Podcasts about senior financial planner

Looking for a community that actually supports you as a new financial planner? Blake Pinyan, Senior Financial Planner and Tax Manager at Anchor Bay Capital, joins the show today to talk about the NexGen community of the Financial Planning Association—a community geared towards meeting the needs of younger and newer planners. If you're interested in finding support as a new planner, expanding your network, or getting involved in a thriving professional community, this episode is for you! Listen in as Blake shares how he got involved, what makes NexGen unique, and the real impact it's had on his career. He highlights upcoming programs, in-person events, and the value of the online community for connection, learning, and professional growth. Whether you're looking to expand your network or find your footing in the industry, don't miss hearing how new planners can join and use NexGen to enhance their careers. You can find show notes and more information by clicking here: https://bit.ly/4mbzvpO

Talking about money can be awkward, overwhelming, and honestly, kind of scary. That's why having someone like Jackie Adler in your corner makes all the difference. She's a Senior Financial Planner & Investment Advisor with heart—sharp, empathetic, and someone who just gets the emotional side of money, especially for women navigating big life shifts like divorce or loss. In this episode, we get into all of it: saving, mindset shifts, wills and trusts, paying yourself first, and why the old-school idea of retiring at 65 doesn't really work anymore. If you've ever felt behind, confused, or just unsure about your financial future, this one's for you.

Paul is Senior Financial Planner at Heath & Finance Integrated. Paul's practice specialises in providing complex financial advice for individuals with disabilities, personal injury compensation, and intergenerational wealth transfer, focusing on navigating legal frameworks to optimise financial outcomes and support clients' long-term needs. Paul Conte LinkedIn: https://www.linkedin.com/in/paul-conte-b4724851/ Heath & Finance Integrated Website: https://healthfinance.com.au/ To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https://ensombl.com/go/20250403 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

Looking for a reset financially in the new year? Kyle McBrien, Senior Financial Planner at Betterment Investment Company has some tips.

  Thabo Shole Mashao, in for Clement Manyathela, speaks to Rudolph Geldenhuys who is a Senior Financial Planner at WealthUp and Annaline van der Poel who is the CEO for Debt Rescue SA about how people can be financially savvy while spending this Black Friday and during the festive season.See omnystudio.com/listener for privacy information.

In this episode, Peita is joined by Clint Nice, Senior Financial Planner at Profacc Public Accountants. They discuss how he developed a comprehensive investment philosophy using ChatGPT, the importance of having a well-defined philosophy for client communication and onboarding new advisors, and the value of leveraging AI tools to create educational materials and refine your investment approach. Clint Nice LinkedIn: https://www.linkedin.com/in/clint-nice-07828459/ Profacc Website: https://profacc.com.au/ Schroders Investment Education Space: https://app.ensombl.com/spaces/10186046/feed Discover what partnering with Schroders Australia, and being seriously invested, can do for you and your clients, visit https://ensombl.com/go/20240904 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this In Conversation With... episode, Kimberley Dondo as she talks with Cathy Brennan, Senior Financial Planner at Knightsbridge Wealth Management, about her transition from adviser to business owner. Cathy shares her experiences with The Verve Foundation's Adviser Incubator and discusses the importance of setting boundaries with herself and clients, embracing authenticity, and finding her niche. Listen now:

In this insightful episode of Super Insider we deep dive into the world of financial advice and retirement planning with Garth Collingwood from River City Financial Planning. Join host Anne Fuchs as she chats with Garth about the most common concerns and misconceptions around professional financial advice.  Highlights  The number one question Garth gets asked and why the answer isn't one-size-fits-all.  Why financial advice is for everyone, regardless of wealth.  The truth about the cost of financial planning.  Tips for how to approach retirement with confidence, even if you're feeling overwhelmed.   GET IN TOUCH:  We'd love your feedback for our podcast including any topics or questions you'd like us to cover in future episodes. Please email us at podcast@art.com.au  RECOMMENDATIONS  What types of financial advice are there?  https://www.australianretirementtrust.com.au/advice/options  To find a financial adviser who offers the right service for you   Financial Advice Association Australia. For tips on working with a financial adviser FOLLOW SUPER INSIDER  Apple Podcasts - https://podcasts.apple.com/au/podcast...  Spotify - https://open.spotify.com/show/1aXYHWZ...                                                                               CREDITS  Host: Anne Fuchs, Australian Retirement Trust Executive General Manager of Advice, Guidance and Education.  Guest: Garth Collingwood, River City Financial Planning Principal and Senior Financial Planner.   Any advice given by Australian Retirement Trust is provided by representatives of Sunsuper Financial Services Pty Ltd (ABN 50 087 154 818, AFSL 227867) or QInvest Limited (ABN 35 063 511 580, AFSL 238274), both wholly owned by the Trustee as an asset of Australian Retirement Trust. As representatives, they may recommend ART superannuation products when they are appropriate. Please refer to the relevant Financial Service Guides available at art.com.au/fsg for Super Savings and at qsuper.com.au/disclosure for QSuper. If you need financial advice about more than just your super, we may refer you to an accredited external financial adviser. Advice of this nature may incur a fee. You can find out more about financial advice options at https://www.australianretirementtrust.com.au/advice/options. Australian Retirement Trust has established a panel of accredited external financial advisers who are not employees in the Australian Retirement Trust group. Australian Retirement Trust is not responsible for the advice provided by these advisers and does not receive or pay any referral fees. These advisers will explain to you how their advice fees are determined.    Any advice given by the guest speaker is provided in their role as the authorised representative of Fintegrity Wealth Advisers Pty Ltd (ABN 89 653 321 487, AFSL 534971). The content is provided for general information and educational purposes only, any personal views and opinions in this podcast are not necessarily the views of the Trustee of Australian Retirement Trust. This information and all products are issued by Australian Retirement Trust Pty Ltd ABN 88 010 720 840 AFSL No. 228975, trustee of Australian Retirement Trust ABN 60 905 115 063. Any reference to “QSuper” is a reference to the Government Division of the Fund. Information is correct at the time of publishing. This is general information only and does not take into account the investment objectives, financial situation or needs of any particular individual. You should consider if the information is appropriate to your own circumstances before acting on it. You should also consider the relevant Product Disclosure Statement (PDS) before deciding to acquire or continue to hold any financial product and also the relevant Target Market Determination (TMD). For a copy of the PDS or TMD, please phone 13 11 84 or go to the Australian Retirement Trust website at art.com.au/pds or for QSuper products visit qsuper.qld.gov.au/pds or call us on 1300 360 750 for a copy. 

