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Showing episodes and shows of
CFP® & CDAA™
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It's All Money
Episode 0 - 3 Moments From Your Life In Money
Introducing YET ANOTHER financial advisor podcast... It's All Money. But wait what's different? Your 401k, your kids Paw Patrol toy collection, quantitative easing and the rising cost of your Disney+ subscription all seem like wildly different topics. And yet to the average American, they all end up hitting your checking account one way or another. It's All Money draws the throughline for investing, sales, taxes, business stories, economics and day-to-day spending. Not every listener will become a CFP, but any listener can learn a few things to have financial confidence and take control of your financial life.What...
2024-06-28
38 min
The Finance Marketing Podcast
Establishing a Standout Personal Brand Within a Larger Firm with Emily Rassam
In this episode of The Finance Marketing Podcast, Hillary sits down with Emily Rassam, CFP, CDAA, AIFA, CRPS, NSSA, and one of Investopedia's Top 100 Financial Advisors in the country. During this conversation, Emily shares her tips and strategies for establishing a personal brand while working inside part of a larger firm. Among other things, Emily shares her experiences of building her brand through making personal connections, building her authority and expertise with pro bono work, and her personal content creation strategies.Connect With Emily:Website: Archer Investment ManagementLinkedIn: Emily Rassam, CFP, CDAA, AIFA, CRPS, N...
2024-04-19
34 min
Crypto for Planners
International Men of Mystery
In this week's episode of Crypto for Planners, Steve and Adam talk about the importance of the Certified Digital Asset Advisor (CDAA) being international.Crypto is global, and so is the need for the CDAA. Each region has its regulations, custodians, and use cases, and the developing world will need guidance on participating in the financial system. To be a valid designation, the CDAA must be managed by an independent group, PlannerDAO, in line with CPA and CFP. Therefore, it's essential to ensure that anyone helping others with their money has an education...
2023-05-10
20 min
Crypto for Planners
CFP Podcast with Dr. Taji
Show notes:Dr. Taji, Certified Digital Asset Advisor EducatorLinkedIn: https://www.linkedin.com/in/drtaji/Twitter: @drTajiPlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
2023-01-10
33 min
Crypto for Planners
CFP Podcast: Introducing the PlannerDAO SMA Due Diligence Checklist w/ Kristian Marlow
Show notes:Kristian Marlow, Cryptolawyer, Tax Expert, and AuthorLinkedIn: https://www.linkedin.com/in/kristianmarlow/Twitter: @0xMarlowPlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
2022-11-09
36 min
Crypto for Planners
CFP Podcast with Dr. Niklas Schmidt, TEP
Show notes:Dr. Niklas Schmidt, Partner at WOLF THEISSLinkedIn: https://www.linkedin.com/in/nischmidt/Twitter: https://twitter.com/wolftheissWebsite: https://www.wolftheiss.com/expertise/industries/blockchain-crypto-assets/PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
2022-11-01
50 min
Crypto for Planners
CFP Podcast with Jillian Nell
Show notes:Jillian Nell, Director of Financial Planning with Inscription CapitalLinkedIn: https://www.linkedin.com/in/jilliannel/Twitter: https://twitter.com/jilliancnelWebsite: https://inscriptioncapital.com/PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
2022-10-25
34 min
Crypto for Planners
CFP Podcast with Endaoment
Show notes:Robbie Heeger, President & CEOLinkedIn: https://www.linkedin.com/in/rheeger/Twitter: https://twitter.com/RobbieHeegerWebsite: https://endaoment.org/Alexis Miller, Donor Engagement and Strategic Partnerships Lead LinkedIn: https://www.linkedin.com/in/alexis-miller-880b2160Twitter: https://twitter.com/alexismm61 PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes...
2022-10-18
43 min
Crypto for Planners
CFP Podcast with Paul Farella of Willow Crypto
Show notes:Paul Farella, CDAA™Managing Director at Willow InvestmentsLinkedIn: https://www.linkedin.com/in/paulfarella/PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
2022-10-04
39 min
Crypto for Planners
CFP Pod with Benson Webb, Jr.
Show notes:Benson Webb, Jr., Golden Webb CapitalTwitter: @B2KoldLinkedIn: https://www.linkedin.com/in/bensonwebbjr14/Website: https://www.linkedin.com/company/golden-web-capital-llc/ PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
2022-09-20
36 min
Crypto for Planners
CFP Podcast Chat with Adam Burke
Show notes:Adam Burke, Burke Wealth ManagementTwitter: @adam_c_burke LinkedIn: https://www.linkedin.com/in/adam-c-burke-entrepreneur/ Website: https://burkewealthmgmt.com/PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
2022-09-13
27 min
Crypto for Planners
CFP Podcast with Nick Reilly
Show notes:Nick Reilly, Founder & Wealth Advisor at One Day AdviceTwitter: @NickReillyCFPLinkedIn: https://www.linkedin.com/in/nick-reilly-cfp/ Website: https://www.onedayadvice.com/PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
2022-09-07
39 min
Crypto for Planners
CFP Podcast with Adam Blumberg
Show notes:Adam Blumberg, InteraxisTwitter: @Interaxis8LinkedIn: https://www.linkedin.com/in/adamblumberg/ Website: https://www.coindesk.com/author/Adam%20Blumberg/PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
2022-08-30
33 min
Crypto for Planners
CFP Podcast with Marc Nichols of Arbor Digital - Part 2
Show notes:Marc Nichols, Digital Asset Product DirectorTwitter: @NicholsMarcLinkedIn: https://www.linkedin.com/in/marc-nichols/Arbor DigitalWebsite: https://arbordigital.io/LinkedIn: https://www.linkedin.com/company/arbor-digital/Twitter: @arbor_digitalPlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
2022-08-23
33 min
Crypto for Planners
CFP Podcast with Marc Nichols of Arbor Digital
Show notes:Marc Nichols, Digital Asset Product DirectorTwitter: @NicholsMarc LinkedIn: https://www.linkedin.com/in/marc-nichols/Arbor DigitalWebsite: https://arbordigital.io/LinkedIn: https://www.linkedin.com/company/arbor-digital/ Twitter: @arbor_digitalPlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCehCorrection - Justin said Crossroads 2021 when it was in fact still April of 2022… despite feeling like a lifetime ago. This is a public episode. If you would like to di...
