Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
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Everything you need to know to escape the shackles of a commission based financial planning practice
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The Retirement Guide - A Retirement Planning Education Podcast The Retirement Guide is the go-to podcast for those planning for retirement or already retired looking to make the most out of their retirement years. It is concise and to the point lasting no longer than 12 minutes per episode. Hosted by retirement planning expert George Jameson, CFP®, MBA, this podcast provides practical, no-nonsense education to help you plan for a successful retirement. In a world of misinformation and sales ...
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This is the blog for episodes of the Pinnacle Financial Advisors Podcast. Pinnacle Financial Advisors (http://www.pfacentral.com) is a wealth management and financial advisory firm in Marlton, NJ.
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Welcome to the Retirement Podcast: Financially Fearless Retirement with CERTIFIED FINANCIAL PLANNER™ Practitioner Jose Sanchez, A Flat Fee Financial Advisor based in Albuquerque, New Mexico. Jose will spend each episode walking you through important aspects of financial and retirement planning to help set you up for success in the future. You'll learn about planning, a values based approach to investing, and about lots of the financial products and terms you'll encounter on your journey to, ...
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The Chris Burns Show
Chris Burns - Dynamic Money Founder & Principal, Chris Burns - CEO of Dynamic Money, Dynamic Money
Chris is the founder and principal of Dynamic Money, a financial planning company in Atlanta, and is passionate about helping people build strong financial plans flexible enough to be effective for all of life – not just the easy parts. The Chris Burns Show is recorded LIVE in Atlanta on 95.5 WSB to help people like you reach your dreams and understand how real headlines have a real impact on their lives. We want you to become excited about your money, your dreams, and learn how to take real ...
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Financial Life Planner Jeremy Squibb and his guests mull over the key things in life and finance which keep us trapped, unable to move forward, and stuck in a bucket. Each show is a blend between getting your FINANCES in order, and maybe more importantly, to make sense of your LIFE. Disclaimer: This is information, not advice and does not constitute regulated financial advice. You should contact an independent financial planner before taking action. Views are solely those of the individuals ...
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Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
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Len Hayduchok is the CEO and President at Dedicated Financial Services, a Certified Financial Planner®, Author and Educator, and has more than 25 years of experience in the financial services profession. He develops wealth plans for individuals in their retirement and retirement-planning years that align with the things in life that are most important to them. Being a Certified Financial Planner™ professional and fee-based planner, Len embraces fiduciary responsibility to advise clients acco ...
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Hampstead Wealth Management was established to provide the very best, fee-based advice. Our aim is to help our clients understand and make the most of their finances, which may be by achieving specific objectives or through more general management and guidance. Subscribe to our podcast channel to receive all of our latest updates! www.hampsteadwealth.co.uk
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Beyond Finances provides motivated professionals with young families with new ideas and perspectives on how to use money and strategic financial planning to get more of what you want from life. Each episode features real, direct, and nuanced conversations about the challenge of planning for the long-term - while we live in the here and now. The podcast seeks to go beyond basic financial advice, rules of thumb, and spreadsheet math to help listeners think more deeply and clearly about how to ...
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The Retirement Income Wisdom Podcast
Kathy Waite Regina Saskatchewan Your Net Worth Manager Fee Only Financial P
Worried about your financial future? Dont know who to ask? Fee for service financial planning and my net worth management programme is designed to help you make the most of what you have now and in the future. Kathy Waite Your Net Worth Manager has clients in Saskatchewan and across Canada . No product sales just the truth. www,yournwm.ca
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Fear is a very powerful emotion and it can hold us back from reaching our potential personally and professionally. I started thinking a lot more about this after a trip to Arkansas where I spent some time with business partners to share ideas on growth. That’s why I invited Nina Cooke, author of Renegade Mindset, back to the show to help us work th…
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Top 10 Retirement Mistakes for Those in their 50's: Planning for Your Golden Years!