Rebecca is the Senior Financial Planner at Rising Tide Financial Services. She and James chat about her experience as an advisor at Rising Tide, their holistic approach to cash flow management, wealth creation, and insurance planning, as well as Rebecca's plans to attract and develop young talent in the financial planning profession. Rebecca Pritchard LinkedIn: https://www.linkedin.com/in/rebeccafpritchard/ Rising Tide Website: https://risingtidefinancial.com.au/ Rebecca Pritchard Website: https://www.rebeccapritchard.com.au/ Register for the All Licensee PD Day on November 26th at https://ensombl.com/ALPD/ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Ever wondered why some financial planners choose employment over entrepreneurship? Discover the compelling journey of Sean Banks, Senior Financial Planner at Pembrokeshire Financial Services, as he shares his career progression from administration and paraplanning to financial advice. You'll learn why Sean opted to remain employed, emphasising the unmatched benefits of skill development and personal growth within a structured environment. This episode is a must-listen for anyone feeling stuck in their current roles, offering refreshing perspectives on career pivots and the often misunderstood advantages of moving between employers.Career advancement isn't just about climbing the corporate ladder; it's about finding the right environment and mentors who can guide you to success. Sean Banks' story highlights the essential role of mentorship and foundational roles like paraplanning  in shaping a fulfilling career in financial advice. We discuss the challenges faced by aspiring financial advisers and the importance of having a clear career path. Gain insights into how making your career ambitions known to your employer can lead to significant growth, and hear firsthand experiences that underscore the value of internal marketing and proactive engagement.Transitioning from self-employment to an employed role can be daunting, but it can also open doors to new opportunities and personal freedom. We explore various career paths within the financial planning profession, comparing the roles of an employee, self-employed advisor, and business owner. Through personal anecdotes and honest self-reflection, Sean and I debunk the myth that success only comes through entrepreneurship. This episode provides practical advice on navigating career transitions with courage and clarity, highlighting the importance of self-reflection, community, and mentorship in achieving long-term career satisfaction. Tune in to discover how to transform your career trajectory and find success within existing organizations.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Life as a Financial Planner  Discover what the work of a financial planner is truly about. You'll hear all about the the ins and outs of the work including hidden insights on the profession. Not only that, listeners of this special episode will be treated to post-secondary financial planning advice covering broad saving options, borrowing strategies, personal budgeting and other relevant issues for students looking to prepare for that next stage of life. It all comes by way of a chat with Joe Curry, Senior Financial Planner & owner of Matthews + Associates. Joe is a Certified Financial Planner and Certified Exit Planning Advisor who also co-hosts Canada's fastest-growing retirement planning podcast, Your Retirement Planning Simplified, where he provides in-depth and accessible financial guidance. To learn more about Joe and his work, be sure to check out the following links: LinkedIn Facebook YouTube Instagram Matthews and Associates Your Retirement Planning Simplified Podcast FRIENDLY REMINDERS: And hey! Why don't you check out some video highlights of the talk over on YouTube? By liking, commenting or subscribing you'd be helping a ton as far as supporting this program.  Subscribe on YouTube here I'd highly appreciate it!  -Christopher Follow LIFE AS A.. on your favourite social platforms via these links: Youtube Linkedin X Instagram  Facebook  

Emily Rassam is the Senior Financial Planner for Archer Investment Management. She has a true passion for helping clients make sense of their financial lives and develop clear plans to achieve their goals. Before Archer Investment Management, Emily spent 14 years at investment firms in New York and North Carolina working with families, executives, and institutional retirement clients.In her downtime, Emily enjoys traveling, cooking, reading, and hiking with her son, daughter, husband, and dogs. She currently serves as a mentor and run lead for Tri It for Life, an organization empowering women of all ages and athletic abilities to train for their first triathlon. She also serves on the board of YMCA Emerging Leaders in Charlotte, as a foster home for ABC Basset Hound rescue, and as a Regional Leader and Carolinas Chapter Chair for WIPN (WE Inspire, Promote, Network) wipn.org, a women's leadership and networking group for women in the retirement industry.In this episode, Theresa, Ivana, and Emily discussed:Growing by slowing down Balance versus Harmony Assuming the best in others Protect your calendar Key Takeaways:Many times people feel that the meaning of “growth” is to keep getting a bigger title and a bigger salary. However, real growth would sometimes mean that you'd have to pause, slow down, and carefully consider what the most meaningful thing in your life truly is and if you're spending your limited time with the people who mean a lot to you. Work-life balance is like walking on a tightrope - you have to keep each side of yourself equal in order to stay upright. However, being in balance in this way is still a stressful picture. Harmony is different, it's about making one side of your life work well with the other, embracing both and discerning which deserves priority in the moment. It's difficult to see past your own hardships and your own pain. However, when dealing with others, it's better to always assume the best in them and recognize that they might be going through something heavy in their life. You can only know so much about a person, even if you see them every day. It is best to give people the benefit of the doubt. Learn to say no. You don't have to say yes to everything and to everyone. Protect your calendar, be mindful of what you're dedicating your schedule to, and make sure that you are always able to keep your work in harmony with your personal life. When you are given a request, take time to really consider if you should say yes or no to it. “[Work-life] balance to me [is] balancing on a tightrope, if you don't have them equal, then you're not going to be balanced. So harmony just feels better. My goal is just that I feel good about both areas. I'm trying to build both [areas] into my life happily.” - Emily RassamConnect with Emily Rassam:Website: https://archerim.com/ , https://archerim.com/team-members/emily-c-rassam/ LinkedIn: https://www.linkedin.com/in/emilyjcasey/ Connect with Theresa and Ivana:Websites:Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram:Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Yusuf Abugideiri, CFP® (https://yebu.com/) is a Partner and Senior Financial Planner at Yeske Buie. Yusuf has been recognized as a top financial professional by several respected publications. Washingtonian Magazine named him a Top Financial Advisor in 2019 and 2020, and he was named to Northern Virginia Magazine's list of Top Financial Professionals in 2020 and 2021. In this episode, Brian and Yusuf discuss: 1. Nurturing Young Talent in Financial Advisory 2. The Human Side of Financial Advisory 3. Planning for Uncertainty in Financial Markets 4. Aligning Strategies with Individual Needs LinkedIn: https://www.linkedin.com/in/yusuf-abugideiri-cfp%C2%AE-737854110/ Website: https://yebu.com/    Twitter: https://twitter.com/yusabu_pro Facebook: https://www.facebook.com/YeskeBuie Article: https://yebu.com/author/yusufa https://www.financialplanningassociation.org/article/journal/SEP17-serving-millennial-clients-3-step-model To see short videos of all our best FA Business Growing tips follow us on:  Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop   TikTok: https://www.tiktok.com/@faworkshop   YouTube: https://www.youtube.com/@financialadvisorsworkshop  Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop   Twitter: https://twitter.com/FAsWorkshop   iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408   Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE   Website: https://www.financialadvisorsworkshop.com/   Work with FourStar: https://financialadvisorsworkshop.com/Advisors   DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

In this episode of the AIA podcast, host Alex Perny of Advanta IRA welcomes Grant Bledsoe, Founder and Senior Financial Planner of Three Oaks Wealth. Together, they dive into a variety of financial planning options and strategies business owners can use. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at ⁠⁠⁠⁠⁠⁠⁠⁠Podcast@AdvantaIRA.com⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about Advanta IRA: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.AdvantaIRA.com/   ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Alternative Investing Advantage is brought to you by Advanta IRA. Advanta IRA does not offer investment, tax, or legal advice nor do we endorse any products, investments, or companies that offer such advice and/or investments. This includes any investments promoted or discussed during the podcast as neither Advanta IRA nor its employees, have reviewed or vetted any investments, persons, or companies that may discuss their services during this podcast.  All parties are strongly encouraged to perform their own due diligence and consult with the appropriate professional(s) before entering into any type of investment.