2022-08-12
37 min
One Day Advice Podcast
How to Save and Plan for Future Education Costs
Education costs have increased at an exponential rate, creating a significant amount of opportunity for well-thought-out financial planning. In this episode, we discuss the causes for the increased costs and provide information on 529 plans as a solution for self-funding these costs, outside of student loans, in a tax-efficient way. 1:12 - Why tuition costs are increasing exponentially 4:35 - What you can do to plan around education expenses 9:02 - What expenses does a 529 cover, and not cover 10:14 - Alternative methods of funding education expenses 12:37 - FAQ 15:09...
2022-08-09
19 min
One Day Advice Podcast
How to Save and Plan for Future Education Costs
Education costs have increased at an exponential rate, creating a significant amount of opportunity for well-thought-out financial planning. In this episode, we discuss the causes for the increased costs and provide information on 529 plans as a solution for self-funding these costs, outside of student loans, in a tax-efficient way. 1:12 - Why tuition costs are increasing exponentially 4:35 - What you can do to plan around education expenses 9:02 - What expenses does a 529 cover, and not cover 10:14 - Alternative methods of funding education expenses 12:37 - FAQ 15:09...
2022-08-09
19 min
Crypto for Planners
CFP Podcast with Cameron Schorg of Notional Finance
Show notes: http://notional.fi/ Cameron Schorg, Head Of Business Development & Partnerships, Notional FinanceTwitter: @schorgie30LinkedIn: @cameron-schorg https://www.linkedin.com/in/cameron-schorg/Email: cameron@notional.finance Notional FinanceWebsite: https://notional.finance/LinkedIn: https://www.linkedin.com/company/notionalfinance/ Twitter: @NotionalFinance PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh This is a public episode. If you would like to discuss this with other subscribers or get access to...
2022-08-05
37 min
One Day Advice Podcast
What does it mean to be INDEPENDENT within financial services?
You already know the story of independence and the 4th of July. What you may not know is what independence means within the financial services industry, why it’s important, and how it likely impacts you. In this episode, we cover why the quality of financial advice ranges significantly and what you can do to increase the likelihood that you receive great value. Two big factors contributing to this range in quality comes from WHO the advisor works for and HOW they are compensated. Do you know if your advisor is a fiduciary who is pr...
2022-07-04
17 min
One Day Advice Podcast
What does it mean to be INDEPENDENT within financial services?
You already know the story of independence and the 4th of July. What you may not know is what independence means within the financial services industry, why it’s important, and how it likely impacts you. In this episode, we cover why the quality of financial advice ranges significantly and what you can do to increase the likelihood that you receive great value. Two big factors contributing to this range in quality comes from WHO the advisor works for and HOW they are compensated. Do you know if your advisor is a fiduciary who is pr...
2022-07-04
17 min
Crypto for Planners
Managing Crypto Through a Bear Market with HeightZero
This episode of the CFP Podcast:Guests:AJ Nary, Co-Founder- Twitter: @thefreebieteam- LinkedIn : @A.J. Nary https://www.linkedin.com/in/a-j-nary-hz/- Email: aj@heightzero.coSean Waters, VP of Business Development- Twitter: @SeanWatersHZ- LinkedIn : @Sean Waters, CDAA™ https://www.linkedin.com/in/sean-waters-cdaa%E2%84%A2-3466024/- Email: sean@heightzero.coLinks Mentioned:HeightZero - heightzero.coInteraxis - interaxis.ioPlannerDAO - plannerdao.io This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
2022-07-01
32 min
One Day Advice Podcast
Tax-Loss Harvesting: How to Implement & Benefit from this Strategy
With the stock market recently entering a bear market, this is a great time to be considering harvesting any losses that you have to help offset capital gains. In this episode, we provide: An overview of capital gains and tax-loss harvesting Tips & tricks to implement this strategy on your own How to avoid costly mistakes The value that tax-loss harvesting can provide Schedule your free 30-minute consultation at OneDayAdvice.com and mention the podcast. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus...
2022-05-21
11 min
One Day Advice Podcast
Tax-Loss Harvesting: How to Implement & Benefit from this Strategy
With the stock market recently entering a bear market, this is a great time to be considering harvesting any losses that you have to help offset capital gains. In this episode, we provide: An overview of capital gains and tax-loss harvesting Tips & tricks to implement this strategy on your own How to avoid costly mistakes The value that tax-loss harvesting can provide Schedule your free 30-minute consultation at OneDayAdvice.com and mention the podcast. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus...
2022-05-21
11 min
One Day Advice Podcast
[Crypto Series] Risks Associated with Crypto and How to Protect Yourself
Given the recent Terra collapse and the domino effect that it had on the rest of crypto, this is a timely episode that addresses the associated risks with investing in the asset class. Nick provides an overview of the general risks that are unique to crypto, highlights three important historical events that you can learn from, and then describes how you can protect yourself as an investor in this asset class. Nick finishes the episode with his own outlook on digital assets. Here are the timestamps if you’d like to skip ahead: 2:08 - General Ri...
2022-05-11
30 min
One Day Advice Podcast
[Crypto Series] Risks Associated with Crypto and How to Protect Yourself
Given the recent Terra collapse and the domino effect that it had on the rest of crypto, this is a timely episode that addresses the associated risks with investing in the asset class. Nick provides an overview of the general risks that are unique to crypto, highlights three important historical events that you can learn from, and then describes how you can protect yourself as an investor in this asset class. Nick finishes the episode with his own outlook on digital assets. Here are the timestamps if you’d like to skip ahead: 2:08 - General Ri...
