Nerd's Eye View

FEBRUARY 21, 2023

Welcome back to the 321st episode of the Financial Advisor Success Podcast ! Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 billion in assets under management for nearly 400 client households. My guest on today's podcast is Danqin Fang.

Financial Advisor 130

Financial Advisor CFP Financial Planner Education 130

Discipline Funds

NOVEMBER 17, 2023

And the only way that disaster happens is if your financial planner is making irrational projections about asset returns and your asset allocation. And yes, we all know that the US government’s financial position has been, um, irresponsible in recent years. That’s a lifestyle DISASTER.

Financial Planner 103

Financial Planner Budgeting Taxes Asset Allocation 103

Park Place Financial

NOVEMBER 29, 2022

Internal Revenue Service (IRS) provides actuarial tables , which dictate the assets that estate tax rules value and are defined by interest rates. With a QPRT, you put the financial benefits of your home into a trust for your family, even while you still live there. Any assets left at the end of this period go to charity.

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Carson Wealth

AUGUST 25, 2022

Income should include money earned from your job, interest from a bank, dividends from stocks, coupons from bonds and any gifts or other sources of cash. A personal balance sheet should record assets (items you own, use or enjoy) and liabilities (amounts you owe institutions or other people). Talk to a Financial Advisor Today.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

MainStreet Financial Planning

APRIL 4, 2023

This is an asset that, if needed, can be accessed as a valuable cash flow for seniors in retirement to meet your living expenses or goals. Homa began her career at Wells Fargo Bank, where she received the designation of “Top Producer” for more than 10 of those years. She presently works for Mutual of Omaha Reverse Mortgage.

Financial Planner 97

Financial Planner Financial Planning CFP Education 97

Discipline Funds

AUGUST 4, 2023

The regional bank index is still down -16% year to date and -29% from the highs. Regional banks are up 35% since the banking panic in May. After all, time is the core problem that financial planners and investment managers try to solve. Equal weight S&P 500 is up 8% in 2023. The Dow is up 7%.

Financial Planner 86

Financial Planner Banking Taxes Economics 86

Good Financial Cents

JULY 17, 2023

Certified Financial Planner Mark Davis suggests, “For those with an entrepreneurial spirit, starting a business or investing in profitable ventures can be a great way to generate substantial income. These accounts provide liquidity and are suitable for short-term financial goals or emergency funds. .”

Certified Financial Planner 68

Certified Financial Planner Wealth Accumulation Financial Planner Certification 68

Carson Wealth

JANUARY 17, 2023

A cash flow statement should show dollars in and dollars out of your personal financial cash flow. Income should include income from your job, interest from a bank, dividends from stocks, coupons from bonds and any gifts or other sources of cash flow.  .  . Meeting with a qualified financial planner is critical in your 40s.

Retirement Planning 52

Retirement Planning Financial Planner Certified Financial Planner Retirement 52

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Park Place Financial

NOVEMBER 29, 2022

Furthermore, these assets do not come with required minimum distributions — unless you need the funds at 72, they will remain tax-free. The primary disclaimer with Roth IRAs is while your future earnings with these accounts are not taxed, you will need to pay for pre-tax assets in the year you make the conversion. RELATED BLOG POSTS.

Retirement Planning 52

Retirement Planning Retirement Certified Financial Planner Planning 52

Park Place Financial

SEPTEMBER 8, 2022

To eliminate your confusion about protecting your assets, learn the reality of the following estate planning fallacies. Family members or other loved ones depend on you for financial support. . Many people prepare their assets and estate for when they die, but death is not the only reason to contemplate estate planning.

