Podcasts about wealth advisors

“For everything there is a season, and a time for every matter under heaven…” – Ecclesiastes 3:1God has designed life to unfold in seasons, and with each one comes new challenges, opportunities, and sometimes, new finish lines. Today, Cody Hobelmann joins us to talk about why it's not only okay to adjust your financial finish line—it's often the wise and faithful thing to do.Cody Hobelmann is a Certified Financial Professional (CFP®), a Certified Kingdom Advisor (CKA®), and a Wealth Advisor at Wealth Squared. He and his brother, Kealan, founded the Finish Line Pledge and also co-host the Finish Line Podcast, where they discuss the intersection of faith, generosity, and personal finance.What Is a Financial Finish Line?A financial finish line is simply an answer to the question, How much is enough? It helps us define what we need for our lifestyle so that everything beyond that can be redirected toward building God's Kingdom.There are two kinds of finish lines:Lifestyle (or Spending) Finish Line – The amount needed to fund your personal lifestyle.Accumulation (or Net Worth) Finish Line – The total assets needed to sustain that lifestyle for the rest of your life.These lines aren't rigid—they're tools to help us hold God's money with open hands, growing in both contentment and generosity.However, there's often a lot of pressure to get it exactly right, but what matters more is having a starting point. You'll grow and refine it as your life and faith journey progress.We recommend revisiting your finish line at least annually—or sooner if significant life changes occur, such as a new dependent, a move to a more expensive area, or a shift in health.The Four Buckets of MoneyTo help clients visualize their financial decisions, Cody teaches a simple framework that divides money into four “buckets”:Personal Spending – Covering day-to-day lifestyle costs.Future Planning – Savings and investments for future needs.Taxes – Obligations to the government.Kingdom Giving – Resources designated for generosity.A lifestyle finish line determines what belongs in the first two buckets, freeing the rest for eternal purposes.The Net Worth Finish Line: How Much Is Enough to Save?A net worth finish line is the amount we believe is appropriate to accumulate over a lifetime. The parable deeply informs us of the rich fool in Luke 12—the man who tore down barns to build bigger ones but failed to consider the brevity of life and the weight of eternal priorities.To set a net worth finish line, Cody walks clients through three core considerations:Lifestyle Needs – How much do you need each year?Wealth Transfer Goals – What will you leave to heirs or ministries?Conservative Margin – A buffer for life's unknowns—but not a replacement for trust in God.What Happens When You Cross the Finish Line?If you find yourself exceeding your finish line—accumulating more than necessary—we encourage asking yourself one essential question:“Why am I holding on to these resources in the first place?”God may have given you more not for personal security, but to fund the “good works He prepared in advance for you” (Ephesians 2:10). In that light, generosity becomes more than a response—it becomes a calling.Rather than letting a higher income raise our standard of living, it becomes an opportunity to increase our standard of giving.Not sure where to start? Try setting a finish line for 90 days. Just set a lifestyle finish line for three months and see what you learn.That short-term experiment opens the door to deeper financial freedom, greater contentment, and a stronger sense of purpose.A Finish Line That Leads to WorshipWe also should remember that at the end of the day, it's not just about money—it's about worship. 2 Corinthians 9:8 reminds us:“And God is able to bless you abundantly, so that in all things at all times, having all that you need, you will abound in every good work”To set a financial finish line, we must first recognize that everything belongs to God. It's not about figuring out how much of our money to give to Him—it's about learning to steward His money faithfully.Your finish line isn't a limit—it's an invitation to freedom, joy, and a deeper life of generosity.Want to Learn More?Ready to take the next step? Visit FinishLinePledge.com to access helpful tools, real-life stories, and free resources that will guide you in defining what “enough” looks like in your financial journey.You can also read Cody's full article, “A Spending Finish Line Is Just the Beginning,” in the latest issue of Faithful Steward magazine. To receive the magazine at your doorstep each quarter, become a FaithFi Partner with a monthly gift of $35 or an annual gift of $400. Learn more at FaithFi.com/Give.On Today's Program, Rob Answers Listener Questions:My father-in-law passed away in March. Next week, we have an appointment with Social Security, and we want to ensure we come prepared, along with my mother-in-law, who will turn 65 next year. She wants to take over his Social Security.I heard about a government program that allows you to consolidate your credit card debt and repay it with no interest, but I'm not sure how to access it. My debt is about $25,000.Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)The Finish Line PledgeChristian Credit CounselorsWise Women Managing Money: Expert Advice on Debt, Wealth, Budgeting, and More by Miriam Neff and Valerie Neff Hogan, JD. Wisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Having measurable achievable goals is an integral part of wealth planning. Many savers believe those goals should be immovable and remain unchanged. Should they? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the importance and value of being flexible with your financial goals. Listening Time: 24 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

Energy stocks soar amid rising oil prices and the largest ever cash bid in the Australian Energy sector. Plus –ASIC gears up to launch a formal review into the ASX following what it called significant, and repeated operational and technical failings. Rhayna Bosch speaks with David Walsh a Wealth Advisor with Sarto Advisory.

