Shows
The Abundance MindsetHow Roth Dollars Create Flexibility in RetirementMaximize Your Retirement Flexibility with Roth: Key Strategies & Real-Life ExamplesDiscover how Roth dollars offer incredible flexibility in your financial plan. Many people know that Roth dollars grow tax free and are withdrawn tax free, but few people realize just how many ways this concept can be used to benefit a retirement plan. We share strategies, discussing how Roth IRAs can help minimize healthcare premiums and optimize tax brackets, and then apply these concepts to actual client stories.📌 RESOURCESVisit our website to request a complimentary consultation: https://www.abundancewm.com
2025-12-1830 minThe Abundance MindsetThree Core Planning Concepts for High Income EarnersMaximum Efficiency: 3 Essential Planning Concepts for High Income Earners.In this episode of The Abundance Mindset Podcast, we explore three core planning concepts critical for high-income professionals and families looking to optimize their financial future. We analyze the importance of a fully optimized 401(k), intentional tax planning, and careful equity compensation management. Learn how these elements can work together to enhance your financial efficiency and provide peace of mind. Whether you're dealing with RSUs, stock options, or looking to optimize your 401(k), this episode offers valuable insights and actionable steps to elevate your financial planning.
2025-12-0431 min
Locked On Irish - Daily Podcast On Notre Dame Fighting Irish Football & BasketballIRISH SQUAD SHOW: CFP Rankings ReactionNotre Dame’s playoff hopes are on the line heading into conference championship weekend, and the Irish Squad Show is here to break down every angle. Allison Hayes, Reggie Brooks, Allen Pinkett, and Locked On Irish host Tyler Wojciak react to the latest CFP Rankings, outline the scenarios for Notre Dame to make — or miss — the College Football Playoff, and examine potential first-round matchups for the Irish. The crew also looks ahead to the biggest games this weekend that could shift Notre Dame’s position. Plus, they dive into the growing scheduling controversy sparked by Alabama’s slate and whether th...
2025-12-031h 10
Financial Symmetry: Balancing Today with RetirementStress Test Your Retirement Plan With Real Life What If Scenarios, Ep #251We talk with hundreds of individuals and families every year, and many of the questions they ask come back to one core concern. Can my retirement plan really survive the messy, unpredictable situations that happen in real life. Instead of only looking at straight line projections or average returns, Chad and Allison walk through how to "stress test" your plan with real world what if scenarios so you can build confidence before a crisis hits. In this episode, you will hear three of the biggest what if questions clients have been asking over the past year. W...
2025-12-0124 min
Abundant Practice PodcastEpisode #708: Better Money Systems. feat. Randall Avery, CFP, CFARandall Avery, CFP, CFA, joins me to share practical, grounded strategies for navigating the financial side of private practice. We dig into how therapists can choose fees that feel aligned, keep their business finances cleanly organized, and build the kind of financial cushion that supports both personal stability and long-term practice growth. Randall also breaks down actionable steps like identifying your ideal client population, automating retirement savings, and making thoughtful decisions about professional development so it strengthens—rather than stresses—your practice. The conversation centers on creating a financially secure, sustainable, and values-driven private practice. Sponsored by Thera...
2025-11-2626 minThe Abundance MindsetThe Essential Planning Checklist for High Income EarnersThe Essential Checklist for High-Income Earners: Maximize Your Financial EfficiencyWelcome to The Abundance Mindset Podcast! In this episode, we discuss the high income earner checklist, focusing on common financial patterns and mistakes. We dive into 401(k) maximization strategies, tax planning, cash flow systems, and more, providing questions and insights to help you optimize your financial decisions as your income grows. Not personalized advice, but a great starting point for thoughtful financial planning.📌 RESOURCESDownload our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contact
2025-11-2031 min
Locked On Irish - Daily Podcast On Notre Dame Fighting Irish Football & BasketballIRISH SQUAD SHOW: Notre Dame Climbs to No. 9 in CFP & Prepares for Top-25 Clash vs PittNotre Dame moves up to No. 9 in the latest College Football Playoff rankings, but the CFP landscape just shifted with Baylor AD Mack Rhoades stepping down as committee chair. On this week’s Irish Squad Show, host Allison Hayes is joined by Notre Dame legends Reggie Brooks and Allen Pinkett, along with Locked On Irish host Tyler Wojciak, to break down what this means for the playoff picture — and whether the Irish should have representation on the committee. The crew also debates where Notre Dame should stand compared to Texas, Vanderbilt, and Miami, discusses independence vs conference life in toda...
2025-11-141h 10The Abundance MindsetAm I Buying a Financial Plan or a Financial Product? The Difference Between Being Served and Being SoldAre you being sold or served? Financial Planning vs. Financial Products. In this episode, we delve into the critical differences between buying a genuine financial plan and being sold a financial product: We discuss personal experiences and client stories to illustrate how the financial industry often conflates financial advising with product sales, sometimes to the detriment of consumer interests.We also explore the importance of understanding business models, paying directly for advice, and recognizing signs that you may be steered toward products instead of comprehensive planning.We wrap up with tips on ma...
2025-11-0623 min
Locked On Irish - Daily Podcast On Notre Dame Fighting Irish Football & BasketballIRISH SQUAD SHOW: Notre Dame Must Win With Style To Make CFPNotre Dame returns from its bye week with a chance to regain momentum and make a statement before the first College Football Playoff rankings are revealed. Host Allison Hayes is joined by Notre Dame legends Reggie Brooks and Allen Pinkett, along with Locked On Irish host Tyler Wojciak, to preview Saturday’s matchup against Boston College. The crew breaks down how the Irish can avoid a trap game, what to expect from CJ Carr against the BC defense, and whether backup QB Kenny Minchey should see extended snaps. They also analyze Notre Dame’s red-zone struggles, discuss potential CFP scen...
2025-10-311h 06The Abundance Mindset"Trump Accounts" for Children - How They Work and How They May Fit a Financial PlanTrump Accounts are a brand new acconut type for children that has been created as a part of the recent 2025 One Big Beautiful Bill. But what are they really, and how do they compare to other accounts you can open for children? In this episode, Ben and Allison cut through the noise to explain how these accounts function, where they fit in a financial plan, and who might actually benefit.In today’s episode of The Abundance Mindset, you’ll learn:•What the Trump Accounts are and why they were introduced•How they com...
