Beyond the Plan®’s Post

Is what you're using to measure risk, actually measuring risk? In Episode 11 of Planning & Beyond, Sarah Fallaw, Ph.D., President of DataPoints, shares the importance of validity when measuring risk tolerance. Such an insightful conversation you will absolutely want to check out!

What wealth building strategies should you consider this year? We want to make sure you're informed and confident about the financial decisions that you need to make in 2025. Check out what Dean Barber and Bud Kasper, CFP®, AIF® covered from their annual wealth building checklist. YouTube: https://lnkd.in/gXDt_t4T Apple Podcasts: bit.ly/4fBsdHe Spotify: bit.ly/40iExYH #FinancialCheckup #FinancialDecisions #WealthManagement

Is money avoidance keeping you from budgeting? In our series premiere, Sheandra and financial planner Nathaniel Butler Jr., CFP®, discuss some of the emotions people feel when they think about managing their finances. Tune in to MoneySense every Monday at 2 p.m. on ZNS 1540AM, 104.5 FM, or watch/listen online on YouTube and wherever you get your podcasts. #MoneyMondays #financialeducation #financialcoaching #moneysensewithsheandra

In the latest episode of Beyond Money, the Alpha Wealth team explores how to effectively save for your future. Whether you're just starting out or looking to refine your strategy, this episode offers practical tips to help you build long-term financial security Tune in now on Spotify here 👇 https://lnkd.in/eRaJAtSs And Apple Podcasts here 👇 https://lnkd.in/eym5CefM

I'm re-sharing this post by a financial advisor and highlighting my recent appearance on the Making Hay podcast with Marcia Miller, CEP®, RFC®. We had an engaging conversation about how financial advisors can truly be superheroes to their clients. By using Prismm, advisors can go beyond managing investment accounts and fully understand their client’s financial landscape. In times of death or incapacitation, families can turn to their financial advisor, who, equipped with Prismm, can provide critical information and support when needed. This transforms advisors into real superheroes, offering invaluable assistance during their clients' greatest time of need. Check out the podcast below! #MakingHayPodcast #FinancialAdvisors #GetPrismm #ClientCare #SuperheroAdvisors

In this episode we talk about the differences between being effective and being efficient, and how it relates to your financial goals! These two concepts are not the same. Let’s break them down, and better understand what it means to be both efficient and effective when it comes to money. https://lnkd.in/gwZXwmeG Please like, subscribe and share wherever you get podcasts or on YouTube! 🤘🤘

We live in one of the most litigious countries in the world, making asset protection planning critically important for you, your business, and your family. Last week, we released the latest installment of Your Money & A Cup of Joe and it's one you don't want to miss. Join us for a deep dive into this very important topic! Click the link below to listen to the episode over on Apple Podcasts: https://apple.co/4c7f3QK You can also find the show on Spotify by clicking here: https://spoti.fi/3VdEMjI #AssetProtection #Lawsuit #WealthManagement

Are financial forecasts really useful? 🔮 Cullen Roche, Founder and CIO at Orcam Financial Group and Discipline Funds and our latest guest on “How Did We Get Here,” says..."it depends" In this episode, he shares why he believes that some level of forecasting is helpful to establish an asset allocation that aligns with your life and financial goals Want to learn more about how to strike a balance between predictions and practical planning? Tune in on Spotify and Apple Podcasts! 🔗Spotify: https://lnkd.in/esvYh_Ff 🔗Apple Podcasts: https://lnkd.in/e8FzhKeu #HowDidWeGetHere #InvestmentStrategies #RiskManagement #Macroeconomics #FinancialPlanning

In this week’s episode of “Real Personal Finance,” we’re talking all things Roth conversions. High-income years present both challenges and opportunities in financial planning. Learn how to identify some of the optimal times for Roth conversions and use low-income periods to enhance your financial strategy. Tune in to the full episode—now available on Spotify and Apple Podcasts! Links down below. #RealPersonalFinance #RothIRA #RothConversion #Finance

On this new episode of Bank Chats, Drew and Jeff chat with Emma King from Banzai Incorporated, about everything financial literacy. How do you define financial literacy? When can you consider yourself to be financially literate? You can find this episode, along with all previous episodes, on our website, or wherever you get your podcasts. AmeriServ: https://trst.in/D5ULpD Apple Podcasts: https://trst.in/EDhI89