Shows
It's All MoneyEpisode 0 - 3 Moments From Your Life In MoneyIntroducing 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...
2024-06-2838 min
The Finance Marketing PodcastEstablishing a Standout Personal Brand Within a Larger Firm with Emily RassamIn 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...
2024-04-1934 min
Crypto for PlannersInternational Men of MysteryIn 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...
2023-05-1020 min
Crypto for PlannersCFP Podcast with Dr. TajiShow 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
2023-01-1033 min
Crypto for PlannersCFP Podcast: Introducing the PlannerDAO SMA Due Diligence Checklist w/ Kristian MarlowShow 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
2022-11-0936 min
Crypto for PlannersCFP Podcast with Dr. Niklas Schmidt, TEPShow 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
2022-11-0150 min
Crypto for PlannersCFP Podcast with Jillian NellShow 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
2022-10-2534 min
Crypto for PlannersCFP Podcast with EndaomentShow 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...
2022-10-1843 min
Crypto for PlannersCFP Podcast with Paul Farella of Willow CryptoShow 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
2022-10-0439 min
Crypto for PlannersCFP 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
2022-09-2036 min
Crypto for PlannersCFP Podcast Chat with Adam BurkeShow 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
2022-09-1327 min
Crypto for PlannersCFP Podcast with Nick ReillyShow 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
2022-09-0739 min
Crypto for PlannersCFP Podcast with Adam BlumbergShow 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
2022-08-3033 min
Crypto for PlannersCFP Podcast with Marc Nichols of Arbor Digital - Part 2Show 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
2022-08-2333 min
Crypto for PlannersCFP Podcast with Marc Nichols of Arbor DigitalShow 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...
2022-08-1237 min
One Day Advice PodcastHow to Save and Plan for Future Education CostsEducation 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...
2022-08-0919 minOne Day Advice PodcastHow to Save and Plan for Future Education CostsEducation 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...
2022-08-0919 min
Crypto for PlannersCFP Podcast with Cameron Schorg of Notional FinanceShow 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...
2022-08-0537 min
One Day Advice PodcastWhat 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...
2022-07-0417 minOne Day Advice PodcastWhat 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...
2022-07-0417 min
Crypto for PlannersManaging Crypto Through a Bear Market with HeightZeroThis 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
2022-07-0132 min
One Day Advice PodcastTax-Loss Harvesting: How to Implement & Benefit from this StrategyWith 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...
2022-05-2111 minOne Day Advice PodcastTax-Loss Harvesting: How to Implement & Benefit from this StrategyWith 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...
2022-05-2111 min
One Day Advice Podcast[Crypto Series] Risks Associated with Crypto and How to Protect YourselfGiven 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...
2022-05-1130 minOne Day Advice Podcast[Crypto Series] Risks Associated with Crypto and How to Protect YourselfGiven 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...
2022-05-1130 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...
2022-04-2224 minOne 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...
2022-04-2224 min
One Day Advice Podcast[FinTech Series] The Importance of Net Worth Tracking & Financial OrganizationRohit 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...
2022-04-0121 minOne Day Advice Podcast[FinTech Series] The Importance of Net Worth Tracking & Financial OrganizationRohit 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...
2022-04-0121 min
One Day Advice Podcast[Crypto Series] A Primer on Crypto TaxesYes, 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...
2022-03-1719 minOne Day Advice Podcast[Crypto Series] A Primer on Crypto TaxesYes, 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...
2022-03-1719 min
One Day Advice Podcast[Crypto Series] Three Major Themes Inside Crypto/Blockchain TechnologyBlockchain 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...
2022-02-2821 minOne Day Advice Podcast[Crypto Series] Three Major Themes Inside Crypto/Blockchain TechnologyBlockchain 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...
2022-02-2821 min
One Day Advice PodcastCredit 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...
2022-01-1926 minOne Day Advice PodcastCredit 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...
2022-01-1926 min
One Day Advice PodcastInsights into Starting a Small-Business and Ditching the 9-to-5 with Kelsey KnutsonSmall 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...
2021-12-2925 minOne Day Advice PodcastInsights into Starting a Small-Business and Ditching the 9-to-5 with Kelsey KnutsonSmall 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...
2021-12-2925 min
One Day Advice PodcastMaking Data-driven Financial Decisions with Seth Burstein of Fortunately.ioImagine 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...
2021-12-1027 minOne Day Advice PodcastMaking Data-driven Financial Decisions with Seth Burstein of Fortunately.ioImagine 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...
2021-12-1027 min
One Day Advice PodcastWorried About the Stock and Crypto Markets? Learn to Embrace VolatilityThe 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
2021-12-0410 minOne Day Advice PodcastWorried About the Stock and Crypto Markets? Learn to Embrace VolatilityThe 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
2021-12-0410 min
One Day Advice PodcastGetting Direct Diversified Exposure to Cryptocurrencies: feat. Matt Heater from MakaraAre 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...