2025-10-2423 minThe Abundance MindsetHSAs in 2026: What's Changing with the OBBBA and What's Not?HSAs in 2026: legislative changes you need to know. This episode explores the recent changes brought about by the One Big Beautiful Bill affecting Health Savings Accounts (HSAs) in 2026 and beyond. We delve in for a breakdown of what's new, what's staying the same, and why HSAs remain a unique tool in financial strategies.🎯 RESOURCES FROM THIS EPISODE:Visit our website to request a complimentary consultation: https://www.abundancewm.com🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube (https://youtu.be/V6DGIEX1ehc)DISCLA...
2025-10-0922 minThe Abundance MindsetMaximizing Meta's Employee Benefits: Advanced 401k, RSU, and Benefits StrategiesIn this special episode of the Abundance Mindset Podcast, we focus on financial planning strategies specifically for Meta employees. We delve into optimizing the Meta 401k, including tax-efficient contributions and strategic investment selections. We also explore the nuances of handling Restricted Stock Units (RSUs) and their tax implications. To wrap up, we highlight Meta's other generous benefits like health savings accounts and long-term disability coverage.📌 RESOURCESDownload our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contactVisit our website to request a complimentary consultation: https://www...
2025-09-2529 minThe Abundance Mindset401k Mistakes to Avoid: Busting Common Myths and MisconceptionsIs your 401(k) working efficiently for you, or are you making one or more of the common mistakes we see? From misunderstanding pre-tax and Roth options to the inefficiencies of maxing out contributions too soon, we break down key points to help you optimize your 401k plan. Gain insights on making informed decisions and avoiding pitfalls that many smart, thoughtful people often overlook.🎯 RESOURCES:Download our free Equity Comp Guide by signing up for our newsletter: https://www.abundancewm.com/contactVisit our website to request a complimentary consultation: https://www.abundancewm.com🎧...
2025-09-1815 minThe Abundance MindsetCostly & Common RSU Mistakes: How to Strategically Plan Around Equity CompensationIf you’ve ever received RSUs, stock options, or ESPP shares as part of your compensation, you might be sitting on a huge opportunity — or a costly tax surprise.In our first episode of Season 2 of The Abundance Mindset, we break down:Common mistakes made with equity compensation, particularly RSUsThe tax pitfalls with RSUs many are not aware ofHow to incorporate RSUs and equity compensation into broader financial planning🎯 RESOURCES FROM THIS EPISODE:Take our 3-minute Equity Comp Quiz & get your free strategy assessment: https://tally.so/r/np92p...
2025-09-0422 minThe Abundance MindsetUsing Leverage to Strategically Grow Your WealthNot all debt is created equal. Leverage can warm your house or burn it down. Used strategically, it can help you control more assets with less of your money. In this episode, we work through productive mental models for assessing the risks and rewards of using leverage.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only...
2025-06-2617 minThe Abundance MindsetGuest Episode | Paul Reimer on the Habits and Disciplines of a Successful DIY InvestorWe welcomed Paul Reimer back onto the podcast for a discussion on his personal principles he uses to manage his own investments. As a multi-decade DIY investor, Paul has incredible wisdom and clarity on just what it takes to manage your own investments. This is an excellent discussion to help evaluate what good investment management is and what types of people it is well suited for.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMER...
2025-06-1233 minThe Abundance MindsetGuest Episode | Paul Reimer on US Tech Stocks and the AI Boom, Contextualizing Current ValuationsWe welcomed Paul Reimer onto the podcast for a discussion around AI, technology, and the companies innovating in these areas. Paul shares views he's formed as a result of his extensive career and experience with technology and investment management, giving perspective on what we're seeing in the market today around technology stocks.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational...
2025-05-2943 minThe Abundance MindsetProductive Tax Planning in an Uncertain EnvironmentHow do you make an efficient plan for near term and long term taxes in an uncertain legislative environment? 2025 has several uncertainties around what taxes will look like as we peer into 2026. Join us for a discussion on how we evaluate near term and long term tax impact and how we effectively plan throughout periods of uncertainty.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this...
2025-05-1519 minThe Abundance MindsetMarket Volatility: Productive Mindsets + Strategies to Reduce Fear and Effectively InvestIt's April 7, 2025, and the market has corrected downward significantly in the last several weeks and particularly in the last several business days. As an investor with a portion of your net worth placed in the market, how should you think about and react to market volatility like what we're experiencing right now? I'll walk through an overview of current circumstances, contextualize today through the lens of historical data, and discuss the mindests + practices individual investors can deploy to remove the fear and anxiety that can occur when markets correct downward and increase in volatility.Contact: Ben...
2025-04-0716 min
McNamaraOnMoneyDivorce - with Attorney Allison WalshJoin Justin McNamara, CFP® and his guest attorney Allison Walsh of Walsh Law Office for a discussion about divorce.
Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. He works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.
McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
2025-03-2445 minThe Abundance MindsetDefining Professional Investment Management and How to Get the Most Value from itWe hear a lot of questions and opinions about investment management. In this episode we break down different definitions of investment management, run those services through our "value vs. price" filter, and talk about what investment management means at Abundance in detail.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views...
2025-03-2024 minThe Abundance MindsetPros and Cons of Rolling Over Retirement Funds to an IRA / Roth IRATo rollover or not to rollover... It shouldn't be a surprise by now to learn that the answer depends on your individual circumstances. We peel back the advantages and disadvantages of aggregating retirement accounts within IRA / Roth IRA environments and discuss some of the circumstances that could point an individual in one direction over another.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are...
2025-03-1336 min
The Abundance MindsetGuest Episode | Ryan Ash on Preparing your Business for a Successful ExitGood exit planning is good business planning. Regardless of where you find yourself in the lifecycle of your business, there are insights from this conversation that you can apply to your business strategy, even if you're decades from selling. If you're closer to a prospective sale, Ryan walks through the myriad of considerations you will want to take into account throughout the sale of a business - from contemplation, to pre-sale, to post-sale. You don't want to miss this if you own your own business!To get in touch with Ryan, you can visit the Entirety...
2025-02-2751 minThe Abundance MindsetHow Defined Benefit Plans Can Increase Total Retirement Contribution Potential for Business OwnersIn the fourth part of our series focused on planning for business owners, we discuss Defined Benefit (e.g., pension) plans which - when properly set up with businesses that are a good fit for the plan - can enable much higher contribution potential than Defined Contribution (e.g., 401(k)) plans. Join us to explore the factors business owners should consider when evaluating the options available to them when initially selecting, upgrading, OR adding features to an existing plan.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can...
