Shows
Taming the Financial ChaosWhat Galileo Can Teach Us About AdviceIn this episode, we’re taking a little detour from the usual financial talk—because sometimes, the most powerful lessons come from unexpected places.We kick things off with a story about Galileo (yes, the telescope guy) and what happened when he challenged what everyone thought was true. It’s not just a history lesson - it’s a reminder of how easy it is to dismiss new ideas without truly listening. And honestly, we see a lot of that happening today.As financial advisors and as human beings, we all give advice, whether we realize...2025-05-2714 min
The Get Ready Money PodcastStart Sharing Your Money KnowledgeSend us a textOn this episode of The Get Ready Money Podcast, I spoke with Nate Hoskin, Founder of Hoskin Capital and Co-Founder of N2 Content Marketing about changing the way we think about money and sharing our knowledge.In this episode we discussed:Ask your audience what they want to know.Establish yourself as a source of trust, most people don’t know what you know. Basic financial information is the most useful, and opens the door to more complex topics. Understand the true power of comp...2025-04-1842 min
The Good Divorce Show™S3E6 | What Does YOUR Money Story Look Like During and After Divorce? ft. Jennifer LeeIn this episode of The Good Divorce Show™, Karen McNenny speaks with Jennifer Lee, founder of Modern Wealth, about financial empowerment during and after divorce. They discuss the importance of understanding one's money story, facing financial realities, and the role of financial advisors in navigating the divorce process. Jennifer emphasizes the significance of assessing financial needs, the power of compound interest, and the necessity of temporary spousal support. The conversation also touches on the concept of divorce fatigue and the importance of creating a family love letter to communicate values and intentions regarding finances.About Jennifer Lee, AW...2025-04-0339 min
435 Podcast: Southern UtahReal Estate Decisions in a Changing Economic MarketSend us a textUnlock the complex world of Southern Utah's real estate market as we tackle the pressing issues shaping its current landscape. Have you ever wondered why some properties are skyrocketing in value while others seem to stagnate or even depreciate? We'll unravel these mysteries with insights into fluctuating home values, steady interest rates at 7.07%, and their impact on the pace of home sales. As St. George continues to grow rapidly, we anticipate a surge in activity by spring, driven by increasing inventory and demand. Prepare to gain a deeper understanding of how these trends...2025-02-111h 03
The D ShiftExpert Tips for Divorce Financial PlanningWelcome to another episode of The D Shift. Today, we tackle one of the most emotionally charged aspects of divorce: money. Joining us is Jennifer Lee, founder of Modern Wealth, a Sarasota-based financial firm that specializes in helping individuals navigate life transitions such as divorce, losing a spouse, career changes, and retirement planning. Jennifer is also the author of the book "Squeeze the Juice: Live Life with Purpose, and Leave a Legacy." In this episode, Jennifer shares her expertise on why understanding your financial options is crucial before even consulting an attorney, common misconceptions about divorce finances...2024-11-1425 min
The Pitch of Discontent185 - Weekly Roundup (07/10/24)📆 It’s a new month (and Mother of God, how is it October already?), so we’re kicking things off right with a brand new slate of glorious alternative tunes 📻 Owen & Paige quickly recap the recent AWMA controversy and important on-the-ground reporting before diving headfirst into scrappy prog bangers, Aussie alt-rock sing-a-longs, death metal skull-crushers, and much more 😎
To listen to Side B and get the whole show, subscribe to the TPD Patreon: https://www.patreon.com/tpdpod
Find Jamie-Lee’s original Substack piece here:
"Brothers for Sisterhood...2024-10-0841 min
SBS NITV RadioAWMA encourages nominations for First Nations artists and practitioners for prestigious music industry award.Nominations for the fifth prestigious Australian Women in Music Awards (AWMA) open today (23 April) with categories spanning all music genres from rock to opera and the many behind-the-scenes roles vital to the Australian music industry.2024-04-2309 min
Show Your ReceiptsShow Your Receipts w/ Rodd Newhouse, Wealth Management AdvisorIn the latest episode of Show Your Receipts, Tony sits down with Rodd Newhouse.
As an Accredited Wealth Management Advisor (AWMA®) and Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA™), Rodd possesses the specialized knowledge and skills to capitalize on opportunities that align with his clients' unique financial goals. He is dedicated to providing a goals-driven experience that seamlessly integrates financial planning and investment strategies, ensuring a holistic approach to wealth management.