In this episode of the Marketing Boost Solutions Podcast, Capt. Marco interviews CFP® and CFA, Grant Bledsoe, Founder and Senior Financial Planner of Three Oaks Wealth. Prior to founding it, he was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. and also held positions at both Smith Barney and American Express. He is frequently quoted in several publications, including Forbes, CNBC, The Huffington Post, and U.S. News. Grant and his company have the passion for entrepreneurship, and specific expertise working with small business owners.  From technical knowledge of retirement plans to understanding the roller coaster you face on a daily basis, they help squeeze the most from your resources & optimize your biggest asset. Capt. Marco and Grant discuss the importance of setting up a business entity and having an operating agreement. Grant highlights common mistakes business owners make and offers advice on handling cash flow, paying oneself, and maintaining a working capital fund. They also discuss the necessity of insurance coverage and strategies to minimize tax payments. Grant emphasizes the importance of diversifying investments and setting up retirement plans. The episode concludes with a discussion on tax fairness and the role of risk-taking entrepreneurs in job creation. Website: www.threeoakswealth.com Facebook: https://www.facebook.com/threeoakswealth Linkedin: https://www.linkedin.com/company/three-oaks-wealth Twitter: https://twitter.com/GSBledsoe Not a Marketing Boost Solutions member yet? Book a free Brainstorming Session with our team today to learn more about our travel incentives. Click here: https://api.automationbooster.com/widget/appointment/brainstorm-session/mb Whether you are a start-up or a well-established business, you need to have a robust platform to help you scale your business with the ease of automating Marketing Boost travel incentives. Schedule a call with our team to explore what Automation Booster can do for you. Book here: https://api.automationbooster.com/widget/bookings/brainstorm-session/ab Timestamps: The importance of entity selection [00:03:58] Grant discusses the importance of choosing the right entity for your business and when it is necessary to establish an LLC for asset protection. The significance of an operating agreement [00:07:27] Grant explains the importance of having an operating agreement, especially for businesses with partners, and how it can prevent disputes and provide guidelines for various scenarios. Comparison to prenuptial agreements [00:08:57] The conversation briefly touches on the similarity between operating agreements for businesses and prenuptial agreements for marriages, highlighting the importance of establishing rules and guidelines in advance. The importance of a properly put together operating agreement [00:09:04] Discussing the potential issues that can arise in business partnerships without a well-drafted operating agreement. The importance of cash flow for business survival [00:17:11] Discussion on the significance of having 3 to 6 months of cash flow to reduce expenses and stay open during unexpected events. Insurance products for business owners [00:18:48] Recommendations for insurance coverage, including errors and omissions insurance, worker's compensation insurance, and life insurance for partners. The importance of retirement planning [00:35:56] Grant discusses the benefits of setting up a retirement plan for business owners and the potential tax deductions associated with it. The importance of setting up a business properly [00:45:24] Discussion on the first steps to follow in setting up a business properly and creating wealth. The role of entrepreneurs in creating employment and growth [00:49:40] Conversation about how risk-taking entrepreneurs create employment and innovation, and the government's role in partnering with entrepreneurs and providing tax benefits.

Meet Emily Rassam, Senior Financial Planner for Archer Investment Management. I have a true passion for helping clients make sense of their financial lives and develop clear plans to achieve their goals. Before Archer Investment Management, I spent 14 years at investment firms in New York and North Carolina working with families, executives, and institutional retirement clients. I am a CFP® Professional, Chartered Retirement Plan Specialist, Accredited Investment Fiduciary Analyst, National Social Security Advisor, and Certified Digital Asset Advisor. Credentials aside, I'm a huge budgeting nerd and aim to make financial planning topics accessible to everyone. In my down time, I enjoy traveling, cooking, reading, and hiking with my dogs. I currently serve as a mentor and run lead for Tri It for Life, an organization empowering women of all ages and athletic abilities to train for their first triathlon. I also serve on the board of YMCA Emerging Leaders in Charlotte, serve as a foster home for ABC Basset Hound rescue, and I am a Regional Leader and Carolinas Chapter Chair for WIPN (WE Inspire, Promote, Network) wipn.org, a women's leadership and networking group for women in the retirement industry. I live in Charlotte, North Carolina with my husband, 1 year old son, and 2 dogs.

This evening on Financial Matters, Dr Frank Magwegwe, Head of Financial Wellness and Advisory at Nedbank and GIBS faculty member, joins us to talk about the upcoming tw-pot retirement system that will effective as of 1 March 2024. We look at What is it? Why do we need it? What are its pros and cons? And we will also be briefly joined by Ricky Bucheri, Senior Financial Planner at Nedbank, who will explain how the system will be working.See omnystudio.com/listener for privacy information.

Having an understanding of the role of life insurance can aid you in organizing your family's long-term financial security.  In this Arista Wealth Podcast episode, Paul L. Moffat, CEO and Senior Financial Planner, and Samantha Foster, Client Communications Manager, share more about the benefits of securing life insurance and the different kinds of life insurance policies.

In this episode of the Grownlearn podcast, we are joined by Emily Rassam, Senior Financial Planner at Archer Investment Management. Emily shares her expertise and insights on various financial planning topics, with a particular focus on empowering female-led households. She discusses unique considerations that women should keep in mind when it comes to their financial future and provides valuable advice on maximizing lifetime wealth through Roth conversions. Emily also sheds light on the importance of financial organization using the concept of 'buckets of money' and emphasizes the significance of a well-crafted financial plan over investment returns. Additionally, she explores the meaning of being intentional with money and highlights the importance of setting long-term goals for a secure financial future. Tune in to gain valuable knowledge and practical tips from Emily's wealth of experience. Link to schedule a 15-minute no pressure conversation with Emily Rassam: https://archerim.com/book-a-meeting/ -------------------------------------------------------------------------------------------------------------------

There has been speculation lately that the U.S. dollar is on the verge of a major decline and might even lose its status as the world's major reserve currency. In this Arista Wealth Podcast episode, Paul L. Moffat, CEO and Senior Financial Planner, and Samantha Foster, Client Communications Manager, discuss the history of the world's major reserve currency and data behind the current state of the US dollar to put your mind at ease!

It's not every day that we witness the downfall of a financial giant, but that's exactly what happened yesterday. First Republic Bank has been seized, making it the second-largest bank failure in U.S. history. This leaves many people wondering about the safety of their hard-earned money. Luckily, the Arista Wealth Podcast is here to help you navigate through this tough situation. Tune in to our pop-up episode, where our CEO and Senior Financial Planner, Paul L. Moffat, and Financial Planner, Zachary Taylor, shed some light on what happened, how it impacts your finances, and how FDIC Insurance plays a crucial role in protecting your money during bank failures.Don't miss out on this insightful discussion - listen now!

Podcast: Financial Advisor Success (LS 56 · TOP 0.5% what is this?)Episode: Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort With Emily RassamPub date: 2022-12-20Emily Rassam is the Senior Financial Planner for Archer Investment Management, a virtual independent RIA based out of Texas that oversees $170 million in assets under management for 170 households. After struggling in a position with ever-mounting responsibilities and pressure that kept her away from her family, Emily made it a priority to find a position that not only appreciated the expertise she brought to the table, but also allowed for a better work/life balance. Listen in as Emily shares her experience working towards burnout at her previous firm, how this experience allowed her to get serious about finding a role that was ideal for her, and how she found her current firm and used key questions to determine whether they offered a positive work/life balance. We also discuss how she overcame imposter syndrome, how she became comfortable with shedding the typical stereotype of a financial planner focused on selling services, and why she believes that newer advisors should focus on the value they bring to clients rather than the amount of work they are doing. For show notes and more visit: https://www.kitces.com/312The podcast and artwork embedded on this page are from Michael Kitces, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Financial Advisor Success (LS 55 · TOP 0.5% what is this?)Episode: Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort With Emily RassamPub date: 2022-12-20Emily Rassam is the Senior Financial Planner for Archer Investment Management, a virtual independent RIA based out of Texas that oversees $170 million in assets under management for 170 households. After struggling in a position with ever-mounting responsibilities and pressure that kept her away from her family, Emily made it a priority to find a position that not only appreciated the expertise she brought to the table, but also allowed for a better work/life balance. Listen in as Emily shares her experience working towards burnout at her previous firm, how this experience allowed her to get serious about finding a role that was ideal for her, and how she found her current firm and used key questions to determine whether they offered a positive work/life balance. We also discuss how she overcame imposter syndrome, how she became comfortable with shedding the typical stereotype of a financial planner focused on selling services, and why she believes that newer advisors should focus on the value they bring to clients rather than the amount of work they are doing. For show notes and more visit: https://www.kitces.com/312The podcast and artwork embedded on this page are from Michael Kitces, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Emily Rassam is the Senior Financial Planner for Archer Investment Management, a virtual independent RIA based out of Texas that oversees $170 million in assets under management for 170 households. After struggling in a position with ever-mounting responsibilities and pressure that kept her away from her family, Emily made it a priority to find a position that not only appreciated the expertise she brought to the table, but also allowed for a better work/life balance. Listen in as Emily shares her experience working towards burnout at her previous firm, how this experience allowed her to get serious about finding a role that was ideal for her, and how she found her current firm and used key questions to determine whether they offered a positive work/life balance. We also discuss how she overcame imposter syndrome, how she became comfortable with shedding the typical stereotype of a financial planner focused on selling services, and why she believes that newer advisors should focus on the value they bring to clients rather than the amount of work they are doing. For show notes and more visit: https://www.kitces.com/312

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss the adviser's mission when working with clients with Kathryn Orman.

