Podcasts about wealth advisors

:bulb:Get Alexis and Jon's great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select OnePoint BFG Wealth Partners on the form. This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen is joined by Alexis Miller, Director of Investment Research & Alternative Investments, and Jon Betlow, Partner & Wealth Advisor, at OnePoint BFG Wealth Partners, to break down the biggest stories shaping markets and portfolios right now. With PPI down but CPI still sticky, mortgage rates falling to an 11-month low, and U.S. retail sales and housing starts data on deck, Alexis and Jon unpack what this all means for inflation, the Fed's next move at the FOMC meeting next week, and your financial plan. They also tackle an increasingly common challenge: parents helping their adult children financially — from rent and student loans to down payments — and how to balance generosity today with securing your retirement and legacy. #RiseUP #Wealthion #Investing #Inflation #MortgageRates #FedRateCut #FinancialPlanning #Retirement #EstatePlanning #AlternativeInvestments #Markets #ParentingAndMoney #Wealth #Finance Chapters: 2:01 - This Week's Market Recap 3:35 - PPI & CPI for August Show a Divergence 6:45 - Weak Jobs, High Inflation… What Does This Mean for Fed Policy? 9:43 - Mortgage Demand in the US Spikes as Rates Fall 12:57 - An New Emerging Reality: Supporting Adult Children 15:01 - With Adult Children, How Should We Approach Estate Planning? 17:37 - Investment Strategies to Balance Supporting Grown Kids & Your Own Security 20:13 - How Can Young Parents Prepare to Help Support Children in the Future 21:50 - September FOMC Meeting: What to Expect 22:59 - US Retail Sales & Consumer Strength 24:15 - Housing Starts—How It Ties into the Broader Inflation Picture 25:19 - Concluding Thoughts ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Amy Wagner is a Wealth Advisor with Dean Dorton Private Wealth, and she joins us every Wednesday to talk sports and money, on ESPN1530.Lean about the Dean Dorton Diifference at DeanDorton.com.Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEgger

Amy Wagner is a Wealth Advisor with Dean Dorton Private Wealth, and she joins us every Wednesday to talk sports and money, on ESPN1530.Lean about the Dean Dorton Diifference at DeanDorton.com.Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEgger

DISCLAIMER:The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.

Episode 109: This week, Kyle Van Pelt talks with Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow Wealth Management. Tiffany specializes in working with high-net-worth individuals, families, and non-profit organizations by providing comprehensive wealth management advice and customized asset allocation strategies to help them accumulate, grow, protect, and distribute their wealth.  Tiffany shares her work with business owners and her passion for empowering women in finance. From the challenges of working with busy entrepreneurs to navigating wealth transfer and the evolving role of women in financial planning, Tiffany offers valuable insights on preparing, planning, and protecting both personal and business wealth. She also shares her perspective on technology, growth strategies, and the future of consolidation in the RIA space. In this episode: (00:00) - Intro (01:28) - Tiffany's money moment (03:49) - How Tifanny succeeds in communicating with business owners (05:24) - How Mesirow helps business owners (06:54) - Helping business owners prepare, protect, and plan their wealth (09:21) - What it takes to attract the next generation of investors (11:55) - Tiffany's thoughts on the great wealth transfer and women in finance (16:44) - Leveraging technology to serve clients better (18:01) - Mesirow's growth strategies and marketing approaches (19:56) - Tiffany's outlook on the future of the industry (23:38) - Tiffany's thoughts on the consolidation happening in the industry (26:41) - Mesirow's core values (27:56) - Tiffany's Milemarker Minute Key Takeaways Treat your personal wealth like your business, with a strategy to prepare, plan, and protect. Create your board of directors. As a business owner, you shouldn't be the middleman between all of your advisors. Surround yourself with a trusted team of professionals, including attorneys and tax experts, and let them collaborate on your behalf. Educate the next generation. The great wealth transfer is happening now. Get the next generation involved in conversations about the family's financial history, values, and goals. Women are not a niche market. With women living longer and the rise of female breadwinners and business owners, the financial industry is overdue in adapting to serve women. Financial planning is about empathy and understanding the unique goals and concerns of every client, regardless of gender. Quotes "There are a lot of tools in our tool belt as advisors. We just have to remember to educate our clients and let them know what's available." ~ Tiffany Irving "Women are not a niche market. We're over 50% of the population. So, we're trying to make sure that both partners or spouses are engaged and involved in all of our financial discussions." ~ Tiffany Irving "Client demographics are evolving. The next generation is here, and we have to meet them where they are." ~ Tiffany Irving  Links  Tiffany Irving on LinkedIn Mesirow Salesforce eMoney Advisor Holistiplan Charles Schwab Fidelity Investments The God of the Woods Lula Dean's Little Library of Banned Books Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