Estate Planning 52

Estate Planning Planning Certified Financial Planner Taxes 52

WiserAdvisor

DECEMBER 1, 2023

Financial advisors for medical professionals can offer a tailored approach to managing unique financial landscapes. A financial advisor for doctors can be an indispensable asset, offering insights to these specialized professionals on how to manage their money.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Park Place Financial

NOVEMBER 29, 2022

These pre-packaged investments usually feature assets connected to interest and an additional. more of the core assets’ performance instead of the cash flow of the entity issuing the structured. Structured products help investors in accessing asset classes and additional benefits that might. multiple underlying assets.

Certified Financial Planner 52

Certified Financial Planner Fiduciary Duty Retirement Planning Retirement 52

International College of Financial Planning

NOVEMBER 10, 2021

It wasn’t too long ago when investments would mean going to the bank and following the advice of the bankers or calling in neighborhood uncle to buy term-deposit certificates or insurance. You will also be trained in theories of finance and capital structure and help organizations manage their assets and monetize them.

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

Bell Investment Advisors

JUNE 16, 2022

At a minimum, be sure your assets will cover your lifetime needs even if you give some away. In 2022, anyone can give any recipient up to $16,000 in assets per year without owing federal gift taxes. Considering giving assets instead of cash? You’ll need to decide which assets to give to whom, in what amounts, and when.

Taxes 52

Taxes Assets Financial Planner Education 52

Clever Girl Finance

JANUARY 22, 2024

Don’t make any sudden decisions Before doing anything with your financial windfall, pause! Put the money into different types of bank accounts like savings or a money market account , and refrain from touching it during this waiting period. Be sure to discuss this with your financial planner or financial advisor for specific guidance.

Management 72

Management Certified Financial Planner Financial Planner Consulting 72

The Irrelevant Investor

AUGUST 19, 2021

My new payment would send three times as much principal to the bank. Lucky for me, my financial planner, Bill Sweet. Another route I can go is investing in illiquid assets. I also feel really good about having money in the bank. For most people, their house is their largest asset. Okay so here's the deal.

Financial Planner 52

Financial Planner Numbers Banking Assets 52

WiserAdvisor

MAY 11, 2023

Although a will is the standard method of transferring assets, there are several other ways to do so, such as trusts, joint ownership, gifting, and more. A financial advisor can offer guidance on how to transfer assets through an inheritance. The grantor can change or revoke the trust or the assets at any time.

Distribution 52

Distribution Taxes Insurance Financial Advisor 52

Nationwide Financial

FEBRUARY 14, 2023

To advance actionable solutions and contribute to lasting change in the industry, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form FARE.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Sara Grillo

APRIL 10, 2023

It seems like everyone from the Senate Banking Committee to Reddit forums, everyone is buzzing about crypto this and crypto that. There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? FTX custodied everyone’s assets.

Investing 52

Investing Investments CFP Financial Advisor 52

Good Financial Cents

DECEMBER 14, 2022

Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company. They may work in various industries, such as investment firms, accounting firms, banks, or the government. Financial Examiner. Chief Compliance Officer.

Compliance 87

Compliance Budgeting Accounting Insurance 87

eMoney Advisor

FEBRUARY 16, 2023

Much like private banking offers a way to handle all aspects of banking for high-net-worth individuals, financial planners can extend their services to help older clients with better digital engagement.

Financial Planning 75

Financial Planning Clients Planning Estate Planning 75

Indigo Marketing Agency

APRIL 26, 2021

It’s hands down one of the best books for new financial advisors or seasoned professionals who are looking to maximize productivity. Ron Carson and Scott Ford, the authors, are household names in the financial industry. Ron is the founder and CEO of Carson Wealth, which has $15 billion in assets under advisement.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Clients 52

Park Place Financial

JANUARY 9, 2023

For sound retirement planning services, turn to the certified financial planners at Park Place Financial. Establishing the client’s financial lifestyle by reviewing their spending habits or income tax return, factoring in inflation where necessary . are required if you are located in a bank or credit union.