2025-02-1325 minThe Abundance MindsetHow to Build a Souped Up 401(k) Plan and Avoid Common Mistakes401(k)s might seem like a one size fits all retirement plan from the outside, but there's an incredible amount of customization that can be put into them, AND the vendors involved in creating and maintaining a plan can differ vastly in their structure and fees. This episode is built to help business owners understand and evaluate what it takes to select and implement a 401(k) that meets their goals.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet Nines...
2025-01-3035 minThe Abundance MindsetRetirement Plans for Small Business: Starter Retirement Plans and When to Look at an UpgradeWe're kicking off 2025 with a series designed with the small business owner in mind! 2025 is another big year of retirement plan updates and upgrades, and we don't want to leave you without resources. In this foundational episode, we discuss the more simple/easy retirement plans most business owners start with (SIMPLE IRA, SEP IRA, Solo 401(k)). We then talk about the signs to look for that suggest it might be time for a plan upgrade, and we talk a little bit about 401(k)s (the deep dive comes next episode!).Contact: Ben@abundancewm.com
2025-01-1628 minThe Abundance MindsetFour Ways Business Owners Need to Think Differently About Personal Financial PlanningBusiness ownership is a huge variable in a financial plan and creates nuances and opportunities in the personal financial planning of the business owner. We kick off our small business owner series with a discussion on the four ways business owners should evaluate their personal financial planning differently in light of their business.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for...
2025-01-0229 minThe Abundance MindsetTax Efficient GenerosityGenerosity to qualified charities is an inherently tax advantaged activity in our current tax code, but not every generous action is equally tax efficient. In this episode, we talk about Donor Advised Funds and how they can be leveraged to make your generosity agenda even more tax effective.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes...
2024-12-1922 min
Retirement UnlockedProtecting What Matters Most: Estate Planning for Women with Allison Dolzani [Ep. 166]Estate planning goes beyond documents—it’s about protecting loved ones, achieving financial independence, and aligning plans with long-term goals.
In this episode of the Life Unlimited podcast, host Larry Heller, CFP®, CDFA®, sits down with Allison Dolzani, estate planning attorney and partner at Julie Kessler, LLP, to explore strategies tailored to women navigating major life transitions like divorce, widowhood, or retirement.
They discuss critical topics, including naming guardians for minor children, safeguarding inherited assets, and maintaining up-to-date estate plans. Allison also emphasizes the importance of foundational documents like healthcare proxies, powers of attorney, and trusts...
2024-12-1120 min
Don't @ Me with Dan DakichRACIST Bishop Calls Out Caitlin Clark Fans + Trey Wallace, Allison Williams & Mychal Thompson |Today on "Don't@ME", Racist Bishop’s “X” Posts, Saban’s Interesting CFP Opinions and Memphis Tigers’ Ditch The Press. Plus,OutKick Senior CFB Writer, Trey Wallace on Boise State getting a first round bye and Alabama out of the CFP. Fox Sports Reporter, Allison Williams shares her pick to win the national title and why. And Los Angeles Broadcaster, Mychal Thompson with thoughts on JJ Redick in year 1. Learn more about your ad choices. Visit podcastcho...
2024-12-101h 49The Abundance MindsetTax Planning vs. Tax Filing - Comparing the DifferencesMost of us are all too familiar with tax filing, but how much tax planning have you done? We spend some time in this short episode digging into some of the concepts included in tax planning and discuss how they can powerfully impact an overall financial plan.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only...
2024-12-0514 minThe Abundance MindsetWhat is a Roth Conversion?We don't love paying taxes, but we love talking about them! This episode double clicks on a strategy we've already spoken about in other episodes, aiming to provide some more in depth insight on this strategy and the variables that influence it.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views...
2024-11-1423 minThe Abundance MindsetMarket Volatility & Presidential Elections: What Historical Data Tell UsIn this episode, we analyze the last 100 years of market data overlayed with the timing of US Presidential Elections, discussing the economic and policy variables that do (or don't) historically move the market. We then shift into a discussion on currently proposed policy by both candidates and the effect that policy decisions have on how we do financial planning.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to...
2024-10-3122 minThe Abundance MindsetWhat Tools do You Need to Run an Independent Financial Planning Practice?We sometimes get this question (in so many words) from people we speak with who want to know what independence truly means for a financial advisor. So - in this episode - we discuss the key vendors we are truly dependent on for technology, operations, and legal/compliance. We also articulate how the services we contract with these vendors for don't inhibit our independence in how we offer service and advice to clients (though we certainly need them to keep the lights on and to stay up to date within the myriad of compliance processes and regulations we're beholden...
2024-10-1715 minThe Abundance Mindset529 College Savings Plans - Strategies for OptimizingIn this episode, we dig into 529 College Savings Plans to help shed light on exactly how these accounts work and to inform listeners on how to most productively evaluate them within your own financial plan.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not...
2024-09-1924 minThe Abundance MindsetWhy You Shouldn't JUST Look for a FiduciaryThere's a lot of jargon in the financial industry, and not every term or designation a financial professional might claim is equal in value (far from it!). In this quick episode, we step through common terms and designations applied to financial professionals and provide insight on the terms that really help you determine the quality of advice you're receiving.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to...
2024-09-0515 minThe Abundance MindsetMoney Mindsets: Comparing Price vs. ValueContinuing with our recent episodes on money mindsets, we explore a framework we've been discussing a lot recently around evaluating value for price. There's a lot to dig into here philosophically - and we then spend some time practically applying it to the financial planning space.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The...
2024-08-2219 minThe Abundance MindsetAn Honest Conversation on Money Mindsets & Personal FinanceIn this episode, we step through our own personal stories and experiences around money to extrapolate widely applicable mindsets and principles. Wherever you are in your journey and relationship with money, we hope this feels relatable and helpful.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or...
2024-08-0822 minThe Abundance MindsetWhat "Financial Planning" Means at AbundanceThis is a great episode if you're either considering financial planning or are currently evaluating financial planners. We dive deep into our own process to provide a comparison point for people trying to understand what they could/should get from a comprehensive financial planning experience.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information...
