Shows
Today's Market Explained with Brian Kasal#214 The FourStar Cancun EpisodeDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/ In this special edition of Today's Market Explained, we're coming to you from the Four Star Summer Conference in sunny Cancun! Join host Brian Kasal as he interviews key investment sponsors, uncovering exciting opportunities in private equity, real estate, tax-advantaged strategies, fintech platforms, and digital assets. From baby boomer business transitions to structured notes yielding double digits, this episode dives into innovative ways investors can diversify portfolios and optimize returns—all from the beaches of Riviera Maya.In...2025-06-3044 minToday's Market Explained with Brian Kasal#213 Is Europe Quietly Outperforming the US? w/ Chris Reardon, Director of Development, FourStar WealthDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/ In this week's Market Check-in, Brian Kasal and Christ Reardon dive into a volatile yet fascinating investing environment. With domestic equities holding strong, commodities and international stocks are heating up—are we seeing a rotation in leadership? The duo breaks down sector performance, economic indicators, tariff impacts, and why their portfolios are still holding cash. Plus, they touch on AI, quantum computing, and the political shakeups influencing the markets.In this episode, Chris and Brian discuss...2025-06-2544 min
Financial Advisor's Workshop with Brian Kasal#102 Why the Wealthiest Clients Want a Virtual Family Office, Not a Plan w/ Anton Anderson, CEO, Elite Resource TeamDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Anton Anderson (http://www.elitert.com/) is the CEO of Elite Resource Team. Elite Resource Team teaches Financial Advisors how to truly differentiate themselves by working with CPAs in a proven and efficient system. Using the CPA Team-Based Model and a patent-pending process, Financial Advisors are able to identify, contact, engage, monetize, and maintain relationships with CPAs, resulting in much more proactive and holistic planning. This win/win relationship allows the CPA to deliver the value that their clients want and need, while simultaneously red...2025-05-0524 minFinancial Advisor's Workshop with Brian Kasal#100 Is the 1% AUM Model Dying? The Rise of Retainer-Based Financial Planning w/ David Clayman, Co-Founder, CEO, & Wealth Manager, Twelve Points Wealth ManagementDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ David Clayman (https://twelvepointswealth.com/), is a man of many talents. His firm, Twelve Points Wealth Management, in Concord, Massachusetts, is known for top results, client care, and solid integrity. He’s an Eagle Scout who follows a moral code. He’s a big sports fan, a passionate car guy, and a car collector. Working with Dave, clients experience collaboration with a professional who shares a similar experience; enabling them to chart a path to freedom – whatever that may mean to them.In this e...2025-04-0223 minFinancial Advisor's Workshop with Brian Kasal#99 Marketing Beyond Seminars: Unconventional Ways to Win Clients w/ Art Meconi, Private Wealth Advisor, Ameriprise Financial Services, LLCDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Arthur J. Meconi III (https://www.ameripriseadvisors.com/arthur.j.meconi-iii/) is a Private Wealth Advisor at Ameriprise Financial Services, LLC, with over 20 years of experience in the financial advising industry. He is dedicated to helping high net-worth clients preserve and grow their wealth, offering tailored recommendations and support for tax, estate, and retirement planning. With his extensive expertise and a well-established network of expert providers, Arthur explores wide range of opportunities to maximize his clients' financial potential.In this episode, Brian and...2025-03-1725 minToday's Market Explained with Brian Kasal#206 The Coming Budget Cuts: Will It Spark a Recession? | Market Checkin w/ Chris Reardon, Director of Development, FourStar WealthDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/ Tariffs and budget cuts galore. Uncertainty in markets here and abroad. Brian Kasal and Chris Reardon are back to discuss the latest in the market and what’s in store for every investor.In this episode, Brian and Chris discuss:1. Market Rollercoaster: Navigating the Latest Tech Correction2. Dividend Stocks & Treasuries: The New Safe Havens?3. Trump’s Tariffs Take Effect: What Investors Need to Know4. Government Spending Cuts & Tariffs: A...2025-03-1040 minFinancial Advisor's Workshop with Brian Kasal#98 Surge Meetings: The Productivity Hack Every Advisor Needs w/ Todd Bryant, Founding Partner, Signature Wealth Partners, LLCDownload “How To Find Ultra High Net Worth Clients" fromhttps://financialadvisorsworkshop.com/ Todd Bryant (https://www.yoursignaturewealth.com/) is a founding partner and a CERTIFIED FINANCIAL PLANNER® with Signature Wealth Partners in Orlando, FL. He was recently recognized at the UCF College of Business Hall of Fame Gala as an “Honorable Knight” and the Orlando Business Journal’s 40 Under 40. In 2023, he appeared on the Nasdaq Web Series “Queue & A” from Nasdaq International Headquarters in Times Square and co-authored the book More Than Money: Real Life Stories of Financial Planning. Bryant also helped write a financial literacy course, which is now a...2025-02-2727 minToday's Market Explained with Brian Kasal#205 Checking In On The Market From Antarctica w/ Chris Reardon, Director of Development, FourStar WealthDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/ Brian Kasal joins this week episode form the world’s last frontier - Antarctica. He takes a view of the economy from the southernmost point of the earth, and takes a unique perspective in viewing the latest in the market with Chris Reardon.In this episode, Brian and Chris discuss:1. Global Economic Insights from the World’s Last Frontier2. Is the Consumer Economy in Trouble?3. Is the Consumer Tapped Out?2025-02-2633 minToday's Market Explained with Brian Kasal#203 Elections, Economics, and Household Budgets | Market Checkin w/ Bryan Principe, Director of Marketing, FourStar WealthDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
Brian Kasal is joined by FourStar Wealth’s Director of Marketing, Bryan Principe for this week’s Today’s Market Explained episode. With another look at the recently concluded national elections, are the public happy with the turnout? And how is that affecting the market’s numbers? We take a look at that and more on this month’s Market Checkin.
In this episode, Brian Kasal and Bryan Principe discuss:
1. Recession Warnings vs. Earnings Growth2024-12-0240 minToday's Market Explained with Brian Kasal#202 Post-Election Market Insights | Market Checkin w/ Kenneth Roberts, Portfolio Manager, FourStar WealthDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
Kenneth Roberts (https://www.linkedin.com/in/kenneth-roberts-47453429/), Portfolio Manager at FourStar Wealth joins Brian Kasal for this week’s episode. They take a look at the post-election market situation. Are we finally heading up? What’s in store in a post-Democrat, Trump 2.0 market?
In this episode, Brian and Kenneth discuss:
1. Small Cap Resurgence
2. Energy Independence & Policy Shifts
3. Trade, Tariffs, and Taxes
4. The Future of U.S.-China Tra...2024-11-1826 minFinancial Advisor's Workshop with Brian Kasal#96 Finding Clients in a 30-Mile Radius w/ Rob Hoxton, Founding Member, Hoxton Planning & ManagementDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Rob Hoxton (https://hoxtonpm.com/) is a thirty-year veteran of the financial planning profession with more than twenty years as a CFP® professional. Before his current role, Rob was vice president and head of office for Goldman Sachs PFM and CEO and founder of Hoxton Financial, Inc./HFI Wealth Management in Shepherdstown, West Virginia, and Winchester, Virginia.
In this episode, Brian and Rob discuss:
1. Fee Compression: Myths, Realities, and Survival Strategies
2. How to Grow Without Minimums
3. How...2024-11-1131 minFinancial Advisor's Workshop with Brian Kasal#95 Challenges and Triumphs of Starting a Diverse Financial Firm w/ Rhys Williams, Chief Strategist & Portfolio Manager, Wayve Capital ManagementDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
With over three decades in asset management, Rhys Williams (https://wayvecapital.com/) has managed significant public equity portfolios, including up to $2 billion during his tenure at Columbia Partners. He later joined Spouting Rock Asset Management as Chief Strategist, developing equity strategies now managed exclusively at Wayve Capital.
In this episode, Brian and Rhy discuss:
1. Challenges and Triumphs of Starting a Diverse Financial Firm
2. Balancing Institutional Ambitions with Private Client Focus
3. Partnering Across Generations
4. Institutional vs...2024-10-2127 minFinancial Advisor's Workshop with Brian Kasal#93 Why Listening More and Talking Less Leads to Greater Client Success w/ Jason Lund, Investment Advisor Representative, Lund Financial ManagementDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
For over three decades, Jason Lund (https://lundfinancialmanagement.com/) has specialized in retirement and financial strategy, distribution planning, legacy transfer, and insurance programs. As an experienced IRA consultant, Jason offers accountants and their clients expert guidance on IRA and 401(k) matters, utilizing in-depth industry knowledge and skills to help clients minimize taxes and maximize the value of the retirement income they have spent a lifetime building.
