Podcasts about wealth advisors

Jessica Weaver, CFP, CDFA, CFS is a Wealth Advisor, Best Selling Author, and author of the blog: Not Your Father's Advisor. She is the founder of #pinkfix, a powerhouse community of women to grow their career, build wealth, and form lasting relationships. Her #1 best selling books include, "Confessions of a Money Queen", "Strong Woman Stronger Assets" and "Time to Refine: a strong woman's guide to retiring on her own terms." Connect with Jessica:Website: www.jessicaweaver.comFacebook: @pinkfixmymoneyInstagram: @pinkfixmymoneyTwitter: @JessicaCWeaverLinkedIn: in/jessica-weaver-cfp®-cdfa®-cfs®-76538733/YouTube: Pinkfix My Money by #pinkfix Productions

Most people think of financial planning as crunching numbers and making investment decisions. But in reality, financial planning is about so much more than that. It's about helping people live their best lives. And to do that, having a conversation that goes beyond the numbers is important. In this episode, Steve talks with Jeff Vistica, Wealth Advisor at Vistica Wealth Advisors. In his role, Jeff focuses on addressing and solving clients' most pressing tax, estate, and financial concerns. Their clients include individuals with special needs and those caring for a loved one with special needs, dental practitioners, retirement plan sponsors, families, and individuals.  As a CFP and chartered special needs consultant, Jeff talks with Steve about how he goes the extra mile to help clients clarify their goals and connect them with their financial goals, his idea of no-agenda meetings, and the importance of family mission statements for multigenerational planning.   Key Takeaways [01:57] - What Vistica Wealth Advisors can do for its clients. [05:52] - How Jeff built his client base. [08:06] - How Jeff goes the extra mile in serving clients. [11:50] - The value of discovery meetings in building client relationships. [13:31] - What the discovery process looks like. [17:09] - At what stage do prospects become clients. [18:23] - How Vistica Wealth Advisors keeps its clients' documents up to date. [21:48] - Jeff's approach to multigenerational wealth planning. [27:34] - How Jeff overcame the challenges of life planning. [31:29] - Jeff's advice to his younger self. [32:37] - What it's like for Jeff to work with his father in the business.   Quotes [11:50] - "If we're bringing on a new relationship, the most effective start is having multiple discovery meetings. We get to know as deeply and comfortably as the new family might be willing to become." ~ Jeff Vistica [14:51] - "We never prepare an agenda for a meeting. We leave it completely open. Keeping it open-ended and folks in the driver's seat at all times is part of our fiduciary responsibility. It also sets the right tone for a relationship or partnership." ~ Jeff Vistica [22:29] - "For clients struggling with what they want to do from a wealth transfer perspective, we'll help them articulate a family mission statement. And within that family mission statement, they will identify the core family values they want to pass along." ~ Jeff Vistica   Links  Jeff Vistica on LinkedIn Vistica Wealth Advisors Lynne Mosier MoneyGuidePro Buckingham Strategic Wealth RightCapital   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners  on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

My fishing buddy, Lewis Johnson, is back for his third round of Panic. As I've been saying frequently now, I'm just having friends on the podcast. People who have seen things that interest me, not famous – or infamous – people, for the sake of their fame. While Lewis isn't particularly famous, he's a steady hand and understands diversification and how cycles work. We touch on the “Bernie Madoff” moment that is now FTX. Lewis isn't really active in crypto, but has been watching it play out. Swindles go on all along, and in a bull market no one seems to care. A bear market is the usual catalyst for these frauds. People start wanting their money back. We'll check back with Lewis in three to six months, because this show is still about how we position ourselves; and he's got a vision of how the world might look moving forward.  Guest - Lewis Johnson, CIO at Capital Wealth Advisors  howardlindzon.com, capitalwealthadvisors.com  blog.capitalwealthadvisors.com/trends-tail-risks Twitter: @howardlindzon, @PanicwFriends, @TrendsTailRisks, @knutjensen  linkedin.com/in/lewismjohnson  #fintech #invest #investment #venturecapital #stockmarket #finance  Show Notes: Introduction (00:35) Welcome back Lewis (06:31) Cryptos “Madoff” moment (07:04) Book: Manias, Panics and Crashes (07:45) Fundamentals & Valuation (10:10) Michael Lewis & SBF (12:10) Bond returns (15:12) The deglobalization cycle (19:51) Fed raising rates (25:05) Gunslingers & Bean Counters (26:16) ‘Wall Street' gets a vote (29:15) Current market leadership (29:51) Rate sensitivity (31:22) Tech meltdown (33:26) A capital cycles framework (34:51) Where to look for the next cycle (37:05) The ‘capital starvation' cycle (38:30) Wrapping up (39:42) Closing thoughts (43:35) 

Alright, today's guest…Having a lifelong interest in Wealth Advisory and Financial Life Planning launched a business doing just that. Providing education and encouragement to clients to live their best life with the resources God has given them to steward. One of his methods for keeping productive is to Get up every day and do his best. and Live life with margin. When asked what advice he would give to others aspiring to succeed as a business owner he replied, “Begin today with one or two steps towards your goal. If you don't have a goal, make one.” One interesting thing about him that most don't know is He and his wife downsized with three teenagers, from a large house in NoVa to a small house in Williamsburg. Getting rid of in one way or another, about 75% of their belongings. Please help me in extending a warm Morning Fuel Podcast welcome to Wealth Advisor and Financial Life Planner with Joss Brown Wealth Advisors, Daniel Joss --- Send in a voice message: https://anchor.fm/morningfuelpodcast/message Support this podcast: https://anchor.fm/morningfuelpodcast/support

