Creative Planning’s Post

Today Dr. Dahle talks with Michael Kitces, creator of the popular blog Nerds Eye View. They tackle a range of topics about the financial planning industry, including how to recognize a real financial advisor. #physician #financialadvice #financialadvisor #financialplan #financialplanner #financialplanning #wealthmanagement #financialliteracy #podcast #wci

Great podcast for those looking to learn more about JGUA and what we do! They also discuss how our approach and service model differ from other financial advisors!

The Personal Touch: Why Face-to-Face Tax Prep Builds Trust Do you want to foster strong client relationships and enhance client trust and communication for long-term success? Want to know the solution to achieving these results? Let's dive in and discover how to build robust client-advisor relationships that stand the test of time. My special guest is Margie Manietta, CPA With over 30 years of experience as a CPA at RJ Manietta CPA, Ltd. Margie Manietta's expertise extends beyond numbers; she's dedicated to nurturing enduring relationships with small business owners. Having witnessed the firm's evolution from a kitchen table startup to commemorating its 50th anniversary, Margie's approach is deeply rooted in personalized, value-focused service. Her ability to comprehend the aspirations and passions of entrepreneurs underscores her commitment to providing tailored guidance, making her a key ally for those aiming to enhance client trust and communication for sustained success. The technology is great, but I really enjoy sitting down face to face with people. So, if that is your jam, I am your gal. - Margie Manietta, CPA In this episode, you will be able to: Discover the power of personalized financial services for your small business and take your financial management to the next level. Learn how small businesses make a big impact on the economy and how you can maximize your business's influence. Uncover the ways financial assistance empowers women and the positive impact it can have on your community. Understand the significance of estate planning and insurance, and how it can safeguard the future of your business and loved ones. Build strong and lasting client-advisor relationships to foster trust, communication, and long-term success. Personalized Financial Services Impact In the realm of finance and accounting, personalized service can dramatically shape a client's success trajectory. Customized financial strategies, coupled with a genuine understanding of a client's business vision and challenges, can bring forth more effective solutions. Therefore, providing tailored service is not just a noble act, it's a vital strategy for fostering long-term success and symbiotic client-advisor relationships. Guest: Margie Manietta, CPA -- email: margie@rjmcpa.com; phone: 630.579.8900 https://lnkd.in/g_RBVKZb

Joey Vrooman, CPA, from PADGETT BUSINESS SERVICES® joins the show today and helps explain the importance of working to educate clients on financial literacy, despite common disinterest. 🔈: https://lnkd.in/gj-wMUzC #accounting #accountant #accountingmajor #business #businesspodcast #podcast

Ever wonder what a financial planner actually does? This is our inagural podcast episode of Broke to Woke, where Jamie starts at the very beginning and describes her goals for you! We will break it down for you in less time then it takes to cross the grand city of Des Moines! We will answer questions like: What is a financial planner? Is it just for wealthy people? What happens in the first meeting with a financial planner? Listen now and learn how to go from broke, to woke! https://lnkd.in/gNB8htMv

I am thrilled to share my AICPA podcast episode focused on the why, what, and how behind legacy planning for your clients. The podcast echoes my sessions at AICPA Engage, the Personal Financial Planning Summit, and the NAPFA National Conference.   🔍 In This Episode: Financial planners help clients live meaningful lives and pass on a legacy. But we don’t always explore the large why of estate planning, which focuses on the practical aspects of who gets what and when. The good news is that advisors can coach clients to discover, communicate, and be remembered for the true meaning of their life story.   I explore: - What legacy is, why it’s so important, and why it’s not optional - The difference between default, political, and organic legacies - How to guide your clients to discover meaning, purpose, and legacy - The enormous benefits of reflecting on life - How to integrate legacy planning into your work with clients 🔗 Listen At: https://lnkd.in/giVssJ85 

TPC’s Andy Baxley, MS, CFP®, CIMA®, recently joined the Standard Deviations podcast to talk about the power of financial purpose. Andy delves into how he sees #financialplanning as the marriage of capital and purpose, and the difference between purpose, goals and values. Listen here: https://lnkd.in/g7gCdyzY

“Nobody Cares About Your Advice and It’s Okay,” explain Thomas C. West, and Suzanne Schmitt in this episode of The Family Financial Conversation. The #podcast co-hosts explore the crucial role of understanding and addressing clients' emotional and financial mindsets in building stronger, trust-based relationships in financial advising. Listen here: https://loom.ly/I70k2LY and join the conversation on @Advisorpedia.com. #FinancialAdvisors #FinancialAdvice #FinancialAdvising #Financial

🌱 New Episode Alert! 🌱 Join Kerrie Beene and financial expert Kate Welker on the Money Roots Podcast as they explore the power of Underconsumption—spending less, saving more, and aligning your finances with what truly matters. 💡 🔑 Key Takeaways: ✔️ Spend intentionally and set financial goals ✔️ Understand historical trends and their impact on your wallet ✔️ Find balance and avoid unnecessary expenses Tune in for a deep dive into mindful spending and achieving financial well-being! 🎧 👉 Listen now:

🌟 New Podcast Episode Alert! 🌟  I'm thrilled to announce the latest episode of "Doing Business with a Servant's Heart Podcast," titled "Aligning Money and Purpose: Financial Planning with Integrity and Heart."  In this episode, I sit down with Jake from Falcon Wealth Advisors to delve into the transformative power of purpose-driven financial planning. We discuss the profound impact of our money mindset on financial decisions and the importance of aligning financial plans with personal values.  🎧 Key Highlights:  - Discover the importance of starting early with retirement planning and the magic of compound interest. Understand the parallels between maintaining financial health and physical health. Gain insights from a behind-the-scenes look at a Falcon Wealth Advisors team meeting, emphasizing the correlation between company revenue and employee compensation. Learn about the distinctions between fiduciaries and brokers, and why seeking professional guidance is crucial in an age of unqualified social media advice.  Join us for an engaging conversation filled with valuable insights and practical exercises to help identify your core values and ensure your financial journey is both purposeful and impactful.  📅 Episode Breakdown: (0:00:03) - Servant's Heart Approach to Money (0:11:42) - Importance of Early Financial Planning (0:16:02) - Strategic Financial Servant Model (0:28:32) - Feedback and Connection for Show  Don't miss out on this enlightening discussion that promises to empower you with the knowledge to craft a prosperous financial future grounded in integrity and heart.  Tune in now and let us know your thoughts! 💬    Thank you for your continuous support. Be sure to catch our TV show "Together we Serve," airing every Friday at 2 pm Pacific and 5 pm Eastern.  #FinancialPlanning #PurposeDriven #Integrity #EarlyRetirement #FalconWealthAdvisors #ServantsHeart #PodcastEpisode #FinancialIndependence