2024-07-2529 minThe Abundance MindsetEquity Comp Explained - What to do with RSUs, Options, and ESPPMany people begin to accrue different forms of equity compensation as they progress in their careers, yet these forms of compensation are much more complicated than simple paychecks and cash bonuses. In this episode, we aim to educate broadly on the different ways equity compensation can be structured, describe how to most efficiently leverage these offerings, and share common mistakes and pitfalls with equity comp that can be avoided.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMER
2024-07-1144 min
New Planner PodcastEp #186: 4 Years into a Financial Planner Career with Allison DotyAllison Doty is an Associate Advisor at CapSouth Wealth Management in Atlanta, GA. She is joining the show today to share what sparked her interest in financial planning, why she chose not to start out in an advisor role, and how she is working to become a lead advisor. If you are looking to work your way up within a firm, this is an episode for you! Listen in as Allison shares how one financial planning class transitioned her from her marketing major and her process of finding the right fit after college. You will hear about...
2024-06-2824 minThe Abundance Mindset2024 Special Tax Credits + Tips on Identifying & Using ThemThere are a lot of powerful federal tax credits available right now for those interested in energy efficient home upgrades, electric vehicles, and clean energy. In this episode, we discuss some general education around tax credits and managing tax liability. Then we break down credits that are currently available and give some tips to help ensure they're evaluated and implemented correctly.IRS sources on tax credits discussed:Energy Efficient Homeshttps://www.irs.gov/credits-deductions/energy-efficient-home-improvement-creditResidential Clean Energyhttps://www.irs.gov/credits-deductions/residential-clean-energy-credit#expenses
2024-06-2723 minThe Abundance MindsetWhat it Actually Costs You to InvestThe finance industry can be confusing (and frankly intimidating sometimes) when trying to determine what fees you're paying and what value you're getting in exchange for those fees. In this episode, we specifically dig into fees associated with investments and articulate the different types of value you're purchasing through these fees. We also explore the varying levels of "reasonableness" on fee amounts and help explain why there can be so much variance in investment related fees.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by...
2024-06-1329 min
The Abundance MindsetGuest Episode | Drake Friesen on the Power of Tax Professional and Financial Advisor CollaborationDrake Friesen, Owner of Cinch Accounting, joins us for a deep discussion on the ways tax professionals and financial advisors can work together and enhance each others' services. This episode includes a plethora of things to look for as a professional to help determine if you're obtaining the level expertise from financial professionals that you need based on where you are in your financial life and career.Drake can be reached via email at drake@cinchaccounting.co or you can connect with him through his website, Instagram, or FacebookContact: Ben@abundancewm.com
2024-05-3049 minThe Abundance MindsetWhat Insurance Should I Care About? Part OneWe take a step away from some of the lighter topics of financial planning to share about one of the most common and dangerous risks we often see in financial plans for young professionals - under-coverage (or lack of coverage) for Long Term Disability events. We outline how Long Term Disability insurance policies work, how to evaluate what benefits you may already have through your employer, and how (and why) some people choose to acquire independent disability coverage.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We...
2024-05-1619 minThe Abundance MindsetThe Mega Backdoor Retirement HackAs an addition to our recent episode on 401(k)s (Episode 2), we dive deeper into a niche strategy that some employers have made available for their employees, enabling them to contribute far more than the typical 401(k) contribution limit ($23,000 in 2024).Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions...
2024-05-0215 minThe Abundance MindsetMaking the Most of Your Roth DollarsMoney held in Roth accounts can be incredibly valuable to your financial plan. There are standard limitations on contributions to Roth accounts; however, there are certain strategies that you may be able to implement that enable you to increase your Roth dollars. Specifically, we'll dig into Roth Conversions and Backdoor Roth Contributions.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational...
2024-04-2528 minThe Abundance MindsetAll About HSAsJoin us for a deep dive on Health Savings Accounts! In this episode, we unpack the various regulation around HSAs and discuss strategies for using them within your financial plan.Truemed: company focused on enabling users to leverage HSA funds for wellness purchases.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The...
2024-04-1824 minThe Abundance MindsetThree Overlooked Retirement ConceptsEveryone wants to retire (whether or not golfing is your thing). In this episode, we cover three overlooked and under-estimated concepts that can have a major positive (or negative) impact on your retirement. Relevant for all ages!Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided...
2024-04-0422 minThe Abundance MindsetPro Tips for InvestingIn this episode, we dive into two key concepts within investing: asset allocation and asset location. We also unpack the advantages and disadvantages of several common investment vehicle types.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management...
2024-03-2125 minThe Abundance MindsetOptimizing Your 401(k)401(k)s are one of the most well known savings and retirement vehicles, yet there are a lot of variables and nuances that go into choosing the optimal strategy for your 401(k). We'll dive into those nuances and outline the factors every professional with a 401(k) available to them should be considering as they manage their retirement accounts.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in...
2024-03-1424 minThe Abundance MindsetThe Story of AbundanceWe kick off our show by sharing more about who we are, how we got here, and why we're passionate about what we do at Abundance Wealth Management.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesInterviewing Advisor's Guide DISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, vies, and opinions expressed or provided are not necessarily...
2024-03-1327 minFinancial Symmetry: Balancing Today with RetirementTools for Making Better Financial DecisionsWhile most of our listeners are in or on the cusp of retirement, many have loved ones who are earlier in their careers. Often we get questions on how our listeners and clients can help their younger family members make better financial decisions. As we celebrate International Women's Day with this episode, you'll meet our newest CFP, Niamh Douglas. Niamh and Allison discuss some tools and strategies to help young people who are just starting out get off on the right financial foot. Resources & People Mentioned Episode 189 - Smart Financial Decisions for Recent College G...
2024-03-1221 min
Your Money, Your WealthWhat Does Retirement Look Like for You?What does retirement at age 60 look like for Allison in Northern Virginia? The EASIretirement.com calculator says Jimmy and Rosalynn in Georgia are on track to reach their retirement goals, even though they're late starters - but are they being realistic? Ingrid used the free EASIretirement.com calculator too, but is she able to contribute more than her annual income to her 403(b) and her Roth? That's today on Your Money, Your Wealth® podcast number 467 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Perry and his wife in Winston-Salem also have 403(b) plans and they wonder if th...
2024-02-0642 min
Deliberate Leaders Podcast with Allison DunnPersonal Finances with Christopher PanagiotuChristopher A. Panagiotu, the CAP in CAPitalize, was introduced to investing at the age of 10. Chris was extremely blessed to have discovered Lucia Capital Group and in 2015 he began his journey to grow what is now CAPitalize Your Finances. In his nearly seven years at Lucia Capital Group, Chris built his practice from scratch, going from $0 to nearly $100M in that timespan.During the interview, we discuss…whether to invest in yourself or other investmentsways to save on taxes if you run a successful businessconfusing investing and planninglong-term returnssteps to grow your net worthConnect af...