In this episode recorded live at the FPA Professionals Congress 2022, Danni Visser discusses aged care with Kerry Darton, Jason Burley & Assyat David.

Rebecca is a Senior Financial Planner at Rising Tide Financial Services. She joins Ben to chat about her advice journey, and the intangible benefits of financial advice and the importance of equity. Rebecca Pritchard LinkedIn: https://www.linkedin.com/in/rebeccafpritchard/ Rebecca Pritchard Website: https://www.rebeccapritchard.com.au/ Rising Tide Financial Website: https://risingtidefinancial.com.au/ For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode, Shellee and Emily discuss:The best time to plan for collegeWhere to put your money for your future needsPreparing the FASFA and CSS profileHaving financial planning conversations with your child with the help of professionals Key Takeaways: Start to save before you have a child. Thinking about and setting goals together, and understanding what type of support and contribution would be made to your future children and their college is easier to do at that time.There are numerous options if you want your child to be able to attend college debt-free - you can either save all your money beforehand, you can invest it in accounts that the FAFSA doesn't look at, or you can invest it in things that make sense to you.Planning your financial future and setting both short- and long-term goals is the best way to prepare your FASFA and CSS profiles in advance.Don't let financial obligations for your child's college get in the way of your financial goals. Ensure that your child understands how his or her college choice will impact their career options, the income they can expect from their career, and the length of time they will be required to work for free.Engage in financial planning conversations with the help of professionals who can objectively zoom out and share figures about return on investment and any other area of financial planning. “It's good to have those conversations and have that goal setting occur first. And the more organized that you are going into that process, the easier those types of profiles become because you have a clear understanding of your balance sheet as it stands today, and how the college education process fits into your overall life plans and life goals.”  —  Emily Rassam About Emily Rassam:  Emily works as a Senior Financial Planner for Archer Investment Management, a 100% digital and virtual firm that serves clients nationwide.She has a genuine passion for assisting clients in making sense of their financial lives and developing clear plans to achieve their objectives. Prior to joining Archer Investment Management, she worked for 14 years at investment firms in New York and North Carolina, where she worked with families, executives, and institutional retirement clients.Emily is currently a mentor and run leader for Tri It for Life, an organization that encourages women of all ages and athletic abilities to train for their first triathlon. She also serves on the board of YMCA Emerging Leaders in Charlotte, as a foster home for ABC Basset Hound Rescue, and as a Regional Leader and Carolinas Chapter Chair for WIPN (WE Inspire, Promote, Network) wipn.org, a women's leadership and networking group for women in the retirement industry.She is a Certified Digital Asset Advisor, Certified Financial PlannerTM, Chartered Retirement Plans Specialist, Accredited Investment Fiduciary Analyst, and National Social Security Advisor.  Connect with Emily Rassam:Website: https://archerim.com/LinkedIn: https://www.linkedin.com/in/emilyjcasey/   Connect with Shellee Howard: Website:  https://collegereadyplan.com/YouTube: https://www.youtube.com/channel/UCr_WodPHDfSWEbiPdsRDbyQTwitter: https://twitter.com/gocollegereadyInstagram: https://www.instagram.com/collegereadyplan/Facebook: https://www.facebook.com/CollegeReadyPlan/LinkedIn: https://www.linkedin.com/company/college-ready/Email: shellee@collegereadyplan.com  Show notes by Podcastologist: Angelica Rayco. Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Rudolph is a Senior Financial Planner at Wealthup. He joins Louis to talk about how delivering advice as a team differs from individual advice, and whether it hinders emotional conversations. Rudolph Geldenhuys LinkedIn: https://www.linkedin.com/in/prgeldenhuys/ Wealthup Website: https://www.wealthup.co.za/ For more information on PortfolioMetrix reach out to our team, or visit our website: https://www.portfoliometrix.com/en-za/ Commspace: To see what the leading financial adviser revenue management solution can do for you, book a demo https://www.commspace.co.za/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Paul is the Managing Partner and Senior Financial Planner at GFM Wealth Advisory. He and Jess deep dive into the topic of client experience, and Paul discusses what he's doing to reward clients for their business. Paul Nicol LinkedIn: https://www.linkedin.com/in/paul-nicol-23aa678/ GMF Wealth Advisory Website: https://www.gfmwealth.com.au/ Want to learn more about how a.i. can transform your advice process? Visit https://www.adviceintelligence.com/xy Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Achieving financial freedom and independence is an arduous undertaking for many Americans. the good news is: You're not alone. A little over 55% of Americans do not use a budget to manage their hard-earned income, according to a new survey by The Penny Hoarder. A similar 56% of survey respondents said they didn't know how much money they spent last month. Emily Rassam, is a Senior Financial Planner for Archer Investment Management. “I have a true passion for helping clients make sense of their financial lives and develop clear plans to achieve their goals. Before Archer Investment Management, I spent 14 years at investment firms in New York and North Carolina working with families, executives, and institutional retirement clients. I am a CFP® Professional, Chartered Retirement Plan Specialist, Accredited Investment Fiduciary Analyst, National Social Security Advisor, and Certified Digital Asset Advisor. Credentials aside, I'm a huge budgeting nerd and aim to make financial planning topics accessible to everyone. In my down time, I enjoy traveling, cooking, reading, and hiking with my dogs. I currently serve as a mentor and run lead for Tri It for Life, an organization empowering women of all ages and athletic abilities to train for their first triathlon. I also serve on the board of YMCA Emerging Leaders in Charlotte, serve as a foster home for ABC Basset Hound rescue, and I am a Regional Leader and Carolinas Chapter Chair for WIPN (WE Inspire, Promote, Network) wipn.org, a women's leadership and networking group for women in the retirement industry. I live in Charlotte, North Carolina with my husband, 1 year old son, and 2 dogs.” She joined me this week to tell me more. For more information: https://archerim.com/ LinkedIn: @EmilyCaseyRassamCDAA,CFP

In this episode of Coffee with Evergreen, Evergreen GaveKal's Senior Financial Planner & Regional Director of our Lake Oswego office, Heidi Jeromanovs CFP®, and lawyer, Aaron Frishman at Foster Garvey, discuss the importance of charitable giving. Some topics they cover: Charitable giving is much more than just a tax break. What are some other reasons someone should consider charitable giving? What are essential questions to think about when considering charitable giving? What are the different funds/resources people can use? As always, thank you for listening! This episode was recorded on September 13, 2022.

