Financial Advisors 공개
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Independence offers a great deal of freedom and flexibility, but it’s not for all financial advisors. This show explores the space and other options to help advisors assess what’s right for them, their clients and their businesses.
 
A.B. Ridgeway provides Christians and people of faith, practical financial advice, from a biblical perspective. Your faith and your finances don't have to be separate. Come fellowship with a financial advisor with nearly a decade of experience as we help you align your investments and your mindset with the Word of God, explore what the Bible really says about money, and how you can pass on your legacy.
 
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.
 
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 ...
 
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.
 
As a physician mom or dad, you put everything into your practice and your kids and you want to make sure you’ll have enough for retirement some day. But work and family soak up most of your time and energy, so the last thing you want to do is sit down and dig through the ever-changing world of investment options and tax laws to find out what you’re missing and figure out what to do with your extra money. Join hosts W. Ben Utley and Nate Reineke, two Certified Financial Planner™ professionals ...
 
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 ...
 
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.
 
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 ...
 
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show series
 
A conversation with Steve Dimitriou, Managing Partner, Mayflower Advisors Overview Steve Dimitriou started in wealth management selling insurance at New York Life. Intrigued by the investment and planning side of the business, he continued down that path, building his book in firms like MFS, Alex.Brown, AdVest and later FiNet. Over time, he and his…
 
Emergency funds are essential for unexpected events that happen in life. Every physician should have one, but how much money should be in that emergency fund? What constitutes an emergency and what doesn’t? Should physicians worry about an emergency fund if they are trying to pay off debt or buy a house and what is the best type of account for an e…
 
All information is not good information. That is why we are going to find out what information is out there about Finances and give our perspective. We are going to take the top Tweets on Twitter with the hashtags Money and the Bible and break them down. Today, we are going to do something a little bit different. We are going to help you break thro…
 
You might reach a point in your practice when your excessive client work leaves no room to focus on future business growth and scalability. This might be the ideal time to transition from being a client-facing advisor to a CEO who leads the company. In this episode, Jon Kuttin is interviewed by Louis The post How to Account for Growth: Transitionin…
 
You are here because you want to know how to align your financial choices with the Word of God. But you have questions that no one seems to be able to give you a good answer for like “How can you be rich and righteous, doesn’t the bible say that money is evil?” or “Isn’t seeking wealth sinful?” or how about this one “Didn’t Jesus say it is easier f…
 
A conversation with Craig Robson Founding Principal & Managing Director Regent Peak Wealth Overview On his 25th anniversary with Merrill, Craig Robson resigned to launch RIA Regent Peak Wealth in Atlanta, GA. It was a bold move designed to “liberate and empower” him and his team to serve their clients completely and with objectivity. Craig shares t…
 
You know you need to do something about retirement. You Google Financial Advisors near me and you schedule a meeting with the first search result. You nervously wait for your appointment a week out, you show up early, and they just called your name into the office…what do you do? If you have ever been in a situation like this, or don’t want to be i…
 
Mother’s day is a day to celebrate the bridge between God and humanity. The pathway, by which all men and women are birthed. Life as we know it, has been created, nurtured, and inspired by the love of a mother. So, this Mother’s Day, join us as we celebrate the contributions and impact of women all over the world. 1 Timothy 5:2- “Treat older women …
 
You did everything the experts taught you. You worked hard. You hired a financial advisor. You stuck to the plan, saved and invested your money. You raised your kids in a loving home, and you are ready to enjoy your retirement, right? Well, my next guests says, NO. Tune in and find out how retiring when you aren’t ready, may be a risk you and your …
 
A conversation with Andy Harris, President and Wealth Manager of Evergreen Wealth Solutions Overview Andy Harris built a business from the ground up at ING, which he later transitioned to Commonwealth Financial Network as an independent broker dealer. Yet the desire for even greater independence led Andy and his team to transition to Commonwealth’s…
 
Index Funds have numerous benefits for overtaxed doctors. But what is an index fund? Should doctors invest in index funds or keep their taxable account? What makes index funds different and what if a doctor wishes to sell their taxable accounts to invest in an index fund? Tune in for insight into how doctors can analyze their investment accounts an…
 
The battle between Good and evil is a battle as old as time. Do you feel frustrated when you try to convince someone you love to do the right thing? Does it seem like no matter how much you talk, they just can’t seem to come to the light? Well today, we are going to explain why you can explain all about financial freedom, planning for your future, …
 
In this episode we discuss how parents can focus on their children's spiritual health and their spiritual wealth. We give a short summary of all important topics from the past couple of weeks. And we follow up with the Secure 2.0 Act and how the potential changes will affect how you save for retirement. Looking for a Christian Financial Advisor? Sc…
 
Part 2 of a 2-Part Series with Louis Diamond Overview For advisors who are reviewing their firm’s retire-in-place program, considering a recruitment deal, or looking to launch an independent firm, understanding the value on the open market is critical. Part 2 of this 2-part series explores what drives value and how to build a business that will be …
 
Are you praying but it doesn’t seem like your prayers are not being answered? The Bible says Ask and you shall receive, doesn’t it? Are you still plagued by depression and anxiety even though you feel like you are doing God’s work? In this episode we break down some of these key concepts and teach you, how by changing your prayer about your finance…
 
Advisors, are you ready to take control of your company’s helm? This means focusing less on client work and more on business development as a leader! In this episode, Jon Kuttin helps you leap from being just an advisor to leading your company as an entrepreneur. Jon draws from his experience in using the Entrepreneurial The post Using the EOS Syst…
 
