Podcasts about private wealth manager

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Send us a text In this episode of The Retirement Evolved Podcast, Adam and Lauren welcome attorney Courtney Lovejoy to discuss key estate planning topics, including probate, trust administration, Medicaid planning, and VA benefits. Courtney explains the importance of proactive estate and Medicaid planning to protect assets, avoid costly mistakes like Medicaid's five-year look-back period, and maximize benefits for long-term care. The episode also highlights valuable strategies such as irrevocable trusts, Medicaid-compliant annuities, and VA Aid and Attendance benefits, emphasizing the need for early planning to secure financial stability for retirees and their families. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Send us a textGet your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Send us a text In the latest episode of The Retirement Evolved Podcast, Adam and Lauren welcomed Chris Austin, a fiduciary, guardian, and advocate dedicated to managing estates for individuals without family or trusted connections. They discussed his unique role in protecting and honoring clients' legacies while ensuring their financial and personal needs are met. Tune in for an inspiring conversation about serving others and planning for the unexpected. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Send us a text In the latest episode of The Retirement Evolved Podcast, we sit down with Kevin Kyle, an estate planning attorney and partner from Green, Schoenfeld & Kyle LLP, to dive into the essentials of estate planning. Kevin shares insights on how to protect your legacy, minimize tax burdens, and ensure your assets are distributed according to your wishes. This episode is packed with expert advice to help listeners navigate the complex but crucial aspects of planning for the future. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Send us a textGet your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Send us a textGet your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

In this episode, our Partner and Private Wealth Manager, Ryan Loehr speaks with Peter Beske Nielsen, the Global Head of Private Wealth for EQT. Peter joined Ryan in our Sydney office, visiting from Copenhagen. EQT is one of the world's most reputable private market investors, managing over $216b EUR or $350b AUD investing from start up to maturity or public company (take privates), and covering two segments: real assets and private capital. Critical to EQT is a philosophy of long-term ownership and ‘future proofing' companies - an attribute inspired by one of the most successful Swedish families and original EQT investor, the Wallenberg Family. The EQT model is to shape and execute a value-creation plan and keep an active ownership approach to transform and make companies more relevant, efficient, and future-proof – optimized for market dynamics and customer demands.  For the first time, EQT has a new solution in market to democratise access to the breadth of its private market offering to private wealth investors - instead of being restricted to institutions and family offices. Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Send us a Text Message.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Send us a Text Message.Thank you to all our listeners for subscribing and being the driving force behind The Retirement Evolved Podcast. With your support, we've reached an incredible milestone of 50 episodes and thousands of downloads. We couldn't have done it without your engagement and enthusiasm—here's to many more episodes together!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Join Nate Matherson as he sits down with Kevin Jurovich for the fifty-second episode of the Optimize podcast. Kevin is the co-founder and CEO of Circles, a startup enhancing discovery with live video. He also boasts a diverse background as a former NFL wide receiver for several teams, including the Philadelphia Eagles. Kevin shares his journey from viewing LinkedIn as merely a virtual resume to leveraging it as a powerful content marketing platform. He offers insights into creating compelling posts, optimizing profiles, and the importance of consistency and quality in content creation. Kevin also speaks to the practical aspects of content creation, such as the use of infographics, images, and videos to boost engagement. He emphasizes the value of authenticity and providing real value to your audience rather than merely promoting products or services. In this week's deep dive, listen to Kevin share everything you need to know about maximizing LinkedIn's potential for content marketing in 2024. Kevin gets tactical, sharing multiple examples and tips on how to craft posts that resonate with your audience and grow your follower base. Rounding out the episode, Kevin and Nate cover topics like the impact of disciplined posting, the role of images and videos, and the benefits of engaging with your audience in the comments. Closing the episode is our popular lightning round of questions!Learn More About KevinEx-NFL player turned startup founder sharing daily startup and VC insights from my journey as a founder! As the Co-Founder & CEO of Circles, I'm passionate about transforming how people discover places they love. Circles enhances discovery with live video. Combining Google Maps and TikTok, displaying real-time capacity updates.I caught the startup bug in 2013 while working as a Private Wealth Manager at Wells Fargo Advisors, serving tech entrepreneurs in Silicon Valley. Since then, I've been living the startup life and helping other founders on their journeys. Before my life in finance and then tech, I was a wide receiver in the NFL for the Philadelphia Eagles, San Francisco 49ers, and Chicago Bears.I also enjoy playing chess in my free time, If you're on chess.com, send me a challenge! My username is kevj05.LinkedIn: https://www.linkedin.com/in/kevinjurovich/Twitter: https://x.com/kevinjurovich?lang=en

