Financial Advisors открытые
[search 0]
Больше
Download the App!
show episodes
 
Join the Elements team each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning. You'll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
  continue reading
 
Artwork

1
Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Unsubscribe
Unsubscribe
Ежемесячно+
 
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
  continue reading
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
  continue reading
 
Artwork

1
The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

Unsubscribe
Unsubscribe
Еженедельно
 
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
  continue reading
 
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
  continue reading
 
Artwork

1
Financial Advisors Say The Darndest Things

A.B. Ridgeway, CPWA®️, MBA

Unsubscribe
Unsubscribe
Еженедельно+
 
I'm sorry to be the one that tells you but...unfortunately...it doesn't work like that. Welcome to our podcast where we debunk bad financial information on the internet. We review current news and events and give you the secrets on how finances really works around the 4 pillars of Investing: -Debt Management -Savings - Investing and -Estate Planning/Family Dynamics The host, A.B. Ridgeway, MBA, CPWA®️ is a Certified Private Wealth Advisor professional, who has served over a decade as a finan ...
  continue reading
 
Artwork

1
Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

Unsubscribe
Unsubscribe
Ежемесячно
 
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
  continue reading
 
Hosted by Sarah Delahanty, Executive Decisions is a podcast for business leaders. One thing we all know is that successful executives are in a constant state of learning. Our guests share how their professional and personal roles have evolved over the years, what challenges they have overcome on their path to success, and how they manage the increasing financial complexity of life and work. Sarah Delahanty works for SYM Financial Advisors. All opinions expressed by Sarah or any podcast guest ...
  continue reading
 
Artwork

1
EmpowHER by SYM Financial Advisors

SYM Financial Advisors

Unsubscribe
Unsubscribe
Ежемесячно
 
The EmpowHER Podcast is a platform for women to come together to gain financial insight and strategies with a tribe of brilliant women. CERTIFIED FINANCIAL PLANNER ™️ Michelle Hipskind leads this monthly show. She educates on the many important aspects of financial planning and brings in additional professionals that provide advice in their areas of expertise, giving listeners access to the appropriate professionals that can help solve the problems many women face. In-person events are held ...
  continue reading
 
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
  continue reading
 
Artwork

1
Plan for Life with Canby Financial Advisors

Canby Financial Advisoes

Unsubscribe
Unsubscribe
Ежемесячно
 
Are you saving enough for major goals like retirement or your children’s higher education? Does your investment strategy align with your financial objectives? Do you have a plan for distributing your wealth to your heirs and favorite causes?Plan for Life with Canby Financial Advisors is a podcast designed to answer these and other questions to help you anticipate and manage financial challenges and opportunities at every stage of your life. In each episode, host Howard Caplan and a member of ...
  continue reading
 
Artwork

1
Financial Advisors Advantage

Brett McDonell - Financial Advisor Sales & Marketing Ally

Unsubscribe
Unsubscribe
Ежемесячно
 
Welcome to the "Financial Advisors Advantage" podcast, a specialized and dynamic audio experience designed exclusively for financial advisors and planners seeking to revolutionize their practices. Hosted by Brett McDonell, a seasoned mortgage loan officer with a distinguished track record, this podcast delves into the core of what makes a successful financial advisor in today's competitive landscape. Why Listen to Financial Advisors Advantage? Unique and Actionable Insights: Each episode is ...
  continue reading
 
The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
  continue reading
 
Loading …
show series
 
In this insightful episode, A.B. Ridgeway dives into a discussion about the real reason people are broke, drawing inspiration from Jade Warshaw’s appearance on the Dave Ramsey Show. Jade shares her journey to paying off $460,000 of debt in eight years and debunks common financial myths, such as the notion that "money isn't a math problem." Together…
  continue reading
 
In this episode of Elementality, Jordan Haines, financial vitals expert at Elements, dives into his favorite part of the financial planning process—data gathering! Discover how simplifying your data collection and focusing on what's "good enough" can supercharge your 30-minute consultations with clients and prospects. Jordan shares practical tips t…
  continue reading
 
In our 148th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the mindset shift that can help when you're scared to take the next step toward your goals. For full show notes, see kitces.com and thesocietyofadvice.com.
  continue reading
 