Chief Investment Officer Troy Harmon is joined by Justin Wagner, AIF® Client Relationship Manager - Retirement Services, and Giuliana Barbagelata CFP®, Senior Financial Planner, to discuss a case study on managing your 401(k)s when you change jobs. Read the Article: https://www.henssler.com/leaving-your-job-dont-forget-to-take-your-401k

Henssler Money Talks – September 10, 2022Season 36, Episode 37This week on “Money Talks,” Chief Investment Officer Troy Harmon is joined by Justin Wagner, AIF® Client Relationship Manager - Retirement Services, and Giuliana Barbagelata, CFP®, Senior Financial Planner to discuss the week's market movements and economic climate. Justin and Giuliana cover a case study on managing your 401(k)s when you change jobs. The experts round out the show by answering a listener's question on the potential taxation of the Biden-Harris Administration's Student Debt Relief Plan.Timestamps and Chapters00:00     Market Roundup: Covering Sept. 5 – Sept. 9, 202222:25     Case Study: Managing multiple 401(k)s33:52     Q&A Time: Will my student loan forgiveness be taxable? Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner, Giuliana Barbagelata, CFP®, to discuss the issues investors can have when they have a concentrated position in one stock.Read the Article: https://www.henssler.com/all-your-apples-in-one-basket-concentrated-stock-positions 

Henssler Money Talks – July 30, 2022Season 36, Episode 31This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner, Giuliana Barbagelata, CFP®, discuss the interest rate increase from the Fed and the first reading of second quarter gross domestic product. D.J. and Giuliana team up to discuss the issues investors can have when they have a concentrated position in one stock. The experts round out the show answering listener questions about a European Index fund and how the interest rate increases affect student loans.  Timestamps and Chapters00:00     Market Roundup: Covering July 25 – July 29, 202221:47     Case Study: Problems with Highly Concentrated Positions33:29     Q&A Time: European Index Funds and Interest Rates on Student Loans Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner, Clay Norman, CFP®, to explore a fixed-income strategy given the high inflation and rising interest rate environment. Read the Article: https://www.henssler.com/fixed-income-preserve-principal-not-maximize-returns

Henssler Money Talks – July 23, 2022Season 36, Episode 30This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner, Clay Norman, CFP®, to cover the unexpected rally in the market this week as well as some housing news. The experts team up to discuss a fixed-income strategy given the high inflation and rising interest rate environment. They wrap up the show answering a listener's question on opening and funding a Roth IRA for a teenager. Timestamps and Chapters00:00     Market Roundup: Covering July 18 – July 22, 202222:37     Case Study: Fixed-Income Strategy During High Inflation 41:41     Q&A Time: Opening and Funding a Roth IRA for a Teen Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

News about inflation and a looming recession has been dominating the headlines, but what does all of this mean for us and our finances? This is our second and final episode on Inflation, Recession and your Finances here on CFO at Home. In this episode Vince talks with Emily Rassam, Senior Financial Planner with Archer Investment Management, about the importance of sticking to the basics of solid money management during times of economic uncertainty; budgeting, knowing your risk tolerance, and more. Key Takeaways   History shows that during times of economic change and uncertainty headlines and media stories often seek not to inform but rather to tap into emotions (especially fear) to attract attention.    The basics of a solid financial foundation remain the same regardless of economic conditions Get organized. If you have a written budget, what adjustments can you make to provide a bit more “padding”? If you don't have a written budget, now is the time to start!  Gather data on where all of your money is going monthly  Create different categories of expenses Fixed monthly expenses (same amount every month) Look at the possibility of re-negotiating internet, subscriptions, etc Look at possibly cutting some subscriptions Variable monthly expenses Identify where you're spending money and ask yourself “is this reasonable”? Identify what your baseline expenses are what can be cut if you experiences a job loss or reduction in income Extras Can you delay or do without?  Not budgeting your money ahead of time means you run the risk that it will get spent before you know it on things that may not be a priority. Budgets need to be adjusted monthly because rarely are two months exactly the same.   Projecting your budget into the future can be motivating; it lets you project when you will hit your goals.  Income/Employment - What can we do to help manage the stability of our jobs/income? Focusing on your long-term financial plan can help you manage through the emotions of uncertainty Your financial plan should be built with decades, not days in mind.  Try a “on-line shopping challenge” Don't make any on-line purchases for 30 days. Put things that you would ordinarily purchase in your cart, but don't buy them.  At the end of the 30 days look at the list and categorize Yes, going to purchase now  Want to have, but not going to purchase now. Add to a “wish list” for others to purchase for you as gifts for holidays, etc. I don't need it at all (at least right now). Delete or save for later. Helps to make purchasing decisions rationally, not emotionally If your partner isn't as “into money” as you are, focus your conversations about finances more towards big picture goals and your plans of how to achieve them   Investments Times of market volatility can be a good time to assess your risk tolerance Ways to contact: Book a consultation with Emily Contact the Host - vince@thecfoathome.com

We all want our money to work harder for us, but what if it can also help create a more sustainable future? Today Marc is joined by Marshall Brentnall, Director and Senior Financial Planner at Evalesco Financial Services, as well as a Member of the Investment Committee of AAN Asset Management. Marshall is also an award-winning adviser, winning the IFA Investment Adviser of the Year in 2021. Marc and Marshall discuss how Ethical Investing is becoming more popular for investors and clients and how the increasing demand is shaping the way superannuation and investment funds are looking at their portfolios. Marshall also shares what he hopes to see in the future for ethical investing.   Evalesco Financial Services https://evalesco.com.au AAN Asset Management – Sustainable Growth Model visit https://aanam.com.au/investment-models/sustainable-growth-model/ The Money Sandwich https://themoneysandwich.com/

Stephen Nelson is a Senior Financial Planner with Mills Wealth Advisors based out of Southlake, TX. He joins the show today to talk about his path into the financial planning profession and how it led him to his current firm, which he knew was the right fit for him and his family. Listen in as Stephen shares why he pivoted away from pursuing a career in law, as well as how his early years in the insurance channel positioned him for success. You'll learn why he walked away from six years of building a business at an insurance company to jump into the RIA channel, how he narrowed down the firms that were a right fit for him, and the details of his recent partnership buy-in. You can find show notes and more information by clicking here: https://bit.ly/3lUEj52

Da-zha Jones is a CERTIFIED FINANCIAL PLANNER TM and financial coach committed to bringing generational wealth within reach. As a Money Strategist, she will help you organize your finances and make decisions with your money that will enable you to reach your life goals. She'll also help you unlock your full financial potential by changing your relationship with money through a personalized strategy that makes sense. Da-zha made it her personal mission to learn as much as she can about money since coming into the financial services industry in 2013. Her experience includes managing investment portfolios and providing holistic financial planning and education for high-net worth clients ranging from $1 to $5 million in investable assets. Currently, she is the Senior Financial Planner to a group of First Generation Millionaires at Capitalwize, a financial planning firm. She is also the Founder of Guided to Wealth, a financial success firm that serves people through financial coaching and financial education. Da-zha is a graduate of the University of Georgia where she received her Masters of Science in Financial Planning. She is also an Accredited Financial Counselor (AFC®). She is a financial planner/ coach who acts as a fiduciary legally obligating her to act in the explicit best interest of her clients. Da-zha currently resides in Charlotte, North Carolina. Connect With Jacent Text “FREEDOM” to 702 829 5260 IG: @jacentsgems IG: @wealthandwellnessuniversity FB Page: @SixFigureMoneyMindsetCoach FB Group: From $90k in Debt to $90k in The Bank: Building Wealth & Wellness Twitter: @jacentsgems LinkedIn: jacent-wamala-m-s-lmft-aa8baa194 Wamala Wellness Youtube: Jacent at Wamala Wellness Therapy Wealth & Wellness University Youtube: Jacent at Wealth & Wellness University Website: www.wamalawellness.com Join Wealth & Wellness University: https://my.wealthandwellnessuniversity.com/fb-group-a-2101 ____________________ Connect With Da-zha Website: https://www.guidedtowealth.com/ Financial Wellness Quiz: https://www.guidedtowealth.com/financialwellnessquiz IG: @guided2wealth --- Support this podcast: https://anchor.fm/jacentsgems/support

Does life sometimes feel monotonous, tedious, and tiresome? Do you find yourself trying to keep it all together: career, family, faith, friendships, and finances, but yet, never feeling like you can?  If so, you are not alone!   In today's episode, my new friend Anehita Chie and I chat through Part 2 of: 

Does life sometimes feel monotonous, tedious, and tiresome? Do you find yourself trying to keep it all together: career, family, faith, friendships, and finances, but yet, never feeling like you can?If so, you are not alone! In today's episode, my new friend Anehita Chie and I chat through Part 1 of:

Investors can build, manage and monitor their portfolios without ever talking to another human. So why do they choose an advisor? Personal connection. What makes them stay? A satisfying personal connection. In this episode, Laura Gregg and David Partain talk with Barbara Healy, Partner and Senior Financial Planner at Allworth Financial, about creating personal relationships … Continue reading Ep 69: How to Keep a Client (Hint: It's Not All About Money) – With Barbara Healy →

In this first episode in our Individual Disability Income Insurance series, we discuss how we go to October 2021, and the history of income protection. To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Website: http://hcis.com.au/ Jeff Thurecht Director and Senior Financial Planner at Evalesco Financial Services Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035 Evalesco Website: https://evalesco.com.au/ Natalie Cameron Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/ AFCA Website: https://www.afca.org.au/ Benjamin Martin Senior Technical Manager at AIA Australia Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/ AIA Website: https://www.aia.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode we're talking about sustainability, and whether or not income protection is currently in a stable position. To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Website: http://hcis.com.au/ Jeff Thurecht Director and Senior Financial Planner at Evalesco Financial Services Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035 Evalesco Website: https://evalesco.com.au/ Natalie Cameron Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/ AFCA Website: https://www.afca.org.au/ Benjamin Martin Senior Technical Manager at AIA Australia Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/ AIA Website: https://www.aia.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode we talk about the mindset changes that advisors need to adopt moving forward. To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Website: http://hcis.com.au/ Jeff Thurecht Director and Senior Financial Planner at Evalesco Financial Services Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035 Evalesco Website: https://evalesco.com.au/ Natalie Cameron Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/ AFCA Website: https://www.afca.org.au/ Benjamin Martin Senior Technical Manager at AIA Australia Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/ AIA Website: https://www.aia.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode we discuss insurance philosophies that advisers can implement in their practices. To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Website: http://hcis.com.au/ Jeff Thurecht Director and Senior Financial Planner at Evalesco Financial Services Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035 Evalesco Website: https://evalesco.com.au/ Natalie Cameron Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/ AFCA Website: https://www.afca.org.au/ Benjamin Martin Senior Technical Manager at AIA Australia Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/ AIA Website: https://www.aia.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Senior Financial Planner, Josh Weidie, CWS® to discuss a common fallacy among investors—that they can rely on an inheritance to fund their retirement. They discuss the average inheritance and some of the many ways an inheritance could be significantly reduced before it passes to the heirs. Read the Article: https://www.henssler.com/its-ill-advised-to-count-on-an-inheritance-to-fund-your-retirement

In this final installment we talk about what the future might hold for income protection in Australia. To read more about AIA Australia's new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html Katherine Hayes Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/ Hayes & Co Website: http://hcis.com.au/ Jeff Thurecht Director and Senior Financial Planner at Evalesco Financial Services Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035 Evalesco Website: https://evalesco.com.au/ Natalie Cameron Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/ AFCA Website: https://www.afca.org.au/ Benjamin Martin Senior Technical Manager at AIA Australia Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/ AIA Website: https://www.aia.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Senior Financial Planner, Josh Weidie, CWS® to discuss the market performance and reaction to the Omicron variant. D.J. and Josh team up to discuss a common fallacy among investors—that they can rely on an inheritance to fund their retirement. They discuss the average inheritance and some of the many ways an inheritance could be significantly reduced before it passes to the heirs. The show hosts round out the episode answering a listener's question on funding an IRA with prize money and provide advice for an investor who wants to reallocate his 401(k) to conservative investments like bond funds and money market funds.Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of November 29 – December 3, 2021Case Study: Relying on an Inheritance to Fund RetirementQ&A Time: Funding an IRA with Prize Money and Reallocating a 401(k)

As an asset manager, outsiders may believe Evergreen's primary duty is to invest money. What we know from nearly 40 years in the business, is that's only half the job. A trusted advisor's greatest value is to guide clients through times of stress and uncertainty. This series focuses on three very common scenarios we see, where clients lean on their team at Evergreen to manage logistics and avoid costly errors instead of attempting it themselves. These three critical areas we will cover are divorce, death, and windfalls (liquidity events). Today's episode starts with divorce. Evergreen's Senior Financial Planner, Katie Vercio, CFP®, CDFA®, interviews Family Law attorney, Blake Hilty, on how those going through a separation can be proactive and prepared to come out as unscathed as possible. In addition to being a CERTIFIED FINANCIAL PLANNER, Katie is a Certified Divorce Financial Analyst. She can be engaged for any client considering or actively engaged in a separation. Working with a CDFA® helps to maximize an attorney's expertise on the legal side, by employing another party with more specific expertise in your financial affairs As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

In this final installment we talk about the review process and how to transition clients to a goals-based world. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/ Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL Financial Planning Website: https://www.cflfinancial.com.au/ Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/ Inspiration Cafe Website: https://www.inspirationcafe.com.au/ Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/ Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/ Astute Wheel Website: https://www.astutewheel.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode we talk about how to modify and track progress to keep your clients motivated. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/ Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL Financial Planning Website: https://www.cflfinancial.com.au/ Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/ Inspiration Cafe Website: https://www.inspirationcafe.com.au/ Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/ Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/ Astute Wheel Website: https://www.astutewheel.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode we discuss how to house your client's goals for ongoing advice conversations. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/ Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL Financial Planning Website: https://www.cflfinancial.com.au/ Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/ Inspiration Cafe Website: https://www.inspirationcafe.com.au/ Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/ Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/ Astute Wheel Website: https://www.astutewheel.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode we talk about how to ask the right questions to find your client's true goals, based on their values. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/ Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL Financial Planning Website: https://www.cflfinancial.com.au/ Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/ Inspiration Cafe Website: https://www.inspirationcafe.com.au/ Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/ Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/ Astute Wheel Website: https://www.astutewheel.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode we talk about selling your value, and how to engage and start working with your next clients. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/ Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL Financial Planning Website: https://www.cflfinancial.com.au/ Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/ Inspiration Cafe Website: https://www.inspirationcafe.com.au/ Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/ Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/ Astute Wheel Website: https://www.astutewheel.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

In this episode we explore how to present your goals and value offering to a new market. To find out more about AstuteWheel or to register to attend a live demonstration webinar please go to the AstuteWheel website http://www.astutewheel.com.au/book-webinar Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/ Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL Financial Planning Website: https://www.cflfinancial.com.au/ Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/ Inspiration Cafe Website: https://www.inspirationcafe.com.au/ Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/ Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/ Astute Wheel Website: https://www.astutewheel.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Sean Alford is a Senior Financial Planner and Investment Solutions Manager with CFO4Life, an RIA based out of Coppell, TX. He joins the show today to share his career path, from graduating from a CFP undergraduate program to finally finding a good career fit in his current firm and transitioning to a recruiting and hiring role within that firm. Listen is as Sean discusses the recruiting process he went through to join CFO4Life, the career trajectory he has been on over the last few years, and how he manages recruiting and hiring. We also discuss how his recruiting, compensation, and training philosophies have led to less employee turnover, as well as what he looks for in candidates he considers for employment. You can find show notes and more information by clicking here: https://bit.ly/3k5FwGV

In 2020, Evergreen published a podcast on our thoughts about preparing for Biden's tax plan. Now, we are offering more specific analysis and guidance on what that could mean. With greater clarity today than we had before, this recorded webinar should answer some of your most pressing questions on how to navigate the tax code influenced by a new administration. Katie Vercio, CFP is our Senior Financial Planner and Kelly Sterling, CPA is the Managing Director of our tax division. Together, they unpack the following topics: What are some key highlights of Biden's tax plan for individuals? Who is most impacted? For those impacted, what moves should be made in 2021? Should high income earners consider accelerating income? What strategies should business owners consider? As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen's performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen's portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

Tyler Hunt is the Vice President & Senior Financial Planner at Arista Wealth Management. His years of industry experience lend a helping hand as we discuss President Biden's proposed tax plan. Stick around to the end to learn about all of the new proposed tax changes and how they could potentially effect you.Arista Wealth Management8876 Spanish Ridge Ave.Suite 202Las Vegas, NV 89148Phone: (877) 309-9970Email: support@aristawealth.comWebsite: https://aristawealth.com/Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.