2022-05-11
30 min
One Day Advice Podcast
[Crypto Series] Why You Should Care About DeFi (Decentralized Finance)
DeFi (Decentralized Finance) has quickly become one of the largest themes within crypto today, and we believe it will have the greatest disruption to financial services as we know it. Nick explains why you should care about the DeFi revolution and how you may be able to capitalize and/or benefit from it. 0:24 - Why you should care about DeFi 3:45 - Five Key Problems of the Centralized Financial System 13:20 - How DeFi has the potential to solve these problems 17:30 - The current flaws to blockchain technology 19:52 - Introduction to the concept...
2022-04-22
24 min
One Day Advice Podcast
[Crypto Series] Why You Should Care About DeFi (Decentralized Finance)
DeFi (Decentralized Finance) has quickly become one of the largest themes within crypto today, and we believe it will have the greatest disruption to financial services as we know it. Nick explains why you should care about the DeFi revolution and how you may be able to capitalize and/or benefit from it. 0:24 - Why you should care about DeFi 3:45 - Five Key Problems of the Centralized Financial System 13:20 - How DeFi has the potential to solve these problems 17:30 - The current flaws to blockchain technology 19:52 - Introduction to the concept...
2022-04-22
24 min
One Day Advice Podcast
[FinTech Series] The Importance of Net Worth Tracking & Financial Organization
Rohit is the founder and CEO of Kubera.com, a modern spreadsheet-style net worth tracker that allows you to automatically track both traditional and crypto portfolios. Kubera helps our clients get organized and gain more financial clarity. In this episode, Rohit shares the near-death experience that led to him starting Kubera and how people’s financial lives have evolved from simple to more complicated due to the rise of financial technology. We also talk about the rise of crypto and where it may fit in an investment portfolio, the differentiator between Kubera and Personal Capital, as well as...
2022-04-01
21 min
One Day Advice Podcast
[FinTech Series] The Importance of Net Worth Tracking & Financial Organization
Rohit is the founder and CEO of Kubera.com, a modern spreadsheet-style net worth tracker that allows you to automatically track both traditional and crypto portfolios. Kubera helps our clients get organized and gain more financial clarity. In this episode, Rohit shares the near-death experience that led to him starting Kubera and how people’s financial lives have evolved from simple to more complicated due to the rise of financial technology. We also talk about the rise of crypto and where it may fit in an investment portfolio, the differentiator between Kubera and Personal Capital, as well as...
2022-04-01
21 min
One Day Advice Podcast
[Crypto Series] A Primer on Crypto Taxes
Yes, cryptocurrencies are taxed :( In this episode, Nick provides a primer on how they are taxed and which transactions count as a taxable event. He then touches on how to prepare your taxes and the strategies you can implement today to reduce your tax liability. 3:12 - How is Crypto Taxed 4:27 - Taxable & Non-Taxable Events 7:24 - What Tax Forms Do You Need 10:42 - How to Calculate Your Tax Liability 12:05 - How to Save on Crypto Taxes Want to optimize your financial life for the digital age...
2022-03-17
19 min
One Day Advice Podcast
[Crypto Series] A Primer on Crypto Taxes
Yes, cryptocurrencies are taxed :( In this episode, Nick provides a primer on how they are taxed and which transactions count as a taxable event. He then touches on how to prepare your taxes and the strategies you can implement today to reduce your tax liability. 3:12 - How is Crypto Taxed 4:27 - Taxable & Non-Taxable Events 7:24 - What Tax Forms Do You Need 10:42 - How to Calculate Your Tax Liability 12:05 - How to Save on Crypto Taxes Want to optimize your financial life for the digital age...
2022-03-17
19 min
One Day Advice Podcast
[Crypto Series] Three Major Themes Inside Crypto/Blockchain Technology
Blockchain technology has opened the door for a new era of innovation. In this episode, Nick addresses the three main themes that you can invest in within the cryptocurrency and blockchain environment. Timestamps: 1:07 - DeFi (Decentralized Finance) 9:31 - Web3 (Next Iteration of the Internet) 13:58 - Metaverse Want to optimize your financial life for the digital age? Schedule your free 30-minute consultation at OneDayAdvice.com and mention the podcast. This is a public episode. If you would like to discuss this with other subscribers or get access...
2022-02-28
21 min
One Day Advice Podcast
[Crypto Series] Three Major Themes Inside Crypto/Blockchain Technology
Blockchain technology has opened the door for a new era of innovation. In this episode, Nick addresses the three main themes that you can invest in within the cryptocurrency and blockchain environment. Timestamps: 1:07 - DeFi (Decentralized Finance) 9:31 - Web3 (Next Iteration of the Internet) 13:58 - Metaverse Want to optimize your financial life for the digital age? Schedule your free 30-minute consultation at OneDayAdvice.com and mention the podcast. This is a public episode. If you would like to discuss this with other subscribers or get access...
2022-02-28
21 min
One Day Advice Podcast
Credit Card Hacks and Insights [Spending Strategically]
Spending plays a key factor in your financial health. In this episode, we break down ways to "spend smart" using your credit card and great tools for shopping online. If you'd like to get a rolling interest-free loan for up to 60 days, want to maximize your rewards, or want to save more while shopping online, this episode is for you. Part 1 - Benefits of Paying with Credit [2:11] Part 2 - Warnings and Cautions Around Credit [3:32] Part 3 - Tips/Hacks Around Credit Cards & Online Shopping [8:54] Fair warning, this is an information-packed e...
2022-01-19
26 min
One Day Advice Podcast
Credit Card Hacks and Insights [Spending Strategically]
Spending plays a key factor in your financial health. In this episode, we break down ways to "spend smart" using your credit card and great tools for shopping online. If you'd like to get a rolling interest-free loan for up to 60 days, want to maximize your rewards, or want to save more while shopping online, this episode is for you. Part 1 - Benefits of Paying with Credit [2:11] Part 2 - Warnings and Cautions Around Credit [3:32] Part 3 - Tips/Hacks Around Credit Cards & Online Shopping [8:54] Fair warning, this is an information-packed e...
