative (IAR) with 20/20 Financial Advisers and provides fee based financial planning and fee based investment services to clients through his relationship with 20/20 CMI. He has extensive experience in the areas of business continuation, employee fringe benefits, and retirement planning for corporations and the self-employed. Steve has taught classes and seminars on retirement planning, pension plans, disability, and life insurance. While living in Phoenix, Arizona, he was a frequent guest commentator on The Keith DeGreen Personal Finance Show on KFYI Radio from 1991-93. One of the original founders of 20/20 Financial Advisers, he was inducted in the UNIFI Hall of Fame in 2013. Listen to this insightful RIA episode with Steve Ambrosini about his company, 20/20 Financial Advisors, the state of the market, and how to utilize niches when working as a team. Here is what to expect on this week's show: How the biggest challenge clients need help overcoming is the state of the world in vitality and the importance of establishing a foundation for one's self and family Steve's philosophy and outlook on today's market The team Steve built for his business, 20/20 FA Steve's journey with business referrals Understanding how everyone has a niche to utilize Mentioned Links: Website: http://2020fa.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Steven Lubka is Managing Director of Private Client Services at Swan Bitcoin. In this interview, we discuss how the misallocation of money by central banks distorts money, destroys capital, and creates zombie companies. Steven calls for money to be left to find its natural state within a free market. - - - - Society has become accustomed to the intervention of central banks in the economy. The underlying narrative is that central banks have the power to direct the economy through the manipulation of money. A principle level is through the control of interest rates: artificial adjustments to the cost of borrowing money aimed at promoting or tempering growth. You don't have to be an economics expert though to know that central banks' interventions seem to have become excessive. We have had a decade of near-zero interest rates. In addition to this, central banks have heavily lent on money printing to maintain economic stability: one-fifth of all US dollars were printed in 2020 alone. These significant adjustments to the money supply set in train damaging second-order impacts. Given rising debt levels and recessionary forces, governments are seeking ways to stimulate growth. However, the economy has not been allowed to function normally for an extended period. We may therefore be in a position where significant businesses aren't able to operate with a more natural cost of money. Many businesses have developed in a period where the cost of money has been artificially low. This has created zombie companies, which need support to survive. This leads to a cascading series of issues: such companies divert resources from more efficient enterprises, but they are destined to fail, which destroys capital. It effectively hollows out parts of the economy. The misallocation of capital is therefore counterproductive: short-term stability is a mirage that hides long-term systemic vulnerability. Steven Lubka's thesis is that Bitcoin is the answer. It is a real tangible asset with a fixed monetary policy that enables price to be reflective of reality. The result is a market that can make rational decisions, build robust companies, and allow order to emerge In short, Bitcoin fixes the money.
“If everyone uses a 12-inch ruler to build a house, and then one day, the government wakes up, and they change out all the rulers for an 11-inch ruler, but they don't tell anybody…that distorts everything in the system because you're using that as a measure, and the same thing happens with money.”— Steven LubkaSteven Lubka is Managing Director of Private Client Services at Swan Bitcoin. In this interview, we discuss how the misallocation of money by central banks distorts money, destroys capital, and creates zombie companies. Steven calls for money to be left to find its natural state within a free market. - - - - Society has become accustomed to the intervention of central banks in the economy. The underlying narrative is that central banks have the power to direct the economy through the manipulation of money. A principle level is through the control of interest rates: artificial adjustments to the cost of borrowing money aimed at promoting or tempering growth.You don't have to be an economics expert though to know that central banks' interventions seem to have become excessive. We have had a decade of near-zero interest rates. In addition to this, central banks have heavily lent on money printing to maintain economic stability: one-fifth of all US dollars were printed in 2020 alone. These significant adjustments to the money supply set in train damaging second-order impacts. Given rising debt levels and recessionary forces, governments are seeking ways to stimulate growth. However, the economy has not been allowed to function normally for an extended period. We may therefore be in a position where significant businesses aren't able to operate with a more natural cost of money. Many businesses have developed in a period where the cost of money has been artificially low. This has created zombie companies, which need support to survive. This leads to a cascading series of issues: such companies divert resources from more efficient enterprises, but they are destined to fail, which destroys capital. It effectively hollows out parts of the economy.The misallocation of capital is therefore counterproductive: short-term stability is a mirage that hides long-term systemic vulnerability. Steven Lubka's thesis is that Bitcoin is the answer. It is a real tangible asset with a fixed monetary policy that enables price to be reflective of reality. The result is a market that can make rational decisions, build robust companies, and allow order to emerge In short, Bitcoin fixes the money.- - - - This episode's sponsors:Gemini - Buy Bitcoin instantlyLedn - Financial services for Bitcoin hodlersBitcasino - The Future of Gaming is herePacific Bitcoin - Bitcoin‑only event, Nov 10 & 11, 2022Ledger - State of the art Bitcoin hardware walletWasabi Wallet - Privacy by defaultTexas Blockchain Summit - Nov 17-18, 2022 | Austin, TexasBCB Group - Global digital financial Services-----WBD574 - Show Notes-----If you enjoy The What Bitcoin Did Podcast you can help support the show by doing the following:Become a Patron and get access to shows early or help contributeMake a tip:Bitcoin: 3FiC6w7eb3dkcaNHMAnj39ANTAkv8Ufi2SQR Codes: BitcoinIf you do send a tip then please email me so that I can say thank youSubscribe on iTunes | Spotify | Stitcher | SoundCloud | YouTube | Deezer | TuneIn | RSS FeedLeave a review on iTunesShare the show and episodes with your friends and familySubscribe to the newsletter on my websiteFollow me on Twitter Personal | Twitter Podcast | Instagram | Medium | YouTubeIf you are interested in sponsoring the show, you can read more about that here or please feel free to drop me an email to discuss options.