In this episode, Brian and Jason discuss:
1. Engaging High-Net-Worth Clients with Fiduciary Expertise
2...2024-10-0720 minFinancial Advisor's Workshop with Brian Kasal#92 Building A Financial Advisory Practice with Physicians w/ Robert Schultz, Certified Financial Planner, NWF AdvisoryDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
For over 20 years, Robert Schultz (https://www.robschultzwealth.com/) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician’s unique and growing practice. Robert is a recognized and frequent speaker at residency programs in California, Nevada, and Arizona, staying current on the challenges physicians face today.
In this episode, Brian and Robert discuss:
2024-09-3028 minFinancial Advisor's Workshop with Brian Kasal#91 From Ego to Empathy: Putting Clients First in Every Conversation w/ Matt Miller, Founder, UpleftDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Matt Miller (https://www.upleftfinancial.com/) is the founder of Upleft. After a finance career spanning over 20 years and three time zones, Matt found himself driven by a belief that the industry could simply do better to serve the public. This led him to build Upleft, where he crafts personalized financial strategies for clients in all areas of the United States today. The Upleft process seeks to bring people from a state of potential nervousness or worry to contentment, comfort, and confidence.
In t...2024-09-2329 minFinancial Advisor's Workshop with Brian Kasal#90 From Planner to Partner: The Road to Firm Ownership w/ Dan Lash, Partner & Financial Advisor, VLP Financial AdvisorsDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
With over 25 years in the financial industry, Dan Lash (https://www.vlpfa.com/) specializes in wealth accumulation, distribution, retirement, and tax planning. He works with individuals and families to help them create and pursue their financial goals. Dan is a Partner & Financial Advisor at VLP Financial Advisors, an independent wealth services firm offering a full spectrum of financial services.
In this episode, Brian and Dan discuss:
1. The Power of Unified Investment Strategies
2. Focusing on What You Can Control in Fin...2024-09-1634 minFinancial Advisor's Workshop with Brian Kasal#89 Crafting Memorable Client Experiences: Why Personality Matters w/ Marc Horner, Founder & Wealth Advisor, Fairhaven Wealth ManagementDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Marc Horner (https://www.linkedin.com/in/mhorner/) is the Founder of Fairhaven Wealth Management, a wealth management and financial planning firm based in Wheaton, Illinois. Fairhaven oversees approximately $1 billion in assets under management for approximately 500 clients. Through creative marketing tactics, like creating the fictitious financial advisory firm Bear Brothers and the award-winning Million Dollar Cup of Coffee financial literacy video series, Fairhaven brings a fresh approach to financial planning and investing.
In this episode, Brian and Marc discuss:
1. How Acq...2024-09-0927 minFinancial Advisor's Workshop with Brian Kasal#88 The Right People On The Right Bus: Navigating Team Alignment w/ Darby Affeldt, Financial Advisor & Insurance Broker, North Star Resource GroupDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Darby Affeldt (https://www.northstarfinancial.com/), DVM, RICP®, is a highly credentialed financial advisor with a passion for education and helping clients achieve their financial goals. Growing up in Colorado, Darby developed a love for the outdoors and pursued both her bachelor’s and doctorate degrees from Colorado State University. Her background as a Doctor of Veterinary Medicine uniquely positions her to understand the financial needs of veterinarians and other professionals in the medical field.
In this episode, Brian and Darby discuss:
...2024-09-0229 minFinancial Advisor's Workshop with Brian Kasal#87 The Power of the Cash Reserve w/ Frank Levine, Registered Representative, Certified Financial ServicesDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Known for Financial Triage, Frank Levine (https://www.cfsllc.com/) a Registered Representative for Certified Financial Services possesses the art of knowing what to do in the proper order. Thus helping clients prioritize fiscal decisions. His mission is to enable people to make well-informed financial decisions. A protection-first philosophy ensures what you have has limited risk exposure. The confusion & misconceptions prevalent on the internet make proper guidance essential.
In this episode, Brian and Frank discuss:
1. Teaching Clients the Right Financial ‘Swing...2024-08-2634 minFinancial Advisor's Workshop with Brian Kasal#86 Navigating Financial Planning for Divorced Clients w/ Raquel Hinman, Owner and President, Hinman Financial Planning, Inc.
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Raquel Hinman (https://hinmanfp.com/) is a CFP® based in Erie, Colorado CFP®, and the owner of Hinman Financial Planning, a fee-only financial planning and investment advisory firm she founded in 2015. She helps clients navigate the financial and non-financial issues that accompany major life transitions, specializing in working with people who have inherited money, gone through a divorce, or are preparing to retire.
In this episode, Brian and Raquel discuss:
1. Navigating Financial Planning for Divorced Clients
2. Under...2024-07-2229 minFinancial Advisor's Workshop with Brian Kasal#85 From Seminars to Referrals: Building A Steady Stream of New Clients w/ Jim Allen, President & Chief Financial Planner, Anchor Bay Capital Inc.Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Jim Allen, CFP®, ChFC, EA, CDFA (https://www.anchorbaycapital.com/) has been providing financial planning advice for over thirty five years. He currently serves as president and chief planner for Anchor Bay Capital, an SEC registered RIA with offices in Orange and San Diego counties.
He is a Certified Financial Planner (CFP®) and has earned a master’s degree in Financial Planning with an emphasis on taxation.
In this episode, Brian and Jim discuss:
1. Building Client Confidence: Lessons from Mar...2024-07-1531 minFinancial Advisor's Workshop with Brian Kasal#84 The Art vs Science of Financial Advising w/ Meghan Railey, Founder & CFO, Optas CapitalDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Meghan Railey (https://www.optascapital.com/) is one of two founding advisors at OPTAS Capital, an RIA launched in 2019 after a combined three decades of experience at wirehouses. At OPTAS, her focus is twofold: design and deliver a differentiated client experience and build systems and processes internally to support and grow capacity.
In this episode, Brian and Meghan discuss:
1. The Art vs. Science of Financial Advising
2. Rebalancing Portfolios with Tax Efficiency in Mind
3. Building Long-Term Client Valu...2024-07-0832 minFinancial Advisor's Workshop with Brian Kasal#83 Understanding the Real Fiduciary Standard w/ Ryan Fleischer, Founder & Chairman, Revolution Group, LLCDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Ryan Fleischer (https://x.com/revgroupllc) is the founder, chairman, and CIO of Revolution Group. He has spent his entire career helping people and institutions address their financial needs and goals. Ryan provides expertise in goals-based investing and innovative portfolio construction to entrepreneurs, founding CEOs, and high-net-worth individuals and families.
In this episode, Brian and Ryan discuss:
1. The Importance of Forward-Looking Investment Strategies
2. The Value of Face-to-Face Client Interactions
3. Leveraging Data for Investment Success
4. Evo...2024-06-2443 minFinancial Advisor's Workshop with Brian Kasal#82 Specialized Financial Planning for Special Needs Clients w/ Mike Walther, Founder & President, Oak Wealth Advisors, LLCDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Mike Walther (https://oakwealth.com/) is a Certified Financial Planner who founded Oak Wealth Advisors in 2008 so that families seeking experienced and objective special needs financial planning advice could access the same quality of service previously only provided to wealthy families. Mike has a brother on the Autism spectrum.
In this episode, Brian and Mike discuss:
1. Why Every Dollar Matters in Wealth Advisory
2. Navigating Nuances When Planning for Special Needs Clients
3. Enhancing Client Outcomes Through Specialty Finan...2024-05-2342 minFinancial Advisor's Workshop with Brian Kasal#81 Leveraging Trust to Expand Your High Net Worth Client Base w/ Elliot Kallen, Owner & Wealth Advisor, Prosperity Financial Group, Inc.Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Elliot H. Kallen (https://prosperityfinancialgroup.com/) is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been a CEO of two other companies before forming Prosperity Financial Group, Inc. and is a frequent keynote speaker to charities, podcasts and radio shows on motivation, leadership, charitable work, marketing and various financial subjects.