2024-01-1734 min
Don't @ Me with Dan DakichMICHIGAN Rallies Back To Beat ALABAMA in OVERTIME, Clinching the CFP Finals + Allison Williams & Michele Tafoya |Today on Don't@Me, Michigan & Washington Compete for the CFP National Title, Refs SCREW The Detroit Lions & Kirby Smart Has BEEF With Florida State! Fox Sports Reporter, Allison Williams shares her thoughts on the CFB playoff games and LSU's comeback win vs Wisconsin. Plus, Host, Michele Tafoya joins Dan to discuss what's going wrong with the Philadelphia Eagles. Learn more about your ad choices. Visit podcastchoices.com/adchoices
2024-01-021h 56
Outkick the Morning with Charly ArnoltFox Sports Reporter on The CFP Semifinals and Life After ESPN |Today on OutKick The Morning, Allison Williams reported on some of the biggest College Football games of the year and offers her take on the Rose Bowl and Sugar Bowl. Forced out at ESPN while pregnant over her stance on the forced vaccine mandate for all Disney employees - Allison persevered and found herself on the sidelines again for Fox Sports. The proud mother of two joins Charly to share details of her Congressional Testimony regarding the vaccine mandate from Disney. Learn more about your ad choices. Visit podcastchoices.com/adchoices
2023-12-2843 minFinancial Symmetry: Balancing Today with RetirementRetirement Plan Horror StoriesThere's so much we can overlook with retirement plans. Here at Financial Symmetry, we are constantly finding ways to help you be aware of retirement opportunities and rules and improve your wealth. On this special Halloween-themed episode of Financial Symmetry, Allison has come up with some retirement plan horror stories to spook you. Listen in to ensure that these horrors don't ruin your retirement plans. ***** 📬 Tips each month to help you Enhance Your Today and Enrich Your Tomorrow. Download our Pre-Retirement Checklist Ebook today 🎯 Subscribe to not miss future episodes here 📰 S...
2023-10-3031 minFinancial Symmetry: Balancing Today with RetirementCould You Use Net Unrealized Appreciation?If you are a long-time listener you know that we like to go through the nuances of financial planning that may be valuable to you. In this episode, Allison and I take a look at net unrealized appreciation (NUA). Listen in to learn what it is, who could benefit from it, and the benefits and pitfalls of using NUA. You won't want to miss out on hearing one of our classic fictional case studies involving Freddie Krueger. Press play to hear if you could benefit from using NUA. Outline of This Episode [1:20] What is n...
2023-10-1621 min
McNamaraOnMoneyDivorce, with Allison Walsh - Part 2 of 2This week, join Alyssa McNamara Reed, CFP® and her guest Allison Walsh, Family Law Attorney with Walsh Law Office, for a discussion about divorce and financial planning.
Alyssa McNamara Reed, CFP®, is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.
McNamara Financial is an independent financial planning firm with 30+ years of experience..
COME SEE WHAT IT’S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
2023-08-2826 minMcNamaraOnMoneyDivorce, with Allison Walsh - Part 1 of 2This week, join Alyssa McNamara Reed, CFP® and her guest Allison Walsh, Family Law Attorney with Walsh Law Office, for a discussion about divorce and financial planning.
Alyssa McNamara Reed, CFP®, is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.
McNamara Financial is an independent financial planning firm with 30+ years of experience..
COME SEE WHAT IT’S LIKE TO WORK WITH A FIDUCIARY.
http://mcnamarafinancial.com/
2023-08-2822 min
She Believed She Could™ PodcastHow To Attract Your Ideal Client with Robyn CraneRobyn Crane, CFP® is a Speaker, Best-Selling Author and leading Business Coach for financial professionals. She’s shared the stage and/or podcasts with thought leaders such as Richard Branson, Mel Robbins, Michael Kitces, Grant Cardone and Rachel Cruze. Robyn is a keynote speaker and is known for entertaining, engaging and inspiring audiences. Her blueprint for business and financial success has been featured in O, Oprah magazine, Fortune, Entrepreneur, Wall St. Journal as well as ABC, NBC, Fox Business News and the works. MEMORABLE MOMENTS“You don’t actually have to feel confident or belie...
2023-06-0631 minFinancial Symmetry: Balancing Today with RetirementWays to Prevent Taxes From Catching You by Surprise, Ep #190Are you the type of person who loves surprises? One surprise you probably don't enjoy is having to pay more taxes than you anticipated. Unfortunately, taxes are a necessary part of life. The best thing you can do to ensure that you aren't caught off guard at the end of the tax year is to prepare throughout the year. On this episode of Financial Symmetry, Allison Berger and I review 9 ways to prevent taxes from catching you off guard. Don't let the next tax season take you by surprise. Listen in to hear how you ca...
2023-05-1527 min
Your Financial PharmacistAsk a YFP CFP® #148: What investment options do I have for my child outside of a 529 account?Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes this question from Melanie in Orlando, FL: What investment options do I have for my child outside of a 529 account? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 202: How to Teach Your Kids About Money and Investing Investing for Kids: How to Save, Invest and Grow Money by Dylin Redling and Allison Tom Smart Money Smart Kids - Raising the Next Generation to W...
2023-04-0318 min
Your Money, Your WealthHow to Start Planning for RetirementIn order to retire comfortably at age 60, what should you be doing with your finances when you're in your 20s? A framework for getting started planning for retirement on today's episode of YMYW. Plus, if you're a small business with a SIMPLE IRA plan, is it stupid to save for retirement in a brokerage account rather than a traditional IRA? If you inherited money and promised to donate to charity, should you do Roth conversions? What's the most efficient way to pay financial advisor fees, and what's a good strategy for making pre-tax and post-tax retirement contributions? T...
2023-03-0732 minFinancial Symmetry: Balancing Today with RetirementWays to Improve Financial Outcomes for WomenAs International Women's Day approaches, we wanted to get together to explore ways to improve the financial outcome for women across the globe. In this episode, Allison Berger, Grace Kvantas, Haley Modlin and Darian Billingsley, break down the four Cs of women's personal finance. Resources & People Mentioned LadiesGetPaid.com Big Hero 6 Care.com Care Yaya ElderCare.ACL.gov SarahCare Episode 173 - When Retirement Is Derailed by Longterm Illness BOOK - Being Mortal by Atul Gawande Credit Karma Savvy Ladies ***** 📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Fina...