Rodd's background speaks volumes about his commitment to excellence. With over 20 years of experience in the sports industry and a deep understanding of inv...2024-04-1058 min
Taming the Financial ChaosAI Can Do a Lot...Except Determine Value.We're picking up where we left off in our AI discussion on episodes 4 & 9. If you haven't listened to episode 9, it leads right into what we're talking about in this podcast.If you think about it, AI is great at being task-oriented, but not so great at determining value. We've seen this play out in several examples that I've included in this podcast. (Anyone remember Michael Cohen using Google Bard instead of Google Search??)The bottom line is that when it comes to artificial intelligence and decision-making, you likely want to use a service that can...2024-02-1223 min
Taming the Financial ChaosCompetitive Investing: No One's a WinnerIn this podcast, I'm discussing a blog post that dives into what I call competitive investing.If you find yourself comparing your investments with someone else's...this podcast and blog should resonate with you.Let's talk about why comparing your needs and wants with the goals of others will likely not give you the retirement YOU really want and why it's impossible to determine a winner in this "game."Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Principles of Financial Planning and LPL Financial are separate...2023-12-2108 min
Taming the Financial ChaosAI: Should You Trust Financial Decisions to Something That Can't be Held Accountable?Welcome to a continuing discussion about AI!We addressed AI in a previous podcast and how it relates to robo-advisors; in this episode, we're looking at the story of the Air Force drone simulation that could have potentially killed its operator*. This scenario leads us to this question: Should we entrust decisions to something that we know is not perfect and cannot be held accountable? That's what we're unpacking today.(*This story has been reported as false by some media outlets. CLICK HERE to read the story I refer to in...2023-12-1415 min
Taming the Financial ChaosIs ESG Investing Really the Solution We've Been Promised?Is ESG investing the right solution for the problems we’re experiencing globally? And is it possible that this “solution” can cause adverse effects?In our ESG series, we’ve covered the cost of ESG investing – now we’re looking at the potential benefits and results.We’re also looking at real-world examples of how companies are being evaluated and compared – what makes one company “Brown” and another company “Green”? Is it a fair comparison? And what’s the trickle-down effect on the consumer?While the concept of ESG investing seems like a no-brainer that everyone s...2023-11-0118 min
Taming the Financial ChaosGreenwashing, Fees, and Risks: Another Look at ESG InvestingIn our first episode on ESG Investing, we took a look at what it is and the complications that can be involved.Now we're looking at ESG investments and things to take into consideration should we choose to move forward with this type of strategy. We will have a special focus on greenwashing and the potential impact on fees that might be involved. We're also looking at some of the risks involved.Bottom line: When it comes to investing, it pays to do your research and/or work with a professional who can help you...2023-10-0123 min
Taming the Financial ChaosESG Investing: Is it really what it says it is?ESG Investing: What is it? How effective is it REALLY? We’re putting ESG Investing under the microscope without venturing into politics – yes, that IS possible!While it might seem that ESG Investing is pretty cut and dry – they’re not polluting the planet so I should invest in them – that’s actually not the case. Currently, there are over 140 firms in the US alone that have different scoring systems for evaluating ESG investment opportunities. So, how can that be anything but subjective?Could ESG Investing be the right option for yo...2023-09-0126 min
Taming the Financial ChaosMan vs. Machine: How Automated is AI?Technology brings wonderful benefits…and some drawbacks. Today we’re looking at the tasks that machines can complete and where human reason and thought puts information into context.Artificial intelligence (AI) is all over the news today. While you might think that technology is fully automated, we’re looking at how humans still have their hand in AI.Why is this important? Before you consider working with a robo-advisor…listen to this podcast. You can also access the blogs about this topic here:Robo...2023-08-0118 min
Chamber NeighborsMeet Gabriel Penfield - Relational Wealth ManagementIn this episode is a fascinating talk that weaves personal growth and professional development. Meet Gabriel Penfield!
Gabriel Penfield is an entrepreneur and business leader in the Midlands. He has several pending projects for Chapin as he continues to provide value to the community. Relational Wealth is the platform from which Gabe has launched several other beloved businesses, including Tribal Coffee, Parking Lot King, and Maverick's Cigars, among others. Gabriel is a mentor and community connector who seeks to make a difference in lives through a consultative approach.