Join us for this year's Wichita Regional Chamber of Commerce Annual Meeting with special guest speaker Arthur Brooks.Register Now!The financial services industry finds itself with an aging workforce, but Margaret Dechant and 6 Meridian are focused on bringing a youth movement to their business.  Join her as she shares her story with Don and Ebony.  On this episode we discuss: Finding a passion for the financial industry at Bank Four Relieving financial stress for clients Starting from nothing when creating a new firm Having a business plan but being willing to adjust Finding a solution for the aging workforce in the financial services industry Is it the Wolf of Wall Street out there? How to handle things when the market is this volatile What is day trading?  Is it effective? How to approach new innovations like cryptocurrency Learn more about the 6 Meridian:https://6meridian.com/Facebook ProfileTwitter ProfileLinkedIn ProfileMargaret Dechant is Chief Executive Officer and Partner of 6 Meridian LLC, an investment and advisory firm based in  Wichita, Kansas. Often credited as the visionary of the 6 Meridian team, Margaret has earned the informal title of "people architect."  Her ability to connect with individuals and harness their respective  strengths is uncanny. And her passion for service is unmatched. In September of 2016, Margaret and 6 other Partners successfully broke away from Morgan Stanley to  launch their RIA firm, 6 Meridian LLC. In less than six months, the team of 13 had reestablished all  business operations and successfully transitioned $2B in assets. Within 4 years, 6 Meridian had grown to  a team of 25 and $3B in assets. Margaret has spent her entire career working with high net worth clients and managing financial  professionals in both the banking and brokerage arenas. Previously, Margaret was Executive Vice  President of the Commerce Trust Company and Senior Vice President and Wealth Advisor with Bank of  America Private Bank advising some of the bank's top clients. In addition, Margaret holds the Certified  Financial Planner (CFP®) designation. Margaret has volunteered time for many organizations including Big Brothers Big Sisters of Kansas,  Youth Entrepreneurs, and The Kansas Humane Society. She has also served as a mentor for young  professionals and has been a featured panelist for a number of career mentoring and leadership events.  In 2014 recognized as one of Wichita's Top Women in Business, in 2017 was selected for the Wichita  Business Journal Hall of Fame and is an alumni of Leadership Wichita. On the national level, Private  Asset Management awarded 6 Meridian the Women in Wealth Advocate of the Year- Firm Level 2021.  An award presented to a firm and its leadership that best promotes diversity within the organization as  well as creating a unique approach to serving women clientele and their families. Other Resources:Join the Wichita Regional Chamber of Commerce! This podcast is brought to you by the Wichita Regional Chamber of Commerce and is powered by Evergy.  To send feedback on this show and/or send suggestions for future guests or topics please e-mail communications@wichitachamber.org. This show is part of the ICT Podcast Network.  For more information visit ictpod.net

Jonathan shares a lot of timeless advice with the audience about being mindful with your money. He explains the difference between currency and money, he discusses the two most important things in life, how to quiet your mind and stop reacting to external stimulus, and a lot more. Bio: Jonathan is a Lutheran Seminarian, turned Buddhist Academic, turned financial advisor and educator. He is the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing your Happiness Dividend. He writes and talks about the intersection of money and happiness at Mindful Money – a financial education company. Jonathan is based in the EP Wealth Berkeley office, where he helps clients manage their finances and investments, with the goal of long-term happiness and well-being in mind. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

In this week's episode of Your Life Simplified, Mike MacKelvie wealth advisor, and special guest Kevin Ahern, Human Resources Manager, discuss Health Savings Accounts and the 5 benefits of having one.   0:00: Intro 01:30 Benefit #1 – Triple Tax Saving 02:04 Benefit #2 – Portability 03:53 Benefit #3 – Medicare Premiums 05:35 Benefit #4 – Investment Control 06:17 Benefit #5 – Tax-free Withdrawals after the age of 65 12:29 Outro & Disclosures     

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Rocco A. Carriero: Website: roccoacarriero.com

When is the best time to talk to your kids about money? The answer is right now! You can start at a young age with the basics and go from there. More than half the parents in the country miss opportunities to teach their children about money and finance. It is important to talk about money in our daily lives and help them learn about your family's values. John Adams, a private Wealth Advisor, founder and principal of Adams, Gut and Associates will help us get the conversation going.   For more information: Email john.Adams@nm.com Call Adams, Gut and Associates at 330-668-6135 Go give their link a like and a follow: LINKS: Website, LinkedIn, Facebook www.adams-gut.com https://www.linkedin.com/company/adams-gut-associates/ https://www.facebook.com/adamsgutnm

In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and special guest Joe Reynoldson, associate wealth advisor, get into the spooky seasons spirit by discussing five financial decisions that can haunt you and tips to avoid making these mistakes.

James White is a Wealth Advisor with Weaver Capital Management based out of Atlanta, GA, and he joins the show today to discuss how he went from a dream of becoming a pro golfer to pursuing a career in financial planning. If you are in a large firm and seeking a more expanded role in a smaller firm, this is an episode for you! Listen in as James shares how a middle school assignment first sparked his interest in financial markets, how investing and investment management was a passion for him even while he was playing golf full-time, and how he was able to get hired at a financial firm without any prior experience. We also discuss why he left his first firm to join a smaller organization, what he now spends most of his time doing, and how anyone can succeed in the financial planning profession—even without bringing in clients. You can find show notes and more information by clicking here: https://bit.ly/3rQ6Dbs

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.Support the show

Segment 1: Steven Esposito, Executive Director, Wealth Advisor, Senior Portfolio Management Director, Morgan Stanley, joins John to talk about why this is one of the most volatile periods of the stock market, if we have already seen the bottom of the market, the consumer still doing really well, and what you need to know if you are a […]

Description: In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss what a donor-advised fund is, the best strategies to use a donor-advised fund and how they can be beneficial to your charitable giving.

