Podcasts about westpac wealth partners

Joining us in this episode of Living Off Rentals is Donald Pearson, a Wealth Management Advisor at Westpac Wealth Partners who holds an impressive list of certifications. Donald is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Retirement Income Certified Professional® (RICP®), and he helps individuals and business owners reach their financial goals as efficiently as possible. A graduate of the United States Naval Academy, Donald was commissioned as a Marine Corps officer and later served as a Financial Manager in the Marine Corps. Listen as he shares his full financial journey, the key areas you need to focus on to achieve financial freedom, and why good financial planning is an ongoing process. He also breaks down the four domains of financial planning and walks us through the “mathematical equation” of financial freedom. Enjoy the show! Key Takeaways: [00:00] Introducing Donald Pearson and his background [08:02] Helping clients become more diversified and well-rounded [12:59] The four domains of financial planning  [17:56] Living into someone's living balance sheet [24:17] Good financial planning and decision-making is an ongoing process [31:09] Where do successful people put their money? [44:54] Connect with Donald Pearson Guest Links: Email: donald.pearson@westpacwealth.com Show Links: Living Off Rentals YouTube Channel – youtube.com/c/LivingOffRentals  Living Off Rentals YouTube Podcast Channel - youtube.com/c/LivingOffRentalsPodcast  Living Off Rentals Facebook Group – facebook.com/groups/livingoffrentals  Living Off Rentals Website – https://www.livingoffrentals.com/  Living Off Rentals Instagram – instagram.com/livingoffrentals  Living Off Rentals TikTok – tiktok.com/@livingoffrentals   

“There's so much more that goes into financial planning, especially when you're talking business planning, than pie charts and spreadsheets. More often than not, it's just clearing the way for the business owner to be able to work on the business instead of being sucked in to work in the business on a day-to-day basis.” - Donald Pearson (USNA ‘16) Donald Pearson (USNA ‘16) is a Wealth Management Advisor at WestPac Wealth Partners and a Registered Representative (RR) & Investment Advisor Representative (IAR) of Park Avenue Securities. Upon graduating from the United States Naval Academy in 2016, Donald commissioned into the United States Marine Corps. He served as a Financial Manager responsible for all resources allocated in support of Marine Corps activities in Central and South America before joining WestPac. In his work, Donald most enjoys working with energetic, passionate, loving families and business owners that are growing and dedicated to making sound financial decisions to set their families and businesses up for long-term success. In this episode, we discuss: Why the Marine Corps accelerated Donald's career as a financial advisor How the military veteran network helped power Donald's successful transition  Tips on how to become a successful financial advisor and build a good reputation Why WestPac Wealth Partners focuses on working with clients who are business owners How WestPac Wealth Partners helps business owners organize and coordinate their financial team Donald also shares why exit and contingency plans should be the top priority for every business owner and how a financial advisor can help business owners significantly increase the value of their companies. We also discuss why building authentic relationships is the key to being successful in life and in business and enjoyed listening to Donald's most important goals, which include hiring 10 Service Academy grad financial advisors, building out the largest Service Academy grad wealth management team in the US, and building a Service Academy curriculum to teach people about money before active duty. We're inspired by Donald's early success and can't wait to see how his future unfolds. Connect with Donald: LinkedIn Westpac Wealth Partners Subscribe and help out the show: Subscribe on Apple Podcasts Also available on Google Podcasts, Spotify & Stitcher Leave us a 5-star review! Special thanks to Donald for joining me this week. Until next time! -Scott Mackes, USNA '01