He began his career in the financial...2023-07-2123 min
Taming the Financial ChaosHow Resilient Are Your Finances?How quickly could you tell me the impact of these purchases on your finances:· A $10m mansion at the beach?· A cup of Starbucks coffee?· A home improvement or new car?People tend to freeze on that third question because we don’t know how resilient our finances are.We’re discussing how planning involves measuring, defining the problem, and finding solutions. This involves something that many people aren’t comfortable with: being vulnerable.At Principles of Financial Planning, we use what’s called a Slac...2023-07-0120 min
Taming the Financial ChaosHow CONDITIONS Can Affect Our Financial OutcomesIn our last podcast, we discussed how uncertainty and chance can affect our financial planning. Now, let's talk about how the conditions around our circumstances can also play a significant part.We know where we want to be when it comes to retirement...but how do we get there? Something to consider is the 6 Principles of Financial Planning outlined by yours truly in this podcast!Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Principles of Financial Planning and LPL Financial are separate entities. FOLLOW PRINCIPLES O...2023-06-0234 min
Freelance Finance FixTax-Free Rental IncomeAre you aware you can rent out your home for tax-free income? That’s right—for freelancers, solopreneurs, and small business owners who love to travel, renting your property might be an excellent way to earn tax-free income. In this episode, Alex covers what the Augusta Rule is and how to take full advantage of renting your home for tax-free income, along with details about Section 280A. In this episode, you’ll also hear: How the Master’s Golf Tournament changed short term rental rules Tips for taking advantage of the Augusta Rule...2023-05-3009 minFreelance Finance FixTempted by High Interest CDs? Here's How to Protect Your Financial FutureHave you noticed more banks enticing you with higher rates? Higher rates generally mean higher savings but there’s no guarantee to how long this seemingly win/win situation will actually last. In this episode, Alex shares why banks are offering high rates and why you should review your long term financial goals before making any changes to your current investments. In this episode, you’ll also hear: Why banks are pushing longer term investment offers Inflation as a benchmark for financial planning Long-term power of compounding and equity market’s...2023-05-2311 min
Taming the Financial ChaosHow Much Control do You REALLY Have Over Your Finances?Have you ever wondered how much of financial planning we can control...and how much is left to chance?Principles of Financial Planning Advisor Matt McCoy, CFP®, CRPC®, AWMA® digs into control as it relates to your finances, discussing one key question: Do we really HAVE control?In this podcast, we look at chance, conditions, and how experience influences our financial choices. Many things can affect our financial planning, and it's essential to understand how each element interacts with the other.Ready to tame the financial chaos in your life? Let's get started.2023-05-1739 minFreelance Finance FixCommon Questions about Home Office DeductionsOur last episode, “Are You Maximizing Your Home Office Deductions?”, focused on home office deductions and details about Form 8829 Expenses for Business Use of Your Home. Be sure to review IRS Publication 587 and make sure you're using the most advantageous calculation when determining the business use percentage of your home. In this episode, Alex answers the most common questions about home office deductions to ensure your claim is as legitimate as possible. In this episode, you’ll also hear: Which spaces in your home qualify for deductions Storage use and exclusive use by busine...2023-05-1612 minFreelance Finance FixAre You Maximizing Your Home Office Deductions?Although the April tax deadline has passed, now is a great time to review your return to ensure you’re maximizing your home office deductions. In this episode, Alex dives into home office deductions, different ways to compute your home office use, and what to know about Form 8829 Expenses for Business Use of Your Home. In this episode, you’ll also hear: What constitutes a business use area in the home Gross square footage and usable square footage calculations Getting the most out of your home office deduction Must...2023-05-0912 minFreelance Finance FixQuarterly Tax Payments SimplifiedOur previous episode, “A Freelancer’s Guide to Quarterly Tax Payments,” covered the basics of estimated tax payments and avoiding underpayment penalties. In this episode, Alex discusses safe harbor provisions and determining your estimated tax payment. Be sure to check out Publication 505 by the IRS to learn more about estimated tax withholdings and safe harbor provisions. In this episode, you’ll also hear: Benefits of safe harbor provisions for non-W2 income earners 90% accuracy for estimated payments and paying 110% of prior year taxes Pro-tips for making estimated payments as a freelancer or...2023-05-0210 minFreelance Finance FixA Freelancer’s Guide to Quarterly Tax PaymentsYou might be mistaken if you’re a small business owner or freelancer and think you only have to pay the IRS once a year. Estimated tax payments