Today, Kevin Bees talks with Rocco Carriero, CEO and Founder of Rocco Carriero Wealth Partners.   Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO's and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications.    Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca. Rocco Carriero shares: What are the 3 areas of true wealth? Family, Business & Self. The importance of taking a regular inventory of where you are now, in each of those areas. How to get clear on the empowering question - 'what is it that you want from life?' How to manage company culture effectivel How he has managed to retain his clients for decades and have a low turnover rate with his team How to set up KPIs for your business His system for reflection every 90 days Why he has a bucket list goal to own a hotel in Italy Resources 3 Chords Approach To Life & Business By Rocco A Carriero https://books.forbes.com/authors/rocco-a-carriero/   Rocco's website: https://roccoacarriero.com    Who Not How By Dan Sullivan https://whonothow.com/   If you would like more insights on profit maximization for your business visit www.ProfitHive.com.au

Do you have questions about trading? And about Options? Or maybe investing? Well, if you do, ask, and we'll get you an answer. So in our Facebook group, which is a public group, anybody can join, you can go there by going to freeoptionsgroup.com, FREE-OPTIONS with "s" group.com. You can go there. And there's a post called the post of 1000 questions. And really, the idea there is for you to ask your question and get them answered by somebody who actually trades. Because when you go online, you never know who's going to respond to you. Case in point, we got a question from Mark Baumgarten. And thank you, Mark, for your question. I'm gonna go and read that in a second. But, you know, Mark asked this question, and somebody responded to him and gave him the wrong answer, even in our group. So, yeah, you never know what answer you're gonna get. And you know, if he's gonna be accurate or not, so, you know, this post, I think it's a good way for you to get an answer. And like I said, you know, I'm making this to answer the question. So we're gonna get, do our darndest to get you an answer. One way or the other. You know, if we'll make a video about it, maybe we'll just shoot you a couple line email or message you on Facebook and say, here's the answer. But if you have any questions about trading, I'll again, can give you personalized investment advice. That's not our job, right? You have financial advisors and planners and Wealth Advisors for that. But if you have a trading question, then go ahead and post it in the program, or sorry, in the group there, and we will get you an answer. So here's my question. It says: "I have bought a leap call expiring about 24 months out and have been selling weekly calls on the leaps for the last six months. Has anyone had problems with this strategy? What are the pitfalls to watch out for? So great question. Basically, what Mark is describing is a, you can call it, it's called a couple of different names. "Poor Man's covered call", is one name, "Synthetic Covered Call" is another one. Basically, what he's doing is he's doing a covered call on a cover call is where you own 100 shares of stock, and you sell call options against it for the income, this is the same thing. But instead of having the 100 shares of stock, he's using a long dated meaning far from expiration call option. Now the one thing I don't know, Mark, is what strike your call option is at normally, with a poor man's covered call, you want to sell a covered call that is deep in the money, because you want it to not fluctuate in price as much because of the option, right? So options are not stocks, they do evaluate, they do go up and down due to volatility, the stock price will not do that as much. So there, it's definitely different. In some ways, the theory is the same, you know, you have an asset and you're selling options against that asset. In this case, it's a long call. So 24 months out, that's plenty of time, and you're doing weekly, so that's good. So you have, you know, four expirations every month, the idea here, and the goal is to get your money back on the long call. And if the stock goes up in value, hopefully that long call makes money. So you can sell that at a higher point as well as get your money back. And then I've seen people make 20, 30, 40% in a year on this type of strategy, compared to a covered call, which might make you know, 15, 20% in the same timeframe if the stock rises, so you can make more the benefit. And the thing that appeals to people is that you don't have to buy those 100 shares. So you have a greater percentage return because you have less money invested. And so this also helps people with smaller accounts. Now, you can also use margin and buy 50 shares, and then use margin to buy the other 50 shares to do it. But this works out too. I don't particularly I'm not a big fan of the synthetic covered call, because we never know what the stock is going to do. And especially in a market, you know, the cover call and the synthetic cover call are good strategies and bull markets, you know, when the stock is going higher. We are not in a bull market right now I don't know if the stock is gonna go sideways, it's gonna go up, we're gonna go down most likely, it's gonna go with whatever the market does. And my opinion is the markets probably gonna head sideways to lower from here, but it goes up and down and up and down and rallies and decline, so.. the thing is, you don't want to be called away. So you don't want your short call to get in the money, which is a problem. You don't want too much time decay to affect your long call. That could be a problem. As you know, the months go by and it gets closer and closer. Now you went out 24 months. So I mean, you paid a hefty premium for that. You paid a lot of money premium. I would look at that versus okay, depending on what the stock is, I would look at that because if there was a lot of volatility you might have overpaid, but I'm gonna assume that you didn't. Now, the pitfall is if the stock goes down, if the stock itself, the value goes down, your long call will also lose value. Now, if you own the stock, you don't have any problem, because even if the stock drops to very low, you can still hold on to it, yes, you have a paper loss, but you still hold on to it, you can still sell covered calls against it, you can still do covered calls against it. And it might take a year, two years, three years, four years, five years. But eventually, it might recover. And until then you still have that asset that you can still cash flow by selling the covered call, with the you know, the long call, you have a deadline, right? Every day that goes by the value of that asset is going down, you're losing value, so you have to recoup that. So a lot of people say, hey, you know what, I think 24 months