In episode 49 Adam and Lauren talk about IRMAA or Income-Related Monthly Adjustment Amount and the unique challenges facing baby boomers entering retirement.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

What can a banker do for you? Find out in Episode 48!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

In episode 47 Adam & Lauren dive into local events in Southwest Florida as well as what to do in pre and post-retirement. Don't forget-- your questions drive the agenda for this podcast! Email us at Info@evoretire.com to submit your questions.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Dive into Episode 46 where Adam, Tom and Martha discuss winning by not losing, tax trouble, The 3 E's and projectile wieners- the WURST!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Meet Tom Johnson, CFA, a seasoned financial advisor at Evolution Retirement Services. With over a decade of experience in the financial industry, Tom brings a wealth of expertise in retirement planning and investment management.  Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

In Episode 44, we dive into Liquid Strategies with Kurt, our Vice President and Co-Founder of Evolution Retirement Services.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

In Episode 41 of our podcast, we embark on a diverse financial journey, exploring the intriguing intersection of Roth Conversions, Reverse Mortgages, and Rattlesnakes. Join us as we unravel the complexities of Roth Conversions, discussing their potential benefits and pitfalls for savvy investors. Delve into the world of Reverse Mortgages, uncovering the untapped financial possibilities they offer, and navigating the misconceptions that surround them. And, just for a touch of the unexpected, we'll share a tale or two about Rattlesnakes! Tune in for a captivating episode that promises valuable insights, financial wisdom, and a few unexpected twists!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Welcome to Episode 40 of "Retirement Evolved Podcast." In this episode, we delve into the essential elements of securing your financial future in retirement. We discuss Sequence of Returns Risk, strategies to combat inflation worries, and how to maximize Social Security benefits. Additionally, we explore the idea of relocating during retirement and its financial implications.  Join us as we explore the wisdom and strategies needed for a goal-focused retirement.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Join host Adam as he welcomes his mentor, Bob Grace, for a deep dive into essential financial topics. They explore income strategies, dissect the impacts of inflation and social security, and navigate the challenges of DIY financial planning. Discover how to avoid the fear of running out of money and gain insights into the complex world of annuities, including the good, the bad, and the ugly. Do not miss this insightful episode!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

In this "Retirement Evolved" podcast, Adam & Lauren delve into the topic of "5 Reasons people are scared to talk about finances," providing his unique insights. These reasons include the pressure to keep up with others' financial status, limited financial literacy, societal norms discouraging discussions about personal finances, apprehension about being perceived as greedy, and concerns about privacy.Adam  also delves into Roth IRA Contribution Rules, which he refers to as "The 3 Cs": Can't, Contribute, and Convert. He explores concepts like Backdoor Roth Conversions, Age Requirements, and methods to calculate potential payments.An unmissable segment is "Join the Conversation," where Adam addresses listener questions and provides valuable advice to address their financial concerns. Tune in for a comprehensive and enlightening exploration of these essential financial topics.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

Join us for an engaging and insightful podcast as we dive into the intriguing story behind the Rocky Statue's astonishing $58,000,000 take. Exploring the concept of Greedflation and pondering the existence of a 3rd Inflation wave, we unravel the complexities of the current economic landscape. Our "Join the Conversation" segment is gaining momentum, and Adam is eager to address your burning questions. Tune in for thought-provoking discussions and valuable insights on pressing financial matters. Don't miss out!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to plan for a financially secure future. Don't miss out on this essential read - download your copy today!

In this podcast episode, the focus is on transitioning retirement planning from a retail advisor to a private wealth manager like Evolution Retirement Services. The question of whether $1.3 million is enough for retirement is explored, emphasizing the importance of goal-focused planning. Strategies for determining when to pay taxes are discussed, highlighting the significance of taking control over tax decisions. Additionally, the episode delves into the millionaire mindset, emphasizing the importance of establishing a reliable income stream. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to plan for a financially secure future. Don't miss out on this essential read - download your copy today!

Come and join us in this exciting episode where we discuss Unlocking Your Retirement: The 5 Essential Elements for a Goal-Focused Retirement. Brace yourself for a thought-provoking experience that will challenge your perspectives and reveal exciting new possibilities for your retirement voyage.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to plan for a financially secure future. Don't miss out on this essential read - download your copy today!