Amy Wagner is a Wealth Advisor with Dean Dorton Private Wealth, and she joins us every Wednesday to talk sports and money, on ESPN1530.Lean about the Dean Dorton Diifference at DeanDorton.com.Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEgger

Amy Wagner is a Wealth Advisor with Dean Dorton Private Wealth, and she joins us every Wednesday to talk sports and money, on ESPN1530.Lean about the Dean Dorton Diifference at DeanDorton.com.Podcasts of The Mo Egger Radio Show are a service of Longnecks Sports Grill.Listen to the show live weekday afternoons 3:00 - 6:00 on ESPN1530. Listen Live: ESPN1530.com/listenGet more: https://linktr.ee/MoEggerFollow on X: @MoEggerInstagram too: @MoEgger

Melissa Bouchillon, Managing Partner at Sound View Wealth Advisors, shares more about the firm's founding in 2018, its growth story since then, its focus on culture and people, and what makes the RIA unique.

It's not uncommon for some folks to look back on their personal financial history and have some remorse. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss a recently released Bankrate survey identifying some of the drivers of financial regrets, how they've changed over the years, and how to address them. Listening Time: 26 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.

Are you navigating life solo and wondering how to build lasting financial security — without a second income or a partner? This episode is for you.Join Glory Gray, Financial Planner and Wealth Manager, as she dives into the unique realities of wealth planning for single women over 45 — whether you're single by choice or by chance.You'll learn:The top 5 financial challenges single women face — and how to overcome themHow to turn your independence into your greatest financial strengthPractical strategies to build a strong foundation, invest wisely, plan for retirement, and protect your futureWhy estate planning and building your financial dream team is essential when you're planning soloGlory also shares inspiring real-life examples of how Canadian women are redefining success, housing, retirement, and joy on their terms.

Podcast: Hacks and Hobbies - Passion to Profit Stories with Junaid Ahmed (LS 38 · TOP 2% what is this?)Episode: Chad Willardson (Wealth Advisor): The Simple Money Blueprint to Build Wealth and Live Stress-FreePub date: 2025-08-18Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationWelcome to another episode of Hacks and Hobbies! I'm your host, Junaid, and today we're diving deep into the world of entrepreneurship, wealth-building, and lifestyle freedom with our returning guest, Chad Willardson. Chad is the founder of Pacific Capital and creator of the Platinum Elevated coaching program, where he helps entrepreneurs not just grow their businesses, but also achieve true financial and lifestyle freedom. In this episode, Chad shares powerful strategies for investing outside your business, setting ambitious goals, and surrounding yourself with growth-minded people. We'll also discuss how to avoid burnout, recharge your energy, and create a business that supports the life you love. Whether you're just starting out or looking to take your success to the next level, Chad's insights will inspire you to take action and build the future you deserve. Stick around—this is an episode you won't want to miss!Where to reach Our Guesthttps://chadwillardson.com/https://www.linkedin.com/in/chadwillardson/3 Hacks to take awayInvest Outside Your Business: Entrepreneurs should not tie all their net worth to their business. It's crucial to invest in assets outside the business—such as retirement accounts, the stock market, or real estate—to build long-term wealth and financial security.Surround Yourself with Growth-Minded People: The people you associate with greatly influence your success. Being around ambitious, growth-focused individuals helps expand your mindset and accelerates your personal and business growth.Set Big Goals and Take Massive Action: Success comes from setting ambitious goals and following through with determined, consistent action. Combine this with regular self-investment—whether in skills, training, or masterminds—to achieve both business and personal growth.Connect with our Host JunaidWant to be a guest on Hacks and Hobbies – Passion to Profit Stories?Send Junaid Ahmed a message on PodMatch, here: https://www.podmatch.com/member/hacksandhobbies