In this episode, Brian and Elliot discuss:
1. The Art of Underpromising and Ove...2024-05-0940 minFinancial Advisor's Workshop with Brian Kasal#80 Market Volatility and Investor Psychology w/ Spencer Sherman, Founder, Abacus Wealth Partners, LLCDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Spencer Sherman (MBA, CFP®) (https://abacuswealth.com/) is a leading financial advisor, author, public speaker, and the founder and former CEO of Abacus, a values-driven financial consulting firm managing more than $3 billion in assets. A New York native living in California, Spencer now devotes much of his time to sharing his mindfulness-based approach to money through books, courses, and personal appearances.
In this episode, Brian and Spencer discuss:
1. Revolutionizing Advisor Models
2. Market Volatility and Investor Psychology
3. The...2024-04-2522 minFinancial Advisor's Workshop with Brian Kasal#79 Advising Across Borders: Navigating Challenges in International Finance w/ Tom Zachystal, President & Chief Investment Manager, Individual Asset ManagementDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Tom Zachystal (https://iamadvisors.com/) is Chief Investment Manager at International Asset Management, a U.S. Registered Investment Advisor specializing in financial planning and investment management services for Americans living abroad. Tom has an MBA in Global Management from Thunderbird University in Glendale, Arizona, holds the Chartered Financial Analyst (CFA) credential, and is a Certified Financial Planner™ (CFP™) practitioner.
In this episode, Brian and Tom discuss:
1. Financial Planning and Tax Optimization for Global Citizens
2. Advising Across Borders: Navigating Challeng...2024-04-1829 minToday's Market Explained with Brian Kasal#189 Riding the Wave of Gold, Oil, and Industrial Metals | Market Checkin w/ Chris Reardon, Director of Development, FourStar Wealth
Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
Chris Reardon, Director of Development of FourStar Wealth rejoins Brian Kasal for another episode of analyzing the latest trend in the investment market. How is inflation affecting economies across the globe, and what’s next for our investors?
In this episode, Brian and Chris discuss:
1. Impact of Geopolitical Unrest on Investment Portfolios
2. Investment Strategies in the Face of Chinese Government Subsidies
3. The Strong Dollar Conundrum: Insights from the US a...2024-04-1526 minFinancial Advisor's Workshop with Brian Kasal#78 Tailoring Your Practice For Tomorrow's Clients w/ Peter Disch, Founder & Managing Member, Great Point Wealth Advisors, LLCDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Peter V. Disch, Jr., CFP® (https://greatpointwealth.com/) is the Founder and Managing Member of Great Point Wealth Advisors, LLC, an SEC Registered Investment Adviser in Boston. Peter has been recognized by Forbes as a Best in State Wealth Advisor since 2019 and was named to its inaugural list of America's Top Next Generation Wealth Advisors. In 2023, Great Point was included among the Top 100 Registered Investment Advisers in the United States by wealthmanagement.com.
In this episode, Brian and Peter discuss:
1. Tailo...2024-04-1132 minFinancial Advisor's Workshop with Brian Kasal#77 Exploring Innovations in Portfolio Construction w/ Brett Nelson, CLU®, Wealth Advisor, Prevail Innovative Wealth StrategiesDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Brett Nelson (https://prevailiws.com/) is a financial advisor at Prevail Innovative Wealth Strategies dedicated to helping his clients achieve long-term financial security through effective risk management strategies. He is a Chartered Life Underwriter, and he believes in empowering his clients through education and transparent communication, ensuring they have the tools and understanding to achieve their financial dreams.
In this episode, Brian and Brett discuss:
1. Optimizing Investment Portfolios
2. Achieving Financial Harmony Through Comprehensive Planning
3. Adapting Investment Stra...2024-04-0434 minFinancial Advisor's Workshop with Brian Kasal#76 Providing Value Beyond Numbers as Financial Advisors w/ Yusuf Abugideiri, Partner & Senior Financial Planner, Yeske BuieDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Yusuf Abugideiri, CFP® (https://yebu.com/) is a Partner and Senior Financial Planner at Yeske Buie. Yusuf has been recognized as a top financial professional by several respected publications. Washingtonian Magazine named him a Top Financial Advisor in 2019 and 2020, and he was named to Northern Virginia Magazine’s list of Top Financial Professionals in 2020 and 2021.
In this episode, Brian and Yusuf discuss:
1. Nurturing Young Talent in Financial Advisory
2. The Human Side of Financial Advisory
3. Planning for Uncert...2024-03-2928 minFinancial Advisor's Workshop with Brian Kasal#75 Bridging The Divide Between Female Donors and Investment Management w/ Nicole Gopoian Wirick, Financial Planner & President, Prosperity Wealth StrategiesDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Nicole Gopoian Wirick, JD, CFP® (https://www.prosperityws.com/) founded Prosperity Wealth Strategies in 2019 in order to help clients define and achieve prosperity. One of Nicole’s greatest joys is developing a relationship with her clients, who have become a meaningful part of her life. Prosperity Wealth Strategies is a fee-only wealth management providing financial planning with a personal touch.
In this episode, Brian and Nicole discuss:
1. Bridging the Divide Between Female Donors and Investment Management
2. Building a Boutiq...2024-03-2226 minFinancial Advisor's Workshop with Brian Kasal#74 Unlocking The Secrets of TIAA Traditional w/ Greg Shepard, Financial Advisor, S&A Financial Services, Inc.Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Greg Shepard (https://www.safinancialservices.com/) is an independent, fee-only financial advisor at S&A Financial Services that specializes in simplifying TIAA accounts mainly for those in higher education and doctors. His practice has excelled at providing logical and simple game plans geared for those transitioning into retirement with TIAA accounts.
In this episode, Brian and Greg discuss:
1. Leveraging YouTube for Advisor Growth
2. Unlocking the Secrets of TIAA Traditional
3. Digital Marketing for Financial Advisors
4. Talk...2024-03-1529 minFinancial Advisor's Workshop with Brian Kasal#73 Lessons from The School of Hard Knocks w/ Sreeni Meka, CFA, CFP, Financial Advisor, Lakeland Wealth Management Services LLCDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Sreeni Meka (https://www.lakelandwealth.com/) is a Financial Advisor at Lakeland Wealth Management Services LLC, a firm that provides comprehensive wealth management and financial advisory services to high-net-worth individuals and institutions. With over 28 years of investment experience, he is passionate about helping clients achieve financial goals and objectives, using analytical skills and domain expertise to optimize investment strategies and portfolios.
In this episode, Brian and Sreeni discuss:
1. Lessons from the School of Hard Knocks
2. Capitalizing on Market Ups...2024-03-0425 minFinancial Advisor's Workshop with Brian Kasal#72 From Growing to Thriving Financially w/ Dr. Nicole Simpson, Founder and CEO, Harvest Wealth FinancialDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Dr. Nicole B. Simpson®️ (https://www.nicolebsimpson.com/) brings expertise, integrity, and a spirit of excellence to every goal she pursues for herself and on behalf of her clients. With a unique talent for monetizing business and life visions, she creates strategies and actionable plans that drive revenue while addressing underlying emotional issues that can be obstacles to financial success.
In this episode, Brian and Nicole discuss:
1. From Stability to Generational Wealth
2. Protecting Your Finances in Times of Crisis...2024-02-2728 minToday's Market Explained with Brian Kasal#186 Understanding Layoffs vs Strong Job Market Trends | Market Checkin w/ Chris Reardon, Director of Development, FourStar WealthDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
Brian Kasal is back again with Chris Reardon to talk about the latest in the economy and what it means for the investing market. Are we finally looking at a good investing year?
In this episode, Brian and Chris discuss:
1. Navigating Market Dynamics
2. Understanding Layoffs versus Strong Job Market Trends
3. Lessons Learned from Surviving Market Downturns
4. Assessing Eli Lilly's Rise and Tesla's Turbulence
Follow us here t...2024-02-2338 minFinancial Advisor's Workshop with Brian Kasal#71 Empowering Hispanic Financial Advisors in the US w/ Alonso Rodriguez Segarra, CEO & Founder, Advise-FinancialDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Alonso Rodriguez Segarra (https://advise-financial.com/) has more than 20 years of experience in the industry and was named by Investopedia among the Top 100 Most Influential Financial Advisors in the USA. He is also a Certified Financial Planner™.
In this episode, Brian and Alonso discuss:
1. Empowering Hispanic Financial Advisors in the US
2. Transitioning to Hourly Financial Planning
3. What Finding Your Niche Really Means
4. Financial Advisory for Hispanic Markets
LinkedIn: https://www.linkedin.com/in/al...2024-02-2336 minToday's Market Explained with Brian Kasal#185 How The Feds' Decision Shapes Market Dynamics | Market Checkin w/ Chris Reardon, Director of Development, FourStar WealthDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
Chris Reardon joins Brian Kasal to talk about the market’s first volley this January of 2024. Will the rates be going down? What’s next for Evergrande and China? What’s the latest on the interest rates and inflation numbers and what is up ahead for the investing market?