2022-01-19
26 min
One Day Advice Podcast
Insights into Starting a Small-Business and Ditching the 9-to-5 with Kelsey Knutson
Small businesses are a great way to build personal wealth and they are the backbone of business in America. In this episode, Kelsey Knutson talks about her entrepreneurial journey and shares wisdom from her experience in leaving the 9-to-5 and starting a business, and eventually becoming a business consultant. She is a wealth of knowledge for small businesses of all stages so if you’re considering starting a business, or want to run an existing business more efficiently, then she will be a great resource for you. Want to optimize your financial life for the digital age? Schedule your fr...
2021-12-29
25 min
One Day Advice Podcast
Insights into Starting a Small-Business and Ditching the 9-to-5 with Kelsey Knutson
Small businesses are a great way to build personal wealth and they are the backbone of business in America. In this episode, Kelsey Knutson talks about her entrepreneurial journey and shares wisdom from her experience in leaving the 9-to-5 and starting a business, and eventually becoming a business consultant. She is a wealth of knowledge for small businesses of all stages so if you’re considering starting a business, or want to run an existing business more efficiently, then she will be a great resource for you. Want to optimize your financial life for the digital age? Schedule your fr...
2021-12-29
25 min
One Day Advice Podcast
Making Data-driven Financial Decisions with Seth Burstein of Fortunately.io
Imagine being confident in being able to make key financial decisions based on data. Fortunately.io is trying to help and relieve stress for millions of people by helping them with key financial decisions that can be largely determined through data. In today's episode, we interview Seth Burstein, CEO and Co-founder of Fortunately.io, who is a Yale Alum and former actuary (aka, a big number cruncher). Financial decisions have both an emotional and mathematical component. Fortunately.io is looking to solve the mathematical component to these decisions so that people can feel confident knowing they are...
2021-12-10
27 min
One Day Advice Podcast
Making Data-driven Financial Decisions with Seth Burstein of Fortunately.io
Imagine being confident in being able to make key financial decisions based on data. Fortunately.io is trying to help and relieve stress for millions of people by helping them with key financial decisions that can be largely determined through data. In today's episode, we interview Seth Burstein, CEO and Co-founder of Fortunately.io, who is a Yale Alum and former actuary (aka, a big number cruncher). Financial decisions have both an emotional and mathematical component. Fortunately.io is looking to solve the mathematical component to these decisions so that people can feel confident knowing they are...
2021-12-10
27 min
One Day Advice Podcast
Worried About the Stock and Crypto Markets? Learn to Embrace Volatility
The stock market has moved around a lot lately. No matter the timing of when you listen to this episode, the key lessons can be applied. In this episode, we reference a lot of data in order to provide the proper context needed for weathering any financial storm. Schedule your free 30-minute consultation at OneDayAdvice.com and mention the podcast. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit onedayadvice.substack.com
2021-12-04
10 min
One Day Advice Podcast
Worried About the Stock and Crypto Markets? Learn to Embrace Volatility
The stock market has moved around a lot lately. No matter the timing of when you listen to this episode, the key lessons can be applied. In this episode, we reference a lot of data in order to provide the proper context needed for weathering any financial storm. Schedule your free 30-minute consultation at OneDayAdvice.com and mention the podcast. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit onedayadvice.substack.com
2021-12-04
10 min
One Day Advice Podcast
Getting Direct Diversified Exposure to Cryptocurrencies: feat. Matt Heater from Makara
Are you interested in the cryptocurrency market? Would you like diversified and direct exposure to the asset class? In this episode, we discuss crypto investing with Makara's VP of Strategic Initiatives, Matt Heater. Makara is an SEC registered investment advisor based in Seattle, WA that provides investors with access to diversified "baskets" of crypto. Much like an index or mutual fund, you're able to invest in numerous cryptocurrencies and even invest in specific themes within the crypto space. Some of these themes include Decentralized Finance, Web 3.0, and the Metaverse. You can get started today and...
2021-11-23
23 min
One Day Advice Podcast
Getting Direct Diversified Exposure to Cryptocurrencies: feat. Matt Heater from Makara
Are you interested in the cryptocurrency market? Would you like diversified and direct exposure to the asset class? In this episode, we discuss crypto investing with Makara's VP of Strategic Initiatives, Matt Heater. Makara is an SEC registered investment advisor based in Seattle, WA that provides investors with access to diversified "baskets" of crypto. Much like an index or mutual fund, you're able to invest in numerous cryptocurrencies and even invest in specific themes within the crypto space. Some of these themes include Decentralized Finance, Web 3.0, and the Metaverse. You can get started today and...
2021-11-23
23 min
Crypto for Planners
The Interview: Brittney Castro, CFP®, CDAA?
Brittney Castro is talking crypto and thinks you should be too!Brittney is a leading finance expert, professional speaker, and entrepreneur, with a passion for educating individuals on holistic financial planning strategies. With over 15 years as a financial expert, Brittney’s speaking style is more than just educational - she’s fun, non-judgmental, and relatable.https://www.financiallywiseinc.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com
2021-11-11
22 min
One Day Advice Podcast
Worried About Inflation? Here's How You Can Come Out On Top!
Inflation is the "Stealth Tax". It erodes your cash and reduces your purchasing power over time. You won't find it in your financial statements or your tax filings, but you can feel it through the assets and items you purchase. As famous economist John Maynard Keynes once said, "While [inflation] impoverishes many, it actually enriches some". How can you be on the side that's enriched? In this episode you learn about ways that you can make inflation work for you, not against you. Other than the most common methods, like owning shares of companies (stocks...
2021-10-28
13 min
One Day Advice Podcast
Worried About Inflation? Here's How You Can Come Out On Top!
Inflation is the "Stealth Tax". It erodes your cash and reduces your purchasing power over time. You won't find it in your financial statements or your tax filings, but you can feel it through the assets and items you purchase. As famous economist John Maynard Keynes once said, "While [inflation] impoverishes many, it actually enriches some". How can you be on the side that's enriched? In this episode you learn about ways that you can make inflation work for you, not against you. Other than the most common methods, like owning shares of companies (stocks...