Podcast: Hacks and Hobbies - Passion to Profit Stories with Junaid Ahmed (LS 38 · TOP 2% what is this?)Episode: Chad Willardson (Wealth Advisor): The Hidden Habit That Keeps Entrepreneurs Broke and Burned OutPub date: 2025-08-15Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationWhy do so many entrepreneurs achieve financial success but end up with broken personal lives?In this episode, Chad Willardson—founder of Pacific Capital and Platinum Elevated—shares the truth about building wealth while keeping your family and health intact. From leaving Merrill Lynch after the 2008 recession to building his own firm, Chad reveals the hidden traps that keep entrepreneurs overworked, unhealthy, and unfulfilled, and how to break free.

They're marketed as convenient. But Target Date Funds can sometimes be too aggressive, too conservative, or simply too generic for your unique situation. In this episode, Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, break down the mechanics of Target Date Funds and offer perspective on how to evaluate whether they're truly working for you. The conversation covers the importance of understanding your fund's glide path, comparing how different providers structure their portfolios, and evaluating the potential risks of relying too heavily on automation. You'll also hear about alternative strategies that could provide more clarity, flexibility, and alignment with your goals.

They're marketed as convenient. But Target Date Funds can sometimes be too aggressive, too conservative, or simply too generic for your unique situation. In this episode, Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, break down the mechanics of Target Date Funds and offer perspective on how to evaluate whether they're truly working for you. The conversation covers the importance of understanding your fund's glide path, comparing how different providers structure their portfolios, and evaluating the potential risks of relying too heavily on automation. You'll also hear about alternative strategies that could provide more clarity, flexibility, and alignment with your goals.

Uncertainty is a constant in life—and especially in our financial lives. But not all uncertainty is created equal. Some arises from missing information we could know. Other times, the outcome is simply unknowable—or truly random. In this episode of The Behavioral Divide, UCLA Professor Hal Hershfield talks with decision science expert Professor Craig Fox to unpack the psychology of uncertainty. They explore why our brains struggle to deal with it, how different types of uncertainty influence our choices, and what the research says about interventions that actually help. Joining them is Dagny Maidman, Executive Managing Director and Wealth Advisor at Cresset, who brings the practitioner's lens—sharing how she guides clients through unpredictable markets, imperfect information, and the emotions that come with both. If you enjoy the show, please let us know by giving our series a five-star rating. We'd also love to hear from you. To join in on the discussion, send us a note at: BehavioralDivide@AvantisInvestors.com. Important Disclosures The views expressed in this presentation are the speaker's own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances. Hal Hershfield is not affiliated with American Century Investments. Follow us on social media: LinkedIn: https://a.vant.is/409KwhI X: https://a.vant.is/3HKHwSL Subscribe to The Behavioral Divide podcast: Spotify: https://a.vant.is/4jPw45t Apple: https://a.vant.is/4mVi2Ca YouTube: https://a.vant.is/4lIjYfy 