In this episode, Brian and Chris discuss:
1. Insights into Global Economic Indicators
2. Decoding the Influence of Key Stocks on the S&P 500
3. How...2024-02-0538 minFinancial Advisor's Workshop with Brian Kasal#70 Balancing Insurance and Investment Strategies w/ Stephen Stricklin, President & CEO, Wise Wealth, LLC | Simplify Your RetirementDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Stephen Stricklin (https://wisewealth.com/), President and founder of Wise Wealth, LLC, is a Certified Financial Planner® dedicated to educating and empowering Main Street investors. Not only does Stephen work directly with clients, but he also educates the public about successful financial planning through his Simplify Your Retirement Course.
In this episode, Brian and Stephen discuss:
1. Balancing Investment and Insurance Strategies
2. The Impact of Education in Client Relationships
3. Educate Not Just Prospects, But Existing Clients Too
2024-01-1929 minToday's Market Explained with Brian Kasal#184 What’s in Store for 2024? | Market Checkin w/ Chris Reardon, Director of Development, FourStar WealthDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
Chris Reardon joins Brian Kasal in another Market Checkin episode talking about the highs and lows of 2023, and the hopes and expectations for 2024. Is the market opening strong, or is it on the decline? Is it the best time to take risks on investments? They discuss that and more.
In this episode, Chris and Brian discuss:
1. Balancing High Upside with Extreme Downside
2. Analyzing Underlying Trends in Recent Economic Numbers
3. The Sh...2024-01-1038 minFinancial Advisor's Workshop with Brian Kasal#69 Crafting Personalized Financial Paths w/ Charles Hinde, Wealth Advisor, Heritage InvestmentsDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Charles Hinde (https://www.heritage-inv.com/) is a Wealth Manager for Heritage Investments and serves as part of the firm’s Investment Committee. He graduated Magna Cum Laude from the University of Missouri with a Bachelor of Science studying both Finance and Economics. Charles began working with Heritage as a third-generation member of the Hinde Family in 2018, and he’s deeply passionate about helping clients achieve their goals.
In this episode, Brian and Charles discuss:
1. Crafting Personalized Financial Paths
2. Pr...2024-01-0519 minFinancial Advisor's Workshop with Brian Kasal#68 Individualized Strategies for A Comfortable Retirement w/ Russell G. Luce, Senior Partner & Founder, Planning Legacies Financial GroupDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Russell Luce (https://twitter.com/RLuce721) is the owner and operator of Planning Legacies Financial Group. Russell uses his over 25 years experience in the industry to assist numerous Families in Wealth Management, Retirement Planning, College Planning, and Estate Planning with a focus on those who are differently-abled or have Special Needs.
In this episode, Brian and Russell discuss:
1. Individualized Strategies for a Comfortable Retirement
2. Life-Driven Financial Planning
3. Building Your Financial Dream Team for Retirement
4. Set...2023-12-2840 minToday's Market Explained with Brian Kasal#183 Interest Rates and Unexpected Rallies | Market Checkin w/ Chris Reardon and Jack Walsh, FourStar WealthDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
Jack Walsh joins Chris Reardon and Brian Kasal for another Market Checkin. Are the markets ending the year strong? What’s coming for Q1 of 2024? They take a look at what happened the last few weeks, and what to expect in the coming year.
In this episode, Brian, Chris, and Jack discuss:
1. Unpacking Q4 Surprises And Anticipating Q1 Challenges
2. The Rate Rollercoaster: A Challenge for Banks
3. Brewing Competition and the Pote...2023-12-2738 minFinancial Advisor's Workshop with Brian Kasal#67 The Comprehensive Financial Planning Experience w/ Stanley Funches, President/Financial Advisor, INTELUS Wealth Management, LLCDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Stanley T. Funches (https://www.inteluswm.com/) has been a financial planner for 25+ years, helping professionals, business owners, and physicians pursue and maintain a comfortable retirement. He is the President and Financial Advisor with INTELUS Wealth Management, LLC.
In this episode, Brian and Stanley discuss:
1. Dads and Dollars
2. From Investments to Insurance
3. Assessing the Unprecedented Trends of 2023
4. The Comprehensive Financial Planning Experience
LinkedIn: https://www.linkedin.com/in/stanleyfunches/
Website: htt...2023-12-2029 minFinancial Advisor's Workshop with Brian Kasal#66 Drip Marketing Strategies for Financial Advisors w/ Kirk Licata Financial Advisor, LongView Wealth ManagementDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Kirk Licata, CFP® (https://www.longviewwealthmanagement.com), joined LongView in 2012. He has been in the financial services industry since 2010 with experience at Bank of America, State Farm, and Mutual of Omaha. Kirk primarily works with two types of clients that both require his expertise in tax planning. His first passion is advising business owners through the complex decisions needed on cash flow management and retirement planning.
In this episode, Brian and Kirk discuss:
1. Mastering the Art of Concise Financial Advising
2...2023-12-1333 minFinancial Advisor's Workshop with Brian Kasal#65 Decoding Investment Personalities w/ James Lee, Founder, StratFIDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
James H. Lee (https://twitter.com/jhlinde) is the founder of StratFI and provides retirement planning with a focus on investment management and portfolio consulting to help clients organize, grow, and protect their assets through life’s transitions. As a fee-only fiduciary, James H. Lee does not receive commissions of any kind and has a legal obligation to provide unbiased financial advice.
In this episode, Brian and Jim discuss:
1. A Novel Approach to Tailored Portfolio Construction
2. The Investment Perso...2023-12-0633 minToday's Market Explained with Brian Kasal#182 Investment Strategy in Flux | Market Checkin w/ Chris Reardon, Director of Development, FourStar WealthDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
Chris Reardon joins Brian Kasal to talk about the latest in the market. Has the market really bottomed out? What’s happening to the auto industry? That and more topics are discussed in this Market Checkin episode.
In this episode, Brian and Chris discuss:
1. Assessing the Slowdown in the Electric Vehicle Market
2. Positioning for a Potential Rally Defensively
3. Navigating a Decelerating Jobs Market
4. Navigating the Resumption of Student...2023-11-2433 minFinancial Advisor's Workshop with Brian Kasal#64 Educating Clients on The Investment Game w/ Aaron Karas, Certified Financial Planner, Insight Wealth StrategiesDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Aaron Karas (https://insight2wealth.com/) is a comprehensive, fee-only financial advisor who began his career in the financial industry in 2008. His primary areas of expertise are financial planning, investment portfolio management, liability management, trust and estate planning, banking, and hedging strategies.
In this episode, Brian and Aaron discuss:
1. Starting a Financial Planning Career During A Financial Crisis
2. How A403 (b) Started A Career
3. The Fiduciary Advantage: Transforming Client Relationships
4. Educating Clients on the Inv...2023-11-2327 minToday's Market Explained with Brian Kasal#180 The Link Between Employee Income, Spending, and Inflation | Market Checkin w/ Chris Reardon, Director of Development, FourStar WealthDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
Chris Reardon joins Brian Kasal to talk about the latest in the market. From the wars to the sudden changes in Commodities and the job market, they talk about what’s going on, and where everything is going in an uncertain market.
In this episode, Brian and Kasal discuss:
1. Spotlight on Commodities' Resurgence
2. The Link Between Employee Income, Spending, and Inflation
3. Parallels Between Today's...2023-11-2237 minFinancial Advisor's Workshop with Brian Kasal#63 From Human Resources to Financial Planning w/ Liz Gillette, Certified Financial Planner, Bay Point WealthDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Liz Gillette (https://www.baypointwealth.com/) is a Certified Financial Planner for Bay Point Wealth, specializing in financial planning for Millennials and Gen X-ers. Liz tackled her own path to financial freedom and consequently acquired a passion for empowering other women and men to transform their fiscal lives.
In this episode, Brian and Liz discuss:
1. From Recruiter to Financial Advisor
2. How Important is Client Experience
3. Serving Clients in Their Earning Phase...2023-11-0333 minFinancial Advisor's Workshop with Brian Kasal#62 From USAF to Financial Planning w/ Nate Oltmans, CEO and Partner, Cornerstone Wealth ManagementDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Nate Oltmans (https://www.cwmteam.com/), is the CEO, Partner, and Certified Financial Planner at Cornerstone Wealth Management. He joins and shares his unique journey from an Air Force B-52 bomber pilot to a Certified Financial Planner. Nate shares how the Entrepreneurial Operating System (EOS) has transformed their firm, creating a structured approach, clarifying core values, and ensuring accountability among their 12-member team.