With Nate Harris, Founder, Covenant Capital Overview Nate Harris recognized that the firm he first built his business at no longer aligned with what he deemed as his North Star. After extensive soul searching and due diligence, he decided to leave his team at Merrill and opted for the independent broker dealer model, which he felt would allow him t…
  continue reading
 
In this episode, Nate and Ben discuss the crucial financial decision physicians face when choosing between pension plans and 403(b) retirement plans. They explain the nuances of each option, emphasizing the impact these choices can have on long-term financial stability. The discussion addresses common concerns about retirement savings, tax implicat…
  continue reading
 
Navigating the Complexities of Caring for Elderly Parents A Balanced Approach Caring for elderly parents is both emotional and challenging, requiring careful planning, financial management, and tough decisions. My experience caring for my mother has shown me that with preparation and resilience, you can balance their needs with your own. Schedule a…
  continue reading
 
Join us for a special feature episode of Quantum Growth for Financial Advisors! Jon joins Derrick Kinney on his podcast - Good Money with Derrick Kinney to share his journey from starting a wealth management practice as a solo advisor to leading one of the top independent firms in the nation Jon’s reflects on his The post The Proven Systems that Sc…
  continue reading
 
In this episode of Financial Advisors Say The Darndest Things, A.B. Ridgeway discusses practical strategies to lower car insurance costs, especially as rates continue to rise across the U.S. He dives into some overlooked tips like defensive driving courses and annual policy reviews that could save you hundreds of dollars each year. Key Takeaways: R…
  continue reading
 
In this episode, A.B. Ridgeway, a Certified Private Wealth Advisor®️ professional and host of Financial Advisors Say The Darndest Things, dives into debt management, one of the four pillars of Christian finance. He shares practical advice on how to navigate credit card debt, avoid financial quicksand, and improve your credit score to regain control…
  continue reading
 
In this sobering episode, A.B. Ridgeway shares the heart-wrenching story of an 84-year-old widow who was deceived into losing $98,000 to a sophisticated romance scam. As Valentine's Day approaches, it’s a timely reminder to remain vigilant about online love interests and protect your loved ones from becoming victims of financial and emotional explo…
  continue reading
 
In this episode, A.B. Ridgeway discusses a common question: "Should I stop investing to get out of debt?" Using insights from personal experience and financial expert Dave Ramsey, the episode explores how to balance debt repayment and investing. Is it better to focus on one or both? Tune in to find out the best strategies to achieve financial freed…
  continue reading
 
Navigating the Complexities of Caring for Elderly Parents A Balanced Approach Caring for elderly parents is both emotional and challenging, requiring careful planning, financial management, and tough decisions. My experience caring for my mother has shown me that with preparation and resilience, you can balance their needs with your own. Schedule a…
  continue reading
 
In this episode of Financial Advisors Say The Darndest Things, A.B. Ridgeway dives into the common dilemma of what to do with a 401k when you leave a job. With the help of a breakdown of advice from financial expert Dave Ramsey, A.B. Ridgeway explains the difference between direct and indirect rollovers, the importance of seeking professional advic…
  continue reading
 
In this episode, A.B. Ridgeway tackles a critical yet often misunderstood financial decision—whether rolling over your 401k to an IRA is always the best move. While conventional wisdom suggests rolling over your retirement savings to gain more control and flexibility, recent studies reveal that this might not be the optimal choice for everyone. A.B…
  continue reading
 
In this episode, A.B. Ridgeway reviews a popular video that attempts to explain IRAs in less than five minutes. He provides deeper insights into the intricacies of IRAs, comparing traditional and Roth IRAs, and highlighting key details that can affect your retirement savings strategy. Key Takeaways: IRA vs. Savings Accounts: IRAs offer a higher pot…
  continue reading
 
In this episode of Financial Advisors Say The Darndest Things, host A.B. Ridgeway tackles a popular question: Is a 401k better than a pension? Drawing insights from financial expert Dave Ramsey, A.B. delves into the differences between 401k plans and pensions, highlighting the pros and cons of both. From control over investments to portability, A.B…
  continue reading
 
