MFA PODCAST 5 The Mid Year Planning Review - Just A Normal 6 Months
The Financial Advocate
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How To Review Your Investment Plan In 10 minutes or less
The Financial Advocate
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.
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Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process
The Financial Advocate
Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process. Click on the following link to review our 3 step planning process guide.
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A Simple Plan - Asset Allocation In 5 Holdings Or Less
The Financial Advocate
Don't get caught up in the hype. You can be well diversified in a simple, low cost, liquid portfolio that covers all the asset classes you need in 5 holdings or less.
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The Only Annuity I Use in Financial Planning
The Financial Advocate
Listen in for a quick 10 minute breakdown of why there's only 1 type of annuity we use in the financial plans we do for our clients.
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Planning for the Highly Compensated
The Financial Advocate
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Teaching Children Financial Literacy
The Financial Advocate
This video is about Teaching Financial Literacy to Children. Sam and I are both financial literacy advocates and we both agree that you can't start early enough. Sam has some great ideas for teaching financial literacy and competency at an early age. It is important to remain positive and keep it simple when starting out. I hope you enjoy! Check out Sammy Rabbit below:
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10 Minutes of Marketing
The Financial Advocate
I decided to do something a little different and talk to a marketer about how financial planners should acquire new business. I enjoy being different and getting rid of the suite and sales stigma that comes with financial planning. The days of seminars and dinners are long gone. This interview is with Corey Keating. He is the founder of the Marketers Company and has many years of experience marketing for financial planners. We talk about all things in terms of marketing: how to treat people, putting out consistent content & acting like a real person. I (Ryan) was a guest on Corey's...
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Economic Update: Where are we headed?
The Financial Advocate
The big question: “Where are we headed?” A very educational 30 minute back and forth about the current state of the economy and possible factors to affect a continuing recovery. Here are some questions we discuss: Why do stocks continue to improve as corporate earnings remain lower than normal & almost 40 M people unemployed? Will the affects of the coronavirus eventually catch up with the stock market in the long term? Will we see an eviction and foreclosure issue? Where are we heading? Enjoy this FB live episode: “Economic Update: Where Are We Headed?”
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Finance, Life & LinkedIn
The Financial Advocate
Sid and I talk about getting started as financial advisors. We also discuss life outside of the office and how we met on LinkedIn. This episode has some fun stories mixed in with business strategy for young advisors.
info_outlineRecently I was lucky enough to do a podcast interview with one of them - Christine Teh:
🎙”Building Your Relationship with Money”
Christine is well known on LinkedIn, but if you haven’t had a chance to connect with her - I recommend it.
You will learn a lot just by following her. She is a financial coach, tax strategist and LinkedIn coach. I always appreciate her positive attitude and spiritual views that you can feel from her videos.
Here are some topics we cover during the podcast 🎙:
▪️Christine’s transition from corporate to business owner
▪️The importance of budgeting
▪️Discussing money while dating
▪️Improving your overall relationship with money
▪️Focusing on net worth
▪️Taxes
▪️How to build relationships on LinkedIn
We cover a lot in this 30 minutes podcast! We both work with money and love marketing, especially on LinkedIn, so these were really fun and easy topics to talk about.