Steve Sanduski

FEBRUARY 13, 2024

Guest: Benjamin Brandt , a CERTIFIED FINANCIAL PLANNER and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Fee Only Clients 52

Darrow Wealth Management

JUNE 14, 2023

Engage a sudden wealth advisor and build your team Many individuals experiencing a sudden wealth event didn’t have a financial advisor before the windfall. And if you are working with a professional, ensure they’re equipped to handle your new financial reality.

Management 82

Management Wealth Management Wealth Advisor Taxes 82

Darrow Wealth Management

NOVEMBER 17, 2022

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . About Darrow Wealth Management.

Taxes 95

Taxes Wealth Management Tax Planning Compensation Planning 95

Yardley Wealth Management

JULY 7, 2020

The post Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry appeared first on Yardley Wealth Management, LLC. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania.

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Wealth Management Estate Planning Fee Only License 40

Yardley Wealth Management

OCTOBER 26, 2020

appeared first on Yardley Wealth Management, LLC. Social Security Retirement Planning . By Michael Garry Yardley Wealth Management October 26, 2020. Please contact us if you’d like to discuss your financial plan. My name is Mike Garry, and my company is Yardley Wealth Management, LLC.

Wealth Management 52

Wealth Management Estate Planning Financial Planning Retirement Planning 52

Yardley Wealth Management

SEPTEMBER 14, 2020

appeared first on Yardley Wealth Management, LLC. Retirement Planning, Income Taxes. Check with us for more info on how a SEP-IRA could fit into your overall financial plan. Please contact us if you’d like to discuss your financial plan. appeared first on Yardley Wealth Management, LLC.

Retirement 52

Retirement Retirement Planning Wealth Management Estate Planning 52

Yardley Wealth Management

JULY 31, 2020

The post The Importance of Talking with Your Kids about Finances When Times are Tough appeared first on Yardley Wealth Management, LLC. FINANCIAL PLANNING, FINANCIAL MANAGEMENT. Please contact us if you’d like to discuss your financial plan. The recent news on job loss is staggering.

Wealth Management 52

Wealth Management Estate Planning Financial Planning Planning 52

Yardley Wealth Management

MAY 16, 2023

The post Spring Clean Your Finances appeared first on Yardley Wealth Management, LLC. By taking a few steps to “financial spring clean,” you can ensure your finances are in top shape for the year ahead. They can provide guidance and advice on investing, retirement planning, tax optimization, and more.

Insurance Coverage 52

Insurance Coverage Financial Advisor Retirement Planning Risk Tolerance 52

Yardley Wealth Management

OCTOBER 7, 2020

The post Is COVID-19 affecting your Retirement Planning? appeared first on Yardley Wealth Management, LLC. Is COVID-19 affecting your Retirement Planning? Retirement Planning Financial Planning Risk. Don’t be passive in your retirement planning, take charge of it.

Retirement Planning 40

Retirement Planning Retirement Planning Wealth Management 40

Yardley Wealth Management

AUGUST 24, 2020

The post The Best 401(k) Funds for Millennials and Why You Should Invest in a Mix Now appeared first on Yardley Wealth Management, LLC. FINANCIAL PLANNING, INVESTMENTS. Please contact us if you’d like to discuss your financial plan. My name is Mike Garry, and my company is Yardley Wealth Management, LLC.

Investing 40

Investing Investments Wealth Management Estate Planning 40

FMG

SEPTEMBER 29, 2023

In addition, join a financial organization to gain credibility and become more established in the industry. Prominent Financial Planning, LLC Prominent Financial Planning, LLC serves clients across the country but is based in Austin, TX. Allowing you to network with others in the industry and get your name out.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Indigo Marketing Agency

FEBRUARY 6, 2020

Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. About Bryan Lee, CFP ®. Schedule your free strategy call here.

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Certified Financial Planner CFP Financial Planning Fee Only 52

Inside Information

DECEMBER 26, 2023

Now there’s a new white paper that predicts ‘The next phase of the evolution of the wealth management industry,’ called ‘Welcome to the Jungle.’ Going forward,” the paper concludes, “wealth management will look much more like a jungle than a club.” Conclusions? This profession-wide complacency is due for a rude awakening.

