Podcasts about Wills

As the year comes to a close, young investors have a unique opportunity to make small moves that can compound into meaningful long-term results. In this episode, we walk through a practical, end-of-year checklist designed for early-career investors who want to stay organized, tax-aware, and financially disciplined. Lance Roberts & Jonathan Penn cover how to confirm you're capturing all available employer benefits, including 401(k) or 403(b) matches and vesting schedules. We also discuss how to think about Roth IRAs, HSAs, and other tax-advantaged accounts early in your career—when time is often your greatest asset. On the investment side, we review simple allocation checks, diversification risks, and why staying invested through volatility matters. We also highlight tax-smart considerations like capital gains awareness, loss harvesting, and stock-compensation planning for ESPPs and RSUs. Finally, we address the foundational elements of financial stability: emergency savings, cash management, credit health, and high-interest debt. This checklist is not about speculation—it's about building durable financial habits that support long-term wealth creation. 0:00 - INTRO 0:19 - Wealth by Brackets 3:39 - Will the Santa Rally be Delayed? 9:02 - Open Enrollment & Benefits Tips 16:12 - 401k/IRA Contributions & Employer Matches 24:26 - Investment Choices in 401k's 26:56 - Tracking Down old 401k's 29:38 - Understanding Vesting Schedules 32:29 - Catching Up in 401k 33:58 - Wills, Estate Plans, & Beneficiary Designations 36:26 - Checking for Leakage 39:55 - Annual Credit Report Review 41:18 - Comniog Attractions Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=3Wyudzh3naw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Data, Volatility & Santa Rally Risk," is here: https://youtu.be/gnorFZc1qM8 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Facing Your Financial Ghosts," here: https://www.youtube.com/watch?v=Ypp_HKgciow&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketOutlook #SantaClausRally #Volatility #RiskManagement #StockMarketAnalysis #YoungInvestors #PersonalFinance #YearEndPlanning #InvestingBasics #FinancialWellness

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Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 5 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100 & 106.9

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

 Father Nate Wills is the Football Chaplain of the Notre Dame Fighting Irish. He is here talking about his book; ‘Pray Like a Champion'

Download the FREE Tech Stack Checklist: tiquehq.com/tech-stack?utm_source=Podcast+Episode+154&utm_medium=Podcast+Episode+154&utm_campaign=Tech+Stack If choosing a task management system feels overwhelming, this episode is for you! Jennifer chats with system strategist Sarah Wills, founder of HeySwillsy and the expert behind Tique's ClickUp Business Hub. Sarah explains what a task management system actually does for your business, how it differs from a CRM and email marketing platform, and why the right tool can completely transform the way you work. She shares the essential features to look for, and explains why some platforms fall short while others scale effortlessly with your business. You'll also hear what finally pushed her toward ClickUp, how she helps travel advisors customize their systems, and the surprising ways data tracking can save you time, money, and stress. Whether you're drowning in sticky notes, managing a growing team, or trying to keep client work from slipping through the cracks, this episode will help you understand the logic behind your systems so you can work smarter, not harder! Connect with Sarah Wills: heyswillsy.com instagram.com/heyswillsy Today we will cover: (01:30) Meet Sarah Wills; how she became a systems expert (03:45) What a task management system actually does (08:20) What to look for in a task management platform (10:25) Trello vs. Clickup (19:35) How Sarah uses Dubsado and ClickUp together (24:10) How advisors can see referrals, return clients, and true marketing ROI (29:15) How to reevaluate your process using time tracking (38:15) Team management inside ClickUp; onboarding team members or ICs (47:30) What not to use ClickUp for Check out the ClickUp Business Hub Template → tiquehq.com/shop/clickup-business-hub-template Listen to Episode 154: How To Organize And Store Industry Contacts with Kristen Heitman JOIN THE NICHE COMMUNITY VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ Thanks to Our Tique Talks Sponsors: Cozy Earth - Use code COZYTIQUE for 20% off

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100 & 106.9

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 5 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 5 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100 & 106.9

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 5 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100 & 106.9

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100 & 106.9

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 5 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 5 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100 & 106.9

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 5 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100 & 106.9

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Robyn Miller, PhD, outlines the real-life emotional, legal, and logistical burdens that fall on clients, loved ones, and colleagues when clinicians lack a clear professional will, and she offers practical steps for creating a thoughtful plan that protects everyone involved. Interview with Elizabeth Irias, LMFT. Earn CE credit for listening to this episode by joining our low-cost membership for unlimited podcast CE credits for an entire year, with some of the strongest CE approvals in the country (APA, NBCC, ASWB, and more). Learn, grow, and shine with Clearly Clinical Continuing Ed by visiting https://ClearlyClinical.com. You may notice a few small audio quirks in this episode. We're therapists, not sound engineers, and sometimes our equipment reminds us of that fact. Thanks for your grace, and our apologies for the occasional glitch.

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 5 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100 & 106.9

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 5 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100 & 106.9

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100