2023-03-0621 min
Get Your FILL, Financial Independence and Long LifeHow to Get Great Financial Advice with Michael AllisonDo your palms sweat whenever you think about your finances? Do you dread conversations with financial advisors because you hate people talking over your head or condescending? On this week’s Get Your FILL - Financial Independence & Long Life podcast, Certified Financial Analyst and Planner, Michael Allison, shares his recipe for a rewarding and successful financial future.
Link to video
Link to Michael’s website
Connect with Mike
From Michael Allison
Hi there! I'm Michael Allison, CFA, CFP® (“Mike”) and I'm the Founder and CEO of New Lantern Advisors.
We are an...
2022-11-2144 minFinancial Symmetry: Balancing Today with RetirementChoose Your Own Retirement Adventure - The 4 Types of Retirement Journeys, Ep #170Have you ever wondered how your retirement preparations compare with others? Short video recap: https://youtu.be/mNYvWKgO3MM This is a common question that we hear as financial advisors. On this episode, we'll take a look at data from a recent study about the 4 types of retirement journeys that people take. You'll also hear about the risks and opportunities that stem from these 4 retirement paths. People's circumstances, attitudes, and ambitions can greatly affect their retirement experience. So, if you are on the cusp of retirement you may be wondering what type of r...
2022-08-0823 minFinancial Symmetry: Balancing Today with RetirementHow to Create a Framework for Navigating Major Financial DecisionsHow do you deal with a major financial transitions? Video recap: https://youtu.be/2tWrduVAS14 When this happens there can be many choices that you need to make. Without the right decision-making framework, navigating these choices can lead to analysis paralysis. Allison Berger joins me today to share some of what she has learned while studying for the CFT designation (Certified Financial Transitionist). The coursework for this professional title combines financial planning with cutting-edge research in neurology, sociology, and psychology. With her newfound knowledge, Allison will help us learn how to navigate the t...
2022-07-1124 minFinancial Symmetry: Balancing Today with Retirement10 Tax Surprises to Watch Out ForIf you recently filed your tax return you may have noticed some unexpected surprises. Video recap: https://youtu.be/G9q8k5fRNdQ Since tax planning and preparation is an important part of what we do at Financial Symmetry, we wanted to make you all aware of the top 10 tax surprises that we see in our office. Listen in to hear if you are familiar with any of these tax prep surprises. Outline of This Episode [2:58] Inheritances [6:55] Credit card reward points [7:56] Advanced child tax credit [10:30] Cryptocurrencies and NFTs [13:20] 1099K through Venmo or o...
2022-05-0229 min
Your Financial PharmacistAsk a YFP CFP® #110: How should we handle money the kids get considering their 529 accounts are well funded?Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP® takes this question from a member of the YFP Facebook Group: How should we handle money the kids get considering their 529 accounts are well funded? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Join the Your Financial Pharmacist Facebook Group The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money by Ron Lieber YFP 202: How to Teach Your Kids About Money and Investing Investing for Kids: How to Save, Inv...
2022-04-1814 minFinancial Symmetry: Balancing Today with RetirementStrategies to Retire More ConfidentlyMany people that listen to retirement podcasts and read financial articles are fantastic savers. If that sounds like you, congratulations! Video recap: https://youtu.be/pUvfv1815fw You have done the hard work to accumulate plenty of assets and be on track to reach your financial retirement goals. However, after a lifetime of accumulation, you may discover that you have a hard time letting go of your assets. I recently came across an article in Barron's magazine called Retirees Aren't Spending Enough of Their Nest Eggs. Here's Why. On this episode of Financial S...
2022-04-0425 minFinancial Symmetry: Balancing Today with RetirementHow to Protect Yourself from Fraud, Ep #158From data breaches to text messages, emails, and phone calls, scammers are always looking for new ways to commit fraud. Video recap: https://youtu.be/_PwxMMqnjNk Fraud can devastate retirement plans, so it is important to stay one step ahead of scammers and keep your guard up to protect yourself and your retirement. On this episode, we discuss types of scams to be on the lookout for and how you can protect yourself from the conmen that are constantly devising new ways to ruin people's lives. Outline of This Episode [2:12] El...
2022-02-2822 minFinancial Symmetry: Balancing Today with RetirementHow Your Money Memories Can Impact Your Retirement DecisionsThe biggest financial threat to your wealth is not the market; it is your brain. Video clip with Money Egg example: https://youtu.be/PJ4Zryp2w8Y Human behavior surrounding money varies greatly and can be fascinating to study. Allison Berger has been studying financial behavior in more detail over the past year in the Certified Financial Transitionist coursework. On this episode of Financial Symmetry, we delve deeper into the common money scripts that drive financial behavior. Our conversation is inspired from the book Wired for Wealth by Brad Klontz, Ted Klontz...
2022-01-1724 minFinancial Symmetry: Balancing Today with RetirementTop Economic Stories of 20212021 has been a wild ride! But like with any roller coaster, we've learned that the most important thing to do is to stay in your seat so that you don't get hurt. Video recap: https://youtu.be/4fuYYZNDALQ On this episode, we recap our views on the top 10 economic stories from 2021 and the lessons they hold going forward. 1. Social Security to increase COLA at highest rate since 1981 Written by: Allison Berger Social Security remains a critical component of retirement income for most senior citizens. To ensure retirees maintain purchasing power through their golden...
2021-12-2018 minFinancial Symmetry: Balancing Today with Retirement5 Investing Superpowers You Can Harness TodayWelcome to this bonus episode of Financial Symmetry with Allison Berger and Grace Kvantas. Grace and I bring you this episode as a special preview to the upcoming Women: A Force in Business Conference in Raleigh, North Carolina. This episode and our presentation are targeted toward women professionals looking to build their retirement nest egg. Our goal is to help women achieve success and financial wealth. So if you are a woman or if you love a woman, listen in to hear how women can achieve more success and improve their financial well-being by harnessing their financial...
2021-11-0917 min
Young Wealth PodcastInvesting is Much Harder If You Don't Do THIS... w/ Allison Baggerly | Ep 9In this episode, I talk with Allison Baggerly about how to budget like an absolute boss, and why it's so important to your financial life. Allison is a blogger, podcast host, and founder of Inspired Budget. As a teacher and small business owner, Allison combined her passion for teaching and finances to help others learn how to start budgeting.