Join us as we delve into the disappearing $12.2 trillion and its profound impact on retirement. Discover the shifting costs of airfare, hotel rooms, and housing since 1973, and contemplate whether it's time to Unretire? Embark on a captivating journey through the realms of finance, lifestyle, and the future of retirement in this thought-provoking and insightful podcast. Get ready to challenge your perspectives and uncover new possibilities for your retirement journey.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to plan for a financially secure future. Don't miss out on this essential read - download your copy today!

In this podcast episode, we delve into two important aspects of the United States' economic landscape: taxes and the national debt. We'll explore the evolution of taxation in the US and examine a historical timeline of the national debt, shedding light on significant events and their impact on the nation's finances.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to plan for a financially secure future. Don't miss out on this essential read - download your copy today!

Joining us for the first time on this podcast episode is the one and only Kurt Traulsen. Together, we explore the realm of retirement savings, discovering that the average amount is a modest $144k. Additionally, we dive into the current state of customer service and uncover trustworthy avenues for financial advice. Kurt underscores the significance of crafting a Goal-Focused Retirement Plan and encourages listeners to strive "Beyond Average". Don't miss out on these valuable insights!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to plan for a financially secure future. Don't miss out on this essential read - download your copy today!

Are you ready to Evolve your retirement? Join us on "Making the Shift to the Evolution Yard!" as we explore innovative retirement strategies. We'll help you shift from an investment-focused approach to a goal-focused one and highlight unique investment opportunities, such as investing in whiskey. Plus, we'll discuss how delaying retirement could benefit you and debunk the myth that good credit always leads to better financial fees. Our goal is to help you achieve a fulfilling retirement through personal growth and transformation. So, what are you waiting for? Tune in now and make the shift!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to plan for a financially secure future. Don't miss out on this essential read - download your copy today!

Private Wealth Manager Bronson Friedman speaks about the financial mistakes we're making and how to rectify them to save money in this economy.

Join us as we explore the world of Goal-Focused Retirement  in the era of "70 is the new 65".  We also provide a deep dive into everything life insurance has to offer, exploring the different types of policies available and how they can factor into your overall financial plan. Join us for an informative and enlightening journey to retire on your terms.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to plan for a financially secure future. Don't miss out on this essential read - download your copy today!

In this podcast, we take a unique approach to discussing personal finance, exploring the resurgence of baby boomer names.  Along the way, we delve into practical tips for decluttering debt and becoming goal-focused, providing actionable advice to help listeners achieve financial freedom. Tune in and join the conversation about money and culture, and discover the power of a focused financial plan.  Join us on a journey to Evolve - Tune in Now!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to plan for a financially secure future. Don't miss out on this essential read - download your copy today!

“I wanted to build my business from the ground up… having the power to choose the clients you work with, figure out how you want to build your business strategically and for the long-term. It's been exciting… doing it all from scratch.”  -Matthew Wang, USMA ‘06 After graduating from the United States Military Academy at West Point and serving as an active-duty military intelligence officer in support of Operation Enduring Freedom, Matthew Wang transitioned into finance. Matthew completed the Bank of America Veterans Associate Program and then continued on to work with Bank of America's Global Markets institutional clients. He now works as a Private Wealth Manager with Merrill Private Wealth Management and is currently building out his team of financial advisors at The Wang Group. In this episode, we discuss: Matt's path from getting out of the Army to becoming a private wealth advisor Oh Six Answers—the Podcast Matt is launching that is focused on reconnecting his USMA ‘06 classmates ahead of their 20-year reunion The different financial advisor opportunities at Merrill The approach Matt is taking to build out his team of advisors at The Wang Group Different strategies Matt uses when working with high-net-worth clients and their families Matthew is looking to connect with individuals who can help him service his clients. His goal is to build a team of military veterans who now work in finance and come from a variety of investment specialties. We enjoyed learning from Matthew about what it is like to work with individuals and families with $10 million or more in net worth and how he helps them in managing their wealth. Thank you for sharing your expertise with us! Connect with Matthew: LinkedIn The Wang Group: Private Wealth Advisor If you found this episode valuable, please share it with a friend or colleague. If you are a Service Academy graduate and want to take your business to the next level, you can join our supportive community and get started today. Subscribe and help out the show: Subscribe on Apple Podcasts Also available on Google Podcasts, Spotify & Stitcher Leave us a 5-star review! Special thanks to Matthew for joining me this week. Until next time! -Scott Mackes, USNA '01