Host of Elementality, Jordan Haines, CFP®, discusses the difference between foundational finance and fancy finance, emphasizing the importance of having financial conversations at scale. He introduces the 'Four Foundations of Finance': saving enough, spending with clarity, managing debt wisely, and maintaining enough liquidity. Using personal anecd…
  continue reading
 
With Justin Berman—Co-Chairman at Cresset and Founder of Berman Capital Advisors Overview Justin Berman demonstrates an important concept: Change is constant. After a novel leap from Goldman Sachs to independence in 2010 and building the business from $1B to $5B in 10 years, he decided he needed to make a change to provide an even greater impact on…
  continue reading
 
In this episode of Financial Advisors Say The Darndest Things, A.B. Ridgeway discusses the critical question, "How much do I need for retirement?" He explores the challenges that older Americans face in saving enough to live comfortably after they retire. With insights on how inflation, political shifts, and other financial pressures impact retirem…
  continue reading
 
In this episode, Nate and Ben dive into the specific considerations that physician families should take into account regarding investment strategies. They discuss whether taxable accounts should reflect the asset allocation of Roth IRAs, the intricacies of life insurance needs, and the importance of proactive identity protection. The hosts also sha…
  continue reading
 
In this eye-opening episode of Financial Advisors Say The Darndest Things, host A.B. Ridgeway unpacks the heart-wrenching story of William and Ave Bortz, a retired couple who lost nearly $700,000 to a sophisticated online scam. From a fake Amazon email to relentless calls from scammers, A.B. explains how this scam unfolded and the important lessons…
  continue reading
 
In this episode, A.B. Ridgeway delves into the heart-wrenching story of a 76-year-old man who lost his entire savings—nearly $800,000—after falling victim to a sophisticated scam. From living comfortably to homelessness, this episode explores the dangers of financial scams and the essential steps we can take to protect ourselves from financial ruin…
  continue reading
 
In this heartfelt episode, A.B. Ridgeway discusses the challenging realities many Americans face when it comes to retirement. Drawing on the story of Tom Coomer, an 80-year-old Walmart greeter, Ridgeway dives deep into the importance of retirement planning and how failing to prepare can leave individuals working well into their golden years. Tom's …
  continue reading
 
Empowering Your Financial Future Financial Planners for High Net Worth Individuals High-net-worth individuals (HNWIs) require more complex and tailored financial strategies to manage their wealth effectively. With investable assets of $1 million or more, HNWIs often face unique financial challenges, from tax minimization to complex estate planning.…
  continue reading
 
Empowering Your Financial Future Financial Planners for High Net Worth Individuals High-net-worth individuals (HNWIs) require more complex and tailored financial strategies to manage their wealth effectively. With investable assets of $1 million or more, HNWIs often face unique financial challenges, from tax minimization to complex estate planning.…
  continue reading
 
In this episode of Financial Advisors Say The Darndest Things, A.B. Ridgeway discusses "Peak 65," the influx of Americans turning 65 in 2024, and how this milestone impacts retirement planning. With more than 11,000 people reaching retirement age daily, it's crucial to prepare emotionally and financially. Ridgeway also touches on the importance of …
  continue reading
 
In this episode of Financial Advisors Say The Darndest Things, A.B. Ridgeway breaks down the financial quicksand that is credit card debt and shares strategies to regain control of your financial future. With interest rates climbing to as high as 23%, getting out of credit card debt seems harder than ever. But with the right approach, such as lever…
  continue reading
 
In this episode, A.B. Ridgeway dives deep into the concerning statistics surrounding older Americans and their lack of retirement preparation. Alongside CBS News Money Watch Associate Managing Editor Amy Piki, A.B. highlights the reasons behind this unpreparedness and offers practical advice on how individuals can take charge of their retirement pl…
  continue reading
 
Host of Elementality, Jordan Haines, CFP® continues his thoughts on the 30-minute financial consultation. Building on last week's discussion, Jordan outlines the three essential phases of the consultation: uncovering client information, orienting clients to their financial situation, and providing a clear direction for improvement. He explores the …
  continue reading
 
In our 147th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to prepare for the next market downturn. For full show notes, see kitces.com and thesocietyofadvice.com.
  continue reading
 