2021-10-28
13 min
One Day Advice Podcast
Budgeting Sucks! Here's a fun alternative that will get you better results
Budgeting is no fun for too many reasons to mention. It's restrictive. In this episode, we present a new way to think about and/or manage your spending. A way that will actually be fun and get you better long-term results. We provide you with questions to ask yourself, so that you can build a decision framework around your spending. It requires less time and provides less stress and more fulfillment in your life. Your relationship with money is important, as it reaps benefits in all areas of your life. Gain a better relationship with...
2021-10-14
07 min
One Day Advice Podcast
Budgeting Sucks! Here's a fun alternative that will get you better results
Budgeting is no fun for too many reasons to mention. It's restrictive. In this episode, we present a new way to think about and/or manage your spending. A way that will actually be fun and get you better long-term results. We provide you with questions to ask yourself, so that you can build a decision framework around your spending. It requires less time and provides less stress and more fulfillment in your life. Your relationship with money is important, as it reaps benefits in all areas of your life. Gain a better relationship with...
2021-10-14
07 min
One Day Advice Podcast
Discussion: Biden's Updated Tax Plan Proposal with Kyle Lynch, CPA
Biden's recent Tax Plan Proposal contains many changes that will impact high-income earners. In this episode, Kyle Lynch from Clover Hill CPA joins Nick to discuss key takeaways from the proposal and timely action items to consider before year-end. Kyle also explains the strategy of the "Backdoor Roth" contribution, a strategy that has the potential of being eliminated from this proposal. Other items discussed: updates to capital gains rates, income tax rates, backdoor Roth and Roth conversions. Schedule your free 30-minute consultation at OneDayAdvice.com or by emailing us at hello@onedayadvice.com. Visit...
2021-09-24
17 min
One Day Advice Podcast
Discussion: Biden's Updated Tax Plan Proposal with Kyle Lynch, CPA
Biden's recent Tax Plan Proposal contains many changes that will impact high-income earners. In this episode, Kyle Lynch from Clover Hill CPA joins Nick to discuss key takeaways from the proposal and timely action items to consider before year-end. Kyle also explains the strategy of the "Backdoor Roth" contribution, a strategy that has the potential of being eliminated from this proposal. Other items discussed: updates to capital gains rates, income tax rates, backdoor Roth and Roth conversions. Schedule your free 30-minute consultation at OneDayAdvice.com or by emailing us at hello@onedayadvice.com. Visit...
2021-09-24
17 min
One Day Advice Podcast
WA State's Long-term Care Tax: Should You Opt Out?
Timely episode alert! You only have until 11/1/2021 to have a private LTC policy in place in order to opt-out and gain exemption from this payroll tax. If you're a W-2 employee in the State of Washington, this episode is for you. I give an overview of the payroll tax, what it means to you, and what you can do to potentially save money and get more flexibility from a private policy. Important: I DO NOT sell insurance products, nor do I gain any form of compensation by recommending a private policy. Schedule your...
2021-08-18
18 min
One Day Advice Podcast
WA State's Long-term Care Tax: Should You Opt Out?
Timely episode alert! You only have until 11/1/2021 to have a private LTC policy in place in order to opt-out and gain exemption from this payroll tax. If you're a W-2 employee in the State of Washington, this episode is for you. I give an overview of the payroll tax, what it means to you, and what you can do to potentially save money and get more flexibility from a private policy. Important: I DO NOT sell insurance products, nor do I gain any form of compensation by recommending a private policy. Schedule your...
2021-08-18
18 min
One Day Advice Podcast
[Crypto Series] Stablecoins: Worthy cash alternatives?
As the first part of our crypto series, we discuss the concept of stablecoins and how to leverage them as a potential cash alternative asset class. As of the recording, we are talking anywhere between 4-8% annual interest rate, accrued daily and paid out monthly! We will discuss how they work and the risks involved. If you're sitting on cash, unsure of where it can be put to work with such low-interest rates offered by traditional banks, this is your episode! Disclaimer: All opinions expressed by Nick Reilly are solely his own opinion...
2021-08-05
17 min
One Day Advice Podcast
[Crypto Series] Stablecoins: Worthy cash alternatives?
As the first part of our crypto series, we discuss the concept of stablecoins and how to leverage them as a potential cash alternative asset class. As of the recording, we are talking anywhere between 4-8% annual interest rate, accrued daily and paid out monthly! We will discuss how they work and the risks involved. If you're sitting on cash, unsure of where it can be put to work with such low-interest rates offered by traditional banks, this is your episode! Disclaimer: All opinions expressed by Nick Reilly are solely his own opinion...
2021-08-05
17 min
One Day Advice Podcast
Common Misconceptions Around Estate Planning - ft. Harkiran Sekhon
In today's episode, we interview estate planning attorney Harkiran Sekhon of Sekhon Law, PLLC. Harkiran shares some of the common misconceptions around estate planning and what people can do to ensure that their estate is in order. Plainly stated, if you're an adult you should have a plan for your estate! While planning for your eventual passing isn't the most invigorating exercise, there are things that can be done to make the settling of your estate easier for loved ones who will already be mourning your loss. SekhonlawPLLC.com @sekhonlawpllc Schedule your free 30...
2021-07-08
17 min
One Day Advice Podcast
Common Misconceptions Around Estate Planning - ft. Harkiran Sekhon
In today's episode, we interview estate planning attorney Harkiran Sekhon of Sekhon Law, PLLC. Harkiran shares some of the common misconceptions around estate planning and what people can do to ensure that their estate is in order. Plainly stated, if you're an adult you should have a plan for your estate! While planning for your eventual passing isn't the most invigorating exercise, there are things that can be done to make the settling of your estate easier for loved ones who will already be mourning your loss. SekhonlawPLLC.com @sekhonlawpllc Schedule your free 30...
2021-07-08
17 min
One Day Advice Podcast
Your 401k is NOT a Scam - A Warning Against Misleading Ads
There are many misleading claims and ads around financial advice, but in this episode we discuss one in particular. The claim that your 401k is a scam where they go on to promote the "infinite banking" strategy through a cash value whole life insurance policy. We break down why this is misleading and provide alternative options to consider. This episode should serve as a warning, as these financial products lack transparency, are extremely expensive and prey off of misinformed individuals. Schedule a free consultation with us at OneDayAdvice.com or by emailing us a...