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In this episode of "The Retirement Guide Podcast" with George Jameson, CFP®, we dive into the top 10 retirement mistakes to avoid in your 50s. George offers invaluable insights to help you navigate this critical phase of life. Learn how to save smarter, manage debt, invest wisely, and more, ensuring a secure and fulfilling retirement ahead. Tune in…
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Simplify & Freedom: Reimagine Your Retirement
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Get expert advice tailored to your unique goals. Join George Jameson, CFP®, MBA, in "The Retirement Guide" as he unveils a revolutionary approach to planning your dream retirement. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat Fee Only Advisory firm. Whether you’re nearing retirement …
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The very nature of the weather has always been like an investment portfolio in terms of unpredictability, and all the cold weather we’ve been dealing with to start 2024 has us thing about that. You could very easily use the weather to explain how a client’s portfolio is going to work over time and how you can prepare for that. That’s the basis of t…
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10 Retirement Planning Mistakes (and How to Avoid Them Like a Pro!)
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Join me on "The Retirement Guide" podcast as we uncover and avoid the top 10 retirement planning mistakes. From procrastination to market rollercoasters, we'll navigate the pitfalls and guide you towards a secure retirement. Tune in and start building your dream retirement today! Welcome to "The Retirement Guide" Podcast! I'm your host George James…
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Bitcoin ETFs: Stepping Stone to Bitcoin Riches or Risky Gamble?
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In this episode of "The Retirement Guide" by George Jameson CFP®, MBA, the focus is on the recent introduction of Bitcoin exchange-traded funds (ETFs). The podcast explores the potential gains and downsides of investing in Bitcoin, emphasizing its high-risk nature. The podcast suggests considering the pros and cons of ETFs vs. actual Bitcoin, with …
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As we turn the page on another new year, we hope you are excited about the start 2024 and focusing on hitting new milestones in your practice. Now, we know that people like making resolutions to start January, but resolutions are a bit silly when you think about it. If you want to make improvements personally or professionally, why wait for a new y…
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Is That Roth Conversion Worth It? 5 Surprising Reasons to Say No!
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In this episode of The Retirement Guide Podcast, George Jameson, CFP®, MBA dives into the complexities of Roth conversions. Discover the key considerations and scenarios where this strategy may not be the ideal choice for your retirement journey. From upfront tax burdens to charitable intentions, explore the nuanced aspects of financial planning fo…
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Harold Evensky's Mastermind: Conquer Retirement Withdrawals with the Two-Bucket Strategy!
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In this episode of "The Retirement Guide" with George Jameson, CFP®, MBA of Capital Wealth Group, listeners are treated to an in-depth exploration of the time-tested and straightforward Two-Bucket Strategy for retirement planning. Host George Jameson simplifies the complex world of retirement income by introducing the original two-bucket system dev…
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5 Retirement Income Hacks You Wish You Knew Sooner: Avoid Mistakes and Maximize Your Money
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No more retirement fear! Unlock stress-free income in your golden years with George Jameson, CFP®, MBA, on The Retirement Guide. Learn 5 actionable "hacks" to avoid mistakes and maximize your money. Retire rich, stay active, and live your best life! #retirementplanning #goldenyears #financialfreedom Welcome to "The Retirement Guide" Podcast! I'm yo…
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Mastering Asset Allocation for Retirement: A Deeper Dive for Those Nearing the Golden Years
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Join George Jameson, CFP® and MBA, on The Retirement Guide Podcast as he continues the insightful journey into optimizing your retirement strategy. In this episode, 'Mastering Asset Allocation in Retirement: A Deeper Dive (Part ,' discover essential tips and strategies for retirees to achieve financial security. George breaks down the intricacies o…