If you want to learn more about what Launch Wealth has to offer, schedule your free chat today!
👉🏼 Schedule Your Free Conversation Here! 👈🏼
Also, this podcast is dope, but here are my personal & other socials!...
2021-10-2735 minFinancial Symmetry: Balancing Today with RetirementDeveloping a Retirement Withdrawal StrategyThe decumulation stage of retirement is different from all those years you spent accumulating your retirement savings. Video Recap: https://youtu.be/UyvHGltT1Z0 This is why you need to have a retirement plan in place to help guide you through this transition. Unfortunately, the same plan won't work for everyone which is why it is important to understand what type of strategy would work best for you. On this episode of Financial Symmetry, Allison Berger and I will check out the risks and opportunities to consider as you approach the decumulation stage...
2021-10-1824 minFinancial Symmetry: Balancing Today with RetirementHow the American Families Plan Could Impact You and Your TaxesThe American Families Plan hasn't yet become law, but that doesn't mean that you can't prepare for the changes that may be coming. Video recap: https://youtu.be/DFVgJZPwEIc In this episode we consider the planning opportunities that could arise with the changes in tax legislation. Our goal is to ensure that you have all the tools in your toolbox so that you can minimize your tax burden. Who will most be affected by the tax law changes? The current tax law comes from the Trump administration and dates back to 2017. Prior to...
2021-10-0428 minFinancial Symmetry: Balancing Today with RetirementFinancial Planning Strategies for GrandparentsWith Grandparents day around the corner, we're breaking down helpful financial planning strategies for grandparents. Many grandparents have dreams of sharing the fruits of their labor with their families. However, sharing your wealth effectively takes careful planning. YouTube recap here: https://youtu.be/eGYLeS_8hNw Listen to this episode to hear the best ways to plan effectively for your kids and grandkids. Vacationing Confidently Grandparents love spoiling the grandkids. One of the more memorable ways to do this, is by taking care of planning and paying for the whole family to take a...
2021-09-0617 min
Love, your Money - Wealth, Money, and Financial Advisor for Women177: Serial Entrepreneurship & Financial Intimacy with Allison Maslan [replay]Welcome to episode 177 of Profit Boss® Radio! Today, I’m reaching into the archives and sharing a past episode that’s as relevant today as it was when I shared it as episode 2. In this replay, I’m speaking with serial entrepreneur Allison Maslan. Not only has she built a business empire, and been named one of the “Top Women Entrepreneurs Who Inspire” by Self Made Magazine, but as one of my business mentors, she’s responsible for so much of my business growth and success. Our conversation is all about women in business - entrepreneurshi...
2021-08-1056 minFinancial Symmetry: Balancing Today with Retirement3 Not-So-Obvious Retirement RoadblocksHave you ever been on your way to an epic summer road trip and then all of a sudden you come upon a roadblock? That can ruin the excitement you feel for the upcoming trip. This can happen in retirement as well. In retirement, you may confront roadblocks on your journey and if you don't know how to maneuver around them it can leave you feeling stuck. On this episode of Financial Symmetry, Allison Berger joins me to discuss 3 not so obvious retirement roadblocks that you may encounter along your retirement journey. We want to be your...
2021-05-0324 min
Elementality for Financial Advisors | Elements Financial Vitals System™Be the Resource Clients Want to Refer With Dan AllisonReferral marketing works, as old school financial services firms have proven. Even when your solution is less than compelling. Even when it's the only arrow in your quiver. Even when "the ask" causes clients to squirm. But the holistic advice you provide these days is compelling. Clients really value it. Their friends and family members need it. And yet many independent advisors still shy away from asking for referrals. On this episode of Elementality, Reese Harper meets up with Dan Allison, a referral marketing expert with a background in behavioral psychology. They talk about what...
2020-11-0328 min
We ARE MKEAnne Mank, CFP, CPA of Ellenbecker Investment GroupWe are MKE welcomes Anne Mank, CFP, CPA of Ellenbecker Investment Group to talk about how the financial industry has been affected and what you can do right now to protect your investments.
2020-06-1800 minFinancial Symmetry: Balancing Today with Retirement3 Questions to Ask Yourself During Stock Market DropsToday we explore some of the most common questions that people ask during a market decline. We discuss what a financial advisor does and doesn't do for their clients in bear markets, whether you should refinance, and the benefits of tax-loss harvesting. Listen in to hear what you could be doing to stay proactive during this market decline. Youtube recap here: https://youtu.be/QUCpQcf2vu8 What are the benefits of working with a Financial Advisor during a Stock Market Decline? Financial advisors can be a great resource during a stock market decline. The fear...
2020-04-2016 minFinancial Symmetry: Balancing Today with RetirementRetirement Regrets: I Wish I Would Have...Will your retirement regrets list be full of "I wish I would have...?" What if you could use regrets of other retirees to change or improve your current course? Short Youtube Recap here: https://youtu.be/CiGxXeem2yI Listening to the wisdom of those that have gone before you, can help you avoid their big mistakes and take advantage of financial opportunities you may have missed. In our role as financial advisors, we have the unique opportunity of hearing a long list of retirement regrets. In listening to their perspectives, we gain an...
2020-02-2430 minFinancial Symmetry: Balancing Today with RetirementBuying a Timeshare: Trick or Treat?There's a lot of conflicting information about buying a timeshare. Some call it the worst financial decision you could make. But is that true? On this episode, we invite Allison Berger to discuss the pros and cons of buying a timeshare. If you've ever been roped into one of those high-pressure sales meetings you'll want to listen to consider if you made the right decision. Short YouTube video: https://youtu.be/RqfiAvdPS-I In this episode of Financial Symmetry, host Chad Smith talks with Allison Berger about strategies for spotting timeshare scams and thinking through decisions...
2019-10-2127 min
Aligned + Elevated with Dr. Allison FeldtEp. 13 Financial Foundations For Your Families Future With Gigi Brannan CFP ®, BFA™, APMA ®Finances are the foundation of your life; we sat down with Gigi Brannan, CFP ®, BFA™, APMA ® for Episode 13 of the Edmonds Moms Room podcast. Gigi shared so much amazing information regarding multi prawned savings, ways to know if real estate is the right investment for you, how to save for your family and so much more! She gives a detailed overview of what you need to do to prepare for your future and how to know where to start! To work with Gigi Brannan CFP ®, BFA™, APMA ® visit https://www.ameripriseadvisors.com/gigi.l.brannanMus...
