Carson Wealth

JANUARY 22, 2025

This past quarter has been nothing short of eventful, from client appreciation events to personal milestones and planning for an exciting year ahead. We also had the privilege of sponsoring a retirement celebration for Jay McKinstrey, a long-time friend of Sam, Zachs former football coach, and a beloved leader in our community.

Wealth Advisor 52

Wealth Advisor Certification Financial Advising Clients 52

Random Roger's Retirement Planning

JULY 6, 2025

The Wall Street Journal looked at an issue near and dear to us by profiling four people who in middle age, had their hand forced into early or retirement or otherwise unexpectedly forced to find a new job. The first profile was a guy who was head of retirement research at Bank of America. I remembered to use the gift link.

Retirement 45

Retirement Banking Numbers Financial Advising 45

Steve Sanduski

APRIL 22, 2025

Elson, CFP , a financial advisor at Perigon Wealth , an RIA with more than $8 billion in assets under management. In a nutshell: Making a successful mid-career switch into financial advising is no small feat. And for the most part, our retired clients are people where someone said, ‘Oh, could you work with my mom?

Clients 52

Clients Financial Advising CFP Planning 52

Abnormal Returns

DECEMBER 23, 2024

(investmentnews.com) Succession How Snowden Lane helps advisers transition into retirement. citywire.com) Only 4 in 10 RIAs have a succession plan. riabiz.com) FINNY is using AI to help match prospects with advisers. citywire.com) Retirement Retirement from farming is just different.

Financial Advising 147

Financial Advising CFP Compliance Retirement 147

Midstream Marketing

DECEMBER 10, 2024

These campaigns help build a strong marketing plan for financial advisors. By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time. Do you specialize in retirement planning for small business owners?

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

NAIFA Advisor Today

DECEMBER 6, 2024

After earning a finance degree from Ball State University in Muncie, Indiana, Tyler Engelhaupt entered the insurance industry, initially seeking a case manager role with a focus on financial advising. Instead, he found himself in a sales position at Ash, where his career quickly flourished.

Insurance 98

Insurance Retirement Planning Financial Advising Retirement 98

Abnormal Returns

DECEMBER 16, 2024

morningstar.com) How sensitive are retirement planning models to capital market assumptions? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? thinkadvisor.com) What makes for a real financial adviser? Then check out our weekly e-mail newsletter.

Wealth Management 130

Wealth Management Financial Advising Retirement Planning CFP 130

Wealth Management

OCTOBER 19, 2023

Kellan Brown, chief growth officer at Income Lab, discusses the integration of retirement income planning with next-gen financial advising.

Retirement Planning 278

Retirement Planning Retirement Planning Financial Advising 278

Abnormal Returns

SEPTEMBER 18, 2023

kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers. wiredplanning.com) Christine Benz and Jeff Ptak talk retirement income with Kelli Hueler, CEO and founder of Hueler Companies. kitces.com) The structured note business is growing rapidly.

Planning 264

Planning Financial Advice Wealth Management Math 264

Nerd's Eye View

MAY 15, 2024

On April 25, 2024, the Department of Labor (DoL) issued the final version of its Retirement Security Rule (the "Final Rule"), which imposes an ERISA fiduciary standard "that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts ".

Retirement 246

Retirement Commission Banking Financial Advising 246

Abnormal Returns

AUGUST 26, 2024

Podcasts Jill Schlesinger talks with Blair duQuesnay of RWM about her path as a financial adviser. thinkadvisor.com) M&A Creative Planning is set up to do more, bigger deals going forward. riabiz.com) Going solo Not every financial adviser wants to build a lasting franchise.

Taxes 263

Taxes Financial Advising Financial Advice Assets 263

Abnormal Returns

JANUARY 15, 2024

(obliviousinvestor.com) It's hard to say you are a holistic financial adviser without tax management. thinkadvisor.com) Retirement Baby Boomers were supposed to retire in penury. city-journal.org) Delayed Social Security claiming requires an explicit bridge plan. It hasn't happened. blairbellecurve.com)

Financial Planner 278

Financial Planner Wealth Management Retirement Planning Financial Advising 278

Abnormal Returns

APRIL 1, 2024

(youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice. podcasts.apple.com) Jordan Haynes talks with Justin Castelli about the important role of life planning. thinkadvisor.com) Not everyone is happier in retirement.