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Balancing Act: Navigating the Art and Science of Asset Allocation
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Join George Jameson, CFP®, MBA, in this insightful episode of 'The Retirement Guide' as we dive into the intricate world of asset allocation. Discover the key principles behind constructing a resilient financial portfolio, exploring the mix of traditional assets such as equities, bonds, and cash equivalents. George shares expert advice on determini…
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Women are different than men and what they value is different as well. That’s particularly true when it comes to financial services. For a long time, our industry has done a poor job at addressing the needs of women and have catered to men (and still do to a large extent). What can you do to change that and become an effective marketer to women? Le…
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How to Plan for a Tax-Efficient Retirement? Part 3
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Join George Jameson, CFP®, MBA, in this episode of The Retirement Guide Podcast as he uncovers the little-known secret of Asset Location. Discover how strategically placing your assets can save you thousands in retirement taxes. George shares practical examples and explores tax-efficient strategies, including the crucial role of periodic rebalancin…
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How to Plan for a Tax-Efficient Retirement? Part 2
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In this episode of "The Retirement Guide" with George Jameson, CFP®, MBA, we dive into Part 2 of "How to Plan for Taxes in Retirement: The Retirement Opportunity Zone Age 55 - 75." Explore key ages and milestones from 55 to 75, discovering tax planning opportunities and potential savings. Don't miss this comprehensive guide to securing a tax-effici…
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Today we’re going to dive into a common dilemma faced by many financial advisors. What should you do when clients notice that cash is outperforming their portfolios? Do you give in to temptation? Do you shift everything to a guaranteed fix like an annuity, park it in cash, or adopt a market-timing attitude? The choices are numerous, and the pressur…
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How to Plan for a Tax-Efficient Retirement? Part 1
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In this episode of The Retirement Guide Podcast, George Jameson, CFP®, MBA, discusses Part 1 of 3 episodes on How to Plan for Taxes in Retirement. If you are 50 years or older and want to reduce your taxes in retirement, this 3-part series is for you. In this episode, George goes over some basic information about taxes in retirement and what to wat…
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Top 10 Retirement Tips for Those in Their 50's: Planning for Your Golden Years!
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In this episode of 'The Retirement Guide', hosted by George Jameson, CFP®, MBA, dive into invaluable insights and expert advice on retirement planning. George shares a wealth of knowledge to empower you with the tools needed to navigate the complexities of retirement preparation. From assessing your current financial situation to maximizing contrib…
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Maximizing Social Security Benefits: When to Start and Key Considerations
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Discover the optimal time to start your Social Security benefits and gain valuable insights into key considerations. Join George Jameson, owner of Capital Wealth Group, as he provides expert guidance on retirement planning in this insightful episode of The Retirement Guide podcast. George can be reached at (803) 250-6464 or george@capitalwealthplan…
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Should You Still Own International Stocks?
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Join us in this episode as we dive into the world of international stock investing. We'll tackle crucial questions about allocation, the impact of home bias, and the significant role of non-U.S. stocks in the global market. Uncover the benefits, potential risks, and the best strategies for approaching international stock investments. Gain valuable …
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Estate Planning: Top 10 Estate Planning Documents You Need to Know!