2019-10-0438 minFinancial Symmetry: Balancing Today with RetirementSave More Time & Money During Back to School Time This YearAre you looking for money and/or time-saving tips now that the summer is over and the kids are back to school? Summer can always feel expensive with summer camps, vacations, and then back to school shopping. With fall approaching and the kids back in school, we put together a list of ways you can save time and money to make this year better than the rest. Time-saving tips Look at how you spend your time at home and see what you can contract out. Can you hire someone to clean or cut the yard? The more you...
2019-09-0921 minFinancial Symmetry: Balancing Today with RetirementMemorable Financial Lessons From Pop CultureOften in social conversations, it's not uncommon to hear us say, "That reminds me of a scene in the movie…" to emphasize a point. Movies have a powerful way of presenting memorable situations where real life decisions and money intersect. Given the financial lens we view the world through, these financial themes jump off the screen to us. So in today's episode, we put on our movie critic hats and have some fun discussing lessons we've spotted in films that we all can learn from. Some are obvious but in others, you have to dig a bit de...
2019-07-0135 min
Your Money, Your WealthHow to Hedge Risk From the Brothel to the SurfboardEconomist Dr. Allison Schrager, the author of An Economist Walks Into a Brothel, explains how the risk management techniques of surfers, prostitutes, magicians, and soldiers might relate to our own investing and retirement planning. Plus, stocks or bonds - does it matter which assets you withdraw first from your retirement portfolio? And how much can you convert to a Roth IRA without incurring the 3.8% Medicare surcharge? Transcript & show notes: http://bit.ly/YMYW-221
2019-05-1544 minFinancial Symmetry: Balancing Today with RetirementWhy Aren't There More Women in Financial Planning?Financial advice has long been a male dominated industry. Women represent 51% of the US population, but only 23% of CFP® professionals are women and this percentage has stagnated over the past decade. Why is there a feminine famine in financial planning? Today we've invited Allison Berger and Grace Kvantas back on the show to discuss the 6 main challenges that prevent women from becoming financial advisors. As we shed light on these topics, we share ways we are fighting against these stigmas. We also celebrate Grace as the latest partner of Financial Symmetry. Listen to this episode to hear why there a...
2019-04-2229 minFinancial Symmetry: Balancing Today with RetirementAre You Speaking the Same Financial Language?Money and relationships don't always go hand in hand. Making you wonder if you and your partner are speaking the same financial language. If money is causing stress in your relationship, you are not alone. 31% of couples say that the biggest cause of stress in their relationship is money. We want to help you communicate better with your partner about money. On this episode, Allison Berger joins us to discuss four common financial disagreements in couples. Listen in to learn how to better your relationship with your partner and with money. You spent how much on that? ...
2019-02-2527 minFinancial Symmetry: Balancing Today with Retirement5 Top Reads for Working MomsWorking moms face a difficult balance. People often feel that most women have a choice whether to work outside the home, but the reality is, 65% of families need both parents to work. Women in the workforce is a family issue, not simply a women's issue, so this episode is useful for more than just women. Allison and Grace join us again to dive into the topics of gender bias, women in the workforce, and they provide helpful strategies and resources to help anyone that is struggling with how to balance it all. Women face both internal and external...
2018-12-0337 minFinancial Symmetry: Balancing Today with Retirement5 Important Financial Strategies to Consider After the Death of a SpouseAllison Berger and Grace Kvantas are stepping in for Mike on this episode. They join us to talk about how to navigate through a life crisis, specifically financial considerations after the death of a spouse. It's hard to think financially after such a terrible emotional blow, but proper financial planning can help ensure that you will have less to worry about in the years to come. Listen to this episode to hear our top 5 financial planning opportunities to think about after the death of a spouse. How to prepare your taxes after the death of a spouse ...
2018-04-0923 minFinancial Symmetry: Balancing Today with RetirementFinancial Savvy for Women: The Top 10 TipsStudies show that most women don't think of themselves as having financial savvy. Honestly, it's a very sad situation but one that is improving as years go by. In this conversation, you will hear some of the latest statistics about the improving state of women's finances, the causes behind these improvements, and what any woman can do to grow to be savvier when it comes to financial planning. But the Financial Symmetry team isn't going to stop there. Allison Berger and Grace Kvantas present their Top 10 Financial Tips For Women and explain why each one is important. ...
2018-01-2950 min
O'Reilly Security Podcast - O'Reilly Media PodcastAllison Miller on making security better and easier for everyoneThe O’Reilly Security Podcast: Focusing on defense, making security better for everyone, and how it takes a village.In this episode, I talk with Allison Miller, product manager for secure browsing at Google and my co-host of the O’Reilly Security conference, which is returning to New York City this fall. We discuss the importance of having an event focused solely on defense, what we’re looking forward to this year, and some notable ideas and topics from the call for proposals.Here are some highlights:
Focusing on defense
When we cre...
2017-03-2932 minFinancial Symmetry: Balancing Today with RetirementThe Usual Suspects: Financial Planning StyleIn this episode Chad and Mike discuss the top 5 questions they hear from their prospects, with special guest Allison Berger, CFP®.
2016-06-1430 min
Love, your Money - Wealth, Money, and Financial Advisor for WomenEp 2: Allison Maslan on Serial Entrepreneurship, Financial Intimacy and the Art of Passion-Based SellingIn this episode, Allison and I talk about how she keeps her money mindset positive and productive, even after facing setbacks. Allison also shares how she and her husband create financial intimacy in their marriage and how she recommends determining how much to pay yourself as a CEO. Listen in for some incredible tips on how to hire amazing employees, as well as a valuable gift from Allison just for you. Get full show notes and more information here: http://bit.ly/21PlOLKHendershott Wealth Management, LLC and Love, your Money do not make specific i...
2016-02-0257 min
Goldstein on GeltGoldstein on Gelt- Part 2- 122914Show host Doug Goldstein meets Stacy Allison, the first American woman to reach the top of Mount Everest and the author of Many Mountains to Climb: The Meaning of Success in Business From the First Woman to Top Mount Everest. How can climbing mountains help you to scale other peaks in your life, and how is it connected to running a successful business?
2014-12-2823 min