Wealth Management 40

Wealth Management Clients Management Numbers 40

International College of Financial Planning

AUGUST 2, 2021

The simplest definition of the role of a financial advisor would of that of a person who helps individuals, families, and organizations make decisions related to their investments, taxes, insurance planning, retirement planning, estate planning, and money management. Wealth Management Firms.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

FMG

SEPTEMBER 6, 2023

Prominent Financial Planning, LLC Next, we have Prominent Financial Planning, LLC. Garrett Prom CFP®, EA, CRPC® is a fee-only, fiduciary Certified Financial Planner. He works with a particular niche , and that is that he only works with Generation X and Y (Millennials) clients.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Yardley Wealth Management

JUNE 25, 2020

The post Why We (Still) Use DFA Funds appeared first on Yardley Wealth Management, LLC. Recently, a journalist asked me why Yardley Wealth continues to use the mutual funds available through Dimensional Fund Advisors (DFA). My name is Mike Garry, and my company is Yardley Wealth Management, LLC.

Wealth Management 52

Wealth Management Estate Planning Portfolio Fee Only 52

Yardley Wealth Management

MAY 29, 2020

appeared first on Yardley Wealth Management, LLC. By Michael Garry Yardley Wealth Management May 21, 2020. My name is Mike Garry, and my company is Yardley Wealth Management, LLC. We are a fiduciary, fee-only financial planning, and wealth management firm in Newtown, Pennsylvania.

Retirement 40

Retirement Wealth Management Estate Planning Risk Tolerance 40

FMG

FEBRUARY 3, 2023

Not only does their homepage image tug at your heartstrings, but you can tell that they specialize in finances for both the active and retired military with their text, “ Fee-only Financial Planning and Wealth Management For Active and Retired Military Members.” You can tell by working with C.L.

Wealth Advisor 52

Wealth Advisor Engineering Retirement Fee Only 52

Clever Girl Finance

JULY 16, 2023

Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track. You’re looking for tax help Tax help should not be confused with financial advisory help. So if you need to make a tax plan, these professionals will be more helpful.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Many people in this bucket have set up a simple investment plan. Here’s an example of a financial plan to ensure you are on track. You’re looking for tax help Tax help should not be confused with financial advisory help. So if you need to make a tax plan, these professionals will be more helpful.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

FMG

FEBRUARY 3, 2023

Only 1% of the population in America serves in the military, and we like their tagline, “100% Focused on the Other 1%.”

Wealth Advisor 52

Wealth Advisor Medical Retirement Fee Only 52

Inside Information

SEPTEMBER 28, 2021

Of course, this was never finalized. The second petition asks the SEC to stop pretending that giving financial/investment advice is “solely incidental” to the current wirehouse business model.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Sara Grillo

AUGUST 14, 2023

If you are a fiduciary financial advisor, be prepared to defend the fiduciary standard and explain why you uphold it, what it means, and how your practice is operationally different as a result. The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Nerd's Eye View

FEBRUARY 13, 2024

Welcome back to the 372nd episode of the Financial Advisor Success Podcast ! Melody is the president of Townsend Financial Planning, an RIA based in Lexington, KY, that oversees $112 million in assets under management for 160 client households. My guest on today's podcast is Melody Townsend.

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Clients Certified Financial Planner Financial Advisor Financial Planner 130

Sara Grillo

MAY 23, 2022

I am an irreverent and fun marketing consultant for financial advisors. What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Inside Information

OCTOBER 30, 2021

He thinks that the distinction has been deliberately (and very effectively) blurred by the brokerage industry, which advertises itself as helping facilitate peoples’ dreams with financial planning and investment advice, whose brokers call themselves, on their business cards, advisors, vice presidents of investments or wealth managers. “If

CFP 40

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Zoe Financial

FEBRUARY 16, 2023

However, financial planning should be personalized, and we suggest reviewing any new strategies with a trusted advisor and tax preparer. Important Bluebird Wealth Management Disclosure: This blog is original content by Bluebird Wealth Management an independent, fee-only, Registered Investment Adviser.

Taxes 52

Taxes Distribution CFP Accounting 52

Sara Grillo

NOVEMBER 14, 2022

Financial advisors have many options at their hands to solve it, from financial planning and investment management services to fixed products such as annuities. With annuities now being able to be offered in 401k plans, the playing field has changed.

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

APRIL 11, 2022

An hourly financial advisor is someone who provides financial advisor for a set hourly rate. These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. Hourly financial advisors are not common.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.

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CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

Now, full disclosure, Ritholtz Wealth Management has been around a decade. And I said, I really think that we would be able to do a great job for our RIA clients, for our wealth management clients, by having this consulting firm, and they rejected the idea. HAMBURGER: National Financial Partners, right?

Compliance 152

Compliance Wealth Management Clients Management 152