In this episode, Nate and Brian discuss:
AI's Impact On The Financial Industry
...2023-10-2031 minFinancial Advisor's Workshop with Brian Kasal#61 Client-Centric Financial Planning w/ Nic Nielsen, Financial Planner, Know My PlanDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Nic Nielsen (https://knowmyplan.com/ ) is a licensed financial planner and the co-founder of Know My Plan, a company that uses a one-page financial plan to help sales professionals feel confident and eventually reduce financial anxiety. Nic discusses his unique journey from a former broker to a trusted financial advisor in this episode with Brian.
In this episode, Brian and Nic discuss:
1. Simplifying Financial Planning
2. Nic’s Firm And How He Helps Clients
3. Advising Clients in a Volatil...2023-10-1324 minToday's Market Explained with Brian Kasal#176 Analyzing the Shift in Manufacturing from China | Market Checkin w/ Chris Reardon, Director of Development, FourStar WealthDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
Join Brian Kasal and Chris Reardon as they talk about the recent economic trends, emphasizing competition among cash, currencies, and fixed income. They noted a tight race among domestic and international equities and commodities. The potential impact of rising interest rates and inflation was highlighted, as well as geopolitical events and labor strikes. Economic predictions varied, but they outlined a strategy of adjusting portfolios based on economic conditions to mitigate risks.
...2023-10-1142 minFinancial Advisor's Workshop with Brian Kasal#60 Adaptive Strategies For Financial Crisis Management w/ Christopher Manske, Founder & President, Manske Wealth ManagementDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Christopher Manske (https://manskewealth.com/) is the visionary founder of Manske Wealth Management. With over half a billion dollars in assets under management, his firm has consistently earned its place among the elite in the world of wealth management, making it a trusted name in Houston.
In this episode, Brian and Christopher discuss:
1. Starting Manske Wealth Management
2. Managing a Crisis
3. Trends in The Industry
4. Inflation in The Future
LinkedIn: https://www.linkedin.com/in/crmanske/
Company LinkedIn: https://www.linkedin.com/company/manske-wealth-management/
Website: https://outsmartthemoneymagicians.co...2023-09-2935 minToday's Market Explained with Brian Kasal#174 Unlocking America's Lithium Potential: A Game-Changing Discovery | Market Checkin w/ Chris Reardon, Director of Development, FourStar WealthDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
Join Brian Kasal and Chris Reardon as they touch on the current state of the markets, economic indicators such as the Consumer Price Index (CPI), employment numbers, and potential impacts of various factors like inflation and strikes on the market. They also delve into shifts in education, technology, lithium mining, and the global influence of China's economic slowdown.
In this episode Brian Kasal and Chris Reardon discuss:
1. Internatio...2023-09-2530 minFinancial Advisor's Workshop with Brian Kasal#59 Embracing Technology in Financial Advisory w/ Joshua Cavett, Financial Advisor, Beaumont Wealth AdvisorsDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Joshua Cavett (http://bmtwealth.com/) is a Financial Advisor at Beaumont Weath Advisors where he excels at guiding clients in defining their financial aspirations and, crafting personalized plans to propel them toward success.
In this episode, Brian and Joshua discuss:
1. The Hidden Safety Net In Financial Planning
2. Discovering a Niche in Financial Advisory
3. Embracing Technology in Financial Advisory
4. The Secret Sauce to Client Success
LinkedIn: https://www.linkedin.com/in/joshuacavett/
Website: http://bmtwealth.com/
To see short videos of all our best FA Bu...2023-09-2225 minFinancial Advisor's Workshop with Brian Kasal#58 The Three C’s of Finance w/ Jamie Menges, Vice-President & Shareholder, PDS Planning IncDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Jamie Menges (https://wealthadvicemadesimple.com/) is a shareholder and the Vice President of PDS Planning and he's here to share PDS’ unique approach to finance. Learn about their shift from the AUM model, the benefits of transparent fee structures, and their strategies to ensure employee growth. Explore how PDS stands out in the ever-evolving financial industry.
In this episode Brian and Jamie discuss:
1. The New Financial Models
2. The Three C’s of Finance
3. Alternative Investment Sourcing
4. Future of Investment
LinkedIn: https...2023-09-1526 minFinancial Advisor's Workshop with Brian Kasal#57 Surviving 2022 as a Business w/ Richard DeBono, Financial Advisor, Sierra Ridge Wealth ManagementDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Richard DeBono (https://sierraridgewealth.com/) is a seasoned independent financial advisor with an impressive 23-year track record in the financial services industry. Richard brings a wealth of expertise and a diverse toolkit to the table, dedicated to assisting clients in making efficient investments throughout all stages of their lives.
In this episode, Brian and Richard discuss:
1. How Clients React to Financial Programs
2. Surviving 2022 as a Business
3. Alternative Investing
4. Current Trends In The Economy
LinkedIn: https://www.linkedin.com/in/richarddebono/
Website: https://sierraridgewealth.com/
To see sh...2023-09-0829 minToday's Market Explained with Brian Kasal#171 Fitch Downgrades U.S. Debt | Market Checkin w/ Chris Reardon, Director of Development, FourStar WealthDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
Join Brian Kasal and Chris Reardon as they break down today's complex market trends and discuss the economic outlook for 2023. Don't miss their expert insights on asset classes, tech stocks, and looming recession concerns.
In this episode Brian Kasal and Chris Reardon discuss:
1. Fitch Downgrades U.S. Debt
2. Preserving Capital in Volatile Markets
3. China's Banking Dilemma
4. Berkshire Hathaways Newest Investment Strategy
Follow us here to see short videos of all our best investing tips:
TikTok: https://www.tiktok.com/@todaysmarket...2023-09-0641 minFinancial Advisor's Workshop with Brian Kasal#56 The Importance of Serving Clients Based on Their Needs w/ Damon King, Certified Financial Planner, ChappelWood Financial ServicesDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Damon King (https://www.chappelwood.com/) is an investment advisor at ChappelWood Financial Services in Edmond, OK. As a Certified Fund Raising Executive, Damon served families and non-profit organizations for 12 years as a charitable gift planner. Damon is an Investment Advisor to Millionaires, Radio Show Writer and Co-Host, Financial Education Instructor and Speaker, and Cheerleader for Millionaires and Aspiring Millionaires.
In this episode, Brian and Damon discuss:
1. The Dynamic World of Financial Planning
2. The Importance of Serving Clients Based on Their Needs
3. Preserving Legacies
4. The Impact Fi...2023-09-0139 minFinancial Advisor's Workshop with Brian Kasal#55 Finding Your Financial Niche w/ Sam Brownell, Founder, Stratus Wealth AdvisorsDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Sam Brownell (https://stratuswealthadvisors.com/), has been a financial professional since 2006 and formed Stratus Capital Management in July 2013 to provide goals-based financial planning and investment management to individuals, families, and independent business owners. As the firm grew, an increasing number of independent business owners sought Sam’s advice on their short and long-term planning needs, including valuation, tax strategy, business continuity planning, and succession planning.
In this episode, Brian and Sam discuss:
1. Financial Advising in a Niche
2. How Financial Planning fits into Success Planning
3. Finding Your Fina...2023-08-2337 minFinancial Advisor's Workshop with Brian Kasal#54 The Unavoidable Dilemma: Serving Shareholders and Clients w/ Ben VerWys, Founder & Senior Financial Advisor, Fiduciary Financial AdvisorsDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Ben VerWys (https://forfiduciary.com/) is an award-winning financial advisor who serves as the Founder & Senior Financial Advisor of Fiduciary Financial Advisors. He assists clients in managing their finances as a business owner, executive, and technology leader.
In this episode, Brian and Ben discuss:
1. Breaking Free From Restrictive Advisor Agreements
2. Seek Advisors Who Prioritize Your Interest
3. Shareholders vs. Clients
4. Non-Negotiables For Advisor-Focused Firms
LinkedIn: https://www.linkedin.com/in/benverwys/
Co...2023-08-1737 minFinancial Advisor's Workshop with Brian Kasal#53 The Future of Financial Advising w/ Matthew Filik, Certified Financial Planner, ClearFocusDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Matthew Filik (https://www.clearfocusfinancial.com/) is a Certified Financial Planner and Co-Founder of ClearFocus Financial, based in Mountainside, New Jersey. Matthew’s financial planning process is rooted in the balance of academic research and practical applications that provides a simplified and clear path to helping clients achieve their goals.
