There Is A Better Way podcast

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Retirement Readiness (Part 2): Financial Considerations Before You Make the Decision to Retire! 59:28

1 year ago59:28

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59:28

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!…

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Retirement Readiness (Part 1): Exploring the emotional component to retirement, and how your financial plan can encourage you to take the leap! 46:24

1 year ago46:24

46:24

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!…

1
The Disruption of Divorce Part 2 - How a Financial Advisor can help you and your attorney with specifics, tax implications and ways to avoid dredging up emotional issues years into the future!… 42:52

1 year ago42:52

42:52

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!…

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Unlocking Your Legacy: Demystifying Estate Planning (featuring Henry Wideman and Will Jackson) 49:11

2 years ago49:11

49:11

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!…

1
The Disruption of Divorce - How a Financial Advisor can fight for both parties, act as a financial mediator & make things as fair as possible! (featuring Brian O'Neill & Walton Cobb) 42:17

2 years ago42:17

42:17

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!…

1
Remaining "Disciplined" Even When Things are GOOD - Why Silicon Valley Bank failed a banking 101 class and how to keep your cash SAFE! (featuring Brian O'Neill & Henry Wideman) 40:43

2 years ago40:43

40:43

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!…

1
A Crucial Question to Ask Yourself in 2023 - Is your biggest asset your future earning potential or your balance sheet? (featuring Chris Conkell) 36:52

2 years ago36:52

36:52

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!…

1
Are Private Investments Better Than Public Investments? - Why CAHABA Wealth Management believes the client is better served by a "diversified passive strategy." 44:16

2 years ago44:16

44:16

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!…

1
The Advisor Has to Earn It - Why the qualities of patience, empathy and great listening are essential for advisors! (featuring Henry Wideman) 43:45

2 years ago43:45

43:45

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!…

1
The Myth of the "Super Star" Investment Manager - How the mistakes people make in investing keep them from achieving financial freedom! (featuring Brian O'Neill) 33:41

2 years ago33:41

33:41

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!…

1
Creating True Peace of Mind with A Financial Planner Who Knows YOU! (featuring Chris Conkell) 33:23

2 years ago33:23

33:23

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!…

1
Less Selling, More Understanding at Cahaba Wealth Management (featuring Henry Wideman) 41:57

2 years ago41:57

41:57

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!…

1
If You ONLY Have a Hammer Everything Looks Like a Nail - How to dramatically increase your investment success! (featuring Will Jackson) 38:19

2 years ago38:19

38:19

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!…

1
Busting the Myths of the Investment Industry - Why Wall Street Makes Financial Concepts Complex & Wants You to Feel Confused! (featuring CEO Brian O'Neill) 28:37

2 years ago28:37

28:37

For over a decade, CAHABA Wealth Management has been driven by a belief that our fiduciary responsibility is to have conversations with you, our current AND future clients to discover what really matters to you. Wealth is not created overnight - instead, it is earned by having a solid blueprint that allows you to plan and build for the future. Our goal with this podcast is to share our best practices and strategies about creating a secure and joyous future - while also addressing ideas in the marketplace that do not work as well. Join us on this journey as we discuss the ups and downs of the investment world to educate you & help you make the best possible decisions for your financial wellbeing!…

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