2021-06-18
19 min
One Day Advice Podcast
Your 401k is NOT a Scam - A Warning Against Misleading Ads
There are many misleading claims and ads around financial advice, but in this episode we discuss one in particular. The claim that your 401k is a scam where they go on to promote the "infinite banking" strategy through a cash value whole life insurance policy. We break down why this is misleading and provide alternative options to consider. This episode should serve as a warning, as these financial products lack transparency, are extremely expensive and prey off of misinformed individuals. Schedule a free consultation with us at OneDayAdvice.com or by emailing us a...
2021-06-18
19 min
One Day Advice Podcast
The 4% Rule of Financial Independence: Rule or Guideline?
Financial independence is the new retirement. The 4% Rule has become the central measurement for financial freedom and in this episode, we break down why this number may actually be best used as a guideline, and how you should consider thinking about financial freedom instead. We explain what the 4% rule is, what it does and does not consider, and how to calculate your "Financial Independence" (FI) number. Schedule your free 30-minute consultation at OneDayAdvice.com or by emailing us at hello@onedayadvice.com. This is a public episode. If you would like...
2021-05-29
17 min
One Day Advice Podcast
The 4% Rule of Financial Independence: Rule or Guideline?
Financial independence is the new retirement. The 4% Rule has become the central measurement for financial freedom and in this episode, we break down why this number may actually be best used as a guideline, and how you should consider thinking about financial freedom instead. We explain what the 4% rule is, what it does and does not consider, and how to calculate your "Financial Independence" (FI) number. Schedule your free 30-minute consultation at OneDayAdvice.com or by emailing us at hello@onedayadvice.com. This is a public episode. If you would like...
2021-05-29
17 min
One Day Advice Podcast
Financial Literacy and Making Money Your Employee with Jedidiah Collins
Jed Collins, CFP is an ex-NFL athlete turned personal finance educator. He's the Founder of Money Vehicle, an online financial literacy certification course. In today's episode, we touch on Jed's incredible story, his experience with money, and his journey of not only teaching financial literacy but also empowering people to take action on their finances. We talk about the movement he is building around his online course, and discuss the foundation of building and accumulating wealth, no matter your age or circumstance. You can purchase or gift Jed's course at YourMoneyVehicle.com Schedule...
2021-05-07
27 min
One Day Advice Podcast
Financial Literacy and Making Money Your Employee with Jedidiah Collins
Jed Collins, CFP is an ex-NFL athlete turned personal finance educator. He's the Founder of Money Vehicle, an online financial literacy certification course. In today's episode, we touch on Jed's incredible story, his experience with money, and his journey of not only teaching financial literacy but also empowering people to take action on their finances. We talk about the movement he is building around his online course, and discuss the foundation of building and accumulating wealth, no matter your age or circumstance. You can purchase or gift Jed's course at YourMoneyVehicle.com Schedule...
2021-05-07
27 min
One Day Advice Podcast
How to Gain Cryptocurrency Exposure Using Stocks
In this episode, we discuss ways to gain indirect (and some direct) exposure to cryptocurrencies using six publicly traded U.S. stocks. This strategy could also be a great way to gain cryptocurrency exposure inside your retirement accounts, as well as a way to hedge your bet on cryptos since five of the six companies mentioned produce actual products, services, and revenue. If you're wanting to learn about other ways to invest in cryptocurrencies, don't hesitate to reach out to us at OneDayAdvice.com or by emailing us at hello@onedayadvice.com. This is...
2021-04-28
10 min
One Day Advice Podcast
How to Gain Cryptocurrency Exposure Using Stocks
In this episode, we discuss ways to gain indirect (and some direct) exposure to cryptocurrencies using six publicly traded U.S. stocks. This strategy could also be a great way to gain cryptocurrency exposure inside your retirement accounts, as well as a way to hedge your bet on cryptos since five of the six companies mentioned produce actual products, services, and revenue. If you're wanting to learn about other ways to invest in cryptocurrencies, don't hesitate to reach out to us at OneDayAdvice.com or by emailing us at hello@onedayadvice.com. This is...
2021-04-28
10 min
One Day Advice Podcast
AAA System for Cash Flow Management
Cashflow is the lifeblood of your financial life. Without an understanding of where your money is going, you won't be able to fund the short-term or long-term goals that you have. In this episode, we discuss the AAA system for managing your cash flow. This system includes Awareness, Automation, and Adaptation and should be repeated periodically in order to maintain control over your finances. Once you've gained control over your cash flow, you'll be able to strategize around funding your top priority financial goals. You'll also achieve peace of mind financially, knowing that you're funding both your...
2021-04-14
18 min
One Day Advice Podcast
AAA System for Cash Flow Management
Cashflow is the lifeblood of your financial life. Without an understanding of where your money is going, you won't be able to fund the short-term or long-term goals that you have. In this episode, we discuss the AAA system for managing your cash flow. This system includes Awareness, Automation, and Adaptation and should be repeated periodically in order to maintain control over your finances. Once you've gained control over your cash flow, you'll be able to strategize around funding your top priority financial goals. You'll also achieve peace of mind financially, knowing that you're funding both your...
2021-04-14
18 min
One Day Advice Podcast
ESPP: What should you do with your Employee Stock Purchase Plan?
Simply put, the Employee Stock Purchase Plan (ESPP) is an employer benefit that you should be taking advantage of. In this episode, we break down what an ESPP is and how you can take full advantage of it. We also answer the following questions at the end: - Should you sell right away or hold onto the stock after you've purchased? - How should you prioritize your 401(k) and ESPP contributions? Schedule your free 30-minute consultation at OneDayAdvice.com or by emailing us at hello@onedayadvice.com. This is a...
2021-04-04
14 min
One Day Advice Podcast
ESPP: What should you do with your Employee Stock Purchase Plan?
Simply put, the Employee Stock Purchase Plan (ESPP) is an employer benefit that you should be taking advantage of. In this episode, we break down what an ESPP is and how you can take full advantage of it. We also answer the following questions at the end: - Should you sell right away or hold onto the stock after you've purchased? - How should you prioritize your 401(k) and ESPP contributions? Schedule your free 30-minute consultation at OneDayAdvice.com or by emailing us at hello@onedayadvice.com. This is a...