only apply in certain states, so review your local tax laws to avoid any penalty. In this episode, Alex breaks down what estimated tax payments are, who has to pay them, and how to pay them on time, and shares some insight to keep clear of paying the IRS more than is absolutely necessary. In this episode, you’ll also hear: Avoiding underpayment penalties Pay-as...2023-04-2513 minFreelance Finance FixMost Common 529 QuestionsOur prior episode, “529 Plans are for More than Education” highlighted that the traditional 529 College Savings plans are set for big changes. While 529 accounts used to be where parents and grandparents invested money to fund the next generation's higher-level education costs like tuition, the Secure Act 2.0 includes provisions that if unused, this money can be rolled into a beneficiary’s Roth IRA. There are restrictions and rules that must be followed, but listen to the Freelance Finance Fix Episode 13 for all of the details. In this episode, Alex addresses 8 of the most common 529 plan questions and answers and shares...2023-04-1813 minFreelance Finance FixHow to Use a 529 College Savings Plan for More than EducationTraditionally, 529 accounts have been an option in which savings could be accumulated and invested toward the purpose of funding a loved one’s education expenses. Money can be set aside in the 529 plan as a lump sum or over time, invested in the markets, and grow tax free. The real beauty and benefit of a 529 education savings plan is typically realized when the beneficiary uses the money and all its tax-free growth on qualified education expenses. But now, thanks to new legislation, the savings and growth from this investment can potentially be rolled into a Roth account. 2023-04-1112 minFreelance Finance FixHow Much Tax Would I Owe if I Sell My Home?If you’re planning to sell your primary residence or an investment property, you might qualify for certain options to get the most out of the transaction while saving money on your tax bill. In this episode, Alex details 5 important things to know about how selling your home impacts your taxes. In this episode, you’ll also hear: Understanding capital gains tax vs. ordinary income tax Benefits of Section 121 or a 1031 exchange Why it’s important to review your home’s title Must-listen moments: [00:02:30] If you have receiv...2023-04-0411 minFreelance Finance Fix10 Situations Where a Roth Conversion Doesn’t Make SenseAlthough Roth IRA conversions offer many financial benefits, they can also create financial woes if converted too soon or if tax filings aren’t managed properly. In this episode, Alex shares 10 scenarios where it’ll pay to think twice before executing a Roth conversion. In this episode, you’ll also hear: How Roth conversions impact income benefits and taxes Recognizing Roth conversions do not have a limited time window Why age doesn’t matter for Roth conversions Must-listen moments: [00:03:28] Often, a mistake with Roth conversions or contribution...2023-03-2811 minFreelance Finance FixHow Wealthy People Get More Tax-Free GrowthDo you think you make too much money to contribute to a Roth IRA or that you’ve out-earned your eligibility for a tax-free growth? You might be surprised to learn you can still take advantage of a Roth account regardless of your income. In this episode, Alex outlines who is eligible for Roth conversions and makes suggestions for when and how to do Roth IRA conversions. In this episode, you’ll also hear: Roth contribution vs. Roth conversion Tax implications of Roth conversions Multi-year strategy and goals for Roth co...2023-03-2112 minFreelance Finance FixFunding a Freelance Lifestyle with an Old 401KDid you know an old 401K might hold the key to funding your new business or, at the very least, could save you thousands in taxes? For big tech employees or those with employer stocks that have performed tremendously well, it’s worth researching how net unrealized appreciation, or NUA, might impact your financial plans. In this episode, Alex reveals what Net Unrealized Appreciation is, its unique advantages, and who might benefit from this little-known tax strategy the most. In this episode, you’ll also hear: 2 advantages of using the Net Unrealized Appreciation tax tre...2023-03-1411 minFreelance Finance FixDo Bonds Belong in Roth?No one likes leaving money on the table, especially when it’s thousands of dollars. Unfortunately, you could be at risk of doing just that if you’re unintentionally holding bonds inside a Roth account. In this episode, we highlight the differences between Roth accounts, bonds, and why it’s necessary to make sure your investments are where you need them to be. In this episode, you’ll also hear: Why we love the long term, tax-free growth Roths offer Benefits of holding bonds and other conservative investments Understanding risk toler...2023-03-0712 minFreelance Finance Fix7 Things for Freelancers to Prepare For Tax SeasonApril 18th is rapidly approaching so now is the time to review your 1099s and financial accounts to make filing your taxes as easy as possible. In this episode, Alex covers 7 things you need to know about filing your taxes as a freelancer or solopreneur to avoid costly surprises and penalties. In this episode, you’ll also hear: Why it’s better to review everything vs. rush to file your taxes