If You've Been Telling Yourself: ✅✅ “I want to invest smarter, but I don't know where to start.”✅ “I'm worried a market crash will wipe out my savings.”✅ “I don't know how to reduce my taxes like the wealthy do.”Then this is your episode because Mark reveals how to invest like an American dynasty, focusing on safety, security, and tax savings.Mark Miller is the manager of the Hilton family office, working with Brad Hilton, grandson of Conrad Hilton, founder of Hilton Hotels. With decades in financial services at American Express and beyond, Mark has helped wealthy clients grow billions using “smart money” strategies. Now, through Hilton Tax and Wealth Advisors, he's bringing these exclusive tactics to Main Street investors with as little as $250,000 or $30,000/year in taxes.EPISODE HIGHLIGHTS[00:00:00-00:06:00] Breaking the Mold: Why Traditional Investing Fails[00:06:01-00:09:10] The Four Buckets of Wealth: A Smarter Portfolio[00:09:11-00:13:55] Riding the AI Wave: Opportunities in the Fourth Bucket[00:13:56-00:19:04] Choosing Top Money Managers[00:19:05-00:30:46] Tax Hacks the Wealthy Use:Path to Zero Taxes[00:30:47-00:36:14] From Hilton to Buffett: Lessons from LegendsSpecial Mentions:* Conrad Hilton, Brad Hilton of the Hilton family* Warren Buffett and Ray Dalio, investment legends* Bill Gates and Ted Turner* Books: How to Invest Like an American Dynasty and The Tax Free Business Owner by Mark Miller* Companies: Nvidia, SpaceX, Amazon, Intel, Tesla*** Start taking action right NOW!

What happens when your exit strategy is about more than just money? In this episode, host Colleen O'Connell-Campbell talks to April Harbottle, a highly experienced M&A advisor and business transition specialist. April has spent years helping small and mid sized business owners unlock the value of their companies and transition successfully, whether through exits or by scaling with new partnerships.   Together, they explore how values, identity, and leadership evolution shape the founder journey - especially when it's time to let go.  

Dr. Gregg Lunceford, Wealth Advisor at Mesirow Wealth Management, joins Jon Hansen for a Mesirow Monday. The two discuss why the younger generations are staying at home longer than before and how their career paths have changed. For more information, visit www.mesirow.com or call 877 Mesirow.

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams, to talk about today’s big market rally after Fed Chairman Jerome Powell suggested interest rate cuts would be coming soon, how many rate cuts he expects to see for the rest of 2025, and when we we’ll see the full impact of tariffs. Craig […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams, to talk about today’s big market rally after Fed Chairman Jerome Powell suggested interest rate cuts would be coming soon, how many rate cuts he expects to see for the rest of 2025, and when we we’ll see the full impact of tariffs. Craig […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams, to talk about today’s big market rally after Fed Chairman Jerome Powell suggested interest rate cuts would be coming soon, how many rate cuts he expects to see for the rest of 2025, and when we we’ll see the full impact of tariffs. Craig […]

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John to talk about today’s big market rally after Fed Chairman Jerome Powell suggested interest rate cuts would be coming soon, how many rate cuts he expects to see for the rest of 2025, and when we we’ll see the full impact of tariffs. […]

Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen on Your Money Matters to discuss the latest market numbers. Craig talks about the fears of AI and how people are waiting for what the Fed Chair Jerome Powell will say in Wyoming on Friday. For more information, go to GetRetiredStayRetired.com.

Dr. Gregg Lunceford, Wealth Advisor at Mesirow Wealth Management, joins Jon Hansen for a Mesirow Monday. The two discuss what conversations people should be having about funding education regarding expectations, scholarships, community colleges, and more. For more information, visit www.mesirow.com or call 877 Mesirow.

Empty nesting isn't just an emotional milestone—it's a financial one too. In this episode, Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, share ideas to help listeners make the most of this new phase. They cover the impact of budget changes, how to reallocate spending once the kids are off the payroll, and ways to catch up on retirement savings. The conversation also touches on the realities of downsizing, the importance of legacy planning, and how to embrace a refreshed financial identity moving forward.