Are you paying too much in mortgage fees? I will be answering a listeners question “Why are so many people in debt”, Elon Musk is encouraging the US to increase gas and oil outputs during the war in Russia, and App Exodus: Young People Walking Away From Social Media, Calling It 'Toxic and Obsessive' Looking for a Christian Financial Advisor? Schedu…
 
Netflix stock plummeted and lost over 30%. This can cause a lot of stress since money issues has been at the top of stress levels in families year over year. What does the Bible say about all of this? Looking for a Christian Financial Advisor? Schedule a no obligation free consultation: www.abrwealthmanagement.com/consultation Join our mailing list…
 
Nisla Love speaks on what you need to prepare for tax season. The importance of hiring a tax professional, and how Choose Love Solution can help you overcome your fear of taxes. Looking for a Christian Financial Advisor? Schedule a no obligation free consultation: www.abrwealthmanagement.com/consultation Join our mailing list to receive more Christ…
 
Part 1 of a 2-Part Series with Louis Diamond Overview The excitement around M&A activity has many financial advisors considering their future. Is independence the right path? And if you build an independent firm, who will buy it? Part 1 of this 2-part episode compares and contrasts options, including recruitment deals and retire-in-place programs, …
 
Backdoor Roths are useful, tax-free strategies for physicians to invest in their futures. But what exactly is a Backdoor Roth and how does it differ from a traditional IRA account? Does ‘Backdoor’ mean it’s illegal? Can everyone set up a Backdoor Roth? Tune in to learn how you can set up a Backdoor Roth IRA. If set up early, Backdoor Roth IRAs have…
 
AUM model, commissions, hourly fee, flat fee, retainer model... there are so many ways that financial advisors charge for their services these days that it's sometimes very confusing for consumers and hard to know which will serve them best. The same can be said for advisors themselves - which model is going to allow your business to thrive and ser…
 
Join us as A.B. Ridgeway gives a stunning performance, as we relive the persecution, suffering, crucifixion, and resurrection of Jesus Christ according to Luke. We pray you are blessed and share with friends and family and turn this into a family tradition. Looking for a Christian Financial Advisor? Schedule a no obligation free consultation: www.a…
 
It's not always what happens to you, but how you react. After a successful career and putting trust in a bad business partner. Florian Fritz found himself $500,000 in debt. Join us as we figure out what he has been doing to correct it, and what mindset he had to have in order to keep going. Looking for a Christian Financial Advisor? Schedule a no o…
 
Do you want your team to follow you because “you say so”? Or because they believe in your vision? If you picked the latter, your business might need a cultural transformation. In this episode, Jon Kuttin gets on the other side of the mic and is interviewed by Ryan Goulart, vice president of business development The post A Cultural Transformation: H…
 
A conversation with Dan Katz, Managing Partner, Revolve Wealth Partners Overview Dan Katz, managing partner of Revolve Wealth Partners, talks about his role as the next gen of a business started by his father, the thought process around opting to build an RIA firm from scratch, their 2x growth since going independent, and how their past experiences…
 
We want to welcome you to Financial Advisors Say The Darndest Things. We encourage everyone to come as you are. Here on our show we master our finances and we master our faith. So come fellowship with us as we teach you how to be rich and righteous. Looking for a Christian Financial Advisor? Schedule a no obligation free consultation: www.abrwealth…
 
NFL Quarterback for the Pittsburgh Steelers Dwayne Haskins has been killed by a truck. Mark Wahlberg has a new movie Stu, about a former boxer turned priest. And we talk about how having a Christian worldview directly impacts how young people manage their money. Looking for a Christian Financial Advisor? Schedule a no obligation free consultation: …
 
Our next guest, Kaysian Gordon,CPA, CFP, MBA is owner of Kaysi Gordan Financial Planning, shares her journey from managing over half a billion dollars with a team of advisors, to taking her expertise to her own investment firm to serve, the underserved. Looking for a Christian Financial Advisor? Schedule a no obligation free consultation: www.abrwe…
 
A conversation with John Bowen, Founder & CEO of CEG Worldwide Overview What’s the secret to the success of top financial advisors? John Bowen of CEG Worldwide, coach to elite financial advisors, shares the “real gamechangers” that help them break through to the next level and accelerate growth—and more. Watch… Listen in… > Download a transcript of…
 
What was once a privilege in the past, college seems more like a necessity in today’s society. And a plan to save for college takes discipline, however, it is a worthwhile investment. So, how should physicians prepare to pay for college? Realistically, how much does college cost? What types of accounts are best for saving for education and should p…
 
It was reported that on *March 30, 2020 Dan Celia passed away in the hospital. In this episode we pay our respects and let Christian Investor know what they should do going forward. * The actual date of death, was March 30, 2020 and not April 1, 2020 Looking for a Christian Financial Advisor? Schedule a no obligation free consultation: www.abrwealt…
 
What would you do if you found God in the garbage? Is our ignorance around how happiness work, causing us to be unhealthy? Stay tuned, as a Harvard educated author, Bracha Goetz makes the complex topics of heaven, gratitude, and health as simple as reading a Children’s book. If you are struggling with food addiction, appreciating what you have, or …
 
A conversation with Katherine Forrester Schneewind, Founder and CEO, High Note Wealth Overview Katherine Forrester Schneewind left a country music career behind to follow her dream of becoming a financial planner so she could help others take control of their financial destinies. In 2019, after building the practice to $500mm in AUM, she and brothe…
 
Whether you’re moving from one firm to another, going independent, or preparing for an exit, having a process in place can make your transition easier. In this episode, Jon Kuttin joins Frank LaRosa, founder, and CEO of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa.” Together, The po…
 
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