In today's podcast, we talked to a Virginia Asher, who is a Senior Financial Planner at a trust company called TrustBank. She also has a master's degree in Advanced Financial Planning. She helps people with financial literacy.

In this industry, it’s important to be recognizable and credible as an expert so that when you speak, they will listen. And that means you need to get your message out across multiple channels. In this episode, Brad Swineheart is joined by Jason Pereira, Senior Financial Planner and Portfolio Manager at Woodgate Financial Inc. to … Continue reading Episode 19 – It’s Time to Make Your Voice Heard — with Guest Jason Pereira →

Karl Davidson was a veteran when it comes to financial planning. He is a Senior Financial Planner and also a Certified Financial Planner. He offers all aspects of Financial and Estate Planning together with his team. Pre-Retirement and Retired population are their focus.They specialize in preserving income-generating assets today and for the future. Hosted on Acast. See acast.com/privacy for more information.

Matt Hale, Director and Senior Financial Planner at Rising Tide Financial Services, told 3AW Drive many respondents had possibly answered with a short-term view. See omnystudio.com/listener for privacy information.

At just 25 years old, Ben Jacobs is already a Senior Financial Planner at Elwood & Goetz Wealth Advisory, managing several team members and leading the 401(k) retirement planning division for the firm. Today he joins the show to discuss the interview process he went through to get hired at his firm and what helped him grow his confidence and skills. Listen in as Ben shares how he caught the eye of a senior planner at a conference through winning a social media contest, as well as why he pursued the CFP, AIF, and EA credentials. You will learn how he overcame older clients pushing back about his age and why he credits NAPFA Genesis with his success thus far. If you are a young planner searching for a way to get started, this is the episode for you. You can find show notes and more information by clicking here: https://bit.ly/35KQFnN 

Matt Hale, Director and Senior Financial Planner at Rising Tide Financial Services, said anybody who was concerned about their ability to make repayments should be "pro-active" and "open and transparent" with their bank. See omnystudio.com/listener for privacy information.

In this episode I chat with my friend and peer Trish Prince, Senior Financial Planner at Fitzpatrick's Private Wealth and specialist Estate Planning facilitator.  Trish shares her wisdom, expertise and personal story which drives home why this is something we really should take the time to get properly sorted. Whilst no one wants to contemplate what will happen if they lose capacity or pass away, this is an essential element of your financial affairs to get right so that you don't leave a mess for those that you leave behind.    

EP 015: In this episode of The Retirement Success in Maine Podcast, we're joined by Stuart Ritter, CFP®, a Senior Financial Planner and Retirement Insights Leader at T. Rowe Price. We wanted to have Stuart on the Podcast because, aside from his over-arching knowledge of the retirement landscape, he is a thought leader on the Visualize Retirement project at T. Rowe Price. The project focuses on attaining happiness in retirement by developing a more holistic relationship with pre-retirees. The research has identified three core themes that directly impact the level of happiness in one's retirement. Be sure to tune in and hear what Stuart has to say. After all, isn't the ultimate goal to have a successful retirement is to have one full of happiness? Chapters Welcome, Stuart! [1:59] How did you find a passion for the financial service industry? [3:48] Who is T. Rowe Price and why is T. Rowe Price a great fit for you? [7:12] What is your Visualize Retirement project and what is it intended to do? [11:09] What are you finding in your studies that retirees are not doing well? [19:32] Is there a specific group that is helped more than others by this visualization? [23:56] What are the 5 W's of the project? [26:29] Of the three elements of happiness, is there one that's more impactful than the others? [34:37] What sorts of things can someone do to start doing visualization on their own? [41:10] Is it possible that two people can express a similar vision, on the surface, but as you dig deeper you find they are much different? [44:49] How would you define Retirement Success for you? [48:47] Abby, Ben, and Curtis wrap up the episode. [50:24]  

Show Summary: Ron Haik, Nicola Wealth's Ontario Regional Manager, speaks with Rob Wildeboer, Executive Chairman and Co-Founder of Martinrea International Inc., a global auto parts supplier with over 12,000 employees in the United States, Canada, Mexico, Brazil, Europe, and China. In this episode, Ron and Rob cover a number of topics related to entrepreneurship. They discuss why he built the organization, how he built it, and the core values that have allowed Martinrea to succeed. Rob also shares how they maintain a shared vision with their international teams, the key players that have influenced his career as an entrepreneur, and the key traits that make up a successful entrepreneur. Key Takeaways: [:28] About today's episode. [1:31] Rob tells the story of how he got started in the automobile parts industry as an entrepreneur. [4:30] What continues to inspire and motivate Rob as an entrepreneur? [5:45] Rob highlights some of the core values that allow Martinrea to succeed. [7:49] How do they maintain a shared vision with their international team? [10:50] Rob speaks about some of his mentors and the key players that have influenced his career. [12:56] Rob speaks about the importance of maintaining relationships within your profession. [15:07] How does Rob handle challenges? [16:54] How Rob focuses and recharges when life and work get busy! [19:50] Rob gives his advice for entrepreneurs and highlights key traits of successful entrepreneurs. [23:14] If Rob could start his career over, what would he do differently? Overall, how does he feel about his career progression? [26:48] What would Rob tell his high school self about the journey he is about to embark on? He also shares how Martinrea supports students in high school through a co-op. [29:58] Ron thanks Rob for joining the podcast and sharing his insights. Mentioned in this Episode: Martinrea International Inc. Guest Bio Rob Wildeboer Rob Wildeboer is the Executive Chairman and co-founder of Martinrea International Inc., a global auto parts supplier specializing in automotive fluid systems and metal forming products. The firm has over 12,000 employees in 50 divisions in the United States, Canada, Mexico, Brazil, Europe, and China. Previously, Rob was with Stikeman, Elliot as a lawyer, as well as an Associate Professor of Law at Osgoode Hall Law School, and a regulator with the Ontario Securities Commission. For his full bio, visit: MacdonaldLaurier.ca/About/Who-is-Involved/Rob-Wildeboer   About Your Host — Ron Haik Ron Haik is a Senior Financial Planner in the firm's Toronto office, with over 20 years of experience in the financial services industry. He has gained a breadth of experience working with some of the world's largest financial institutions advising clients in a variety of roles, such as Financial Planner and Investment Advisor, in the areas of domestic and offshore planning for the high net worth segment. For his full bio, visit: NicolaWealth.com/Our-Team/Ron-Haik   For More Information on this Week's Episode, Visit: www.NicolaWealth.com/Category/Podcasts   Disclaimer: This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities' commissions in Canada.

'Just how important is it to understand the non-financial picture of retirement for retirees. With so much attention being paid to preparing for retirement, we will take a dive into the importance of how retirement will really look beyond the numbers. ' Today's guests are Ainsley Carbone, Total Wealth Strategist Americas, Chief Investment Office at UBS and Stuart Ritter, Stuart is a Senior Financial Planner and Retirement Insights Leader for U.S. Intermediaries of T. Rowe Price. Host: Nash Wedderburn

Yusuf Abugideiri, CFP®, is a Partner and Senior Financial Planner at Yeske Buie®. In this episode, he explores his own career growth, how he has both managed up, and managed employees, and how he’s grown as a financial planner through intentional mentorship.

Yusuf Abugideiri, CFP®, is a Partner and Senior Financial Planner at Yeske Buie®. In this episode, he explores his own career growth, how he has both managed up, and managed employees, and how he’s grown as a financial planner through intentional mento...