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Join us as we demystify estate planning, a crucial step for everyone, regardless of wealth. Discover the power of legal guidance and explore online resources for seamless planning. We'll walk you through essential documents, from wills to trusts, and offer expert advice for a smoother process. Don't miss this considerate gesture for your loved ones…
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Estate Planning: Wealth Transfer Tips for Baby Boomers
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In this episode of The Retirement Guide, we offer guidance to Baby Boomers on effective estate planning and passing down wealth. We emphasize clear goals, balanced communication, and educating heirs. We discuss options like trusts and charitable giving. Plus, we highlight the importance of regular reviews. Tune in for a smoother wealth transition! …
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How to Best Serve the Women’s Market with Arwen Becker
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As technology continues to improve and the next generations get more comfortable with doing their own planning, the financial advisor profession will likely begin to shrink in the coming years. That doesn’t mean there’s not a future in the industry, because those who remain standing will likely be very successful. What it does mean, however, is tha…
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Chapter 15: It Was Nice to Spend Some Time Together In the twilight of our lives, as the sun sets on our careers and responsibilities, we often find ourselves longing for something more. A deeper purpose, a greater sense of fulfillment. And just when we think we have it all figured out, life throws us an unexpected twist. It challenges us to questi…
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Bringing Your Money to Life, Investment Allocation Approach and Disposition Allocation Approach
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Chapter 13: Bringing Your Money to Life and Chapter 14: Investment Allocation Approach and Disposition Allocation Approach Discover the key to aligning your financial resources with your life goals and dreams in retirement. Learn how to strategically allocate your wealth to empower your desired experiences, accomplishments, impact, and security. Bu…
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Chapter 12: Life Goals Experience the MaxAMAZING Your Retirement podcast as Len Haduchach, your passionate host and certified financial planner, uncovers the key to a fulfilling retirement by balancing love, peace, identity, and life purpose, and navigating the ironic conflict between enjoyment and fulfillment. In this episode, Len Hayduchok discus…
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Chapter 11: Peace Retirees seeking true fulfillment and tranquility will embark on a transformative journey with financial expert Len Hayduchok as he challenges conventional views, explores the concept of peace in retirement, and guides listeners in finding their inner peace by aligning their values and desires with a holistic perspective, all whil…
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Chapter 10: Love Discover the key to a fulfilling retirement as Len Haduchach explores the importance of love and relationships. But what happens when face-to-face contact is reduced? Will enduring relationships survive, or will retirees face a lonely and disconnected future? Find out now on MaxAMAZING Your Retirement! In this episode, Len Hayducho…
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Chapter 9: Life Purpose As I embarked on the journey of aligning financial resources with personal values in retirement, little did I know that a single conversation would unveil a hidden path. It was a serendipitous encounter that sparked a curiosity within me, urging me to explore beyond the conventional notions of wealth accumulation. What I dis…
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Chapter 8: Creating Your Identity Do you want to discover fulfillment and purpose in your retirement? Are you searching for a way to create a meaningful identity after leaving your work life behind? Look no further, because I have the solution that will help you achieve that desired result. By sharing practical strategies and insights, I will guide…
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Chapter 7: Identity Components and Facets of Life On this episode of MaxAMAZING Your Retirement, we delve into the complex nature of identity and how it evolves over time. Join me as I explore the various components that shape who we are and the importance of aligning our actions with our core beliefs. But what happens when retirees leave behind th…
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Chapter 6: Core Soul Needs Picture yourself, standing at the precipice of retirement, ready to leave behind a lifetime of work. But what if I told you that retirement isn't just about financial security and leisurely pursuits? What if I told you there's an unexpected twist to this journey, a revelation that will change everything? It's time to dive…
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Chapter 5: Maximizing Your Enjoyment Imagine stumbling upon a hidden gem that could transform your retirement into a journey of self-discovery, filled with true joy at every turn. It's not just about saving money for the future, but about crafting a life that amplifies the joy of every experience. But here's the twist: it's not just about what you …
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Chapter 4: A Framework for “Realizement” Are you ready to retire? Join me as we explore the critical importance of preparing for retirement on both the life track and the money track. But what happens when you've planned your finances perfectly, only to realize that you've neglected the most important aspect of retirement? Find out in this gripping…
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Chapter 3: Re-Envisioning Your Retirement Are you ready to break free from the myths that have been holding you back from a truly fulfilling retirement? Myth #1: Retirement is all about relaxation and leisure. Myth #2: Once you retire, your productivity and purpose diminish. Myth #3: Retirement means isolation and disconnection from the world. Tune…
