Advisors
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Breaking Down the Basics: DOL Fiduciary Rule
May 02 2024
A webinar hosted by Endeavor Retirement discussed what advisors need to know about the DOL's…...
401kspecialistmag.com
Tax Loss Harvesting, Tax Gain Harvesting, Financial Advisor Value - 479
Apr 30 2024
Linda is retired and financially independent. Her advisor suggests she have a separately managed account specifically for tax loss harvesting. Today on Your Money, Your Wealth® podcast 479, Joe An...
purefinancial.com
Financial Steps Widows Should Take
Apr 22 2024
An interview with a financial adviser about the financial steps widows should take....
kiplinger.com
Gray divorce can derail retirement. Here's how advisors can help
Apr 19 2024
Late-in-life divorces have more than doubled since 1990, and they often decimate retirement savings. How can gray divorcees shore up their finances?...
financial-planning.com
Ask a Financial Pro: What Can a Financial Advisor Do for My Retirement Savings That I Can't Do on My Own?
Apr 16 2024
A financial advisor's dedicated expertise, time commitment and skills in helping clients manage emotions can be valuable....
money.usnews.com
Should You Opt for an Older or Younger Financial Adviser?
Apr 11 2024
Do you want the wisdom that comes with age or the innovation that comes with youth? Or maybe you can have both, with an advisory team....
kiplinger.com
At What Age Should I Work with a Financial Advisor?
Apr 09 2024
Deciding to work with a financial advisor is about more than how much you've stashed away. It's also about determining whether an advisor's benefits outweigh the costs. In your higher earning years, f...
buzzsprout.com
Do I Really need a Medicare Adviser?
Apr 02 2024
Is navigating Medicare really that complicated? I have a lot of ads popping up on my feed. One that looks interesting is Boomer Benefits. Then I see many from independent brokers. Do these people real...
reddit.com
3 Types of Investors Who Should Avoid A Flat Fee Financial Advisor
Mar 26 2024
Flat-fee financial advisors aren’t for everyone. In fact, there are three types of investors who should steer clear of flat-fee financial advisors. In today’s episode, we’ll talk abo...
sites.libsyn.com
Questions To Ask The Advisor
Mar 24 2024
Have you ever wondered what questions to ask an advisor? Some questions might be obvious and some might not. So, in this episode we explore a number of questions (and answers) that could be important ...
retirementroadmappodcast.podbean.com
Does Your Financial Advisor Just Want to Collect Fees? - 473
Mar 20 2024
Why would a financial advisor suggest that Frank in Lake Wobegon sell a piece of inherited property, pay 25% tax, and invest the lump sum? Mark in Florida is 72 and invested in CDs. Should he go back ...
purefinancial.com
Women Experience Disconnect with Financial Advisors
Mar 19 2024
As women grapple with financial stress, almost half believe their advisors aren't listening…...
401kspecialistmag.com
Boosting your 'return on relationship'
Mar 13 2024
Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money....
financial-planning.com
The Role of Financial Advice in Early Retirement
Mar 13 2024
Today’s post is written by Jeremy Zuke, one of my financial planning colleagues at Abundo Wealth. Jeremy achieved financial independence in 2022 and left a corporate marketing job to pursue work...
caniretireyet.com
Social Security Planning: Is Your Financial Advisor Asking You These Questions?
Mar 04 2024
Here is a list of questions your financial advisor should ask for you to maximize your Social Security benefits and determine your overall financial goals....
forbes.com
Retirement Income Certificate for Advisors Introduced by NAPA
Feb 26 2024
Free course for NAPA members to earn RI(k) certificate launched in response to growing…...
401kspecialistmag.com
Latest 401k Averages Book Broadens Scope on Advisor Pay, Recordkeeping Admin
Feb 26 2024
Reader feedback leads to the enhancements in 24th Edition of plan fee benchmarking tool,…...
401kspecialistmag.com
What Financial Advisors Should Know About You And Aging Parents
Feb 20 2024
Financial advisors who help us manage wealth may not be fully informed about financial elder abuse. They need to know how to spot the red flags. Our checklist can assist....
forbes.com
Is Your Portfolio Really Invested For You—Or Your Advisor?
Feb 18 2024
Endless investment debates often leave out the most important factor—the investor!...
forbes.com
421: What to Consider Before You Hire (or Fire) a Financial Advisor
Feb 16 2024
Today's article comes from Kiplingertitled,Three Legit Reasons to Break Up With Your Financial Adviser (and How to Do It).Listen in as Founder and CEO ofHoward Bailey Financial, Casey Weade, breaks do...
retirewithpurpose.com
Advisors and Participants Don’t Agree on Retirement Readiness
Feb 15 2024
A study by Allspring Global Investments reports that participants and advisors are…...
401kspecialistmag.com
Ask an advisor: Can my client afford to build her retirement dream home?
Feb 10 2024
Downsizing in retirement is common. What's less common is building the new home yourself. Can a senior in California pull it off?...
financial-planning.com
BlackRock Launches DC Advisor Hub
Feb 04 2024
The large asset manager has also appointed a new DC intermediary head to lead the program...
401kspecialistmag.com
This is the best money move for 2024 from Utah financial advisors
Jan 26 2024
“There’s one money move we recommend for nearly every client that comes through our doors,” Tyson Thacker, a Utah financial advisor says. “And if you haven’t taken advant...
bossretirement.com
Are GICs a no-brainer for retirees?