You've most likely heard plenty of “rules” you're supposed to follow to retire successfully. Some of these rules are stated so confidently, you'd be crazy not to immediately accept them as fact. But we don't mind the threat of being called crazy, so let's dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray. On today's episode, we'll cover six of the most popular rules of thumb in retirement planning. What you'll quickly learn is that many of these “rules” are problematic. They're either too vague, outdated, or just flat out wrong in several instances. Here's a breakdown of some of the rules we'll cover and timestamps to help you zero in on ones that might interest you the most. Have you been following some of these rules yourself? This episode is a great chance to get educated on which rules of thumb are worth following, and which ones aren't, in retirement planning. The Rule of 100. This one is all about risk. 100 – your age = the amount of risk you should have in your portfolio. This rule unfortunately is just too simplistic. 1:33 The 75% rule. The rule states that once you retire, you'll need about 75% as much income as you earned while working. Note: some call this the 80% rule. 3:55 The Rule of 72. This rule is a shortcut to figure out how fast your money will double. Luckily this one isn't an opinion, it's just math. So the rule holds true. Michael tells you how it works. 7:40 Rule of 5. This one says, on average, we experience a bear market every five years. Michael says it's in the ballpark of being right, but it's really misleading. 9:39 Rule of 10. Experts have said you should have 10 times your salary saved for retirement by age 67. Michael says this one is ridiculous! 13:25 4% Rule. This is the most popular rule. It's based off of safe withdrawal income planning. Most pre-retirees have heard of the 4% rule and used to be widely considered as a great way to draw down money in your portfolio with confidence that you probably won't run out of money. But does this rule still hold true in 2022? 15:45 If you have any questions about how you can better prepare for your retirement future, don't hesitate to reach out to Michael Schulte for help. He's a Financial Advisor and Certified Business Exit Planner at WestPac Wealth Partners. His daily mission is to help families and business owners make smart financial decisions so they can live on their own terms the rest of their lives, regardless of what life events and opportunities come their way. Call Michael at 702-767-4897 with any of your questions or email michael.schulte@westpacwealth.com. More Information: http://savingtheamericandreampodcast.com 

Clicks & Bricks Podcast Episode #183 On Today's Episode of Clicks & Bricks Podcast, Ken interviews Ivan Jordovic. Learn how Ivan moved to America from Serbia and got started with WestPac Wealth Partners. Ivan's goal is to save people money on taxes. --- Support this podcast: https://anchor.fm/clicksandbricks/support (https://anchor.fm/clicksandbricks/support) Learn more about your ad choices. Visit megaphone.fm/adchoices

Clicks & Bricks Podcast Episode #183 On Today's Episode of Clicks & Bricks Podcast, Ken interviews Ivan Jordovic. Learn how Ivan moved to America from Serbia and got started with WestPac Wealth Partners. Ivan's goal is to save people money on taxes. --- Support this podcast: https://anchor.fm/clicksandbricks/support (https://anchor.fm/clicksandbricks/support) Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

16:09 Are Markets being hit hard by the War? 43:48 Is Las Vegas Overinflated & Is it Smart to Buy in Vegas? The conflict between Russia and Ukraine has been causing knock-on effects globally. The distribution and cost of oil has been greatly impacted. The conflict has also fueled the weakening of Russia's and Ukraine's financial markets. Russia launched a full-scale invasion of Ukraine this week, sparking a slew of sanctions and turmoil in global financial markets. We discuss this with guest Don Pearson from WestPac Wealth Partners. Plus we discuss Skilled Labor returning to home building and Shannon lets us know the Importance of Social Media in Business. Feel free to comment and chat with us. Also, please Like and Subscribe to the channel for more! _______________________ Looking to Sell? FIND OUT YOUR HOME'S VALUE: https://www.lvhomeprofessionals.com/sell.php

Kelly is a Wealth Management Advisor at WestPac Wealth Partners. Kelly works with her clients in all aspects of financial wealth advisory including: asset protection, wealth accumulation and financial coordination. Kelly previously worked in Institutional and Portfolio Management. Her experience in the corporate world provided her a deep financial foundation but left her wanting to help people in a more personal way. After some personal experiences, Kelly made the switch to helping individuals, families and business owners and feels deeply rewarded by helping and coaching them onto a better financial path. Kelly graduated from Cornell University with a degree in Business Management. She has her CFA Designation, Investment, Life and Health licenses. In her free time, you will find her eating all types of cuisines, traveling domestically and internationally, spending time with family and friends and dancing salsa. Lynsey Freeman’s passion is to teach her clients the art of money management - how to protect it, save it, invest it, spend it wisely and enjoy it through every stage of life. She provides a simple yet highly effective method of approaching finance - in a fun, personalized, compassionate, relatable and realistic way. Lynsey is a Managing Director at WestPac Wealth Partners based out of the Las Vegas office. She was born and raised in Las Vegas, Nevada and later finished her Bachelor’s Degree in Business Finance from the University of Nevada, Las Vegas. In addition to her career, Lynsey is focused on putting her passions and skills to good use by supporting local organizations and projects. In her spare time, you can find her on the golf course, yoga studio or spending time with her puppies. Tune in to hear: - What are some of the advantages of being a woman that make them uniquely suited to financial advising? - How might some of women’s strengths, when overextended, become weaknesses or impediments to investing? - In spite of women’s outperformance, surveys show that the general public believes men are better money managers. How can the financial industry begin to remedy this misunderstanding? - Women, on average, are less confident in their ability to manage money than men. How can we narrow this confidence gap while still retaining women’s aptitude for care and research in investing? - How can the financial services industry better meet the unique needs of women, both as investors and as clients? www.westpacwealth.com

