loader from loading.io

The Financial Advocate

Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FL, NJ, DE, WA, TX, GA.

info_outline A Simple Plan - Asset Allocation In 5 Holdings Or Less 06/18/2025
info_outline The Only Annuity I Use in Financial Planning 06/03/2025
info_outline Planning for the Highly Compensated 08/15/2020
info_outline Teaching Children Financial Literacy 07/23/2020
info_outline 10 Minutes of Marketing 06/23/2020
info_outline Economic Update: Where are we headed? 06/06/2020
info_outline Finance, Life & LinkedIn 06/01/2020
info_outline A Successful Sales Mindset 05/26/2020
info_outline Building Your Relationship with Money 05/11/2020
info_outline Parenting Professionals of LinkedIn 04/16/2020
info_outline Side Hustle: Collecting Sports Cards 04/16/2020
info_outline Disability Insurance Podcast 03/25/2020
info_outline Virtual Financial Advising Process 02/10/2020
info_outline Start Investing Early 02/05/2020
info_outline The Secure Act - Changes to RMDs, The Stretch IRA & More 01/15/2020
info_outline Year-End Financial Checklist 12/07/2019
info_outline Beware of Bad Information on Social Media 12/02/2019
info_outline Happy Thanksgiving Everyone! 11/28/2019
info_outline We Are Back! Case Study November 2019 11/26/2019
info_outline Financial Planning vs Investment Planning 05/29/2019
info_outline Questioning Recent Financial Decisions 05/28/2019
info_outline 3 Things That Can Derail A Financial Plan 05/22/2019
info_outline Insurance Overview 05/04/2019
info_outline Adult Prep with Ruth Lamberty 05/01/2019
info_outline Understanding Financial Products 04/28/2019
info_outline Client Case Study: April 2019 04/25/2019
info_outline Seth's Mom - Helping Families with Disabilities 04/22/2019
info_outline Value vs. Cost 03/12/2019
info_outline "Sales" 03/08/2019
info_outline How We Make Money: Our Cost Structure 02/19/2019
 
share