Double-checking for commonly missed deductions How increasing interest rates impact your tax filing Must-listen moments: 2023-02-2812 minFreelance Finance FixGifting Without a Paper TrailEvery year brings the opportunity to take advantage of the annual gift tax exemption to non-charities when filing taxes, but many don’t understand the gift tax limit or its benefits. In this episode, Alex explains the annual gifting limit, how to increase your 2023 gifting limit from $17,000 to potentially $68,000, and why it’s important to plan your gifts. In this episode, you’ll also hear: Defining what the IRS considers a gift Common misunderstandings about the annual gift tax exemption Suggestions for creating a gifting plan and what forms are required for gifts Must-liste...2023-02-2113 minFreelance Finance FixThe Power of an HSA Part 2As mentioned in Part 1, health expenses and rising health insurance costs can quickly derail even the best laid financial plans. An HSA account is a solid planning tool to help freelancers mitigate risk and navigate unexpected expenses. In this episode, Alex discusses the final 5 attributes of an HSA account and why it’s beneficial to have this dedicated financial bucket available. In this episode, you’ll also hear: Selecting an HSA custodian and planning for future retirement Short term vs. long term HSA investing strategies Keeping receipts for future reimbursements and HSA tax filing process ...2023-02-1411 minFreelance Finance FixThe Power of an HSA Part 1Health savings accounts, known as an HSA, are growing in popularity and for good reason. Health insurance plans seem to get more expensive every year while offering less coverage. In this episode, Alex sheds light on 6 key attributes of an HSA account and why it’s a powerful planning tool that freelancers should evaluate and consider utilizing in their financial strategy. In this episode, you’ll also hear: Triple tax benefits of using an HSA account Understanding HSA eligibility requirements and contribution limits How HSA funds never expire, gap year benefits, and what counts as a me...2023-02-0711 minFreelance Finance FixRoth IRA Features That Benefit FreelancersHaving an emergency fund is non-negotiable for freelancers. Even with the most meticulous tax planning and retirement strategies in place, unpredictable expenses can occur at any time. In this episode, Alex dives into the most overlooked benefit of having a Roth retirement account and three things freelancers should know about using Roth accounts. In this episode, you’ll also hear: Common misconceptions about Roth IRA withdrawals Understanding which documents to keep for tax purposes How a Roth account provides income flexibility year over year Must-listen moments: [00:00:50] The world and your business...2023-01-3109 minFreelance Finance FixHow Freelancers Retire WealthyDid you know 401K plans are not limited to employees working for large companies? If you’re a freelancer serious about planning for your retirement, optimizing your tax strategy, and have extra cash available, opening a solo 401k might be your next move. In this episode, Alex shares what freelancers need to know about solo 401Ks and why you should talk with a financial advisor about getting one started. In this episode, you’ll also hear: Benefits of a solo 401K for freelancers 2 key components to understand about solo 401Ks Advice for calculating employer contribution...2023-01-3109 minFreelance Finance FixOnline Banking For FreelancersWould you switch banks for an extra 30K? Yeah, me too. This all begins with a simple question: Are you getting a good rate of return for the money in your savings account? Chances are your bank isn’t working hard enough to keep your business, and you’re missing out on money that requires little effort to earn. In this episode, Alex breaks down why it’s time to check how much your current savings account is paying you and 3 critical areas to pay attention to when making a banking change. ...2023-01-3108 minFreelance Finance FixWelcome to Freelance Finance FixHosted by Alex M. Lynch CFA®, AWMA®, this show teaches six-figure freelancers and solopreneurs like you how to: Hack your money to further your financial independence, lower your tax bill, invest smarter, and optimize your finances. Freelance Finance Fix was created by money nerds who love researching, optimizing, and diving deep into all things financial. We are passionate about helping freelancers find unique and exciting opportunities available to them that are not available to the traditional 9-5 crowd. So grab your favorite beverage and listen in for some money tips, all in the amount of time it tak...2023-01-1602 min
Expensive Advice with Adam RundleE31 Planning for Parenthood and Beyond with Kaitlyn CarlsonEA031 – Planning for Parenthood and Beyond with Kaitlyn Carlson
Kaitlyn Carlson, CFP®, CEPA®, AWMA, is the CEO and founder of Theory Planning Partners, a boutique wealth advising company that caters explicitly to top female entrepreneurs in the United States. Kaitlyn founded the business after observing the vast support for male multi-millionaires and billionaires, seeking to help close the gap for their female counterparts. Kaitlyn specializes in exit planning, which involves helping business owners plan for the sale of their businesses with a focus on retirement.