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Welcome to Retirement, It’s Nice to Meet You
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Chapter 1: Welcome to Retirement, Chapter 2: It’s Nice to Meet You Have you ever stumbled upon an idea that changed the course of your life? It was like discovering a hidden treasure, a secret that whispered of endless possibilities. That's exactly what happened to me when I first encountered the concept of retirement. But little did I know, this j…
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Welcome to MaxAMAZING Your Retirement with Len Hayduchok
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Len Hayduchok is the CEO and President at Dedicated Financial Services, a Certified Financial Planner®, Author and Educator, and has more than 25 years of experience in the financial services profession. He develops wealth plans for individuals in their retirement and retirement-planning years that align with the things in life that are most import…
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Estate Planning - Do's & Don'ts of an Inheritance
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Welcome to "The Retirement Guide" In this episode, we focus on the pivotal moment of inheriting a substantial sum of money. This windfall can be both a blessing and a responsibility, demanding careful consideration and thoughtful planning. We share practical advice and real-life experiences to provide a comprehensive guide for handling newfound wea…
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Mastering Emotions: A Guide to Successful Investing
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Explore the intricacies of managing emotions in the world of investing. From fear to greed and impatience, learn how to navigate these common pitfalls and make informed decisions. Discover why timing plays a crucial role in investment success and gain insights on achieving long-term financial goals. Join us for a journey towards becoming a transfor…
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How To Get Referrals Without Even Asking For Them with Stacey Brown Randall
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In this episode of the Profitable Advisor Podcast, Stacey Brown Randall, a renowned expert in generating business referrals, joins Dan to discuss the importance of generating referrals without directly asking for them. Stacey emphasizes the power of referrals and why a different approach is needed to cultivate them effectively. Throughout the episo…
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Dividend Stock Investing: Risk, Rewards, and Strategies for Retirement
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In this episode, we dive into the world of dividend stock investing, exploring the pros, cons, and risks that come with it. Join us as we unravel the myth of safety surrounding individual dividend stocks and discover the factors that can make this approach riskier than perceived. We'll also explore alternative strategies to help you make informed i…
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S&P 500 Secrets: Why Outperforming is Easier Said Than Done
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Uncover the challenges of outperforming the S&P 500 Index and holding individual stocks, regardless of whether you're a DIY investor or have a Financial Advisor. Join us to learn the suggested strategy for most investors. Tune in for invaluable insights. Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealt…
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Decoding Financial Advisors: Fee-Based vs. Fee-Only
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By George Jameson, CFP®, MBA
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How Kids Change You - and Your Financial Plan
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How kids change you can be delightfully surprising. But they'll change your financial plan, too, in ways that might be challenging if you don't know how to adjust. In what is probably news to no one, things change when you have kids. You know your responsibilities will shift. Your schedule will probably get upended. The smaller your children are, t…
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"Backdoor Roth IRA and Roth Conversion Guide: Benefits, Process, and Considerations
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Unlock the world of Roth IRAs, Backdoor Contributions, and Roth Conversions in this episode. Discover the power of tax-free growth, explore eligibility for contributions, and learn the step-by-step process of backdoor contributions. Delve into the benefits of Roth Conversions, from tax diversification to estate planning. We'll also uncover scenario…
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7 Ways to Reduce Your Taxes in Retirement
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In this episode, we uncover seven powerful strategies to cut down on taxes during retirement. Discover how to sequence your income withdrawals, optimize your asset placement, execute Roth conversions strategically, and use tax loss harvesting to your advantage. Learn about avoiding Medicare premium surcharges, maximizing the impact of charitable do…
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Understanding Bonds and Their Role in Retirement Investing
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Join us for an insightful episode on the role of bonds in retirement investing. Welcome to another episode of our podcast! Today's focus is on unraveling the world of bonds – their mechanics, diverse types, the choice between bond funds and individual bonds, and which bonds are best suited for retirees. Segment 1: Unpacking Bonds and Their Types Th…
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Money Tips from a Boston Financial Planner: Your Questions, Answered
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You asked - now we answer your specific financial questions and try to provide clarity on some money situations that lots of folks tend to find themselves in. We share our insights on: What to do with your money once you pay off debt, max out your retirement accounts, and aren't sure what to prioritize next How to think through a decision like inve…
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