In this episode, Brian and Matthew discuss:
1. Building Strong Client Relationships
2. Bridging the Age Gap in Financial Advising
3. Beyond Market Trends
4...2023-08-0926 minFinancial Advisor's Workshop with Brian Kasal#52 Understanding The Fiduciary Standard w/ JR Robinson, Founder, Financial Planning HawaiiDownload “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
JR Robinson (https://www.fphawaii.com/) is a nationally recognized financial planning industry thought leader with more than 30 years of experience. He shares his journey from AG Edwards to starting his own firm and his experience breaking into Hawaii's financial advisory scene.
In this episode Brian Kasal and JR Robinson discuss:
1. Adapting Your Investment Strategy
2. Understanding the Fiduciary Standard
3. The Pros and Cons of AI-generated Content
4. Keeping Clients Engaged with You...2023-08-0140 minFinancial Advisor's Workshop with Brian Kasal#51 Making A Difference In Clients' Lives w/ Ray Godleski, Financial Advisor, Hornor, Townsend & Kent, LLCDownload “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Ray Godleski (https://www.strategicplanninggroup.com/) is a financial advisor based in Cumming, Georgia, with 16 years of experience in the financial sector. He is an employee of Hornor, Townsend & Kent, LLC - a leading financial advisory firm offering a wide range of services, including financial planning, portfolio management, and pension consulting.
In this episode, Brian and Ray discuss:
1. The Fiduciary Mindset in Financial Planning
2. New Money And Conservative Investing
3. Planning For Your Financial Future: A Mix...2023-07-2721 minFinancial Advisor's Workshop with Brian Kasal#50 Connecting With Clients: Sports Metaphors in Finance w/ Ari Baum, CEO, Endurance Wealth PartnersDownload “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Ari Baum (https://www.endurancewealthpartners.com/), the CEO and Founder of Endurance Wealth Partners, talks about his inspiring transition from stockbroker to financial planner, the creation of his Q4 Formula, and the importance of aligning personal values with financial goals.
In this episode Brian Kasal and Ari Baum discuss:
1. The Power of the Q4 Formula
2. Leverage Technology for Success
3. Effective Financial Advice
4. Clear Thinking in Uncertain Markets
LinkedIn: https://www.linkedin.com/in/aribaumcfp/
Website: https://www.endurancewealthpartners.com/
Twitter: https://twitter.com/AriBaum97
Facebook: https://ww...2023-07-1336 minFinancial Advisor's Workshop with Brian Kasal#49 Overcoming The Fear of High Net Worth Prospects w/ Erin Botsford, Creator of the Elite Advisor Success SystemDownload “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Erin Botsford (https://erinbotsford.com/) is the Founder and CEO of The Botsford Group, a boutique financial planning firm specializing in Risk Management, Asset Protection, Estate Planning, and Lifestyle/Retirement Planning Strategies. Currently, she is the creator of the Elite Advisor Success System™ – a training program that teaches advisors how to grow their businesses exponentially and plan for future succession.
In this episode, Brian and Erin discuss:
1. Creating A Legacy Firm: What Your Last Day Should Look Like...2023-06-2235 minFinancial Advisor's Workshop with Brian Kasal#48 The Appeal of Fixed Contracts And Annuities w/ Mark Willis, CFP and Owner, Lake Growth Financial ServicesDownload “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Mark Willis (https://lakegrowth.com/) is a Certified Financial Planner™, a three-time #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois, and co-host of the Not Your Average Financial Podcast™.
In this episode, Brian Kasal and Mark Willis discuss:
1. Strategies for Attracting the Right Clients and Repelling the Wrong Ones
2. Training and Mentoring Other Advisors to Grow Your Practice
3. Learn the Secrets to Mastering Financial Planning
4. Making a Lasting Impact O...2023-06-0730 minFinancial Advisor's Workshop with Brian Kasal#47 Building Multi-Generational Client Relationships w/ Joe Breslin, Partner at Armstrong ∙ DixonDownload “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Joe Breslin, CFP® (https://www.armstrongdixon.com/) is a Partner at Armstrong ∙ Dixon. Joe assists business owners, executives, and affluent families in the areas of retirement planning, estate planning, business succession planning, and investment advisory services.
In this episode, Brian and Joe discuss:
Why We Value Multi-generational Clientele
Building Relationships Leads to Greater Success
A Cushion of Cash: The Secret to Financial Confidence
The Winning Mindset: How Losing Can Fuel Future Success
LinkedIn: https://www.linkedin.com/in/jbreslincfp/
Website: ht...2023-05-1736 minFinancial Advisor's Workshop with Brian Kasal#46 Eliminating Future Risks: Creating Solutions for Fiduciary Compliance w/ Joe Clark | Managing Partner at Financial Enhancement GroupDownload “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Joe Clark (https://yourlifeafterwork.com/ ) is the Managing Partner at Financial Enhancement Group. Joe shares his journey from starting his business two weeks before the 1987 crash to building a 38-person team with a focus on financial planning and education.
In this episode Brian and Joe Clark discuss:
Building Authentic Relationships in the Financial Industry
Future-Proofing Investment Services: The Importance of Fiduciary Responsibility
Planning for the Future: The Importance of a Fiduciary Standard
The Highest Paid and Hardest Work You Will Ever Do
2023-05-0424 minFinancial Advisor's Workshop with Brian Kasal#45 Top 3 Things That Matter: Religion, Family, and Money w/ Jeff Nauta | Principal at Henrickson Nauta W. A.Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Jeff Nauta (http://www.hnwealthadvisors.com) is a partner at Henrickson Nauta Wealth Advisors and an RA that has been in business for over 16 years.
Jeff talks about how he got into the industry and his partnership with Douglas Henrickson.
In this episode, Brian Kasal And Jeff Nauta discuss:
1. Breaking Down the IRS Regulations on Exchange Funds
2. Why Alternatives May Be An Option for Your Investment Portfolio
3. The Benefits of Investing in Non-Correlating Asset Class...2023-04-2038 minToday's Market Explained with Brian Kasal#158 Fractional Reserve Banking: How Banks Can Create Money Out of Thin Air | Market Checkin w/ Jack WalshDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
Brian Kasal is joined by Jack Walsh to discuss the latest happenings in the market, and where the economy is going. Jack Walsh is a Senior Financial Advisor at FourStar Wealth.
In Today’s Market Checkin episode, Brian and Jack discuss:
The Worst Year in Fixed Income: Why Rates Fell And Precious Metals Rose - See visual aids on our YouTube channel.
How Banks Make Money with You...2023-04-0940 minFinancial Advisor's Workshop with Brian Kasal#44 Understanding the 2022 Market Anomaly w/ Brian Kasal | CEO at Fourstar Wealth AdvisorsDownload “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com/
Brian Kasal discusses the current state of the financial advisory industry, market challenges, and how to best prepare your practice for growth.
In this episode Brian discusses:
How To Attract New Clients
Will AI Take Over Financial Advisors?
Why Did The Silicon Valley Bank Fail?
Defensive Strategies You Can Apply Today
To see short videos of all our best FA Business Growing tips follow us on:
Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop
TikTok: https://www.tiktok.com/@faworkshop
2023-04-0720 minFinancial Advisor's Workshop with Brian Kasal#43 Bridging the Gender Gap in Financial Education w/Stacy Francis, President & CEO at Francis FinancialDownload “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Stacy Francis (http://www.francisfinancial.com/) is the President and CEO of Francis Financial, Inc., a fee-only boutique Wealth Management, Financial Planning, and Divorce Financial Planning firm dedicated to providing ongoing comprehensive advice for high-achieving women and couples in transition.
In this episode, Brian and Stacy discuss:
Money Gives You Options
Financial Issues When Dealing With Divorce
Communicating With Clients During Divorce
Building a Thriving Financial Advisory Business
LinkedIn: https://www.linkedin.com/company/francisfinancialinc
Twitter: https://twitter.com/francisfinance...2023-03-3039 minFinancial Advisor's Workshop with Brian Kasal#42 The Evolution of Financial Planning: From Sales to Stewardship w/ Marc Shaffer, CFO at Searcy Financial and Principal at Allos Investment AdvisorsDownload Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Marc Shaffer is co-owner and CFO at Searcy Financial Services and Allos Investment Advisors. He specializes in helping clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and active monitoring of their financial plans.
