Shows
Planning & Beyond®15. Estate Planning Beyond Documents: Key Insights for Financial Advisors with Emily RassamText us to share what you found helpful!In this episode we’re joined by Emily Rassam, wife, mother of two, Partner and Senior Financial Planner at Archer Investment Management to talk about the importance of estate planning and the emotional intricacies involved in discussing mortality with loved ones. Emily emphasizes the need to go beyond the basic estate planning documents and how advisors can help encourage clients to create a system of organization and accessibility of important information. Check out this conversation where we dive into: • Discussing mortality and the importance of estate planning...2025-01-0239 min
ROUTE 664: The Road to Human KindnessEmily Rassam of Archer Investment Management on Route 664 audioEmily Rassam Senior Financial Planner for Archer Investment Management joins Les Winston to talk financial planning!2024-09-1627 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
Step into the PivotEmily Rassam: Living a Fully Harmonious And Integrated LifeEmily Rassam is the Senior Financial Planner for Archer Investment Management. She has a true passion for helping clients make sense of their financial lives and develop clear plans to achieve their goals. Before Archer Investment Management, Emily spent 14 years at investment firms in New York and North Carolina working with families, executives, and institutional retirement clients.In her downtime, Emily enjoys traveling, cooking, reading, and hiking with her son, daughter, husband, and dogs. She currently serves as a mentor and run lead for Tri It for Life, an organization empowering women of all ages and athletic a...2024-04-0520 min
The Hustle Less Profit More Podcast62. Money & Emotions: How to make financial decisions outside of a spreadsheet feat. Emily RassamMastering Money Emotions: A Practical Guide with Emily RassamFeeling lost in a sea of financial uncertainty? Discover how one woman's unexpected revelation transformed her approach to money decisions. Join us as we uncover the emotional undercurrents that shape our financial choices, and find out how you can navigate your own path with newfound clarity and intentionality. Ready to take control of your financial future? Stay tuned for a journey that will leave you inspired and empowered.My special guest is Emily RassamHere's the skinny on our guest for today – Emily Rassam! Pi...2024-04-0334 min
Merging Life and Money with MJ CaesarEp. 119 – HOW LONG SHOULD PARENTS SUPPORT THEIR ADULT CHILDRENSend us a textIn the Merging Life and Money podcast, Marie-Jo Caesar and Emily Rassam discuss the topic of parental support for adult children. Rassam emphasizes the importance of having a comprehensive financial plan that considers long-term goals and how supporting adult children may impact those goals. She recommends having open communication and setting healthy boundaries to maintain financial balance, as well as using financial tools to ensure that children have the necessary skills and knowledge for financial independence. The conversation highlights the key themes of clear communication and careful planning to ensure that supporting adult...2023-06-1739 min
GrownlearnEmpowering Female-Led Households. Financial Planning with Emily RassamIn this episode of the Grownlearn podcast, we are joined by Emily Rassam, Senior Financial Planner at Archer Investment Management.
Emily shares her expertise and insights on various financial planning topics, with a particular focus on empowering female-led households. She discusses unique considerations that women should keep in mind when it comes to their financial future and provides valuable advice on maximizing lifetime wealth through Roth conversions.
Emily also sheds light on the importance of financial organization using the concept of 'buckets of money' and emphasizes the significance of a well-crafted financial plan over investment returns. Additionally, she explores the...2023-05-1026 min
HUM Curated PodcastsEp 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort With Emily Rassam Podcast: Financial Advisor Success (LS 56 · TOP 0.5% what is this?)Episode: Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort With Emily RassamPub date: 2022-12-20Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationEmily Rassam is the Senior Financial Planner for Archer Investment Management, a virtual independent RIA based out of Texas that oversees $170 million in assets under management for 170 households. After struggling in a position with ever-mounting responsibilities and pressure that kept her away from her family, Emily made it...2023-01-081h 33
Financial Advisor SuccessEp 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort With Emily RassamEmily Rassam is the Senior Financial Planner for Archer Investment Management, a virtual independent RIA based out of Texas that oversees $170 million in assets under management for 170 households. After struggling in a position with ever-mounting responsibilities and pressure that kept her away from her family, Emily made it a priority to find a position that not only appreciated the expertise she brought to the table, but also allowed for a better work/life balance. Listen in as Emily shares her experience working towards burnout at her previous firm, how this experience allowed her to get serious about...2022-12-201h 33
Parents: Is Your Teen College Ready?Emily Rassam: Plan For Your Financial FutureIn this episode, Shellee and Emily discuss:The best time to plan for collegeWhere to put your money for your future needsPreparing the FASFA and CSS profileHaving financial planning conversations with your child with the help of professionals Key Takeaways: Start to save before you have a child. Thinking about and setting goals together, and understanding what type of support and contribution would be made to your future children and their college is easier to do at that time.There are numerous options if you want your child to be able to attend college de...2022-11-1130 min
Lets Have This ConversationCrafting a Fiscally Responsible Blueprint with: Emily RassamAchieving financial freedom and independence is an arduous undertaking for many Americans. the good news is: You're not alone. A little over 55% of Americans do not use a budget to manage their hard-earned income, according to a new survey by The Penny Hoarder. A similar 56% of survey respondents said they didn't know how much money they spent last month. Emily Rassam, is a Senior Financial Planner for Archer Investment Management. “I have a true passion for helping clients make sense of their financial lives and develop clear plans to achieve their goals. Before Archer Investment Management, I spent 14 years at in...2022-09-2837 min