Join Private Wealth Manager and Certified Financial Fiduciary, Adam Bruno, on this week's episode of The Retirement Evolved Podcast, as Adam & Lauren explore the crucial topic of Protecting the Future: Understanding the Stakes Behind Biden's Veto, Social Security Insolvency, and The Crocodile Push. Gain invaluable insights and practical strategies for taking charge of your financial future and securing a brighter tomorrow. Tune in now to stay ahead of the curve!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to plan for a financially secure future. Don't miss out on this essential read - download your copy today!

On this week's installment of The Retirement Evolved Podcast, Adam discusses several topics, including the potential impact of President Biden's infrastructure proposal, the top risks confronting retirees, and Adam's attempt to justify his clumsiness.   With his expertise as a Private Wealth Manager and Certified Financial Fiduciary, Adam offers insights on a variety of retirement planning issues such as 401k's, social security, investing, and more, making it a must-listen for all. Make sure to catch every episode.

Influence has become a key factor in growing a business and connecting with individuals. How can you increase influence to grow your business through key individuals and company wide synergy? In this episode, Matt Ackermann is joined by John Pastore, Senior Vice President and Private Wealth Manager of Integrated Partners, and Steve Vono, Senior Vice … Continue reading Making The Great Even Better With John Pastore and Steve Vono (Ep. 41) →

The journey to achieving financial freedom for women has many obstacles. Most of them stem from financial fears. Today's guest helps demystify those fears with tips that will help you get closer to your financial goals. Sarah Carlson is a thought leader, writer, and financial planner. She is the Founder and Private Wealth Manager of Fulcrum Financial Group, LLC, and she's also the creator of a financial empowerment business called Love Money Journal. In this episode, she joins Juliet Clark to discuss key concepts from her upcoming book, Facing Financial Fears: 8 Steps to Financial Freedom for Women. Tune in as Sarah shares mindset strategies and practical tips to help you build wealth.Love the show? Subscribe, rate, review, and share! https://superbrandpublishing.com/podcasts/

Welcome back to The Morning Muse. In todays episode Private Wealth Manager and Content Creator, Miss Chindiya Joins Us On The Podcast for one of our most revealing and interesting episodes yet! We had the chance to talk about Misogynists, Relationships, Personal Training, University, Twitter Trolls and more! Enjoying this podcast? Please feel free to email us your thoughts, feedback and any suggestions you may have at themorningmuseofficial@gmail.com We hope you enjoy what we have for you!

Welcome back to The Morning Muse. In todays episode Private Wealth Manager and Content Creator, Miss Chindiya Joins Us On The Podcast for one of our most revealing and interesting episodes yet!We had the chance to talk about Misogynists, Relationships, Personal Training, University, Twitter Trolls and more!Enjoying this podcast? Please feel free to email us your thoughts, feedback and any suggestions you may have at themorningmuseofficial@gmail.comWe hope you enjoy what we have for you!

Welcome back to The Morning Muse. In todays episode Private Wealth Manager and Content Creator, Miss Chindiya Joins Us On The Podcast for one of our most revealing and interesting episodes yet!We had the chance to talk about Misogynists, Relationships, Personal Training, University, Twitter Trolls and more!Enjoying this podcast? Please feel free to email us your thoughts, feedback and any suggestions you may have at themorningmuseofficial@gmail.comWe hope you enjoy what we have for you!

Welcome back to The Morning Muse. In todays episode Private Wealth Manager and Content Creator, Miss Chindiya Joins Us On The Podcast for one of our most revealing and interesting episodes yet!We had the chance to talk about Misogynists, Relationships, Personal Training, University, Twitter Trolls and more!Enjoying this podcast? Please feel free to email us your thoughts, feedback and any suggestions you may have at themorningmuseofficial@gmail.comWe hope you enjoy what we have for you!

Welcome back to The Morning Muse. In todays episode Private Wealth Manager and Content Creator, Miss Chindiya Joins Us On The Podcast for one of our most revealing and interesting episodes yet!We had the chance to talk about Misogynists, Relationships, Personal Training, University, Twitter Trolls and more!Enjoying this podcast? Please feel free to email us your thoughts, feedback and any suggestions you may have at themorningmuseofficial@gmail.comWe hope you enjoy what we have for you!