In this episode, Brian and Marc discussed:
1. Building a Niche-Focused Financial Advisory Business
2. Investing in Sectors with ETFs for Long-Term Growth
3. What makes Your Busi...2023-03-0927 minFinancial Advisor's Workshop with Brian Kasal#41 Launching a Firm during Uncertain Times (like 2008) w/ Liz Miller | Founder and President of Summit Place Financial AdvisorsDownload Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Liz Miller, the founder and president of Summit Place Financial Advisors in New Jersey. Liz has a storied career, having started as a mergers and acquisitions analyst at First Boston and eventually becoming the chief investment officer of an investment management firm. Join us as we dive into Liz's fascinating journey and learn more about the evolution of financial advising.
In this episode Brian and Liz Miller discuss:
Launching A Financial Advising Firm In 2008
Welcoming Multiple Generations Into...2023-02-2434 minToday's Market Explained with Brian Kasal#154 The Toxic Game of Chicken: Budget, Debt Ceiling and America's Future | Market Checkin w/ Chris ReardonDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
Brian Kasal and Chris Reardon discuss the latest market trends, the economy, and their predictions for the future. They talk about the performance of different asset classes and how they've changed since the last podcast. They also discuss the US stock market's recent rally and its possible decline, as well as the confusing CPI number. Brian and Chris also touch on other topics, including the 2023 earnings decline, the good news-bad news cycle, and the unemployment rate.
In...2023-02-2438 minFinancial Advisor's Workshop with Brian Kasal#40 Preserving Legacies: Working With Multi-Generational Clients w/ John Jenkins | Senior Financial Adviser at Asset Preservation StrategiesDownload Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
John L Jenkins is a Senior Financial Adviser at Asset Preservation Strategies (http://www.asset-preservation.com/) who shares his insights into retaining and preserving generational wealth, his experience in the financial industry and how to give back to the community.
In this episode Brian Kasal and John Jenkins discuss:
1. Retaining Wealth
2. Creating Legacies
3. The Importance of Communication
4. The Principle of Reciprocity
https://www.linkedin.com/in/theretirementincomespecialist/
ht...2023-02-1736 minToday's Market Explained with Brian Kasal#152 Understanding The Market Cycle and Its Impact On Bad Earnings | Market Checkin w/Chris Reardon - Director of Development at FourStar WealthDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
Brian Kasal and Chris Reardon delve into the latest market developments, discuss the fallout from 2022, and analyze the current market positioning. With international equities, recession, inflation and the quarterly projections for 2023.
In this episode, Brian and Chris discuss:
- Historical Market Trends And The Unprecedented Market Dip of 2022
- Is The Inflation Slowdown Continuing?
- The Impact of Bad Earnings on the Market Cycle
- Government Files Antitr...2023-02-0335 minFinancial Advisor's Workshop with Brian Kasal#39 Empowering Your Clients By Connecting Their Goals To Their Values w/ Andy Esser, Financial Advisor at Edward JonesDownload Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Andy Esser is a Financial Advisor at Edward Jones, guiding people through advanced strategies that optimize wealth, protect resources, take care of families, and secure legacies for the causes dearest to his clients' hearts.
In this episode, Brian and Andy discuss:
Five Principles of Career Success
Connect Your Clients Goals to Their Core Values
No Bear Market is Perpetual
Leadership Lessons From an Eagle Scout
LinkedIn: https://www.linkedin.com/in/andyesser/
Website: http://www...2023-01-3126 minToday's Market Explained with Brian Kasal#151 International Stocks Rally as US Stocks Gyrate | Market Checkin w/ Brian Kasal and Chris ReardonDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
Brian and Chris are back to discuss the latest updates in the market for the first weeks of 2023. Is the economy truly in a bear market? When will we come out of the recession?
In this episode, Brian Kasal and Chris Reardon discuss
1. Population Shift
2. Bear Market Crash
3. Climate Change Policies
4. Car Manufacturers
Follow us here to see short videos of all our best investing tips...2023-01-1846 minFinancial Advisor's Workshop with Brian Kasal#38 Protecting Your Clients' Investments In A Down Market w/ Mark Mitamura | CEO at The Reserve InvestmentsDownload Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Mark Mitamura (https://www.reserveinvestments.com/) is the CEO of The Reserve Investments, LLC, and specializes in retirement planning and implementing retirement plans in small businesses.
In this episode, Brian and Mark discuss:
Financial Advising is Really About Marketing
Using Blackrock’s Aladdin system to Build Resilient Client Portfolios
Planning Client Portfolios During A Down Market
How Often Should You Talk To Your Clients?
The Benefits of Working with Clients You Enjoy
Growing Your Company During A Pandemi...2023-01-0230 minFinancial Advisor's Workshop with Brian Kasal#37 Identifying Whether Your Clients' Securities Match Your Plan's Objectives w/ Nick Cantrell - Founder and Wealth Advisor at Green Future Wealth ManagementDownload “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Nick Cantrell (https://www.greenfuturewealth.com/) founded Green Future Wealth Management to provide holistic financial planning that is independent and specializes in helping clients align their values with their financial planning, through the use of socially responsible and values-based investments.
In this episode Brian and Nick discuss:
- Helping Clients Manifest Their Values Into Their Investments
- Assessing the Alignment of Your Plan with Your Clients' Current Securities
- Developing Value-oriented Portfolios for Clients
- What Clients Want From Fin...2022-12-2930 minFinancial Advisor's Workshop with Brian Kasal#36 The Real Risk Is Not Being Ready For When The Market Rebounds w/ Ben Offit | Principal at Offit AdvisorsDownload Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
In this episode Ben Offit (https://www.offitadvisors.com/), a Certified Financial Planner and principal of Offit Advisors, and Brian discuss:
How To Start Your Own Financial Advisor Firm
Impacting Your Clients for Generations to Come
The Real Risk Is Not Being Ready For When The Market Rebounds
Why You Should Prioritize Helping Clients Rather Than Making Money
https://www.linkedin.com/in/benoffit/
https://www.offitadvisors.com/
https://twitter.com/AdvisorsOffit
http...2022-12-2020 minFinancial Advisor's Workshop with Brian Kasal#35 How To Set Up Clients To Weather Any Storm w/ John Olson | Financial Advisor and President at 2250 Financial Services, Inc.Download “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
In this episode, John Olson (https://www.2250financial.com/) and Brian Kasal discuss:
-How To Handle A Growing Client Base
-The Greatest Tool For Client Retention
-One Simple Method To Gain Client Trust
-The Difference Between Investment Management And Financial Planning
John has served many clients including military, federal, civilian, retirees, and young families, guiding them through all of life's milestones and challenges. John started 2250 Financial Services in 2020 in honor of his late father, John. 2022-12-1333 minFinancial Advisor's Workshop with Brian Kasal#34 Turning Your Clients' Children Into Clients w/ Jorge Padilla, Principal, Senior Client Advisor and Director of Investments at MeiraDownload Our Free Guide On “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Jorge Padilla (https://www.meirawealth.com/) is a principal, senior client advisor and director of investments at Meira, an independent financial advisory firm.
In this episode Brian and Jorge discuss:
Pro Tips For Transitioning a Client to a New Advisor
How to Build and Lead a Financial Advisor Team
Remote Working in Financial Services
Getting Your First Client as a Financial Advisor
How To Convert Your Clients' Children Into Clients
And so much more!
To se...2022-11-2936 minFinancial Advisor's Workshop with Brian Kasal#33 The 4 Step Process To Help Clients Build Their Dream Lives w/ Bryan Sweet | Founder and CEO Of Sweet Financial PartnersDownload “How to Find Ultra High Net Worth Clients” from https://FinancialAdvisorsWorkshop.com
Bryan Sweet (https://www.sweetfinancial.com/) is a Forbes Best-in-State Wealth Advisor at Sweet Financial Partners, and the creator of the Dream Architect, where he helps people live their ideal futures.