With Michael Henley, Founder & CEO of Brandywine Oak Private Wealth; Matt Liebman, CEO of Amplius Wealth Advisors, Jerry Davidse, CEO of Presilium Private Wealth Overview Three Merrill breakaways offer unique perspectives on the process of considering change, life outside the wirehouse, and filling the gaps that one might experience when leaving a …
  continue reading
 
In this episode of Financial Advisors Say The Darndest Things, host A.B. Ridgeway explores the complexities of 401k plans, focusing on whether they are always a good investment—especially when there’s no company match. We dive into Dave Ramsey's advice to a caller, examine the difference between low and high returns, and unpack the concept of compo…
  continue reading
 
At what net worth should you begin a financial plan? Nate and Ben tackle this critical question, along with other financial challenges faced by physician families, including investment opportunities, insurance needs, and managing unexpected financial situations. Drawing on real-life conversations with physicians, they provide practical insights int…
  continue reading
 
In this episode, host A.B. Ridgeway covers the breaking news of Sean "Diddy" Combs' arrest and explores the deeper implications of wealth, success, and morality. While many focus on Diddy's financial success, Ridgeway reminds listeners that character matters more than material possessions. He draws connections between personal values and financial …
  continue reading
 
In this episode of Financial Advisors Say The Darndest Things, A.B. Ridgeway, a certified private wealth advisor, reacts to a clip from The Ramsey Show that critiques common misinformation about 401ks. A.B. provides a detailed breakdown of why the advice presented in the clip is misleading, corrects factual inaccuracies, and offers listeners a clea…
  continue reading
 
In this episode of Financial Advisors Say The Darndest Things, host A.B. Ridgeway tackles the alarming trend of Americans prematurely cashing out their 401k accounts. With rising inflation, medical emergencies, and job changes driving these decisions, A.B. discusses the dangers and long-term consequences. He also shares some practical tips on rolli…
  continue reading
 
In this episode of Financial Advisors Say The Darndest Things, A.B. Ridgeway shares insights on becoming a 401k millionaire and highlights critical steps to ensure a secure financial future. Through expert advice and real-life examples, listeners will learn why many fall short in retirement savings and how to overcome these challenges. Key Takeaway…
  continue reading
 
In this episode, A.B. Ridgeway addresses a critical scam targeting individuals through fake Social Security emails and calls. He shares the story of Joyce House, who received a suspicious notice claiming her Social Security number was being revoked. Fortunately, she trusted her instincts and didn't fall victim to the scam. A.B. emphasizes the impor…
  continue reading
 
In this episode, A.B. Ridgeway discusses the recent national data breach that leaked over three billion personal records, including social security numbers, and shares crucial steps on how to safeguard your financial information. Key Takeaways: Freeze Your Credit for Protection Freezing your credit at the major credit reporting agencies (Equifax, E…
  continue reading
 
Host of Elementality, Jordan Haines, CFP® outlines a three-phase approach to structure the perfect 30-min consultation. He emphasizes important preparatory steps, such as understanding qualitative, quantitative, and contextual information about clients. Jordan also parallels effective financial consultations with best practices from the medical fie…
  continue reading
 
With Mindy Diamond and Jason Diamond Overview Jason Diamond turns the tables on Mindy who offers a first-hand glimpse into her book, Should I Stay or Should I Go?, created specifically for financial advisors who are looking to optimize their businesses or thinking through the biggest decision of their lives. Listen in… > Download a transcript of th…
  continue reading
 
In this episode of Financial Advisors Say The Darndest Things, A.B. Ridgeway discusses the misconceptions surrounding Social Security as a retirement plan. With insights into Dave Ramsey's advice and practical strategies for managing Social Security benefits, A.B. provides listeners with essential tips on how to better prepare for retirement. He em…
  continue reading
 
In this episode, Nate and Ben discuss various financial situations and questions from physician families, focusing on investment strategies, insurance options, and effective management of inherited assets. Key Points: - Investing $700,000: The hosts address a question from an OB-GYN who has $700,000 in their bank account. They emphasize the importa…
  continue reading
 
Loading …

Краткое руководство