Wealth Management 258

Wealth Management Math Retirement Retirement Planning 258

Abnormal Returns

AUGUST 30, 2023

open.spotify.com) Retirement Seven things we lose in retirement including structure. morningstar.com) Why so many people fear entering retirement. wapo.st) Planning A lot of personal finance questions come down to 'it depends.' (wapo.st) Planning A lot of personal finance questions come down to 'it depends.'

Financial Advising 263

Financial Advising Retirement Insurance Banking 263

Abnormal Returns

NOVEMBER 27, 2023

Podcast Brendan Frazier talks with Shaun Erickson who is Chief Planning Officer at Single Point Partners. docs.google.com) The Smoke Show Why advisers need to keep up on changes in the technology space. kitces.com) Advisers The upside of the Dave Ramsey controversy. kitces.com) 5 legal steps in an RIA sale or merger.

Financial Advising 278

Financial Advising Retirement Management Sales 278

Abnormal Returns

OCTOBER 30, 2023

thinkadvisor.com) Blended families don't plan their money lives in advance. nextavenue.org) Advisers Comprehensive financial planning takes more time and effort. kitces.com) Why formal retirement plans provide clients with additional confidence. morningstar.com) How working with UNHW clients is different.

Wealth Management 263

Wealth Management Retirement Planning Financial Advising Financial Advice 263

Abnormal Returns

JUNE 24, 2024

(downtownjoshbrown.com) How financial advisers can help clients combating the disposition effect. kitces.com) A Q&A with Ed Slott, author of "The Retirement Savings Time Bomb Ticks Louder." Why you need a plan. papers.ssrn.com) How to use Google Reviews for testimonials while being SEC compliant.

Financial Advising 275

Financial Advising Assets Retirement Economy 275

Abnormal Returns

APRIL 5, 2023

(wsj.com) States differ greatly in how they tax income in retirement. whitecoatinvestor.com) Financial planning Do you need a financial plan or financial planner? whitecoatinvestor.com) Financial planning Do you need a financial plan or financial planner?

Ethics 242

Ethics Financial Planner Financial Advising Financial Planning 242

Abnormal Returns

FEBRUARY 13, 2024

ft.com) IBM ($IBM) is funding 'retirement contributions with the surplus in its overfunded defined benefit plan rather than with corporate cash contributed to its 401(k) plan.' abnormalreturns.com) Adviser links: diverse talent. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 277

Financial Advising Startup Retail Media 277

Abnormal Returns

DECEMBER 26, 2022

Podcasts Michael Kitces talks setting boundaries with Emily Rassam who is the Senior Financial Planner for Archer Investment Management. kitces.com) Christine Benz and Jeff Ptak discuss the recent "The State of Retirement Income" report. Annamaria Lusardi about the importance of financial literacy. morningstar.com).

Risk Tolerance 241

Risk Tolerance Financial Planner Financial Advising Compliance 241

Abnormal Returns

AUGUST 4, 2024

spyglass.org) Work How a national retirement savings plan would work. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (marketwatch.com) How Twitch could turn into another Amazon ($AMZN) 'zombie' brand. sherwood.news) Should a startup ever spend $1.8 million on a URL?

Financial Advising 274

Financial Advising Startup Economy Taxes 274

Abnormal Returns

JULY 19, 2023

bloomberg.com) Nasdaq ($NDAQ) is hitting pause on its crypto custody plans. sambowman.co) Japan has started to increase retirement ages. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (thisisthetop.substack.com) Reinvestment risk is real. That's why homebuilders are booming.

Planning 188

Planning Food Financial Advising Startup 188

Abnormal Returns

APRIL 1, 2024

theverge.com) Generative AI search engine Perplexity is planning to start selling ads. nytimes.com) When living in France is a better option in retirement. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bloomberg.com) Why banks love the wealth management business.

Assets 261

Assets Financial Advising Wealth Management Engineering 261

Abnormal Returns

MAY 29, 2023

Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. kitces.com) Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management?

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

Abnormal Returns

JUNE 19, 2023

Podcasts Daniel Crosby talks with Michael Finke about the science of a happy retirement. standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. wealthmanagement.com) Preparing a free financial plan is no guarantee a prospective client will sign up.