In this interview we talk to JP Rankin about financial literacy during and after your hospitality career. JP and his company Westpac Wealth Partners can help guide you through how to invest your hard earned money while in the hospitality industry so you're not scrambling for funds when it comes to an end. JP can be reached directly at JP.rankinwestpacewealth.com 

Visit Nash's company http://westpacwealth.com This is the Diversified Game Podcast with Kellen "Kash" Coleman a podcast giving entrepreneurial advice from a diverse and inclusive perspective. Submit to Be Our Guest: Send your bio, epk, one sheet, and decks to diversifiedgame@gmail.com Support Us On Patreon: https://www.patreon.com/gamediversified Follow the Diversified Game Experience: http://diversifiedgame.com http://instagram.diversifiedgame.com http://facebook.diversifiedgame.com http://twitter.diversifiedgame.com http://youtube.diversifiedgame.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/diversifiedgame/message Support this podcast: https://anchor.fm/diversifiedgame/support

Welcome to the debut episode of Saving the American Dream, where Michael Shulte of WestPac Wealth Partners will introduce you to the show and share his vision for what this will become.   Read more about the show here: https://savingtheamericandreampodcast.com/podcast/ep-1-the-goal-of-this-podcast/23/ 

Taking control of your finances and investing doesn't mean having to invest 10's of thousands of dollars. You can start today, with a monetary amount that you are comfortable working with. Paul tells us about how he can get you to start paying yourself first, and get set up for long term gains. Whether you are wanting to get a college fund going for your kids, build a retirement income, or be able to buy a boat and sail the world. Paul can get with you and layout a success plan in order to accomplish your goals. Reach out to Paul at: 909-418-4716 paul.backofen@westpacwealth.com --- Send in a voice message: https://anchor.fm/learn-for-2/message

In this episode, Luis talks to Walter Brown, a financial advisor at WestPac Wealth Partners based out of their Las Vegas office. He was born and raised in Boston, Massachusetts, achieving success as a basketball player at an early age, and eventually securing a basketball scholarship to Boston University. His continued athletic success led him to a 13-year professional career, spanning three countries (France, Switzerland, and Japan) and four teams. Living and working in culturally diverse countries allowed him to develop his ability to communicate effectively and connect with people from all walks of life. Walter brings this same level of passion and discipline into the relationships he builds with his financial planning clients in order to help them in their financial journeys. Notes: In this episode, you’ll learn tips regarding the following: The first thing you should look at when considering signing up for your employer’s retirement plan The options you have available as far as your old 401K when you leave an employer Roth IRA vs. Traditional IRA Asset allocation based on your age and time frame Avoiding becoming victim to company bias when investing in your employer’s plan What a target date fund is and how they work   Resources:   Facebook:  @WalterBrownWP2 LinkedIn:  https://www.linkedin.com/in/walter-m-brown/ WestPac Wealth Partners: https://www.westpacwealth.com/ FINRA Fund Analyzer: https://tools.finra.org/fund_analyzer/ Nerdwallet Compound Interest Calculator: https://www.nerdwallet.com/banking/calculator/compound-interest-calculator

This week, Manny Martinez, a wealth management advisor from WestPac Wealth Partners, joins us to talk about four steps to financial balance. This is advice that works throughout your life and helps to ensure you have funds for retirement. Manny works closely with his clients to create a plan, and then he monitors your progress to make sure the plan is working. He explains how to adjust the plan when life puts unexpected hurdles in your path. His advice can help you protect what you have today while also looking ahead to what’s next. Don't miss this show!