2021-04-04
14 min
One Day Advice Podcast
Four Reasons Why You Should Make Roth Retirement Contributions
What are the benefits to a Roth retirement contribution versus a traditional? Should I be contributing to a Roth? What if my income is too high to qualify? These are the questions we address in this episode. Roth retirement contributions are essential to saving towards retirement while maximizing tax benefits. No matter your age or income, you too can benefit from this tax-saving retirement vehicle. Schedule your free 30-minute consultation at OneDayAdvice.com or by emailing us at hello@onedayadvice.com. This is a public episode. If you would like to discuss t...
2021-03-27
14 min
One Day Advice Podcast
Four Reasons Why You Should Make Roth Retirement Contributions
What are the benefits to a Roth retirement contribution versus a traditional? Should I be contributing to a Roth? What if my income is too high to qualify? These are the questions we address in this episode. Roth retirement contributions are essential to saving towards retirement while maximizing tax benefits. No matter your age or income, you too can benefit from this tax-saving retirement vehicle. Schedule your free 30-minute consultation at OneDayAdvice.com or by emailing us at hello@onedayadvice.com. This is a public episode. If you would like to discuss t...
2021-03-27
14 min
One Day Advice Podcast
Time IN the Market vs Timing the Market
Yesterday marked the one-year anniversary to the S&P 500's second-largest single-day drop of 12%. For all the downsides that Covid-19 has brought us, there has been plenty of upsides to being a long-term investor. In this episode, you'll hear about why it's so important to focus on your time IN the market instead of trying to time the market. There is a lot of data that is shared in this episode to back this up and we hope you'll come out of the episode with the intent of being a long-term investor. By following this principle, we...
2021-03-17
15 min
One Day Advice Podcast
Time IN the Market vs Timing the Market
Yesterday marked the one-year anniversary to the S&P 500's second-largest single-day drop of 12%. For all the downsides that Covid-19 has brought us, there has been plenty of upsides to being a long-term investor. In this episode, you'll hear about why it's so important to focus on your time IN the market instead of trying to time the market. There is a lot of data that is shared in this episode to back this up and we hope you'll come out of the episode with the intent of being a long-term investor. By following this principle, we...
2021-03-17
15 min
One Day Advice Podcast
Interviewing Nick Reilly - Your Podcast Host
In today's episode, Paul takes the time to interview Nick Reilly, the founder of One Day Advice and the host of this podcast. You'll learn about his ups and downs navigating the financial services industry which ultimately led to him starting his own business. Nick also addresses his passion for technology and how he believes fintech will specifically play a part in disrupting the industry. Schedule your free 30-minute consultation at OneDayAdvice.com or by emailing us at hello@onedayadvice.com. This is a public episode. If you would like to discuss this...
2021-03-11
27 min
One Day Advice Podcast
Interviewing Nick Reilly - Your Podcast Host
In today's episode, Paul takes the time to interview Nick Reilly, the founder of One Day Advice and the host of this podcast. You'll learn about his ups and downs navigating the financial services industry which ultimately led to him starting his own business. Nick also addresses his passion for technology and how he believes fintech will specifically play a part in disrupting the industry. Schedule your free 30-minute consultation at OneDayAdvice.com or by emailing us at hello@onedayadvice.com. This is a public episode. If you would like to discuss this...
2021-03-11
27 min
One Day Advice Podcast
[Interview] Helping Clients Increase their Savings Rate through Financial Coaching (Ft. Vineet Prasad - Founder of Savings Academy)
Vineet Prasad is the founder of Savings Academy, a financial coaching company that helps tech professionals increase their savings rates and pay down debt. A positive savings rate is the cornerstone to building wealth, so we are very excited to share our interview with Vineet. We hope our listeners will come away with an understanding of what a quality financial coach can do to help increase their savings and get them out of debt. Once this is accomplished, the wealth-building stage can begin! References: Savings Academy (https://savingsacademy.com/) Tiller Money (https://www...
2021-03-03
35 min
One Day Advice Podcast
[Interview] Helping Clients Increase their Savings Rate through Financial Coaching (Ft. Vineet Prasad - Founder of Savings Academy)
Vineet Prasad is the founder of Savings Academy, a financial coaching company that helps tech professionals increase their savings rates and pay down debt. A positive savings rate is the cornerstone to building wealth, so we are very excited to share our interview with Vineet. We hope our listeners will come away with an understanding of what a quality financial coach can do to help increase their savings and get them out of debt. Once this is accomplished, the wealth-building stage can begin! References: Savings Academy (https://savingsacademy.com/) Tiller Money (https://www...
2021-03-03
35 min
One Day Advice Podcast
(Age-Based) Late Career / Pre-Retirement Households
When you're thinking about retiring you begin to realize that you will no longer be able to lean on your earned income. This new life stage involves transitioning into a new phase of dependence on your assets. No matter how well off you are, the decision to take the leap can bring a lot of unease. In this episode, we break down some of the key planning elements that go into planning around retirement. It's geared towards late-career professionals but is insightful for all ages as the ultimate goal of living off your assets is becoming a b...
2021-02-24
25 min
One Day Advice Podcast
(Age-Based) Late Career / Pre-Retirement Households
When you're thinking about retiring you begin to realize that you will no longer be able to lean on your earned income. This new life stage involves transitioning into a new phase of dependence on your assets. No matter how well off you are, the decision to take the leap can bring a lot of unease. In this episode, we break down some of the key planning elements that go into planning around retirement. It's geared towards late-career professionals but is insightful for all ages as the ultimate goal of living off your assets is becoming a b...
2021-02-24
25 min
One Day Advice Podcast
(Age-based) Mid-stage Career Households (~40's to early 50's)
Many people in the middle stage of their careers (~ 40's to early 50's) are in their peak income-earning years. They may also be making big career moves, buying real estate properties, planning sabbaticals, or raising a growing family. No matter your experience, more money brings greater responsibility and more potential complexity. In this episode, we address some of the areas that we find our clients seeking assistance around at this age of their lives. Schedule your free 30-minute consultation at OneDayAdvice.com or by emailing us at hello@onedayadvice.com. This is a public...