Our guest on the podcast today is Tim Steffen, director of tax planning for Baird. In his role, Tim researches, writes, and speaks about various tax matters, including retirement planning, executive compensation, legislative changes, and overall best practices. Tim originally joined Baird in 1999, serving in a variety of planning-oriented roles, most recently as director of advanced planning. He left Baird in 2019 to join the Advisor Education team at Pimco, then returned to Baird in 2021. Prior to 1999, Tim worked in Arthur Andersen's Private Client Services group. He earned his bachelor's degree in accounting from the University of Illinois. He is a Certified Public Accountant/Personal Financial Specialist, a Certified Financial Planner professional, and a Certified Private Wealth Advisor professional.BackgroundBioStudent Loan Forgiveness and Inflation Reduction ActAmerican Rescue Plan“5 Questions About Student Loan Forgiveness,” by Lia Mitchell and Karen Wallace, Morningstar.com, Aug. 29, 2022.“What Student Loan Forgiveness Means for Your Finances,” by Amy C. Arnott, Morningstar.com, Sept. 2, 2022.“Fact Sheet: The Inflation and Reduction Act Supports Workers and Families,” whitehouse.gov, Aug. 19, 2022.“IRS Tax Return Audit Rates Plummet,” by Ashlea Ebeling, forbes.com, May 18, 2022.S CorporationsTax-Loss Selling in a Weak MarketWhat Is Tax Selling?“It's Time for Tax-Loss Selling,” by Christine Benz, Morningstar.com, June 3, 2022.“Michael Kitces: Does Portfolio Customization Pay Off?” The Long View podcast, Morningstar.com, Aug. 23, 2022.IRA Conversions“IRAs: To Convert or Not To Convert?” bairdwealth.com, August 2022.“Surprising Upsides in a Down Market,” bairdwealth.com, June 22, 2022.“Are IRA Conversions a Good Idea During Volatility?” Interview with Christine Benz and Tim Steffen, Morningstar.com, May 12, 2020. “Is the Backdoor Roth Still Legit?” by Christine Benz, Morningstar.com, Jan. 21, 2022. “Don't Let Pro Rata Rules Trip Up Your Retirement Plan,” by Christine Benz, Morningstar.com, Feb. 27, 2018. Inherited IRAs“The Secure Act, RMDs, and Beneficiaries: Another Wrinkle,” by Natalie Choate, Morningstar.com, Dec. 8, 2021.“Why You Should Review Your Estate Plan This Year,” Interview with Christine Benz and Ed Slott, Morningstar.com, March 23, 2022.
Steven Lubka is Managing Director of Private Client Services at Swan Bitcoin. In this interview, we discuss the true meaning of inflation, the different types of inflation, and why this means Bitcoin is the best hedge against monetary inflation. We also discuss the crazy alchemy of bonds. - - - - Given Bitcoin's fixed monetary policy and increasing scarcity, it has long been promoted as being a reliable inflation hedge. It was one of Bitcoin's principal utilities. Then the consumer price index (CPI) began to rise, Bitcoin's price tracked downwards, and commentators rushed to dismiss the “inflation hedge” theory. This included Bank of America, Mark Cuban, and a wave of financial journalists. However, inflation is a broad term used to describe a range of phenomena within an economy. Generally, people ascribe inflation to increases in the price of goods. Originally though, inflation has been defined as an increase in the money supply. These definitions matter in examining whether Bitcoin has failed as an inflation hedge. Have people used the wrong definition? The failure of the inflation hedge theory relates directly to the decrease in Bitcoin's price whilst the CPI has increased over the past few months. Changes in the CPI can be caused by increased money supply, but they are also driven by supply-side changes such as supply chain shocks resulting from the pandemic and more recently the war in Ukraine. We are going through a period of money supply deflation as the economies of the world are starting to contract. Prices are going up whilst value is going down. Yet, significant money supply inflation has occurred since 2008. Various measures of broad money show that the US Fed has increased the money supply around 3 times since the global financial crisis. Over the same period, Bitcoin was launched, established a price, and grew to a market capitalization on par with some of the world's major currencies. As the money supply has expanded, Bitcoin's value has increased. Now money supply is contracting Bitcoin's price has decreased. So, has Bitcoin actually done what it set out to do and hedge against monetary inflation? Is the real issue people's misunderstanding of the true meaning of inflation?