might be a little bit too long to go out. But you know, if you're talking about, hey, I don't want the theta decay that might be working, I would definitely back test it. You know, I haven't, like I said, I'm not a big fan of these. I've tried them in the past, I haven't gone out 24 months. So I have the most I gone out was about 12 months. And so they did work if the stock was generally in an upward slope, in stocks where we were going sideways, I was losing value on the on the call option every month. And so it was it got harder and harder at the end to recover from selling call options, what money I could make what I was losing on that long call. And if the stock drops, then you're actually collecting less premium, right? Because let's say the stock drops from 100 to 50. Now each option that you're selling is also worth less, so you're getting less and less, and it doesn't recover the loss-- it doesn't recover the loss on the call. So that can be a big detriment in your pattern. So if you if you suffer a large loss, we had, you know, Facebook meta has been down 60-70%. So on a stock like that you would be down big time, you'd still be down if you own the stock, but again, you still own the stock, and there's a chance, you know, eventually it might recover and go up, and you can wait for it. With the long call, you cannot wait. So that is the biggest problem. Some of the other people were saying, hey, you know, you got to watch out for the stock to drop to zero. Well, that's, of course, you know, anything. Yeah, there was that. Steve was replying that, you know, his experience with the LEAP call moves around enough to negate the income from the weekly call. So yeah, you know, it just it fluctuates enough that the volume or the premium that you're getting from the sold calls, doesn't equal to the negative Theta decay. And there were a couple other replies here. So I think you know, that would be the biggest fallback, you know, it's a, it's a good strategy, if you don't have money in the beginning, if you're if you're just getting started, it's a good strategy to go from there. But if you do want to get into covered calls, I would probably recommend instead going to something a stock that's even cheaper. And then starting with something like the wheel, you know, where your selling points. And then if you get assigned, then you sell the covered call right at the money and use leverage and margin to do that. Other than that, I haven't seen too many professional traders or even long term traders that are not professionals rely on this strategy for a long period of time. It's more of a beginner strategy. You know, when you get started, you don't have enough capital. After that, like, I've done covered calls on stocks that I've owned for eight years, 10 years now. And part of what we say at passive trading is that you want to build a foundation, right? You want to own high quality, good stock names that pay you dividend with the synthetic covered call, you don't get the dividend. And every time there's a dividend paid out, the company loses value. And so the stock on your option will drop. It's actually supposed to drop every time you take money out right as paying a dividend. As a shareholder, you collect that dividend as an option holder, you pay that dividend. So you don't necessarily pay out of your pocket, but the value of the company drops and so your call option will drop in value. That's another one. But if there is a large downturn, you know, you're going to take a big hit, your value will go down very quickly and you will not be able to recover. If you do own the stock, then you have plenty of time to wait and let it come back up. One of the most infamous for me anyway, covered calls I did was on Las Vegas Sands. And I think I bought the stock around 17 and the stock ended Going all the way down to like $1.75 or something, you know, but I held on, I sold some of it. But the rest of it I held on and it recovered. The business was rumored to go out a bit. He was rumored to go out of business, but they they were able to save themselves. And then eventually, I sold the share somewhere like 40-$50. So yeah, I made money off of it. But yeah, it took like six years, right? With a synthetic covered call strategy, you don't have that option. So it's in terms of a bull market, great time to use it. In terms of a bear market, not so good. There are other strategies out there that you can make way better returns on, you know, I would probably look at the covered call. Now the cover call, the credit spread, would be a choice that most people would probably go to over this better returns, you're in and out, you're not stuck in the same trade for 24 months. And you're not stuck in the same stock. Right? So unless I own the stock, and I can wait it out. I don't want to be in an option trade for more than a month at a time. You know, there's just too many variables and too many things that can happen. I don't want to be long options, or even short options more than a month at a time. So that's my two cents on that. Hopefully this will help you mark, you know, it's not that it's a bad strategy, it works, it's just that there are other ones that are probably better off to accomplish what you want to accomplish. Because it's not a covered call for me. It's "Hey, I own this stock, I bought this asset that I'm going to own for a long period of time, I'm going to sell covered calls because I want to reduce my cost basis, or I just want the income", right? "I want the income coming in every month". With a synthetic covered call. It's not about income, it's about the return, you're trying to make a larger return. There are better ways with other options, strategies that you can make a better return and take maybe less risk. So that's my two cents there. Again, if you guys have questions, you know, go to free optionsgroup.com, find that post. It's called 1000 questions, and go ahead and put your question in there and we'll be happy to get your answer. Thanks, guys. Trade with the odds in your favor. Take care.

Hello and welcome back to this special transmission of the Investor Dave Show, directly from my boat on the lake. I'm here to talk about the recession and why it doesn't necessarily mean that you should not be acquiring properties during these times. If you're looking to build wealth through real estate investing, these are the points you need to focus on to reduce your risk during a recession. See you in the video!----------------------------------------------------------------------------------------------------------Thanks for listening. If you enjoy our content here, you'll love the unique tips I share on my Instagram page, so make sure to give me a follow. Username: Investor Mel & Dave (@investormeldave.)And if you're interested in fast-forwarding your real estate growth, join our Action Family™ Mentoring Program and learn all the secrets of real estate investing.