2021-02-17
24 min
One Day Advice Podcast
(Age-based) Mid-stage Career Households (~40's to early 50's)
Many people in the middle stage of their careers (~ 40's to early 50's) are in their peak income-earning years. They may also be making big career moves, buying real estate properties, planning sabbaticals, or raising a growing family. No matter your experience, more money brings greater responsibility and more potential complexity. In this episode, we address some of the areas that we find our clients seeking assistance around at this age of their lives. Schedule your free 30-minute consultation at OneDayAdvice.com or by emailing us at hello@onedayadvice.com. This is a public...
2021-02-17
24 min
One Day Advice Podcast
(Age-Based) Early Stage Career Individuals
Despite having the most wealth potential, people in the early stages of their career are often overlooked by the financial advising community. In this episode we address why this is the case, and why there are so many areas that a good advisor can provide value in for individuals in this age group. Schedule your free 30-minute consultation at OneDayAdvice.com or emailing us at hello@onedayadvice.com. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit onedayadvice.substack.com
2021-02-10
24 min
One Day Advice Podcast
(Age-Based) Early Stage Career Individuals
Despite having the most wealth potential, people in the early stages of their career are often overlooked by the financial advising community. In this episode we address why this is the case, and why there are so many areas that a good advisor can provide value in for individuals in this age group. Schedule your free 30-minute consultation at OneDayAdvice.com or emailing us at hello@onedayadvice.com. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit onedayadvice.substack.com
2021-02-10
24 min
One Day Advice Podcast
Planning to buy a home?: Important things to consider before buying real estate.
The home buying process can be complicated, and mistakes can be costly. Whether you are looking to buy your first home or looking to buy additional property, you'll learn critical insights about the home buying process. We address high-level lender requirements, things you should think about before buying, down payment strategies, and ways to approach savings. If you have specific questions, feel free to reach out to us at hello@onedayadvice.com. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes...
2021-02-03
31 min
One Day Advice Podcast
Planning to buy a home?: Important things to consider before buying real estate.
The home buying process can be complicated, and mistakes can be costly. Whether you are looking to buy your first home or looking to buy additional property, you'll learn critical insights about the home buying process. We address high-level lender requirements, things you should think about before buying, down payment strategies, and ways to approach savings. If you have specific questions, feel free to reach out to us at hello@onedayadvice.com. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes...
2021-02-03
31 min
One Day Advice Podcast
The F-Word (Fiduciary)
The word "Fiduciary" has become commonplace when looking for a financial advisor. In this episode, you'll find out what it means to be a fiduciary, and why you're actually more likely to encounter non-fiduciary financial advisors. You'll also learn the important differences between fee-only and fee-based advice. Our listeners will come out of this short episode armed with the knowledge they need to seek out the right financial advice. Schedule your free 30-minute consultation at OneDayAdvice.com and mention the podcast. This is a public episode. If you would like to discuss this...
2021-01-26
16 min
One Day Advice Podcast
The F-Word (Fiduciary)
The word "Fiduciary" has become commonplace when looking for a financial advisor. In this episode, you'll find out what it means to be a fiduciary, and why you're actually more likely to encounter non-fiduciary financial advisors. You'll also learn the important differences between fee-only and fee-based advice. Our listeners will come out of this short episode armed with the knowledge they need to seek out the right financial advice. Schedule your free 30-minute consultation at OneDayAdvice.com and mention the podcast. This is a public episode. If you would like to discuss this...
2021-01-26
16 min
One Day Advice Podcast
"True" Financial Planners Sell Advice, Not Products
Just as you wouldn't want a doctor to prescribe you a drug without truly knowing your situation and/or cause of illness, "true" financial planners shouldn't be prescribing/selling financial products without knowing the deeper needs and desires of their clients. In short, your advisor should be selling their knowledge and advice instead of financial products. Learn more about what it means to be a "true" financial planner in this episode. Schedule your free 30-minute consultation at OneDayAdvice.com and mention the podcast. This is a public episode. If you would like...
2021-01-20
32 min
One Day Advice Podcast
"True" Financial Planners Sell Advice, Not Products
Just as you wouldn't want a doctor to prescribe you a drug without truly knowing your situation and/or cause of illness, "true" financial planners shouldn't be prescribing/selling financial products without knowing the deeper needs and desires of their clients. In short, your advisor should be selling their knowledge and advice instead of financial products. Learn more about what it means to be a "true" financial planner in this episode. Schedule your free 30-minute consultation at OneDayAdvice.com and mention the podcast. This is a public episode. If you would like...
2021-01-20
32 min
One Day Advice Podcast
The Wealth Journey
Mapping out personal finances by age can be misleading since everyone may enter stages of life at different ages, making it hard to relate to others in your age group. Everyone, however, experiences a wealth journey. In this episode, we discuss the stages of this wealth journey. Schedule your free 30-minute consultation at OneDayAdvice.com and mention the podcast. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit onedayadvice.substack.com
2021-01-15
23 min
One Day Advice Podcast
The Wealth Journey
Mapping out personal finances by age can be misleading since everyone may enter stages of life at different ages, making it hard to relate to others in your age group. Everyone, however, experiences a wealth journey. In this episode, we discuss the stages of this wealth journey. Schedule your free 30-minute consultation at OneDayAdvice.com and mention the podcast. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit onedayadvice.substack.com
2021-01-15
23 min
One Day Advice Podcast
Introduction: The One Day Advice Podcast
While helping you optimize your financial life, we will give you a fully transparent, behind the scenes look into the financial services industry. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit onedayadvice.substack.com
2020-12-28
00 min
One Day Advice Podcast
Introduction: The One Day Advice Podcast
While helping you optimize your financial life, we will give you a fully transparent, behind the scenes look into the financial services industry. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit onedayadvice.substack.com
2020-12-28
00 min