It's a Mesirow Monday! Every week, a specialist from Mesirow Wealth Management joins Jon Hansen to discuss a different financial topic. This week, Gary Pattengale, Advanced Planning Specialist and Wealth Advisor at Mesirow, joins Jon to discuss the differences between an IRA, a Roth IRA, and a Roth 401(k). For more information, visit www.mesirow.com or […]

Energy stocks soar amid rising oil prices and the largest ever cash bid in the Australian Energy sector. Plus –ASIC gears up to launch a formal review into the ASX following what it called significant, and repeated operational and technical failings. Rhayna Bosch speaks with David Walsh a Wealth Advisor with Sarto Advisory.

You've seen his calm demeanor, now get to know the story behind it. In this Burning Questions episode of Digging In, host John Savarino puts Planning Specialist, Jason Thiele in the hot seat to uncover the surprising side of Rooted's quiet military man.Tune in to Learn:• Jason's background in the military and how it shapes his work today• Fun and unexpected facts you probably didn't know• Why his quiet leadership makes a big impact behind the scenesThis is the episode that proves there's more than meets the eye.

Discover why young inheritors will fire their parents' wealth advisors. Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest for the long-term, what a difference it would make, because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? - Invest in stock ETFs, private equity and digital assets for potential high compounding rates - Asset allocation model with ticker symbols and % to invest -Monthly LIVE investment webinars with Linda, with Q & A -Private VIP Facebook group with daily interaction -Weekly investment commentary from Linda -Optional 1-on-1 tech team support for digital assets -Join, pay once, have lifetime access! NO recurring fees. -US and foreign investors, no minimum $ amount to invest For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any additional cost. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or have a complimentary conversation to answer your questions. Request a free appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). WANT HELP AVOIDING IRS AUDITS? #Ad Stop worrying about IRS audits and get advance warning at Crypto Tax Audit, here. PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed   PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR WEALTH BOOK Leave a book review on Amazon here. Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) Available for purchase on Amazon. International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. Use the search bar in the upper right corner of the page to search topics. SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (Some links are affiliate links. There is no additional cost to you.)

If you're planning for retirement, there are many risks you may face. Among them is the risk of inflation. How will inflation impact your ability to sustain your lifestyle once you are dependent the spending power of your retirement nest egg? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss strategies for managing inflation risk to your portfolio. Listening Time: 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

If stock-based compensation is a major part of your wealth portfolio, down markets can be stressful. In this episode, Jessica Gibbs, CFP® and Emily M. Harper, CFP®, break down how to approach equity compensation, even when the markets are rocky. From tax planning to direct indexing and long-term diversification, they explore some ideas that can potentially reduce risk and create opportunities. Strategies like mapping out your vesting schedule and cash needs can keep you focused and on track during market swings. If you're an executive with stock compensation, this conversation will help you understand how to make informed decisions and respond with intention, instead of emotion. Resources Mentioned in the Episode: What is Direct Indexing and How Does it Work? with Pat McStay Top Executive Compensation Strategies You Should Know with Laura Balser     Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Episode Timeline/Key Highlights: 0:00 Important Disclosure 1:00 Introduction to Stock-Based Compensation 1:40 Common Mistakes for Building Wealth Through Stock Compensation 2:40 Common Risk Mentalities of Executives  5:26 Assessing Concentration Risk 9:00 Building a Sell Strategy  15:40 Market Volatility and Stock Comp 22:00 Episode Wrap-Up and Resources 23:20 Important Disclosure   Connect with Monument Wealth Management:    Visit our website: https://bit.ly/monumentwealthwebsite     Follow us on Instagram: https://bit.ly/MonumentWealthIG     Connect on LinkedIn: https://bit.ly/MonumentWealthLI     Connect on Facebook: https://bit.ly/MonumentWealthFB     Connect on YouTube: https://bit.ly/YouTubeMWMFit    Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About “Off the Wall”:    OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.