For more on the next tax seminar: https://www.legacy-wealthadvisors.com/event/understanding-taxes-retirement-314-641-1010 Follow Legacy on Facebook for more: www.facebook.com/LegacyWealthAdvisorsSTL

Many business owners will have to experience a business exit at some point in their career. While an exit may seem as easy as just – well, exiting – many entrepreneurs will find that they missed out on the ability to choose. Jeanine Barkan, a professional partner of our advisory firm, joins Kent to explain how her company, Exitus, helps business owners make that next step. Are you looking to sell your business? Follow along in the coming weeks to hear more about Jeanine and how companies like hers can help.   Guest: Jeanine Barkan, CVA, CEPA https://www.myexitus.com/services   Host: Kent Owings, AWMA®, Wealth Advisor   Find Us: https://www.therealmoneypros.com https://www.treecityadvisors.com

Host of Your Money Matters Jon Hansen is joined by Jennifer Gartenberg, Wealth Advisor with Mesirow Wealth Management, to talk about tax loss harvesting. Jennifer explains what it is and gives her advice on selling your stocks. For more information, visit www.mesirow.com or call 877-MESIROW.

George, a wealth advisor, shares how his family found value in the Families Fly Free membership even as a 30-year Southwest flyer. He's saved nearly $7K on travel in their first year and recommends it to his clients who are looking to save money to invest while still traveling. Using what he's learned, he's flown free to college visits across the country with his 4 children, taken many trips and saved on hotel stays by using travel rewards.Want access to get on the fast-track to always fly your family free? Come join us inside the Families Fly Free membership, the BEST way to learn how to fly free using travel rewards...Learn moreDownload Lyn's FREE list of 7 INSIDER hacks she uses to personally fly her family free...https://familiesflyfree.com/7hacksGet on the Families Fly Free email list for more tips, advice and inspiration on flying -- and traveling -- for free.https://www.familiesflyfree.com/getemail

Since becoming a part of Mercer Advisors, Cordasco Financial Network has increased the number of financial services we offer to help guide you with Your Life and Wealth.  Among them, is providing assistance navigating the often-complicated world of Medicare. Today, Steve Cordasco, Director and Senior Wealth Advisor at Mercer Advisors, welcomes Ari Parker, J.D., Lead Licensed Advisor at Chapter.  Ari oversees an organization providing clients of Cordasco Financial Network help in dealing with the challenges of Medicare which include everything from the sign-up process to and finding the most cost-effective plan for your individual situation. Jim Tate, CPA and Wealth Advisors also joins Steve to discuss his personal experience in working with Chapter. Listening Time: 18 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.  

Most people aren't even familiar with the term “Alternative Investments.” That's because until a decade ago, operators of apartment buildings and other Real Estate assets, Private Equity funds, or private companies couldn't legally market these assets to the public to raise money. Ever since the creation of the 506c code a decade ago, however, these operators can now legally market to retail investors so the general public can more easily access and invest in them. Alternative Investments provide investors opportunities to invest outside of publicly traded stocks and bonds and often times with better yields and returns. Dana Cornell, Chief Executive Officer at Cornell Holdings, was a top-producing Wealth Advisor at Morgan Stanley before founding Cornell Capital Holdings. At Cornell Capital Holdings, Dana helps place clients in great cash-flowing, appreciating, tax efficient Alternative Investments vehicles.

The founder of a local business consulting firm, Jake Blanchard, gives up some time to hang out with Kent to give his ideas on how business owners can take this upcoming recession head-on. Jake is a business strategy consultant and an avid podcaster here in the Boise Metro area – and a long-time acquaintance of Kent's. He shares his experiences as a consultant and gives his thoughts on what business owners and entrepreneurs should be looking at right now to make sure their business makes it through difficult times. When everyone else is fearful, get BOLD!   Guest: Jake Blanchard, Strategy Consultant & Podcaster https://www.jakeblanchard.com https://deltaplife.com   Jake's Podcast: https://bit.ly/3EdSNHq   Host: Kent Owings AWMA®, Wealth Advisor   Find Us: https://www.therealmoneypros.com https://www.treecityadvisors.com

“It was very tricky — yet if I help out people that are in contact with the people I want to be in contact with, it's a win-win! I hired my virtual assistant and found out that he can do what my old content creator does at $200/hr for — at no additional cost! My marketing dollars are spent better and now I can add even more value to my clients!” Kyle Shimoda, Wealth Advisor, INPACWealthSolutions Learn more and be successful in any industry with MyOutDesk Virtual Assistants. Schedule a free business strategy session today: https://bit.ly/3xTptlI Here are some links to important info about MOD

Kevin Loyd lays out the clear objectives for taking advantage of taxes in retirement to save as much as possible! For more on the next tax seminar: https://www.legacy-wealthadvisors.com/event/understanding-taxes-retirement-314-641-1010 Follow Legacy on Facebook for more: http://www.facebook.com/LegacyWealthAdvisorsSTL

It’s Mesirow Monday on Your Money Matters. Host Jon Hansen is joined by Jennifer Gartenberg, Wealth Advisor with Mesirow Wealth Management, to talk about the Fed, interest rates, and investors. Jennifer talks about the source of inflation switching from goods to services and how taxes will play a factor when retiring. For more information, visit www.mesirow.com […]

The COO Roundtable Episode 45 By PFI Advisors Our latest episode of The COO Roundtable features two leaders of relatively young and evolving RIAs. We are joined by Michael Wagner, Co-Founder and Chief Operating Officer of Omnia Family Wealth and Ben Gurley, Director of Heartwood Wealth Advisors. Omnia Family Wealth was launched in 2015 and started with a team of 5 members. Currently headquartered in Aventura, Florida, they are now a team of 11 people and advise on $2.2B in assets. Heartwood Wealth Advisors joined the RIA space in 2019. They are headquartered in Richmond, VA, have 11 employees, and $1B in AUM. Together, Matt, Michael, and Ben (who both service clients in an advisory capacity in addition to operations) tackle the question, “Does make you better at operations or vice versa?” and much more including: Each guests’ career path, including Ben’s background as a middle school teacher and Michael’s experience joining the family business How each guest manages both the operations portion of their role as well as the additional responsibility of firm ownership How each firm is evolving to meet the needs of their clients Each guest discusses how operations has helped their firm grow organically How each guest approaches talent management, a hot topic at many RIAs today! We hope you enjoy, share, and subscribe! You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify. Sign up here to be notified of new practice management content added to our blog on a regular basis.