Jan 24 2024
For years, the humble GIC—guaranteed investment certificate—was disparaged by the fixed-Income cognoscenti and more often than not financial advisors. But, things started to change when in...
moneysense.ca
The Rate of Financial Advisors is Slowly Falling
Jan 24 2024
Over a third of the industry headcount is set to retire within the next 10 years, finds Cerulli...
401kspecialistmag.com
3 Reasons You Should Choose A Flat Fee Financial Advisor
Jan 16 2024
In today's episode, Devin reveals a significant transformation in his professional approach — the transition to a flat fee structure. After a period of subtle hints, the change is now official a...
sites.libsyn.com
Corporate Roundup: SageView Acquisition, RIA Co-Op Launches
Jan 14 2024
SageView acquires Palmer Retirement Consulting, financial advisors launch a new RIA co-op,…...
401kspecialistmag.com
When to Fire (or Hire) a Financial Advisor
Jan 11 2024
I’m a DIY financial planner and investor. Hiring a financial advisor never made sense since I studied finance and enjoy money management as a hobby. I almost became an investment advisor a few t...
retirebeforedad.com
How advisors can win doctors as new clients
Jan 06 2024
Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients....
financial-planning.com
Setting New Year’s Goals and Ignoring Old Noise in 2024
Jan 04 2024
Happy 2024 from the team at Keen Wealth Advisors! The Dow sent us into the New Year on a high note -- literally -- by hitting a new all-time high in December on the back of some very positive economic...
keenonretirement.libsyn.com
Morningstar Retirement Joins Retirement Advisor Council
Jan 04 2024
Morningstar Head of Channel Strategy Nathan Voris will serve as representative in the Council...
401kspecialistmag.com
5 ways retirement changed in 2023
Dec 27 2023
The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors....
financial-planning.com
I need a retirement coach, not necessarily a financial adviser
Dec 26 2023
I'm 55 and wife is 53. We both have 401k that we max out. I will get a pension when I retire. I can retire as early as 59, but the pension is significantly higher if I work until 65. But I am getting ...
reddit.com
Firing Your Financial Advisor and Becoming a DIY Investor — 6 Steps to Make It a Smooth Transition
Dec 25 2023
By Ryan Kelly, Guest Writer Do you want to fire your financial advisor and become a DIY investor, but you keep putting it off? If so, you’re not alone. It’s common for those who want to ma...
whitecoatinvestor.com
Leading 2024 Trends Facing Financial Advisors
Dec 24 2023
A new report by Envestnet forecasts the latest trends for the financial advisory industry in…...
401kspecialistmag.com
Corporate Roundup: Vanguard Leadership Changes, Ascensus Team Expansions
Dec 24 2023
Vanguard appoints new head to Financial Advisor Services division, Ascensus adds new members…...
401kspecialistmag.com
What Clients (Actually) Value Most in a Financial Advisor
Dec 23 2023
In this episode of Retirement Talk: The Redefining Wealth Show, Laura Stover, RFC® and Michael Wallin, CFP® delve into what clients value most in a financial advisor. They emphasize the import...
redefiningwealth.info
What do you do about complicated financial things when you are really old?
Dec 21 2023
I retired at age 57 last year. Nowadays I have fiduciary financial advisors to help me navigate all the complexities of being a person that has to file quarterly taxes and figure out how to best move ...
reddit.com
Am I Crazy For Paying My Financial Advisor $25k/year?
Dec 19 2023
When you’re doing well financially, paying advisor fees might seem unnecessary. So do you need an advisor if you’re already in a good place? Having a successful retirement isn’t just...
buzzsprout.com
Many Want to Work with a Financial Professional—But Aren’t
Dec 13 2023
Americans worry advisors will try to sell them products or judge them...
401kspecialistmag.com
Advisor Touts 8% Returns, But Says I Can Only Withdraw 4%?! - 459
Dec 12 2023
Do financial advisors have some secret blood handshake that they’ll all claim they can get you 8 percent returns, but then tell their clients they can only withdraw 4 percent in retirement? That...
purefinancial.com
406: Discovering The Four Phases of Retirement with Dr. Riley Moynes
Dec 04 2023
Today, I’m talking to Dr. Riley Moynes. Dr. Moynes is a bestselling author, former financial advisor, and TEDx speaker. Not only has he coached countless individuals through their retirement jou...
retirewithpurpose.com
What advisors can learn from a client who plans to live to 123
Dec 03 2023
Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them....
financial-planning.com
Advisor Q&A: Courtenay Shipley Brings Creative Fuel to the Retirement Industry
Dec 03 2023
Retirement Advisor Council Board President Courtenay Shipley, Founder and “Chief…...
401kspecialistmag.com
The art of asking: How the right questions, worded precisely, can help older clients
Dec 01 2023
By combining strategic queries with compassion and empathy, financial advisors can convey the message that older clients' legitimate fears around loss are understood....
financial-planning.com
Navigating tough holiday conversations with your clients
Nov 28 2023
Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays....
financial-planning.com
How do I find a tax advisor to guide me on IRA withdrawals and Roth conversions?
Nov 27 2023
I’m 65 and plan on retiring from full time employment in 26 months. I have a military pension, 900k in retirement savings (mostly in non-Roth, unfortunately), planning on drawing SS when I retir...
reddit.com
The financial advisor's guide to Medicare
Nov 22 2023
Medicare is a minefield of deadlines, penalties and the potential for disastrous mistakes. Here's how wealth managers can guide their clients to safety....
financial-planning.com
What Is a Certified Financial Planner (CFP)?
Nov 21 2023
In an attempt to save on costs, millions of Canadians are using self-directed investing platforms to manage their own investments. These robo-advisors and online brokerages have made investing more af...
retirehappy.ca
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