Kaitlyn joins me today to describe her professional journe...2022-11-3048 min
Brain Goods: Mental Health MomentsAvoiding the Stress and Anxiety Associated with Holiday Spending and Budgeting - Andy Saeger CFP Andy Saeger CFP®, AAMS®, AWMA®, private wealth advisor at BMO Private Bank discusses strategies for budgeting to help reduce stress around holiday spending. Originally Aired November 11, 2020 Presentation slides can be found at https://adelbkorkorfoundation.org/webinars 2022-11-2017 min
Mastering Your Exit StrategyKaitlyn Carlson - Financial Planning & Its Significance in Your Exit StrategyHere are the things to expect in this episode:Why do business owners need a financial plan?What is a financial plan? What does it entail? The importance of a valuationWhy you should hire an outsourced CFOAnd much more! About Kaitlyn Carlson:Kaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in both the southern and no...2022-11-1423 min
That Financial GuyEP #2: Emotional InvestingIn this episode of "That Financial Guy" we talk about how managing your emotions can determine your outcome with investing. Bear markets and recessions come AND go. What you do during those turbulent times makes a difference! It's all about responding versus reacting to the negative news. Two emotions can ruin your financial goals: Fear and Greed. Fear, when markets are down and you want to get out to "stop the bleeding" and Greed, when things are going up and up and you have a fear of missing out (FOMO). So here are some tips to manage your emotions...2022-10-3024 min
The Pallas PerspectivePlanning Update: College Debt Partially Forgiven - What’s it Mean?Pallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Director of Planning & Client Experience, Shannon Smith, CFP, AWMA, to discuss paying for college and what the impact of partial debt forgiveness means to:
College costs
Ways to pay for college
Financial Aid
College loans
Federal
Private
Deferred Interest
Paying Back
The President's Pardon
Ways to save
529 Savings Accounts
Coverdale ESAs
UTMA
UGMA
Taxable Accounts
Roth IRAs
Benefits of a 529 Plan
2022-09-0134 min
You & Your MoneyHow Businesses Can Survive (and Even Thrive) During High InflationWHZ Principal/Managing Partner and Chief Goal Strategist Jim Zahansky, AWMA® breaks down what to do if your business's profit margin is feeling the pinch from high inflation. LEARN MORE:https://www.whzwealth.com/four-steps-help-your-business-survive-and-thrive-during-high-inflationSUBSCRIBE:You & Your Money on Apple Podcasts: https://podcasts.apple.com/us/podcast/you-your-money/id1437176929You & Your Money on Spotify: https://open.spotify.com/show/2h2xZ8eLqSIbLJX2roNFY6?si=29df03971bd1452bFearless Flyer Email:Get updates and insights to fearlessly pursue your financial goals: whzwealth.com...2022-08-1013 min
SmartStay Show - Short Term Rental Counsel + Coaching | Airbnb Hosting TipsBuilding Black Wealth for Future Generations | Jacqueline SchadeckWe have an amazing guest - Jacqueline Schadeck, a Certified Financial Planner from Atlanta.Fresh off of having hosted Black Equity Con in Miami, which featured 3,000 attendees, 50 Speakers, and 40 Breakout Sessions about entrepreneurship and financial growth, Jacqueline is host of the show Melanin Money.She's building a community of investors. She's all into education, and getting people financially free and on the right path, especially people of color.The net worth for the black community is set to be zero by the year 2053, a...2022-07-1239 minThe Pallas PerspectivePlanning Update June 29th: A Roth IRA vs. a traditional IRAPallas Capital Advisors COO & Director of Planning, James Landry, ChFC, is joined by Director of Planning & Client Development, Shannon Smith, CFP, AWMA, to discuss:
A Roth IRA versus a traditional IRA
Conversion and Contribution of IRAs
What is the Five Year Rule?