This week, Manny Martinez, a wealth management advisor from WestPac Wealth Partners, joins us to talk about four steps to financial balance. This is advice that works throughout your life and helps to ensure you have funds for retirement. Manny works closely with his clients to create a plan, and then he monitors your progress to make sure the plan is working. He explains how to adjust the plan when life puts unexpected hurdles in your path. His advice can help you protect what you have today while also looking ahead to what’s next. Don't miss this show!

Nichole is wealth management advisor with Westpac Wealth Partners who has 13 years of industry experience. She joins Dr. Crosby this week to discuss the good, bad and ugly of taking on personal debt. Listen in to learn: How certain types of debt can actually be good What she thinks can be done about the student debt crisis Why you might not be able to afford as much home as that mortgage calculator suggests What to consider when taking on credit card debt Many personal finance professionals consider "debt" another four letter word but Nichole's nuanced take will give you much to consider.

Business of HYPE is a show that centers around entrepreneurs and their paths to success. Often times some of the most important questions when it comes to building your own business are around financial investments. We noticed a number of incoming questions in our mailbox were centered around this topic. So for this week’s episode, Jeff sits down with Liang Lee, a financial advisor at WestPac Wealth Partners. It is important to understand where our money is flowing, as those choices dictate the granular details ranging from what home we live in to how many sneakers we can buy. Liang begins with the basics such the definition of financial independence and how to achieve it. He laters answers questions regarding stocks, taxes, and high, medium and low risk investments and much more. So tune into this special Finance Q&A to listen in one some of the most important details one can make in their life. Feel free to reach out to Liang with any questions at liang.lee@westpacwealth.com or reach him at 808-695-2119. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/businessofhype/support

As a military servicemember you had access to special benefits and tax breaks such as Thrift Savings Plans, inexpensive Life Insurance and BAH. When leaving the military, you forfeit some of those financial benefits you’ve grown accustomed to, so you want to make sure you know what to expect as a civilian. James Rossi, a Navy Veteran and Financial Advisor with WestPac Wealth Partners, joins the show to discuss his military transition, post-military career in medical sales, as well as financial advice for transitioning veterans. Other topics include: • Overviews of key military benefits • His career as a financial advisor • What he wishes he had known when transitioning

October is Retirement Readiness Month and Travis Scribner is ready to tell us what it takes to be prepared. Travis initially worked on Wall Street before discovering his true passion; simplifying the complex world of finance for the benefit of everyday investors. In his current role as Managing Partner of WestPac Wealth Partners he oversees more than 25 financial representatives as well as hosting his own radio show, "Las Vegas Money Resource." My talk with Travis includes: A discussion of whether or not the retirement readiness landscape is as bleak as it is sometimes portrayed Some of the psychological barriers to preparing for an event that is so far away Tips for maintaining a sense of meaning in retirement Follow up with Travis: http://www.westpacwealthpartners.com/team/travis-scribner

We have a lot on today's podcast. Over the weekend San Diego had its first brush fire of the season. What you need to know about keeping dry brush away from your home--plus what you need to know about evacuations. Then, we talk to Jerry Strayve from WestPac Wealth Partners. Today, we talk about millennial home buyers and what they need to know as they enter the housing market. Have a topic you'd like us to cover? Feel free to reach out to me at 619-818-2992. I'd love the opportunity to talk to you and turn it into a podcast. CA BRE #01785713 CA BRE #01295699 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chris-spade/support

We all think about money, but how much do you really know about building good credit, tax brackets, and being financially prepared for the future? On this episode of The Real World Woman: Sex, Money, and Food Podcast, Billy Combs is here to dive into those finance topics.   Billy is a financial strategist at Westpac Wealth Partners in San Diego, California, where he approaches financial planning with a holistic methodology. Billy finds satisfaction in helping people reach their goals, and he joins us today to share his expertise on allocating your money wisely.