It's a Mesirow Monday! Every week, a specialist from Mesirow Wealth Management joins Jon Hansen to discuss a different financial topic. This week, Gary Pattengale, Advanced Planning Specialist and Wealth Advisor at Mesirow, joins Jon to discuss his background as a CPA and how he approaches wealth advising. For more information, visit www.mesirow.com or call […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the good job report, what is driving the market today, the dustup between President Trump and Elon Musk, the outlook for Tesla (and EV’s in general) moving forward, the fantastic run that gold has had recently, what he thinks of Fed policy, […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the good job report, what is driving the market today, the dustup between President Trump and Elon Musk, the outlook for Tesla (and EV’s in general) moving forward, the fantastic run that gold has had recently, what he thinks of Fed policy, […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the good job report, what is driving the market today, the dustup between President Trump and Elon Musk, the outlook for Tesla (and EV’s in general) moving forward, the fantastic run that gold has had recently, what he thinks of Fed policy, […]

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the good job report, what is driving the market today, the dustup between President Trump and Elon Musk, the outlook for Tesla (and EV’s in general) moving forward, the fantastic run that gold has had recently, what he thinks of […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen on Your Money Matters to discuss how the tariffs are affecting the market, making data-driven decisions, and diversifying your portfolio. For more information, go to GetRetiredStayRetired.com.

Some younger folks desire conversations about money with their parents, but some parents may consider that discussion best avoided. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss many potential benefits of an ongoing intergenerational dialog about money. Early and frank discussions about money may help set a positive tone for a young person's future financial success. Listening Time: 29 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

It’s a Mesirow Monday! Gary Pattengale, Advanced Planning Specialist and Wealth Advisor at Mesirow, joins Jon Hansen on Your Money Matters. The two discuss having a Roth investment account, when it makes sense to add money into your accounts, and moving money from IRAs.For more information, visit www.mesirow.com or call 877 Mesirow.

Volatile markets can rattle even the most experienced investor, but sometimes adversity can bring opportunity. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss helpful strategies to consider during a market downturn and times of stock market volatility. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

After you listen:Learn about the wealth and investment management solutions Schwab offers to help you pursue your goals confidently.Listen to Schwab's newest podcast, Invested in the Game, featuring true stories of people who are driving the game of golf forward.In this episode of Financial Decoder, host Mark Riepe is joined by Stephanie Shadel, a senior wealth advisor at Schwab, to examine the scope of an investor's communication with their financial advisor. She emphasizes the importance of understanding clients' financial situations, building trust, and maintaining open communication. Throughout their discussion, they cover both the data-driven and emotional aspects of portfolio managment, offering insights into strengthening the dynamic with a professional advisor.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Reach out to Mark on X @MarkRiepe with your thoughts on the show.Follow Financial Decoder on Spotify to comment on episodes.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal.​Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Schwab does not recommend the use of technical analysis as a sole means of investment research.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. ​Neither the tax-loss harvesting strategy, nor any discussion herein, is intended as tax advice and Charles Schwab & Co. does not represent that any particular tax consequences will be obtained. Tax-loss harvesting involves certain risks including unintended tax implications. Investors should consult with their tax advisors and refer to the Internal Revenue Service (IRS) website at www.irs.gov about the consequences of tax-loss harvesting.Schwab Wealth Advisory™ ("SWA") is a non‐discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. ("Schwab"). Schwab Wealth Advisory, Inc. ("SWAI") is a Registered Investment Adviser and provides portfolio management for the SWA program. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab Corporation.Portfolio Management provided by Schwab Wealth Advisory, Inc., a Registered Investment Adviser and affiliate of Charles Schwab & Co., Inc. (Schwab). Please read the Schwab Wealth Advisory and the Schwab Wealth Advisory, Inc. Disclosure Brochures for information and disclosures about this program. The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Schwab Wealth Advisory accounts are employees of Schwab Wealth Advisory, Inc.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0525-03FK)

Send us an email @ info@parentcoachesunleashed.com Abbey Henderson, CEO, Wealth Advisor & Coach at Abaris Financial Group, connects resources with aspirations to help clients realize their objectives and establish lasting legacies. Her background includes degrees from Dartmouth, Boston University, and Boston College. Transitioning from accounting, she established Abaris Financial Group in 2001, integrating financial acumen with life coaching. Abbey holds CFP, CAP, and AEP certifications.This episode features Abbey's expert coaching tips for parents navigating their high schoolers' first jobs or college grads' post-dorm life, offering actionable advice and reassurance on raising financially literate young adults.Together, they explore candid family money conversations, how technology (like Apple Pay and DoorDash) impacts kids' money habits, and how to balance financial support with letting teens learn from manageable mistakes. If you ever wondered whether to send your child to an out-of-state school, or how to help them build credit responsibly, this is the episode for you.TakeawaysStart money conversations earlyPrioritize giving kids hands-on experience with budgetingDon't sacrifice your own retirement for college costsTimestamps00:00 "Discussing Financial Literacy for Grads"04:35 From Tax to Financial Planning09:43 Teaching Kids Financial Trade-offs11:57 Kids and Cashless Transactions16:37 Early Financial Habits for Kids18:29 Navigating Economic Peer Pressure23:26 Financial Planning Strategy: Incremental Investments26:34 "Prioritize Retirement Over College Funding"28:13 "Untrained Financial Conversations"33:21 Engaging Kids in Financial Learning34:42 Parental Relationship Dynamics

