The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Контент предоставлен Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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All Investment Management is Playing Office [Episode 267]
Manage episode 431214890 series 2482489
Контент предоставлен Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Micah and Matt are challenging the industry's fixation on Assets Under Management (AUM). They explore how financial advisors can shift their focus from pure investment management to holistic financial guidance. They emphasize the crucial role of effective communication between advisors and clients and they introduce innovative frameworks like the five-year rule and 5% distribution rule, which empower clients to actively participate in their retirement planning. These frameworks aim to foster better understanding and more informed decision-making.
Micah and Matt also strongly advocate for advisors to invest alongside their clients, using the same models and assets they recommend. This strategy not only builds trust but also demonstrates genuine confidence in the advisor's investment choices.
All Investment Management is Playing Office [Episode 267]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn
749 эпизодов
Поделиться
Manage episode 431214890 series 2482489
Контент предоставлен Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Micah and Matt are challenging the industry's fixation on Assets Under Management (AUM). They explore how financial advisors can shift their focus from pure investment management to holistic financial guidance. They emphasize the crucial role of effective communication between advisors and clients and they introduce innovative frameworks like the five-year rule and 5% distribution rule, which empower clients to actively participate in their retirement planning. These frameworks aim to foster better understanding and more informed decision-making.
Micah and Matt also strongly advocate for advisors to invest alongside their clients, using the same models and assets they recommend. This strategy not only builds trust but also demonstrates genuine confidence in the advisor's investment choices.
All Investment Management is Playing Office [Episode 267]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn
749 эпизодов
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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