In this episode, Ontario Regional Manager Ron Haik speaks with Jessica Moorhouse on millennials and money. Jessica is an expert on millennials and money; she has an award-winning blog, hosts her own podcast, is a social media influencer, and is the founder of the Millennial Money Meetup. Ron, a father of four millennials himself, talks to Jessica about how key life experiences have shaped the millennial view on money, how parents can better understand their children in the context of finance, and what resources are available for parents to provide for their millennial kids. Jessica provides key takeaways on how to better understand millennials and their relationship to money, how parents (and others) can help millennials take actionable steps forward in the financial space, and how to have the “money talk” with your children. Key Takeaways: [:31] About this week's episode and guest. [1:20] Jessica's advice on how the parents of today can reach out to their children in the context of managing their finances. [3:42] How to better connect with your children in regards to money and lead by example. [7:30] How to better understand your kids and not just see them as kids, but as the young adults they are. [9:26] Jessica outlines some experiences unique to millennials that would help generations outside of that group looking in, better understand their plight. [12:44] Is Jessica seeing millennials, as a generation, applying their resourcefulness and creativity to other factors of their investment philosophy? [14:03] Where are millennials getting their resources and information in order to make their investment decisions? Where, as a parent, could you direct a millennial to? [16:15] How can we enable millennials to take small, actionable steps forward in the financial space? [18:56] What can millennials do to move beyond a google review and dive deeper in this subject? [21:06] How to have the difficult “money talk” with your kids. [25:16] What Jessica is seeing across the millennial generation that unites them on a financial perspective. [26:35] What Jessica thinks parents should be aware of (and open to) when handing over the reins of your business to your millennial child. [27:55] The one thing Jessica would ask parents to do when speaking to their children. [30:25] Where to learn more about Jessica and her work.   Mentioned in this Episode: JessicaMoorhouse.com Mo' Money Podcast (Jessica's podcast) Jessica's Twitter @Jessi_Moorhouse The Wealthy Barber: Everyone‘s Commonsense Guide to Becoming Financially Independent, by David Chilton The Automatic Millionaire, Expanded and Updated: A Powerful One–Step Plan to Live and Finish Rich, by David Bach Certified Financial Planner   Guest Bios Jessica Moorhouse Jessica is a millennial money expert, speaker, Accredited Financial Counsellor Canada®, award-winning blogger, host of the Mo' Money Podcastand founder of the Millennial Money Meetup. Her main passion is personal finance and living a balanced lifestyle. Ever since she discovered the transformative powers of financial literacy her mission has been to teach others how to take control of their lives by taking control of their money. For her full bio, visit: JessicaMoorhouse.com/About   About Your Host  Ron Haik is a Senior Financial Planner and the Ontario Regional Manager in the Nicola Wealth's Toronto office, with over 20 years of experience in the financial services industry. He has gained a breadth of experience working with some of the world's largest financial institutions advising clients in a variety of roles, such as Financial Planner and Investment Advisor, in the areas of domestic and offshore planning for the high net worth segment. For his full bio, visit: nicolawealth.com/our-team/ron-haik   Disclaimer: This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your Nicola Wealth Advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Nicola Wealth fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. Nicola Wealth is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities' commissions in Canada.  

Ben Briggs, CPA, CFP® is a Senior Financial Planner at RGT Wealth Advisors. On this episode, Hannah continues the discussion of designations. Ben discusses his non-traditional route to financial planner by way of becoming a CPA first. He shares how having a CPA certification has helped him as a financial planner and offers advice to those new to the profession. Hear the details on the importance of building a network and gaining an understanding of the fundamentals of financial planning. Links to references in this week’s podcast: RGT Wealth Advisors FPADFW Career Day AICPA  

We will be joined by Chuck Conrad of Szarka Financial. Chuck will provide an overview of the life cycle of business ownership, beginning with discussing the options of an encore business, whether a franchise, consulting, etc.  He'll share his thoughts on how to succeed in an endeavor like this and some of the key aspects to be sure to focus on. Chuck Conrad is a Senior Financial Planner with Szarka Financial, concentrating on transition planning, whether it results from the loss of a job, a loved one, or relationship. Chuck received his B.A. from Bowling Green State University, his J.D. from the Cleveland-Marshall College of Law and pursued a Masters of Law Degree in Taxation from Case Western Reserve University. Chuck is co-founder of Ohio CareerConnect, a networking group designed to assist those in career transition. His background also includes several years of active military duty, serving  in an elite unit of the Army’s 82nd Airborne Division during the first Gulf War. Chuck is passionately involved in various local non-profit organizations. He is a past president of the Rocky River Kiwanis, and the Cystic Fibrosis Foundation has named Chuck as one of Cleveland’s Finest Young Professionals. Today's show is sponsored by Audible.com and Expert Insights. Audible.com is a leading provider of spoken audio entertainment and information. Listen to audiobooks whenever and wherever you want. Get a free book when you sign up for a 30-day free trial at audibletrial.com/businessgrowth. Expert Insights is my latest book. It’s made up of 10 episodes from this radio show. Each chapter provides information you can use in your business today. It is available on Amazon.com.  

I’m Troy Collins, the Managing Director and Senior Financial Planner at Collins Financial Group. I’m passionate about helping people achieve their goals and ambitions, and seeing them achieve success in the areas of their life that are most important to them. I’ve created a new bi-weekly podcast called “Goals“, where I’ll be talking to successful and interesting […]

Many Americans do not save enough or plan for their retirements so they have a much lower standard of living than necessary once they stop working. Christine Fahlund, the Senior Financial Planner at T Rowe Price Associates, explains in this interview all the steps you need to take to fund a comfortable retirement. She explains how to figure out the optimal time to start drawing Social Security benefits. She describes how to prepare yourself for the major financial risks of retirement and how you can set up a saving system during your working years so you know you will have enough to live comfortably.

Many Americans do not save enough or plan for their retirements so they have a much lower standard of living than necessary once they stop working. Christine Fahlund, the Senior Financial Planner at T Rowe Price Associates, explains in this interview all the steps you need to take to fund a comfortable retirement. She explains how to figure out the optimal time to start drawing Social Security benefits. She describes how to prepare yourself for the major financial risks of retirement and how you can set up a saving system during your working years so you know you will have enough to live comfortably.

  TLNT Radio #8 - Maximizing Employee Benefits, A Look At Non-CEO Executive Compensation and Ethics  Tuesday August 2nd, 2011 - 2PM ET/11AM PT Call in on (818) 572-8036 Follow on Twitter - #TLNTradio This week on the TLNT Radio Show, join show hosts Lance Haun and John Hollon from TLNT as we talk about the week in the workplace and take your calls and questions on all things talent. First, we will be speaking to Linda Robertson, Senior Financial Planner for Financial Finesse. We;ll be talking about her series on how employers can get the most from their employee benefits. We will also be speaking with Vadim Liberman, Senior Editor for The Conference Board Review about why talking about non-CEO executive pay is rare and a look at how the understand of business ethics continues to evolve. We're looking forward to you joining us for another episode of TLNT Radio!

  TLNT Radio #8 - Maximizing Employee Benefits, A Look At Non-CEO Executive Compensation and Ethics  Tuesday August 2nd, 2011 - 2PM ET/11AM PT Call in on (818) 572-8036 Follow on Twitter - #TLNTradio This week on the TLNT Radio Show, join show hosts Lance Haun and John Hollon from TLNT as we talk about the week in the workplace and take your calls and questions on all things talent. First, we will be speaking to Linda Robertson, Senior Financial Planner for Financial Finesse. We;ll be talking about her series on how employers can get the most from their employee benefits. We will also be speaking with Vadim Liberman, Senior Editor for The Conference Board Review about why talking about non-CEO executive pay is rare and a look at how the understand of business ethics continues to evolve. We're looking forward to you joining us for another episode of TLNT Radio!