Financial Advising 243

Financial Advising Financial Planning Media Retirement 243

Abnormal Returns

FEBRUARY 23, 2023

morningstar.com) It's easy to forget how bad 2022 was for retirement account investors. savantwealth.com) Housing Conor Sen, "Why would anyone want to pay off a $300,000 loan at 3% when they can invest essentially risk-free at 5% or more?" (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 246

Financial Advising Media Retirement Economy 246

Carson Wealth

JULY 12, 2022

We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. She reviewed two types of annuity contracts often used for retirement and helped determine which one is the best fit for her client.” .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Nerd's Eye View

DECEMBER 6, 2023

Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. While commission-based models remain in use, fee-for-service models (including AUM, hourly, retainer, and subscription) have become increasingly popular.

Investments 247

Investments Investing Retirement Planning Financial Advising 247

Abnormal Returns

MARCH 13, 2023

Podcasts Mihael Kitces talks the challenges of succession planning with Yonhee Choi Gordon a Principal and the COO of JMG Financial Group. standarddeviationspod.com) Retirement saving Too many people cash out their 401(k) accounts when they leave their employer. kitces.com) Peter Lazaroff talks SECURE Act 2.0

Financial Guidance 130

Financial Guidance Wealth Management Financial Advising Startup 130

Abnormal Returns

NOVEMBER 21, 2022

Podcasts Jeff Ptak and Christine Benz talk with Feraud Calixte who is the founder and lead financial planner of Vantage Pointe Planning. riabiz.com) CI Financial ($CIXX) is planning to spin-off its U.S. riabiz.com) Retirement Why retirees should include Social Security into their asset allocation.

Financial Planner 147

Financial Planner Asset Allocation Recruitment Financial Advising 147

Abnormal Returns

APRIL 17, 2023

(wiredplanning.com) Frazer Rice on what it takes to successfully fund and plan a career pivot. podcasts.apple.com) The biz Why Dynasty Financial Partners and MarketCounsel are investing more in compliance software provider SmartRIA. citywire.com) Mariner Wealth has ambitious expansion plans. crr.bc.edu)

Financial Advising 130

Financial Advising Compliance Retirement Planning 130

Abnormal Returns

DECEMBER 12, 2022

Podcasts Daniel Crosby talks with Alex Murguia and Wade Pfau about insights into the four retirement income styles. standarddeviationspod.com) Brendan Frazier talks with Jeremy Keil, advisor at Keil Financial Partners, about guiding client conversations. kitces.com) Tax planning is an ongoing process. thinkadvisor.com).

Tax Planning 130

Tax Planning Financial Advising Advertising CFP 130

Abnormal Returns

MAY 22, 2023

(barrons.com) Dan Haylett talks with Brian Portnoy about contentment in retirement. open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) AI How financial advisers can leverage ChatGPT. financial-planning.com)

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Abnormal Returns

OCTOBER 5, 2022

wsj.com) Goodwill is planning to compete with other luxury resales sites. nytimes.com) Earlier on Abnormal Returns Personal finance links: failing retirement. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) It's not over until Twitter ($TWTR) shareholders are paid.

Financial Advising 147

Financial Advising Retail Economy Media 147

Abnormal Returns

OCTOBER 3, 2022

(kitces.com) Ted Seides talks with Matt Brown is the CEO of CAIS, the leading investment platform that connects independent financial advisors with managers in alternative strategies. morningstar.com) Retirement How advisers can help clients who want to 'un-retire.'

Numbers 130

Numbers Wealth Management Financial Advising Retirement 130

Abnormal Returns

MARCH 27, 2023

bogleheads.podbean.com) Justin Castelli is talking with the authors of "More Than Money" including Elliott Appel of Kindness Financial Planning. youtube.com) Practice management What advisers need to do to prepare for the transition from TDA to Schwab. (fa-mag.com) Podcasts Rick Ferri talks investor behavior with Daniel Crosby.

Financial Advising 130

Financial Advising Financial Planning Insurance Investment Advisor 130

Abnormal Returns

JULY 31, 2022

bloomberg.com) FTX US is planning to launch stock options trading. bloomberg.com) Employment near retirement age is more cyclically sensitive. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (riabiz.com) Trading CItadel has lost a battle with IEX over an order type.

Financial Advising 130

Financial Advising Education Media Retirement 130