Benefits can be complex to understand, especially when remarriage or spouse deaths are involved.   And by not understanding them in detail, we may miss what we are entitled to get.   In this episode, Zacc Call and Laura Hadley chat with Jayson McGinnis, a wealth advisor at Capita Financial Network, to give details regarding divorce, remarriage, and survivor benefits. Additionally, they explain the strategy in which a couple can get divorced to improve their Social Security benefits and then get married again.   Zacc, Laura, and Jayson discuss:   The benefits you are entitled to get from the person you marry or divorce, and how to maximize them How ex-spouses aren't notified when they apply for divorce spousal benefits How a higher income could cancel the continuity of survivor benefits The importance of keeping track if your ex-spouse is still alive The time a client had to remarry her current husband to get the benefits of her previous marriage when the husband passed away And more   Connect With Capita Financial Network:   info@capitamail.com tfc@capitamail.com (801) 566-5058 Capita Financial Network LinkedIn: Zaccary Call  LinkedIn: Laura Hadley LinkedIn: Capita Financial Network Facebook: Capita Financial Network   Connect with Jayson McGinnis:   LinkedIn: Jayson McGinnis   About Our Guest:   Jayson McGinnis is a Wealth Advisor at Capita Financial Network and a Certified Financial Planner™ professional. He was born and raised in Washington state and moved to Utah after serving a Russian speaking church mission in Sacramento, CA. Jayson obtained his commercial pilot's license while attending Utah Valley University and earned a Bachelor's degree in Aviation Science. He made a career pathway change in 2006 from professional pilot to finance. Jayson began his career in financial services in 2007 at Fidelity Investments. He joined Capita in 2019. His ability to simplify complex financial planning strategies has allowed him to educate and connect with clients. Jayson is sincere and warm and enjoys the process of learning the unique needs, goals, and concerns each client has. His mission is to provide a premier planning experience for his clients while creating and managing their plan, helping them avoid pitfalls, and being on deck and available to them anytime a need arises.

Hello and welcome back to the Investor Dave Show. I know that not everyone wants to own hundreds of units and deal with lots of tenants, so in this video, I'm going to show you how you can utilize just five properties to get enough cash flow to live for the rest of your life. I'll explain my three ways of doing so... See you in the video. ------------------------------------------------------------------------------------------------------------------------------------------ If you enjoy our content here, you'll love the unique tips I share on my Instagram page, so make sure to give me a follow. Username: Investor Mel & Dave (@investormeldave.) And if you're interested in fast-forwarding your real estate growth, join our Action Family™ Mentoring Program and learn all the secrets of real estate investing. These include how to buy properties with other people's money, how to buy properties with no joint venture partners and other tricks to turn you into a real estate mogul. Learn more about my mentoring program by booking a call with one of our Wealth Advisors. https://www.iamreadytoinvest.com ------------------------------------------------------------------------------------------------------------------------------------------ For more real estate content, make sure to subscribe to our Youtube channel and hit the bell to be notified as we release a new video weekly. https://bit.ly/SubscribeToMelDave If you want to learn about Real Estate Investing using none of your own money, you can check out our completely free Masterclass on Real Estate Investing with creative financing here. We show you how we purchased 12 multi-family properties in less than 12 months (56 units)... WITH NO MONEY DOWN AND NO JOINT VENTURE PARTNERS so you can too! We purchased over 240 units in Canada, US, Mexico, Dominican Republic and Costa Rica. With our strategies… we keep 100% of the cash flow, appreciation, and equity! That's how you create true generational wealth.

According to a recent article from Bloomberg, Federal Reserve Chair Jerome Powell said the US economy may be entering a 'new normal' following disruptions from the COVID-19 pandemic during a Fed Listens event in Washington last week. He outlined the "unusual set of disruptions'' the Fed is dealing with, and reiterated a commitment to help the economy through a "uniquely challenging period." The real question is, as warm and fuzzy as these 'Fed Listens' seem to be, do they have any effect on actual monetary policy? Is it a genuine attempt to listen to business and community leaders, or is simply an academic in good PR? As you might expect, Chris and Saied have some thoughts... In today's episode of The Higher Standard, Chris and Saied take a deep-dive into real estate, particularly commercial real estate, covering subjects such as the recently raised Federal Funds Rate and some of the more obscure inner workings of multi-family and commercial real estate. They explore an article from TheRealDeal.com stating that Keller Williams is looking to train their agents as wealth advisors going forward, and the implications of that kind of move on the real estate industry. Chris and Saied look at mortgage rates and why they're very unlikely to come down in the near term, thanks to the current yield curve inversion that has been the precursor to nearly every recessionary economy in history. They also discuss multi-family and commercial real estate issues, such as the definition of a 'loan amount,' why the barrier to entry in commercial real estate is so high, and how long it usually takes to close a multi-family deal. If you have burning questions about commercial real estate, this is the episode you've been waiting for! Join Chris and Saied for this fascinating conversation. Enjoy! What You'll Learn in this Show: Why the Federal Reserve recently increased the Federal Funds Rate and how it will impact mortgage interest rates. The case for ensuring real estate agents have a solid economic understanding of the products they're selling, and the possible perils of going down that road. The reasons why mortgage rates are not likely to come down in the near term, due to upward pressure on the long end of the yield curve. Why real estate investing is the common source of wealth in the country. And so much more... Resources: https://therealdeal.com/texas/2022/09/23/keller-williams-aims-to-train-agents-as-wealth-advisors/amp/ ("Keller Williams Aims to Train Agents as Wealth Advisors") (article from TheRealDeal.com) https://www.bloomberg.com/news/articles/2022-09-23/powell-says-economy-may-be-entering-new-normal-after-pandemic ("Powell says Economy May be Entering ‘New Normal' After Pandemic") (article from Bloomberg)