Retirement 52

Retirement Retirement Planning Certified Financial Planner Medical 52

WiserAdvisor

AUGUST 8, 2022

Ultra and very high-net-worth individuals may also have assets valued at more than $5 million and $30 million. Moreover, these high-net-worth values are not calculated on physical assets but on liquid ones, which may be relatively more volatile to manage. Chartered Financial Consultant (ChFC). Certified Financial Planner (CFP).

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Good Financial Cents

AUGUST 11, 2022

After all, the people in that case study actually had other assets in their favor. According to a Global Wealth Report from Credit Suisse, around 8% of American adults had enough assets to be considered millionaires at last count. And since they are online, you should be able to bank with them no matter what state you live in.

Investing 109

Investing Investments Marketing Marketing 109

Indigo Marketing Agency

DECEMBER 19, 2022

Ron is a household name among financial advisors and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. Ron was also a guest on Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. billion in client assets. Peter Lazaroff.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. But before we go there, maybe a couple of comments about the banking crisis that occurred earlier this year in March. Banking Crisis – Key Points 05:25 Ryan Kelley: Sure. And this was actually true of a number of banks. Slide 5: U.S.

Marketing 52

Marketing Marketing Banking Numbers 52

Gen Y Planning

APRIL 1, 2022

Create A Budget That Won’t Break The Bank. Now’s an excellent time to consider working with a financial planner who can help you set a healthy home buying budget that won’t leave you living paycheck to paycheck. Here, the bank lets you know how much you can actually borrow for a home loan. How could you forget, right?

Marketing 52

Marketing Marketing Budgeting Insurance 52

Indigo Marketing Agency

JANUARY 17, 2022

Ron is a household name among financial advisors and one of my personal heroes and mentors. He founded Carson Group in 1983, which now has over $15 billion assets under advisement. Ron was also a guest on my podcast, The Marketing Podcast for Financial Advisors. Ron Carson Ron Carson…need I say more? Guess what?

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Tucker Advisors

APRIL 4, 2023

But, if you don’t have those savings options, you can still split your bank accounts and have some of your paychecks automatically deposit into your savings account. So, find banks that allow paycheck splits.” Consequently, they budget their money without a financial plan to direct their savings actions. But it added up.

Retirement 75

Retirement Financial Advisor Planning Budgeting 75

Indigo Marketing Agency

MARCH 5, 2020

Ron Carson and Scott Ford, the authors, are household names in the financial industry. Ron is the founder and CEO of Carson Wealth, which has $15 billion in assets under advisement. Scott is the CEO of Cornerstone Wealth Management Group and ranks in the top 1% of all LPL financial advisors. Radical Relevance by Bill Cates.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

MainStreet Financial Planning

MARCH 15, 2023

Many are worried about the security of their money following the collapse of Silicon Valley Bank (SVB) last week. Even though the federal government has rescued SVB and guaranteed all deposits over the FDIC insurance limit of $250,000 per account, that doesn’t mean they will be doing it again for other banks.

Insurance Coverage 90

Insurance Coverage Insurance Accounting Banking 90

Good Financial Cents

MARCH 28, 2023

As a financial planner, I get a lot of concerned questions from my clients regarding their investments. billion in lost assets. The SIPC Is Not Like the FDIC The SIPC is often compared to the FDIC (Federal Deposit Insurance Corporation) bank insurance—but they’re not related in any way. billion in assets vs. $128.2

Investing 83

Investing Investments Insurance Accounting 83

WiserAdvisor

JULY 24, 2022

Evidently, financial planning is even more crucial for high-net-worth individuals. High-net-worth individuals are those who own liquid assets worth $1 million or more. Very high-net-worth individuals are those who own liquid assets worth at least $5 million and up to $30 million.

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Clever Girl Finance

DECEMBER 1, 2022

Insurance is essentially your backup plan that will protect your assets in the event a life circumstance happens that requires a large amount of money to resolve. You can sit down with a tax accountant or financial planner to help ensure your plan for taxes is adequate. Review your financial plan frequently.

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105