“They're kind of these two different paradigms. One of them, you're bearish on humanity: you think humans aren't going to do well, we're not going to produce stuff, we're not going to be efficient. The other one, you're bearish on central bankers and governments. And I know which one I'm betting on - I'm betting on humans.”— Steven LubkaSteven Lubka is Managing Director of Private Client Services at Swan Bitcoin. In this interview, we discuss the true meaning of inflation, the different types of inflation, and why this means Bitcoin is the best hedge against monetary inflation. We also discuss the crazy alchemy of bonds. - - - - Given Bitcoin's fixed monetary policy and increasing scarcity, it has long been promoted as being a reliable inflation hedge. It was one of Bitcoin's principal utilities. Then the consumer price index (CPI) began to rise, Bitcoin's price tracked downwards, and commentators rushed to dismiss the “inflation hedge” theory. This included Bank of America, Mark Cuban, and a wave of financial journalists. However, inflation is a broad term used to describe a range of phenomena within an economy. Generally, people ascribe inflation to increases in the price of goods. Originally though, inflation has been defined as an increase in the money supply. These definitions matter in examining whether Bitcoin has failed as an inflation hedge. Have people used the wrong definition?The failure of the inflation hedge theory relates directly to the decrease in Bitcoin's price whilst the CPI has increased over the past few months. Changes in the CPI can be caused by increased money supply, but they are also driven by supply-side changes such as supply chain shocks resulting from the pandemic and more recently the war in Ukraine. We are going through a period of money supply deflation as the economies of the world are starting to contract. Prices are going up whilst value is going down.Yet, significant money supply inflation has occurred since 2008. Various measures of broad money show that the US Fed has increased the money supply around 3 times since the global financial crisis. Over the same period, Bitcoin was launched, established a price, and grew to a market capitalization on par with some of the world's major currencies. As the money supply has expanded, Bitcoin's value has increased. Now money supply is contracting Bitcoin's price has decreased. So, has Bitcoin actually done what it set out to do and hedge against monetary inflation? Is the real issue people's misunderstanding of the true meaning of inflation?- - - - This episode's sponsors:Gemini - Buy Bitcoin instantlyBlockFi - The future of Bitcoin financial servicesBitcasino - The Future of Gaming is herePacific Bitcoin - Bitcoin‑only event, Nov 10 & 11, 2022Ledger - State of the art Bitcoin hardware walletCompass Mining - Bitcoin mining & hostingCake Wallet - Open-source, privacy-focused Bitcoin walletBCB Group - Global digital financial Services-----WBD533 - Show Notes-----If you enjoy The What Bitcoin Did Podcast you can help support the show by doing the following:Become a Patron and get access to shows early or help contributeMake a tip:Bitcoin: 3FiC6w7eb3dkcaNHMAnj39ANTAkv8Ufi2SQR Codes: BitcoinIf you do send a tip then please email me so that I can say thank youSubscribe on iTunes | Spotify | Stitcher | SoundCloud | YouTube | Deezer | TuneIn | RSS FeedLeave a review on iTunesShare the show and episodes with your friends and familySubscribe to the newsletter on my websiteFollow me on Twitter Personal | Twitter Podcast | Instagram | Medium | YouTubeIf you are interested in sponsoring the show, you can read more about that here or please feel free to drop me an email to discuss options.
When it comes to estate planning, advisors naturally spend time helping clients think through their legacies and how they'd like to share their estates. But it's the client's executor (or trustee) who's charged with making sure those wishes become reality. That's why it makes sense to speak to clients about this role and share important considerations and guidance that can help clients make the best decision for the role. Too often, clients make this choice using a single variable: Whom do they trust? Stacey Delich-Gould and Anne Gifford Ewing, trust and estate specialists at Capital Group's Private Client Services, share insight on factors clients should consider when appointing an executor or trustee, and ideas on how advisors can help clients prepare their fiduciaries for the role. For more, visit PracticeLab.
On this episode of CalCurrent, private client services partner Steffi Hafen discusses estate and tax planning for private equity fund principles specifically focusing on tax planning with carried interest.
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