Guest: Trevor  Crouse | Private Wealth Manager at NFB Wealth Management Africa is joined by Trevor Crouse, Private Wealth Manager at NFB Wealth Management to talk about what you should know about life insurance as you get older. If your family is depending on your salary or you've got a car/ house to pay off then life insurance is something you should have. But what happens when you get it later in life, does that mean you'd have to pay extra? See omnystudio.com/listener for privacy information.

The federal government has released its plan for a 40 per cent cut in carbon emissions by 2030. We discuss the plan with Robin Cox, a professor in the Disaster and Emergency Management graduate programs at Royal Roads University; and in our 2nd half, what do you want to know about filing your taxes this year? We hear advice from Mark Ting, a Private Wealth Manager at Foundation Wealth.

Paul Bruch-Wiens is a Private Wealth Manager at Quadrant Private Wealth, based in Winnipeg, Manitoba, Canada, where he lives with his spouse, two children and still has a deep passion for the performing arts.QUOTES“Singing in close harmony with my family and church community was a way of life. It was something you just did every Sunday.”“After I finished a business degree, the only thing I could do to have gainful employment based on the training was to be a bookkeeper. But I'd already done that for 3 years as a part time job. It wasn't interesting to me. So instead I studied for a Master of Music.”“There was no job lined up for you coming out of music school, but I adamantly chose not to be a music teacher.”“I got the job (in a bank) and thought it would solve everything. But it didn't. It was really difficult to come to terms with making the wholesale change. In my heart of hearts I was still a performer and the reality of the situation had not caught up with me. I just didn't believe it. I perhaps thought I would go back.”“I have all of these things to pull experience from. People don't necessarily want advice from people who haven't felt that themselves”“It's liberating when you  find yourself, and let go of who you think you should be.”LINKSFind Paul on LinkedINPODCAST TEAMProduction Support from Molly Jenkins Audio Engineering from Frazer RuddickTheme Music Composed by Danna YunTheme Music Performed by Jasper LyRECORDEDRecorded on 21 October 2021

What does drive mean to you? How does one pursue their goals and create a plan to reach them? In this episode, Brad Gotto and Matt Stahl have a conversation with Juan Toran about his journey to pursue his career goals, including becoming a registered yoga instructor and a financial crimes detective!  Juan, Matt, and Brad discuss: Goals within career aspirations  The approach that Fiat Wealth Management uses with their clients The impact of your workplace environment on your happiness and productivity Q&A with Juan And more! Connect with Matt and Brad Fiat Wealth Management LinkedIn: Matt Stahl LinkedIn: Brad Gotto

In previous episodes, you've been gradually meeting the team at Fiat Wealth Management. Now it's time to meet another one of the advisors, Scott Airey. In this episode, Brad Gotto and Matt Stahl speak with Scott Airey, private wealth manager at Fiat Wealth Management. Scott shares who he is as a person, as a wealth manager, and how he found himself working in the financial services industry. Scott discusses: What his life was like before working in the financial services industry Where he has experienced the most personal growth since joining the team at Fiat His favourite part about being a financial advisor And more Connect With Scott Airey: LinkedIn: Scott Airey Connect With Fiat Wealth Management: hello@fiatwm.com (952) 426-9116 Fiat Wealth Management LinkedIn: Brad Gotto LinkedIn: Matthew Stahl LinkedIn: Fiat Wealth Management Facebook: Fiat Wealth Management Twitter: Fiat Wealth Management About Our Guest: While Scott Airey was born and raised in Montreal, he found his way to the U.S. by way of collegiate baseball at the University of Northern Iowa. While in Iowa, he earned his master's degree and met his wife Lauren. Now a father of two to Victoria and Archie, Scott spends his time staying active, coaching baseball, and trying to play as much golf as his busy life allows. He takes pride in the financial foundation he provides his family and the legacy he is building for his children. Scott's mission as an advisor is to help people achieve their goals and leave a legacy they can be proud of for their loved ones.