2021-11-2323 minOne Day Advice PodcastGetting Direct Diversified Exposure to Cryptocurrencies: feat. Matt Heater from MakaraAre 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...
2021-11-2323 min
Crypto for PlannersThe 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
2021-11-1122 min
One Day Advice PodcastWorried 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...
2021-10-2813 minOne Day Advice PodcastWorried 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...
2021-10-2813 min
One Day Advice PodcastBudgeting Sucks! Here's a fun alternative that will get you better resultsBudgeting 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...
2021-10-1407 minOne Day Advice PodcastBudgeting Sucks! Here's a fun alternative that will get you better resultsBudgeting 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...
2021-10-1407 min
One Day Advice PodcastDiscussion: Biden's Updated Tax Plan Proposal with Kyle Lynch, CPABiden'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...
2021-09-2417 minOne Day Advice PodcastDiscussion: Biden's Updated Tax Plan Proposal with Kyle Lynch, CPABiden'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...
2021-09-2417 min
One Day Advice PodcastWA 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...
2021-08-1818 minOne Day Advice PodcastWA 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...
2021-08-1818 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...
2021-08-0517 minOne 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...
2021-08-0517 min
One Day Advice PodcastCommon Misconceptions Around Estate Planning - ft. Harkiran SekhonIn 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...
2021-07-0817 minOne Day Advice PodcastCommon Misconceptions Around Estate Planning - ft. Harkiran SekhonIn 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...
2021-07-0817 min
One Day Advice PodcastYour 401k is NOT a Scam - A Warning Against Misleading AdsThere 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...
2021-06-1819 minOne Day Advice PodcastYour 401k is NOT a Scam - A Warning Against Misleading AdsThere 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...
2021-06-1819 min
One Day Advice PodcastThe 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...
2021-05-2917 minOne Day Advice PodcastThe 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...
2021-05-2917 min
One Day Advice PodcastFinancial Literacy and Making Money Your Employee with Jedidiah CollinsJed 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...
2021-05-0727 minOne Day Advice PodcastFinancial Literacy and Making Money Your Employee with Jedidiah CollinsJed 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...
2021-05-0727 min
One Day Advice PodcastHow to Gain Cryptocurrency Exposure Using StocksIn 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...
2021-04-2810 minOne Day Advice PodcastHow to Gain Cryptocurrency Exposure Using StocksIn 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...
2021-04-2810 min
One Day Advice PodcastAAA System for Cash Flow ManagementCashflow 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...
2021-04-1418 minOne Day Advice PodcastAAA System for Cash Flow ManagementCashflow 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...
2021-04-1418 min
One Day Advice PodcastESPP: 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...
2021-04-0414 minOne Day Advice PodcastESPP: 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...
2021-04-0414 min
One Day Advice PodcastFour Reasons Why You Should Make Roth Retirement ContributionsWhat 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...
2021-03-2714 minOne Day Advice PodcastFour Reasons Why You Should Make Roth Retirement ContributionsWhat 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...
2021-03-2714 min
One Day Advice PodcastTime IN the Market vs Timing the MarketYesterday 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...
2021-03-1715 minOne Day Advice PodcastTime IN the Market vs Timing the MarketYesterday 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...
2021-03-1715 min
One Day Advice PodcastInterviewing Nick Reilly - Your Podcast HostIn 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...
2021-03-1127 minOne Day Advice PodcastInterviewing Nick Reilly - Your Podcast HostIn 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...
2021-03-1127 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...
2021-03-0335 minOne 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...
2021-03-0335 min
One Day Advice Podcast(Age-Based) Late Career / Pre-Retirement HouseholdsWhen 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...
2021-02-2425 minOne Day Advice Podcast(Age-Based) Late Career / Pre-Retirement HouseholdsWhen 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...
2021-02-2425 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...
2021-02-1724 minOne 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...
2021-02-1724 min
One Day Advice Podcast(Age-Based) Early Stage Career IndividualsDespite 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
2021-02-1024 min
One Day Advice Podcast(Age-Based) Early Stage Career IndividualsDespite 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
2021-02-1024 min
One Day Advice PodcastPlanning 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...
2021-02-0331 minOne Day Advice PodcastPlanning 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...
2021-02-0331 min
One Day Advice PodcastThe 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...
2021-01-2616 minOne Day Advice PodcastThe 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...
2021-01-2616 min
One Day Advice Podcast"True" Financial Planners Sell Advice, Not ProductsJust 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...
2021-01-2032 minOne Day Advice Podcast"True" Financial Planners Sell Advice, Not ProductsJust 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...
2021-01-2032 min
One Day Advice PodcastThe Wealth JourneyMapping 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
2021-01-1523 minOne Day Advice PodcastThe Wealth JourneyMapping 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
2021-01-1523 min
One Day Advice PodcastIntroduction: The One Day Advice PodcastWhile 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
2020-12-2800 minOne Day Advice PodcastIntroduction: The One Day Advice PodcastWhile 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
2020-12-2800 min