The tax impact of removing money from a Roth or traditional IRA
Roth IRAs and 401ks
IRAs for Philanthropy and Legacy
"Back Door Contributions" - pluses and minuses
2022-06-2925 min
The Next-Level Income ShowEP. 98 | Is Multi-Generational Legacy Planning for You? with Christian Allen and Rod ZabriskieHIGHLIGHTS OF THE EPISODE00:01 - Episode sponsor: Money Insights Investment Optimizer Strategy00:40 - Guest introduction: Christian Allen and Rod Zabriskie03:44 - The framework for working with high-income earners04:11 - Generational legacy planning05:28 - The Investment Optimizer, other strategies, and premium finance08:37 - Cash-value life insurance as an asset11:54 - Capital Avalanche13:00 - Who is this strategy for? Who should start to think about these things?16:41 - Who takes over the premium payments?19:31 - Perpetual family banking27:58 - New book by Christian, Rod, and Chris: “Money Insights for Sa...2022-04-2629 min
Real Money TalksTeach Your Kids Young & Take The Stress Out of MoneyToday, I am joined by Chad Willardson, the founder of Pacific Capital, and entrepreneur investor to talk about how to teach your kids about money.Our kids are always watching - and even when we aren't talking to them about money they are learning by watching what we do. For this reason, the money talks conversations need to start when they are young.There are a multitude of tools that can be used even with our youngest children. Listen in to hear some of the when, how, and why of teaching our kids financial planning...2022-03-1826 min
AWMA Podcast di Thomas VettoratoCome creare gioielli perfetti per i tuoi clienti (se non lo stai facendo, stai perdendo in partenza) - episodio 09Che gioielli piacciono al mio target?Come faccio a saperlo?Dove trovo le informazioni?Tutte domande che una persona che ha o che vuole aprire un Brand di Gioielli dovrebbe farsi.E a cui trova risposta qui.Per info e consulenze vai su awma.it2022-02-2315 minAWMA Podcast di Thomas VettoratoSe stai imitando i grandi Brand di Gioielli, ti stai scavando la fossa - episodio 08Come comunichi sui social? ⚡Spesso chi ha un Brand di Gioielli è portato a comportarsi come un brand molto grande per dare l’illusione di professionalità e di essere già affermato, ma la verità è che non funziona così.Non basta fingere di essere qualcosa che non si è per esserlo.Comportati dal brand che sei attualmente e sfrutta le opportunità in modo corretto.Così facendo avrai tutte le carte in regola per arrivare laddove vuoi arrivare ⚡Per info e consulenze vai su awma.it2022-02-2309 minAWMA Podcast di Thomas VettoratoAlzare i prezzi ti fa vendere di più? - episodio 07Alzare i prezzi, a volte, può essere una soluzione geniale.Chiaramente non è sempre la scelta giusta, è complicato giustificarlo ai tuoi attuali clienti, può darsi che per un periodo le vendite diminuiscano, ma...Per info e consulenze vai su awma.it2022-02-2310 minAWMA Podcast di Thomas VettoratoEtsy vs Ecommerce, chi vincerà? - episodio 06A volte è un po' difficile prendere questa decisione, magari sei all'inizio, non sai bene come funzionano le cose e hai mille dubbi.Spero di averti aiutato a farti capire quale strada percorrerePer info e consulenze vai su awma.it2022-02-2312 minAWMA Podcast di Thomas VettoratoAbbiamo le recensioni, dobbiamo sfruttarle - episodio 05Terzo ed ultimo (per adesso) video dedicato alle recensioni.Abbiamo visto l'importanza delle recensioni per un Brand di Gioielli (video 1) e come fare ad ottenerle (video 2).Ci resta da capire come farle lavorare ⚡Per info e consulenze vai su awma.it2022-02-2307 min