You've met Brad Gotto, Matt Stahl, and Daniel Colvin in the previous episodes. Now it is time to meet another one of the many advisors on their team, Daniel Petkau. In this episode, Brad Gotto and Matt Stahl sit down with Daniel Petkau, private wealth manager at Fiat Wealth Management to talk about Daniel's journey … Continue reading 8. Who is Private Wealth Manager Daniel Petkau? →

You've met Brad Gotto, and Matt Stahl on the previous episodes. Now it is time to meet one of the many advisors on their team, Daniel Colvin. In this episode, Brad Gotto and Matt Stahl sit down with Daniel Colvin, private wealth manager at Fiat Wealth Management to talk about Daniel's journey to becoming an … Continue reading 7. Who is Private Wealth Manager Daniel Colvin? →

This week we speak to MD and CIO at Wealth Manager AJ Bell, Kevin Doran. We discuss Kevin's guiding principles in investing and what's worked well / less well over the years. Investment decision making – groupthink etc. Kevin has seen big changes and discusses what he's most focusing on over the next few months. Guiding principles: the single most important thing is acknowledging that time is your friend in investing but costs are your foe. Beyond that there is no magic formula other than consistency over time. A private wealth manager is a unique and privileged position at managing one of an individual's most important things (their money). As an industry we haven't always done a good job on transparency, letting people know what they are invested in and why. The single biggest problem these days is the 24 hour news channels, as a consequence of that there's “news from noise”. Stocks don't go up and down – they surge and plummet. If you can get the big stuff right, time will do the rest for you. What has Kevin put in place to help clients get this right? On the Youinvest platform they aim to cater to three different personas: Confident and in control – looking to implement their ideas as efficiently as possible. Might buy direct securities; Hungry for Help – build own portfolios of funds, perhaps using starter portfolios; Nervous Newcomer – will buy a product of funds. It needs to be easy to understand, jargon-free educational materials. During lockdown seen a surge in the Hungry for Help and Nervous Newcomer profiles on the site. Over last 4 years focused on ability to build portfolios, not just look at funds. Biggest lessons over Kevin's career? Make sure you get the biggest things right – don't focus on small stuff eg the difference between a Fed hike in November vs December Easy to spend too much time talking No point in talking around things the market has already discounted – can be very impressive and interesting, but much is already baked into expectations Starting point has to be – what's already in expectations Can only add value to portfolios if you can identify things that are not already incorporated into prices Understanding where change is coming from and what the catalysts are This implies the need to be more widely read beyond macro variables, history, philosophy, psychology It's about understanding people as much as anything. History and politics alongside economics For example: currency analysis - There is lots of analysis done over recent decades but really most of what mattered was 3 key events from the perspective of a UK investor. AJ Bell was trying to deliver low cost value solutions: aiming to strip as much cost out as possible without sacrificing the basics. Don't do “final mile” research in order to keep costs in the chain low. Instead outsource this to fund managers. When looking at hire/fire manager decisions – look at qualitative data first, backed up by quantitative data. For example blending factor styles and philosophies, managers are doing what you expect given the style, it is not just the highest performing. A good starting point is to try and guide to clients that if underlying investors can't invest over a cycle then shouldn't be investing (define a cycle as 5-6 years). When looking at decision making, ensure you have built a team with wide ranging interests and views, encourage openness and honesty. For example, the Brexit debate – there were a good range of opinions, outside with what you would get in most asset management businesses.

You may be paying more for your home loan than you know. Refliwe chats to Evelyn Doubell, Private Wealth Manager at NFB Wealth Management on the hidden costs in home loans and how to navigate them.  See omnystudio.com/listener for privacy information.

Guest: Doubell  | Private Wealth Manager at NFB Wealth Management Your income is your most valuable asset which is why protecting it is so important. Most companies have benefit schemes for their staff members in place which includes an income replacement benefit. These benefits normally cover 75% of your pensionable salary which is your salary before perks such as company retirement fund, car, petrol allowance and so on, are added. Often the waiting period is three months before the benefit will start paying out. But how many people have three months' salary saved up to plug this gap should an unforeseen event or illness happen? See omnystudio.com/listener for privacy information.

This episode will explore charitable giving in estate planning. Attorneys Christina Knopke and Annie Rogers will address how many clients currently name charities and Amanda Burge, a Private Wealth Manager at Creative Planning, will provide information on using a donor advised fund. This method can be much more simple, can provide several tax advantages and can also allow flexibility for the donor to change their charitable gifts over time without changing their legal documents.  A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Creative Planning legal disclosure: http://bit.ly/2DC250b

This episode will explore charitable giving in estate planning. Attorneys Christina Knopke and Annie Rogers will address how many clients currently name charities and Amanda Burge, a Private Wealth Manager at Creative Planning, will provide information on using a donor advised fund. This method can be much more simple, can provide several tax advantages and can also allow flexibility for the donor to change their charitable gifts over time without changing their legal documents.  A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Creative Planning legal disclosure: http://bit.ly/2DC250b