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, andMichael MacKelvie, wealth advisor, discuss the checklist you should run through before the end of the year to make sure your taxes are in ordergoing into the new year.

Kevin Loyd previews the in-person tax seminar happening tonight at 14500 S Outer 40 (Suite 200) in Chesterfield: https://www.legacy-wealthadvisors.com/event/retirement-planning-always-begins-tax-plan-314-641-1010 Follow Legacy on Facebook for more: www.facebook.com/LegacyWealthAdvisorsSTL

Kevin Loyd previews the first in-person tax seminar happening tomorrow evening at 14500 S Outer 40 (Suite 200) in Chesterfield: https://www.legacy-wealthadvisors.com/event/retirement-planning-always-begins-tax-plan-314-641-1010 Follow Legacy on Facebook for more: http://www.facebook.com/LegacyWealthAdvisorsSTL

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, talk about pensions and how you can use your pension to elevate your retirement plan. Mike and Valerie discuss the factors to consider when thinking about your pension, risk factors and the other pension options that may be available to you.

Making Margin PodcastEpisode 41 - Student Loan ForgivenessWelcome to the Making Margin podcast! Greenway's team is here to discuss common financial mistakes and to help you navigate them. Meet the voices behind Making Margin:NickJeffDrewOn Aug. 24 Biden announced that his administration will waive student loan debt for qualifying Americans — $10,000 for individuals earning less than $125,000, plus an additional $10,000 for those who had received Pell Grants, which support tuition for lower-income students. We discuss everything we know about it. Resourceshttps://www.cnbc.com/2022/08/30/how-to-get-ready-to-apply-for-student-loan-forgiveness.html?utm_content=Main&utm_medium=Social&utm_source=Twitter#Echobox=1661945050-1https://www.politifact.com/article/2022/aug/30/joe-bidens-student-debt-forgiveness-plan-legal/

In this episode, we're sitting down with OCCF Vice President of Development Joe Carter, Kendall King with Castle Point Wealth Advisors and Kendra Robben with Robben Law to discuss the significant role professional advisors play at the Community Foundation and what this means for donors. 

Many people dream of having a family, owning a business, and maybe writing a book, but not everyone makes it happen. Today we are going to hear from Jessica Weaver, CFP®, CDFA®, CFS®, Wealth Advisor, and Founder of the Women's Wealth Boutique. Jessica shares how she built a unique brand in the financial industry and strives to serve each person as their true, authentic selves. Listen to learn how she attracts her ideal team members and supports them throughout their careers. Here is some of what you'll learn on this episode: How her branding was inspired by the pursuit of authenticity. (2:24) Here are ways you can work smarter and juggle work, family, and goals. (7:35) What a Certified Divorce Financial Analyst does. (16:24) How she built the ideal team for her business. (19:35)   More About Our Guest: https://jessicaweaver.com/  https://www.womenswealthboutique.com/ 

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss the ins and out of tax-loss harvesting. Topics discussed include the selling of a security, capital gains brackets and tax deferrals.

If you or your child has student loan debt, listen in! In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Williams, Wealth Advisor at Bautis Financial. Together, they provide the need-to-know facts regarding the student loan debt forgiveness plan coming out of The White House.In this episode, you will learn:The three main parts of the student loan debt relief plan.How to determine if you are eligible for student loan debt forgiveness.What you need to do to get forgiveness.If you will owe taxes on the student loan amount.And more!Resources:Episode Transcript & Blog | White House Fact Sheet: Student Loan Debt Relief Plan | studentaid.gov | Sign up for alerts from the Department of Education: www.ed.gov/subscriptions | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000

Investing doesn't come naturally to people, which is why Kosher Money welcomed Aric Zamel, a wealth manager at UBS Financial Services, Inc., into our Long Island-based studio. We discussed the importance of investing, the magic of compounding, emotions that come into play, the mistakes people tend to make and so much more.To reach Aric with your question or comment, email Aric.Zamel@UBS.com* SPONSORS OF THIS EPISODE *• Approved Funding: Looking to purchase a home? Looking to refinance? You need to speak to Shmuel Shayowitz at https://www.ApprovedFunding.com/Mortgages to make sure you do it right.• COLEL CHABAD: Help Israel's neediest, please! Visit https://www.ColelChabad.org/KosherMoney to make a much-needed donation ahead of the New Year! Book Recommendations:• Simple Wealth, Inevitable Wealth: https://amzn.to/3RyOWbd• Rich Dad, Poor Dad: https://amzn.to/3wUDS0j• A Random Walk Down Wall Street: https://amzn.to/3wV1Fgw• Money - Master the Game: https://amzn.to/3wW18uWFollow us on social media for more content:• TikTok - https://www.tiktok.com/@livinglchaim• Instagram - https://www.instagram.com/livinglchaim/• Facebook - https://www.facebook.com/livinglchaim• LinkedIn - https://www.linkedin.com/company/living-lchaimEmail us your feedback at hi@LivingLchaim.com or WhatsApp us at 1-914-222-5513 Our call-in-listen feature:

Compensation for executives can come in different forms and be more complicated than simply earning a salary. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Natalie Haggard, senior wealth advisor, discuss the different retirement plans that are advantageous to executives, compensation in the form of stock and strategies to effectively make the most of your executive compensation.