Empty nesting isn't just an emotional milestone—it's a financial one too. In this episode, Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, share ideas to help listeners make the most of this new phase. They cover the impact of budget changes, how to reallocate spending once the kids are off the payroll, and ways to catch up on retirement savings. The conversation also touches on the realities of downsizing, the importance of legacy planning, and how to embrace a refreshed financial identity moving forward.

Want to learn the secrets to business success from company owners who are not only surviving but thriving in this difficult economy? Then join award-winning entrepreneur Mike Bosma and his guests as they provide you with the insight and expertise you need to start a new business or to take your company to a whole new level. In between jobs? Why work for the boss when you can be the boss? With Bosma On Business you can be in conversation with the area’s top corporate executives, community leaders and movers and shakers. The show is the ultimate business networking event and entrepreneurial incubator wrapped up in one and it’s brought to you live weekly over the airwaves and through the Internet. You’ll tap into a wealth of wisdom from top experts in the fields of accounting, marketing, sales, information technology, business law, human resources, corporate real estate, banking and so much more. If you’re doing business in Northern Nevada or have the entrepreneurial itch, then plan on joining us on News Talk 780 KOH every Saturday morning at 10 a.m. With Mike Bosma, the Pied Piper of entrepreneurial excellence leading the way, we’re Getting Northern Nevada…Back to Business.See omnystudio.com/listener for privacy information.

Ben Criddle talks BYU sports every weekday from 2 to 6 pm.Today's Co-Hosts: Ben Criddle (@criddlebenjamin)Subscribe to the Cougar Sports with Ben Criddle podcast:Apple Podcasts: https://itunes.apple.com/us/podcast/cougar-sports-with-ben-criddle/id99676

Craig Bolanos, Co-founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen on Your Money Matters to discuss the latest market numbers. Craig talks about the call for the Fed to lower interest rates and the unemployment numbers. For more information, go to GetRetiredStayRetired.com.

With over $2 trillion in business assets at stake and 91% of Canadian business owners without a succession plan, we're facing a real crisis. In this episode, host Colleen O'Connell-Campbell chats with Charlie Iscoe, whose venture - CommonShares - is flipping the script on business exits.   Charlie brings Wall Street investment experience and a mission to keep Canadian businesses local by transitioning ownership to employees. He explains how their model allows retiring owners to receive fair market value while protecting their teams and communities.   If you're a founder who says, “I'll deal with it eventually” - this episode is your wake-up call.  

It's a Mesirow Monday! Every week, a specialist from Mesirow Wealth Management joins Jon Hansen to discuss a different financial topic. This week, Managing Director and Wealth Advisor at Mesirow Dr. Gregg Lunceford joins Jon to discuss why Gen Z and millennials are getting married later in their lives in comparison to other generations. For more information, visit www.mesirow.com or […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen, filling in for John Williams, to talk about the overall health of the markets and the economy, how market volatility has almost collapsed, why it’s a good time to rebalance your portfolio, Trump nominating CEA chair Stephen Miran to the Federal Reserve board, what’s […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen, filling in for John Williams, to talk about the overall health of the markets and the economy, how market volatility has almost collapsed, why it’s a good time to rebalance your portfolio, Trump nominating CEA chair Stephen Miran to the Federal Reserve board, what’s […]

Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen, filling in for John Williams, to talk about the overall health of the markets and the economy, how market volatility has almost collapsed, why it’s a good time to rebalance your portfolio, Trump nominating CEA chair Stephen Miran to the Federal Reserve board, what’s […]

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins Jon Hansen, filling in for John Williams, to talk about the overall health of the markets and the economy, how market volatility has almost collapsed, why it’s a good time to rebalance your portfolio, Trump nominating CEA chair Stephen Miran to the Federal Reserve […]

Market volatility may be keeping you on the sidelines, but when is the right time to get back in the markets? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss FOGI, the emotion that keeps some individuals from investing the markets, which may be driven by the misconception that now may not be the right time. Learn strategies to overcome FOGI. Listening Time: 17 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.