This week, I'm speaking with Myah Irick, who is the founder, Senior Vice President, and Private Wealth Manager of The Irick Group at Merrill Private Wealth Management. Myah is dedicated to educating and empowering others to realize their impact and optimize their time and money. She believes that financial empowerment is about being in control of your money, and not the other way around. She shares insights about the path to financial empowerment and what it entails, and how it intersects with DE&I. One such insight is that being an informed customer and asking the right questions is essential for navigating financial systems.  Resources Myah Irick on LinkedIn  The Irick Group

This episode is a discussion with some of our channel's most successful program managers based on Bank Investment Consultant's 2020 Top Program Manager rankings.When assessing these rankings and looking only at the banks that use third-party broker dealers, five out of the top ten program managers from these banks were from Raymond James programs.Separately, and as impressively, we noticed that if you filter for just broker dealers that serve the bank channel, Raymond James is #1 in the both the JD Power 2020 advisor satisfaction survey, and their 2020 client satisfaction survey.Given these impressive accomplishments we are appreciative that the Raymond James team agree to work with us to produce a podcast featuring insights from five of their top program managers from the bank channel. This discussion dives into the elements that contribute to their success.This episode features the following guests:Tim Killgoar, National Director, Financial Institutions Division at Raymond JamesSteve Kruchten, Division Director - Central Division at Raymond JamesGary Collier, Private Wealth Manager at Pinnacle Asset ManagementMike George, President-Brokerage at Fulton Financial AdvisorsPaul Haines, Managing Director, SVP at Middleburg Financial, Atlantic Union BankScott Jenner, President/CEO First Tech CU's Addison Avenue Investment ServicesMichael Totorri, Program Mgr, First Hawaiian BankSponsoring Partner:Raymond James Financial Institutions DivisionMusic Credits:Band: A Rusty Something (Nick Simpson)

Hey everybody. This is Trevor Chambers from Olde Raleigh Financial Group. We continue on with our soundtrack to an advisor's life blog and podcast. And today we have an in-house guest with Mr. Alex Mihajlov. And today we want to talk about some year end planning. What is on your mind, Mr. Mihajlov on that? MIHAJLOV: Well, Trevor it's great to see you. CHAMBERS: Good evening. MIHAJLOV: Good evening and welcome. CHAMBERS: Welcome. MIHAJLOV: This is probably one of the most important part -- times of the year right here. Because this is the time that we really go into full out year end planning mode. And I think this year due to the pandemic, it is probably one of the most complex and important times to have a year end planning session with your, at minimum your financial advisor. CHAMBERS: I would say that's a great idea. What specifically are you thinking about that people really start -- need to consider this year? What changes went on? MIHAJLOV: Well people ask me all the time if I'm worried about the stock market. I'm not as worried about the stock market as I am about tax brackets. CHAMBRS: Right. MIHAJLOV: And I think people have a historic opportunity to take advantage of tax brackets because I don't think there's anywhere for tax brackets to go ultimately than up. So, I think this is a great time for people to take a hard look at their tax bracket and make sure they're topping it off by potentially pulling money out of retirement and IRA accounts and either converting them to ROTH or not converting them to ROTH but giving them out at this level tax brackets. Read Full Interview Transcript at: https://olderaleighfinancial.com/year-end-planning-2020/ Olde Raleigh Financial Group 3110 Edwards Mill Road Suite 340 Raleigh, NC 27612 Phone: 919.861.8212 This material is provided as a courtesy and for educational purposes only from Olde Raleigh Financial Group, A member of Advisory Services Network and should not be construed as investment advice. All information contained in this video is derived from sources deemed to be reliable but cannot be guaranteed. All economic and performance data is historical and not indicative of future results. All views/opinions expressed in this video are solely those of the presenter and do not reflect the views/opinions held by Advisory Services Network, LLC. Advisory Services Network, LLC does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. Please consult your investment professional, legal or tax advisor for specific information pertaining to your situation.

Patrick Donohoe welcomes Frazer Rice as his special guest for Property: Episode-5! Frazer Rice is a leading private wealth manager with 15 years of experience advising millionaire and billionaire families on finances, including fiduciary and estate matters. His clients include business owners, hedge fund managers, real estate developers, corporate executives, foundations, and established families.