Blog Archives

Navigating Life and Financial Success with Melinda McCubbin: Fiduciary Voices #FinLit Series

4/26/2024

Marie Swift is joined by Melinda "Mindy" McCubbin, CFP®, ChFC®, Founder of Truman Wealth Advisors, to shed light on financial considerations as we embark on the spring of 2024.

In addition to practical financial advice, Mindy challenges conventional views on financial literacy, highlighting the importance of addressing the emotional aspects of money.

She urges viewers to recognize that financial literacy alone doesn't guarantee financial success and advocates for a deeper understanding of the emotional drivers behind financial decisions.

Matt Wilson of Keen Wealth Advisors - Fiduciary Voices Roundtable #1: Exit Interview

4/24/2024

Hear insights and takeaways about this Fiduciary Voices Roundtable from Matt Wilson, CFP®, Chief Investment Officer of Keen Wealth Advisors.

Hosted by Impact Communications and held at the Keen Wealth Advisors offices in beautiful Overland Park, Kansas, executives from Keen Wealth, Bogart Wealth, and Blue Chip Partners participated in this by-invitation-only special event.

Financial Literacy and Money Smarts with Robert Rickey: Fiduciary Voices #FinLit Series

4/19/2024

Marie Swift is joined by Robert Rickey, CFP®, Chief Growth Officer at StraightLine, an SEC Registered Investment Advisor.

April is financial literacy month — and Rob has some good tips and insights for our FinLit viewers:

• Read your tax return. Does it reflect your lifestyle?
• Keep an eye on your credit by utilizing the free tools that the reporting agencies offer
• Make the step to create a financial plan – whether you hire a financial planner or DIY – there are great tools to make it fun and easy.

Robert Steinberg, JD, CPA, CFP® of Blue Chip Partners - Fiduciary Voices Roundtable #1: Exit Interview

4/17/2024

Hear insights and takeaways about this Fiduciary Voices Roundtable from Robert Steinberg, JD, CPA, CFP®, Founder of Blue Chip Partners.

Hosted by Impact Communications and held at the Keen Wealth Advisors offices in beautiful Overland Park, Kansas, executives from Keen Wealth, Bogart Wealth, and Blue Chip Partners participated in this by-invitation-only special event.

Mastering Your Financial Foundations with Cassandra Kirby: Fiduciary Voices #FinLit Series

4/12/2024

Marie Swift is joined by Cassandra Kirby, CFP®, EA, Partner, COO, CCO, and Private Wealth Advisor at Braun-Bostich and Associates, to share some valuable insights to help individuals navigate their financial journey with confidence.

Cassandra delves into the concept of the Three S's: Safety, Savings, and Spending.

These pillars serve as a roadmap for individuals to fortify their financial foundations and optimize their financial strategies throughout 2024. Cassandra discusses the significance of bolstering emergency funds, optimizing retirement contributions, and exploring tax-efficient saving avenues. She encourages individuals to leverage employer matching programs and embrace proactive planning to secure their financial future.

Dan Seder, CFA, CMT®, CFP® of Blue Chip Partners - Fiduciary Voices Roundtable #1: Exit Interview

4/10/2024

Hear insights and takeaways about this Fiduciary Voices Roundtable from Dan Seder, CFA, CMT®, CFP®, Managing Partner of Blue Chip Partners.

Hosted by Impact Communications and held at the Keen Wealth Advisors offices in beautiful Overland Park, Kansas, executives from Keen Wealth, Bogart Wealth, and Blue Chip Partners participated in this by-invitation-only special event.

Maximizing Your Financial Spring Cleaning with Nicole Strbich: Fiduciary Voices #FinLit Series

4/5/2024

Marie Swift is joined by Nicole Strbich, CFP®, CPWA®, EA, Managing Director of Financial Planning at Buckingham Advisors, to share some insights and actionable financial advice as tax season unfolds and spring ushers in a desire for financial rejuvenation.

Nicole emphasizes the importance of assessing tax returns and seizing opportunities for optimization, whether adjusting withholdings, leveraging tax-advantaged accounts, or strategizing for future tax changes. For business owners, Nicole underscores the significance of proactive tax planning throughout the year, anticipating legislative changes and aligning financial goals with tax-efficient strategies, to mitigate stress during tax season. She also highlights the value of guidance from fiduciary advisors to navigate these complex financial landscapes effectively.

James Bogart, CFP®, ChFC® of Bogart Wealth - Fiduciary Voices Roundtable #1: Exit Interview

4/3/2024

Hear insights and takeaways about this Fiduciary Voices Roundtable from James Bogart, CFP®, ChFC®, CEO and President of Bogart Wealth.

Hosted by Impact Communications and held at the Keen Wealth Advisors offices in beautiful Overland Park, Kansas, executives from Keen Wealth, Bogart Wealth, and Blue Chip Partners participated in this by-invitation-only special event.

We gathered together for a sumptuous meal the night before -- BBQ, of course, since it was Kansas City, after all -- enjoying light conversation and getting to know each other on a more personal level before meeting up the next day for our formal roundtable discussion.

Videos