In this episode Brian and Bryan discuss:
The 5 Pillars Of Building Your Dream Life
How To Build The Perfect Financial Advisory Platform
Teaching Your Clients to View A Down Market Differently
What It takes To Build a Billion Dollar Practice
Tips to Build a Successful Financial Advising Career
Is Inflation Going...2022-11-1829 min
Financial Advisor's Workshop with Brian Kasal#7 Using Your Business Today to Afford to Retire Tomorrow w/ Josh Patrick, Financial Advisor and Founding Principal at Stage 2 Planning PartnersDownload the “How To Reach $100M+ In Managed Assets” for FREE by going to https://FourStarWealth.com/Advisors
Josh Patrick is a Certified Financial Planner® and a Financial Transitionist®. He knows how to help you get the most value from your business both from personal experience (selling his successful 90-employee business) and from helping countless others do the same. In this episode, he joins us to talk about his work with blue-collar businesses, and how to make the money your business makes today work so you can retire tomorrow.
https://www.linkedin.com/in/josh-patrick-4018941a/...2022-04-1922 min
Today's Market Explained with Brian Kasal#119 Impact Of Inflation On Bonds, Equity Markets And Fixed Income Funds w/ Mike Terwilliger - Managing Director at BC Partners CreditDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals In The Shortest Time Possible” for FREE by going to https://todaysmarketexplained.com/
Mike Terwilliger is the managing director at BC Partners and one of Wall Street’s top analysts. He is here to discuss the impact of inflation on bond funds, equity markets and fixed income funds. Brian and Mike also discuss the importance of diversifying your portfolio and going beyond the 60/40 portfolio. Looking inside alternate investments to prevent yourself from inflationary risk and low yield returns.
https://www.linkedin.com/in/mikete...2022-04-1338 min
Financial Advisor's Workshop with Brian Kasal#4 Client Retirement Planning Secrets w/ Jeremy Keil, Retirement Planner & Podcast HostDownload the “How To Reach $100M+ In Managed Assets” for FREE by going to https://www.financialadvisorsworkshop.com/
Jeremy Keil (https://keilfp.com), a financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, he works to simplify complex financial decisions so you can make smarter retirement, investment, and tax planning decisions. Here we talk about his start in financial planning and his specialization in retirement planning.
https://www.linkedin.com/in/jeremykeilfp/
https://keilfp.com/
https://retirement-revealed.com/
Follow @FinancialAdvisorsWorkshop on TikTok, Instagram, and YouT...2022-04-0525 minToday's Market Explained with Brian Kasal#117 The Post COVID Reality of the Real Estate Market w/ Tripti Kasal + Laura Ellis - Baird & WarnerDownload the “65 Investment Terms You MUST Know to Reach Your Financial Goals In The Shortest Time Possible” for FREE by going to https://www.tiktok.com/@todaysmarketexplained Trust us, this free gift will be your cheat sheet for reaching your financial goals in the shortest time possible!
This episode’s guests are Tripti Kasal (https://triptikasal.bairdwarner.com/) Senior Vice President Of Sales at Baird & Warner and Laura Ellis (http://www.bairdwarner.com/laura.ellis), President of Residential Sales, Baird & Warner. They join us to talk about the recent uptick in demand in the real estate market, and ho...2022-04-0127 min
Financial Advisor's Workshop with Brian Kasal#3 The Art of Planting Seeds Through Conversation w/ Rick English, Founder and Senior Financial Advisor of English FinancialDownload our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://www.financialadvisorsworkshop.com/
Rick English (http://www.englishfinancial.net/) works independently as the Founder and Senior Financial Advisor of English Financial. He works with Business Owners and their CPAs to Reduce Taxes, Increase cash flow (business & personal), Secure dependable sources of TAX-FREE RETIREMENT INCOME to age 100 and beyond, Retain and Reward Key Employees; and Leave a larger than planned TAX-FREE Legacy. In this episode he talks about his beginnings in the industry and how he has built his name and business with...2022-03-2546 minFinancial Advisor's Workshop with Brian Kasal#2 The Boring Strategy To Help Clients Reach Their Financial Goals w/ Dan Moisand - Senior Financial Advisor at Moisand Fitzgerald Tamayo, LLCDownload our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://www.financialadvisorsworkshop.com/
Dan Moisand is a fee-only financial advisor residing in Melbourne, Florida. He is regarded by many as one of America’s top financial advisors for retirees and near retirees. A happily married father of two, he is a past national President of the Financial Planning Association, and has been featured as one of America’s top financial planners by at least 10 financial planning publications
https://twitter.com/MFTWealth
https://moisandfitzgerald.com/
Connect with Bri...2022-03-2539 minToday's Market Explained with Brian Kasal#95 Market Checkin: Are Investors Buying Crypto Instead of Gold? w/ Brian Kasal and Chris ReardonDownload the “65 Investment Terms You MUST Know To Reach Your Financial Goals” for FREE by going to https://todaysmarketexplained.com/ Trust us, this gift will be your cheat sheet for reaching your financial goals in the shortest time possible!
Follow @TodaysMarketExplained on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode!
Connect with Brian Kasal and TME:
To see short videos of all our best Today’s Market Explained tips follow us on:
Follow TME on TikTok: https://www.tiktok.com/@todays...2021-09-0942 minToday's Market Explained with Brian Kasal#94 Market Checkin: How To Outperform a Market Hitting New Highs, Chip Shortages + Can Fortune 500 Companies Trust China? w/ Brian Kasal and Chris ReardonDownload the “65 Investment Terms You MUST Know To Reach Your Financial Goals” for FREE by going to https://todaysmarketexplained.com/ Trust us, this gift will be your cheat sheet for reaching your financial goals in the shortest time possible!
Follow @TodaysMarketExplained on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode!
Connect with Brian Kasal and TME:
To see short videos of all our best Today’s Market Explained tips follow us on:
Follow TME on TikTok: https://www.tiktok.com/@todays...2021-09-0541 minToday's Market Explained with Brian Kasal#93 Market Checkin: Dow Jones Topping 35,000 for 1st Time, Delta Variant, Profitable Airlines, Dud RobinHood IPO w/ Brian Kasal and Chris ReardonDownload the “65 Investment Terms You MUST Know To Reach Your Financial Goals” for FREE by going to https://todaysmarketexplained.com/ Trust us, this gift will be your cheat sheet for reaching your financial goals in the shortest time possible!
Follow @TodaysMarketExplained on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode!
Connect with Brian Kasal and TME:
To see short videos of all our best Today’s Market Explained tips follow us on:
Follow TME on TikTok: https://www.tiktok.com/@todays...2021-08-0737 minToday's Market Explained with Brian Kasal#90 Market Checkin: Bitcoin's Collapse, Big Tech Under Fire, and the Wild Housing Market w/ Brian Kasal and Chris ReardonDownload the “65 Investment Terms You MUST Know To Reach Your Financial Goals” for FREE by going to https://todaysmarketexplained.com/ Trust us, this gift will be your cheat sheet for reaching your financial goals in the shortest time possible!
Follow @TodaysMarketExplained on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode!
Connect with Brian Kasal and TME:
To see short videos of all our best Today’s Market Explained tips follow us on:
Follow TME on TikTok: https://www.tiktok.com/@todays...2021-07-1333 minToday's Market Explained with Brian Kasal#88 Should Big Tech Be Regulated Like Utilities? Is Carbon Trading a Good Investment? Can Markets Crash During a Recovery? w/ Brian Kasal - CEO and Founder of FourStar WealthDownload the “65 Investment Terms You MUST Know To Crush Your Financial Goals” for FREE by going to https://todaysmarketexplained.com/Trust us, this gift will be your cheat sheet for reaching your financial goals in the shortest time possible!
With the economy now recovering from the pandemic, the consequences of the government’s stimulus plans are coming to light. Will people get back to work anytime soon? Will America’s economy suffer from a large-scale crisis? In this episode, FourStar Wealth CEO Brian Kasal and FourStar Wealth Director of Development Christopher Reardon discuss the country’s growing debt, inflati...2021-06-0851 min
Today's Market Explained with Brian Kasal#71 Layoffs Accelerating, Election Market Volatility and Major Economic News with Special Guest Laura Ellis and Tripti Kasal of Baird & WarnerOn this episode of The FourStar Podcast we discuss some of the major layoffs announced by major companies, along with unpacking some of the latest economic numbers. We will dissect the volatility bond and stock market and how long it could continue. At the end of this podcast we are joined by Laura Ellis and Tripti Kasal who will discuss what they are seeing in the residential real estate market during the Covid-19 Pandemic.2020-10-0947 min
Today's Market Explained with Brian Kasal#59 Special Advisor Interview with Kurt Mogilnicki and Special Co-Hosts Bryan Principe & Tucker DunnSpecial co-hosts Bryan Principe & Tucker Dunn join Brian Kasal to discuss the current state of the financial markets & how clients can leverage this time to improve their financial situation. After the main podcast, Brian Kasal interviews FourStar Wealth Advisors Investment Advisor Kurt Mogilnicki on his background and overall advising philosophy.2020-06-0531 min