Nearing her own retirement, she discusses the emotional side of having deep client relationships and impactful client stories. Sheckels also talks about the biggest anticipated and unexpected risks people face when transitioning into retirement, including accounting for inflation, health issues, and more. She shares some best practices advisors can implement to help clients achieve their ideal retirement.
Learn more about Lydia Sheckels and Wescott Financial Advisory Group at Wescott.com
He talks about his team’s approach to developing a strategy and advises on getting involved with a trusted advisor. Keller also shares some resources and recommendations for beginners as well as more advanced individuals who are seeking to perfect their financial literacy skills.
Learn more about Jared Keller and Financial Independence Planning at MyFIPAdvisor.com.
Robinson describes his journey into financial planning and reflects on his involvement with organizations like ACP and NAPFA, imparts wisdom for young advisors, and shares transformative client stories that highlight the value of tailored guidance. From consolidating accounts to alleviate a widow's fears, to addressing the emotional hurdles of transitioning into retirement, Robinson emphasizes how sound planning extends beyond finances to support serenity and contentment.
Learn how Robinson simplifies complex finances, creates reliable income plans, and empowers clients to embrace retirement with confidence and peace of mind. Perfect for financial professionals and anyone planning their next chapter. Learn more about Ken Robinson and Practical Financial Planning at P-F-P.com.
They also touch on the annual Fiduciary September event, where experts and advisors gather to discuss the fiduciary standard, its importance, and the current regulatory landscape. Rostad explains how and why consumers should get involved with a fiduciary advisor, sharing helpful advice and resources to make finding a trustworthy advisor easier.
Learn more about Knut Rostad and the Institute for the Fiduciary Standard at TheFiduciaryInstitute.org.
With the IRS reporting over 5 million flagged tax returns in 2023 alone, Knull explains why traditional credit monitoring exclusively is insufficient in this high-risk environment. He outlines essential protective measures—such as enabling multifactor authentication, creating unique passwords, and filing tax returns early—to minimize the likelihood of fraud. Taxpayers will gain insight into actionable steps like requesting an IRS identity protection PIN and maintaining vigilant account monitoring to stay ahead of threats.
The conversation focuses on the imperative role of financial advisors in supporting clients’ financial security. Knull discusses the TaxStatus platform, which provides real-time IRS account monitoring, enabling advisors to detect and address potential fraud and unusual activity proactively. The episode wraps up with Knull’s emphasis on ongoing education and a proactive, layered approach to personal finance protection, encouraging individuals to seek fiduciary guidance to bolster their defenses against cyber threats. Learn more about Kevin Knull and TaxStatus at TaxStatus.com.
Corbani touches upon her journey from graduating during a financial crisis to building a successful career in finance. She gives listeners practical advice on creating safety nets through emergency funds and insurance, the significance of supportive relationships, and strategies for positive self-talk.
Corbiani highlights Astraea Wealth Management’s small group setting for women to discuss any financial questions they may have. She also shares valuable resources, including a self-reflection worksheet to help viewers take actionable steps toward improving their financial literacy and resiliency. Learn more about Laura Corbiani and Astraea Wealth at AstraeaWealth.com.
Colman introduces the concept of being an "integral wealth advisor," blending practical financial strategies with personal, emotional reflection to create a legacy that aligns with one's values. He highlights the importance of not just passing down assets, but also imparting values and emotional connections. From wills and trusts to life planning and love letters, the conversation delves into how one can ensure their loved ones are supported, both financially and emotionally, after they are gone.
The discussion ends with valuable resources and insights into the benefits of working with a financial life planner or fiduciary, emphasizing the holistic approach to estate planning that intertwines the practical and emotional. Here is a link to sign up to be notified in 2025 about the Last Love Letter Wisdom Circle with Gayle Colman: ColmanKnight.com/Wisdom-Circles.
Kinder offers practical advice on creating authentic connections by focusing on listening and presence. He emphasizes that wealth is not just about accumulating money but about using it to create a life you love and to support those you care about.
Kinder introduces concepts from his latest book, The Three Domains of Freedom, which centers on three pillars: experiencing freedom in the present moment, living your life plan fully, and working towards a fiduciary society. He also highlights the need to pursue life goals without delay, urging listeners to prioritize what truly matters and not to wait until retirement to live their best lives. Learn more about George Kinder at GeorgeKinder.com.
Kinney reflects on his experiences raising his own children, revealing the challenges he faced when trying to share financial wisdom and the creative approaches that finally resonated with his teens. From launching a successful "business club" at his children's school to teaching essential life skills like handshakes, communication, and the importance of giving back, Derrick highlights the power of making financial education fun, relevant, and engaging.
Kinney also delves into how adults can inspire both teens and clients alike through values-based financial planning. He highlights how connecting money to meaning – through community involvement, purposeful business practices, and charitable giving – can not only enhance one’s financial success but also lead to more fulfilling lives. Kinney pushes the need for financial professionals to teach their clients and their children that making money isn’t inherently bad but that using it for good can create a ripple effect of positive change. This episode is packed with inspiration and practical guidance for anyone passionate about fostering financial literacy and generosity in the next generation. Learn more about Derrick Kinney and Success For Advisors at: SuccessForAdvisors.com.
Bucl shares practical strategies for educating teens about money, including how to explain complex topics like budgeting, investments, and the magic of compounding in simple, relatable terms. He emphasizes parents' role as financial role models, how sharing their own financial mistakes can deepen trust with their kids, and why it's crucial to meet teens where they are by using engaging methods like YouTube videos. Additionally, he offers practical tips on how parents can make stocks and investments enjoyable to teens by connecting them to brands they care about.
Whether you're a parent looking for ways to teach your kids about money or a young adult eager to improve your financial literacy, this episode is packed with practical advice and real-world strategies to empower the next generation to make smart financial decisions. Learn more about Lucas Bucl and Aspyre Wealth Partners at: AspyreWealth.com. |