Wondering how to break into financial planning and build a long-term career in the field? Victor Colella, Wealth Advisor, and Courtney Cubbin, Senior Financial Advisor, at Woodward Financial Advisors both join the show today to share how they entered the profession, found mentorship, and steadily advanced their careers from the ground up. Listen in as Courtney explains how her love for numbers and working with people led her to an internship, her role at Woodward, and the challenges she overcame to advance, while Victor recounts how his father's career inspired him to transition from consulting and insurance sales to joining an RIA. You'll learn how they navigated career decisions, as well as valuable insights on building confidence, professional development, and more. You can find show notes and more information by clicking here: https://bit.ly/432kAXu

2026 FIFA World Cup games are coming to Philadelphia. Many civic-focused events, with long-lasting benefits to the region, are in the planning stages throughout the Philadelphia area. Charitable contributions to 501(c) (3) non-profit agencies help make many of these events possible. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They speak with Brian Esposito, Chief Revenue Officer at FIFA World Cup 26 Philadelphia. Brian details the events and their financial impact on the greater Philadelphia region. John and Jason discuss the tax advantaged benefits you may receive by making charitable donations to non-profit organizations. Listening Time: 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

Tax loss harvesting is a common topic in investor conversations when looking for tax reductions. Who can utilize this strategy? How does it work? We will cover all those questions and more! Harry Figgie, Partner & Wealth Advisor at Greenwich Wealth Management joins Cassidy Clement to discuss.

There are ways for you to gain a better understanding of your views about money and wealth, and the influences that may have helped shape those views. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the benefits of financial therapy as part of the financial planning process and how it has become its own niche practice. Listening Time: 20 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

Craig Bolanos, Co-Founder and Wealth Advisor at VestGen Wealth Partner, joins Jon Hansen to discuss the latest ruling from the Federal Reserve not lowering interest rates. Bolanos thinks that despite the improvement on inflation, there is still some hesitancy to cut the interest rates until there is still more economic stability.

If you've ever thought, “I don't love my current job,” or started imagining a long-term shift into something new, this episode is for you. Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, walk through practical financial questions you should ask yourself before jumping into a career transition.

If you've ever thought, “I don't love my current job,” or started imagining a long-term shift into something new, this episode is for you. Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, walk through practical financial questions you should ask yourself before jumping into a career transition.  

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about why the markets are dipping a bit today, the latest on President Trump’s trade deals, the roller coaster the market has been on since President Trump announced his tariff plan, why now is a good time to reevaluate your retirement plan, […]

For some families, retirement planning has taken a backseat to things such as the cost of raising children, putting them through college, paying for weddings, and the like. But, if you haven't yet started saving for your retired years, it may not be too late. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss strategies to help late starters with retirement planning. Listening Time: 22 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this discussion are subject to change at any time without notice. Beacon Pointe provides links for your convenience to other providers' websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided. Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Jenny McCosley (https://www.linkedin.com/in/jennifer-mccosley/) is a Senior Wealth Advisor based in Beacon Pointe's North Carolina office and is responsible for partnering with the Beacon Pointe investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Jenny began her financial planning and investment management career in 2008 and has gained valuable experience working in community banking, private trust, and registered investment advisory firms. Jenny finds the people she works with as fascinating as finance, and she enjoys helping individuals and couples bring to life their retirement goals.In this episode, Chris and Jenny discussed:1. The Power of Curiosity in Client Conversations2. Working with Families Who Have Children with Special Needs3. The Role of Vulnerability in Trust-Building4. Helping Advisors Get Comfortable with “The Messy Middle”LinkedIn: https://www.linkedin.com/in/jennifer-mccosley/ Website: https://beaconpointe.com/contact-us/north-carolina-greensboro/jennifer-mccosley/Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead 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.

I sat down in person at the IFA (International Franchise Association) with my friend and fraternity brother Dan Axelrod, VP and Wealth Advisor at Bernstein Private Wealth Management.Dan works with franchisees, franchisors, and business owners on pre- and post-transaction planning to protect their wealth when they exit—and today, he's giving YOU the same insider tips he shares with multimillion-dollar clients.✅ How do you avoid paying more to Uncle Sam than necessary?✅ What are the biggest mistakes business owners make when selling?✅ How do you build your dream team to secure your financial future?