“Help a lot more people make a lot less mistakes and have much better lives.” - Bryan SweetAs a Forbes Best-in-State Wealth Advisor for multiple years running, Bryan has been on the mission to help people live their retirement dreams since the start of his career in financial services back in 1979. It is because of this that he created his proprietary The Dream Architect™, which not only helps his clients maximize their distribution planning in retirement, but also helps them strive for and accomplish their biggest dreams.With Bryan's vast industry experience, he is also partnered in multiple entities including Ultimate Advisor Coaching and the Elite Wealth Advisor Symposium, which both support high-performing financial advisors across the United States in the growth and scaling of their businesses. He and his partners do this through teachings on team engagement, marketing, automation, best practices, and all that it takes to build a high-class and scalable advisory practice.The bottom line is that Bryan thrives on helping others experience the growth and freedom that he has created in building a world-class financial services practice, all while living the life of his dreams.Click here to subscribe to The Sell My Business Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEbryan@sweetfinancial.comSweet FinancialSweet Financial Partners - YouTubeThe Deep Wealth Sell My Business PodcastCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy Call

On this episode I had the opportunity to speak with wealth advisor and published author Ken Kladouris. Ken believes you should be living your life, by design. He's created a course "Stillness To Success" a road map with actionable steps that you can take to figure out your purpose and design the future of your dreams or desires. For more on Ken, visit his website https://kenkladouris.com/ and on IG: @kenkladouris My new book "Live Better Now" is available on Amazon.... Check it out, it's an all-ages read that will help you get focused on what's most important to live a better life now! Amazon: https://amzn.to/3csfVGw Zach Rance, Certified Life Coach | Certified Nutritionist Questions, Comments, or Business Inquiries Visit: https://lifecoachzach.com/ or Instagram: @ZachRancey --- Send in a voice message: https://anchor.fm/zachrance/message Support this podcast: https://anchor.fm/zachrance/support

Long-term care insurance can be complex and costly. With so many different plans available, it can be difficult to know which one is right for you and your family. In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss the thing you should consider when searching for a long-term care insurance plan and how to have a successful long-term care plan in place to save money and have the essential care required.

Welcome to episode 491 of the Trading Justice Podcast where Mark & Matt take a journey through the skyline talking the fed, Jay Powell's recent hawkish speach, Neil Kashkari saying the quiet part out loud, and may other things in the skyline. After that, Tim interviews Larry Sprung who is the Founder and Wealth Advisor at Mitlin Financial Inc® a wealth management firm, an Investopedia Top Ten Advisor for 2022, and has spent over 12 years on the National Board for the American Foundation for Suicide Prevention. Listen into this interview with Larry and Coach Tim where Larry discusses how to handle market volatility, teaching kids about money, the entrepreneur mindset, and mental health awareness. Market Skyline 1:40 Feature: 56:10

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss the complexity of college funding and strategies to tackle to rising cost of college. Mike and Valerie weed through the complexity of paying for college talk about effective ways to pay for college including 529 plans, Roth IRAs, brokerage accounts, and things to consider before applying to a school.

Welcome to episode #490 of the Trading Justice podcast where Mark & Matt discuss all things market related in the Market Skyline with conversations on the pull back in the market, buy opportunity or concern?  After that, Tim brings a wonderful interview with Larry Sprung who is the Founder and Wealth Advisor at Mitlin Financial Inc® a wealth management firm, an Investopedia Top Ten Advisor for 2022, and has spent over 12 years on the National Board for the American Foundation for Suicide Prevention. Listen into this interview with Larry and Coach Tim where Larry discusses how to handle market volatility, teaching kids about money, the entrepreneur mindset, and mental health awareness. Market Skyline 1:45 Feature: 56:25

Ken Kladouris is an esteemed wealth advisor and author of “Get There! Chart Your Course to Financial Abundance and Live the Life You Desire.” He believes life should be lived, by design. Charting his own course in the wealth management industry, he earned the respect of his peers and the trust of his clientele. Most recently, he developed an online course entitled “Stillness to Success” which provides a valuable resource for individuals who are ready to create real change in their lives.

If you want to get inside the mind of a leader to find out what they do to be successful, you must listen to this conversation between Ken Joslin and Brian Covey. Brian is a VP at loanDepot, Best Selling Author, Wealth Advisor, and Top-Rated Podcast Host. Brian has mastered the art of a growth mindset, the art of winning, and the art of staying fit. His book, “Conversations With Covey,” is 11 powerful, inspirational, & hope-hilled lessons from today's biggest leaders.You'll hear as Brian gives heartfelt answers to Ken about the tough situations he's faced, especially during times of economic turmoil. Brian tells Ken the one thing he wished he'd learned in school, how he connects with his team to build trust, why he's recently started studying psychology, and lots more. You'll hear practical steps that Brian has used and his advice on how to develop a growth mindset that all leaders need.  If you enjoyed this episode, share it on social media and tag Ken Joslin.