This podcast discussion is about the difference between financial planning and investment planning. Financial planning is looking at the big picture : a collaboration of estate planning, tax planning, investment planning, insurance planning, healthcare, etc. Multiple professionals working together to help an individual reach their goals. It takes a team to make a financial plan come to life.
This podcast is about insurance in general. It describes some of the different kinds and how we use them to plan, especially for special needs planning. We use both cash value/permanent and term insurance depending on the situation. We may even use Universal Life, which is a combination of whole life and term. It all depends on your situation!
This episode is a conversation between Colin Meeks and myself, Ryan Stark, about our experiences helping people undo some of their financial decisions. We also tell a few stories about when we couldn't undo something, unfortunately; not everything can be undone.
This is a podcast conversation with Colin Meeks and Ryan Stark. Of course there are more than 3 things that can derail a financial plan, but these are important and a good place to start. Remember to set a plan and stick to it. We routinely suggest not changing the plan unless your life changes. Investing is a long term game.
"Adult Prep teaches life skills to high schoolers, enabling them to be able to stand on their own two feet when they leave home. Imparting the skills needed to successfully transition to adulthood, Adult Prep creates a mindset empowering young adults to thrive in their brave new world. Curricula include financial literacy, social skills, college preparation and independent living."
Phone: 240-514-Prep (7737)
About Seth’s Mom - https://sethsmom.org/
So, what about Seth’s Mom? We are the FREE NOW FREE FOREVER premier information, news, entertainment, education web portal.
What started as an idea in 2015 by Dr. Monique Day, Seth’s Mom was launched in May 2017 as a bridge between families and individuals diagnosed with disabilities and the wealth of information, accommodating vendors, and service providers. As the mother of a son diagnosed with autism, she experienced first hand the difficulty with navigating the vast amount of options and advocating for her son. Having supported many diagnosed with various psychological, cognitive, and physical conditions (autism, schizophrenia, bipolar disorder, depression, PTSD, paraplegia, intellectual disabilities), Dr. Day has dedicated her life to helping others through the same experiences and to providing a virtual “safe space” to connect and offer support.
Here.. we are FAMILY. Stop by Dr. Day’s profile (Doc Mo) and say hello! We can’t wait to hear from you.
This is another case study where we review the basics of a new case. We can't share too many details but we are able to share enough to give you a good view or how we work and the common situations we run in to.
This is a discussion between Colin Meeks and Ryan Stark about the value an advisor should bring. We discuss value vs. cost and how a financial advisor should bring you enough value to decrease the effects of the cost. For example, hopefully as advisors we are able to save you enough money so they cost is there, but it does not effect your bottom line because our advice helped you save money in other areas. Also, we hope that we bring enough value to make you feel better about your finances, so the cost feels more like an investment. The word "cost" is usually negative and applies to something you do not want, but an investment is something positive that will benefit your present of future. We do our best to make sure you feel like you are making an investment.
Here we talk about "selling" and what this word means to us as financial advisors. Please consider sharing if you enjoy the podcast. Thanks!
This is how much it costs to work with us. Surprisingly, we never get asked how we make money. We always end up explaining it to people so they understand how much we make from each thing we are doing, whether that be providing life insurance or producing a full financial plan and managing money. Listen to one of our most transparent episodes from The Financial Advocate podcast. As always, if you need to get in touch: firstname.lastname@example.org