Join Doug for a conversation with Greg Lunceford, a wealth advisor from Chicago who's changing retirement planning. Greg shares his research on the psychological challenges of leaving work, drawing from his PhD in management and client experiences during the 2008 financial crisis. He reveals why financial advisors rarely address the emotional costs of retirement that go beyond money. From lawyers wanting to start rock bands to executives who can't make retirement decisions, this episode uncovers why even financially secure people struggle to retire. Greg discusses identity, purpose, and the "third age" concept that reframes retirement. KEY TAKEAWAYS • Work provides four non-financial benefits: achievement and recognition, socialisation and community, identity and purpose, and daily structure. These all disappear in retirement and must be replaced. • People without retirement plans have 40% higher risk of cognitive failure and depression, showing the need for psychological preparation alongside financial planning. • Traditional retirement models are outdated, previous generations had shorter lifespans, pension safety nets and different expectations that no longer apply. • Many professionals never chose their careers intentionally, they followed parental or social expectations, leading to delayed dreams emerging in retirement conversations. • Financial readiness doesn't equal emotional readiness, even wealthy clients with secure finances struggle with retirement decisions due to psychological barriers and identity concerns. • The "third age" concept reframes retirement. Modern longevity means transitioning from middle age to a new life stage, rather than directly to old age. • Goal setting requires self-awareness (knowing your likes, dislikes, and limitations) and adaptability (willingness to take risks and think outside conventions). BEST MOMENTS "Throughout my whole career, every move that I made was because someone came and gave guidance.” "We are no longer the people that we used to be... We will probably live a decade longer than those before us." "Did anyone ever talk to you about how to exit work? No... this may be the first independent decision a lot of people make about their career and it is overwhelming." "People who don't have a plan, people who don't have structure, people who don't have things that create psychological success have a 40% greater chance of going into things like cognitive failure, depression." ABOUT THE GUEST Gregg Lunceford, Wealth Advisor and Retirement Researcher Their website address is: https://www.mesirow.com/bio/gregg-lunceford Linkedin Profile: www.linkedin.com/in/gregg-lunceford-phd-cfp®-3aa83a15 Their Lead Magnet Address Is: https://www.mesirow.com/bio/gregg-lunceford VALUABLE RESOURCES Website: http://dougbennett.co.uk/ Email: doug@dougbennett.co.uk LinkedIn: https://www.linkedin.com/in/financialdoug/ Twitter: https://twitter.com/FinancialDoug Facebook Wealth Tribe: https://join.dougbennett.co.uk/ Download Your "Ten-Step Guide To Financial Freedom" Here: https://bit.ly/Struggle-Success BOOKS: Goals Do Come True is now live and available to buy on Amazon: https://amzn.to/3phcy6Z Think Simple, Win Big is now live and available to buy on Amazon: https://www.amazon.co.uk/Think-Simple-Win-Big-Business/ Enjoy, and come back for the latest podcast each Wednesday. Thank you for listening.

From saving 10% of your salary to allocating bonds based on your age, there are plenty of old money myths still floating around. In this episode, Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, break down some of the most common financial rules of thumb and explore whether they're helping—or holding you back. They share the history behind these ideas, why they became popular, and what today's retirees could consider instead. If you're rethinking your approach to retirement planning, this episode offers a fresh, practical perspective.

From saving 10% of your salary to allocating bonds based on your age, there are plenty of old money myths still floating around. In this episode, Tim Clairmont MSFS™, LACP™, Wealth Advisor, and Tyler Andrews CFP®, Wealth Advisor, break down some of the most common financial rules of thumb and explore whether they're helping—or holding you back. They share the history behind these ideas, why they became popular, and what today's retirees could consider instead. If you're rethinking your approach to retirement planning, this episode offers a fresh, practical perspective.