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Join Aaron Krafft, CPA at Luminary Wealth Management, for practical insights into tax planning and entrepreneurship. Learn how to leverage financial strategies to boost your business, debunking the myths and viral "tax hacks" that complicate finances more than they help. Discover the benefits of integrating accounting expertise into Registered Investment Advisor (RIA) firms, enhancing growth and client services. Aaron will discuss the impact of a digital presence for attracting clients and the importance of aligning online engagement with core values. Plus, gain perspective on balancing ambitious business goals with family and personal well-being for a fulfilling journey in both finance and life.Aaron's Social:https://www.linkedin.com/in/aaronkrafftcpa/Music in this episode was obtained from bensound.

Join us as we take a closer look at the world of financial planning with Ashley Quamme, a trailblazer in the role of a fractional financial behavior officer. Her company, Beyond The Plan, goes beyond the usual number-crunching. Here, the emotional and psychological aspects of managing money are given just as much importance as the financial statements. Ashley shares her journey from being a therapist to pioneering this innovative approach in financial behavior, showing us how the right kind of conversation can transform those intimidating discussions about money into supportive and constructive dialogues.As we dive into Ashley's professional story, we see the crucial role that emotional intelligence plays in financial advising. Starting Beyond the Plan was more than just launching a new business; it was about creating a new direction for the financial industry, fostering a deeper connection between advisors and their clients. Ashley's commitment to integrating financial therapists into advisory teams underscores her passion for her field. In this conversation, we explore her insights and visions for the evolving landscape of financial services.Ashley's Social:https://www.linkedin.com/in/ashley-quamme/X: @bamconsultsMusic in this episode was obtained from Bensound.

Join us as we explore Tim White's journey, the Co-founder of Wealth.com and former Chief Partnership Officer of Emailage. We'll talk about his innovative approach to estate planning and how financial advisors play a key role in this field. The discussion includes Tim's success in building a strong company culture, acquiring the Wealth.com domain, and adapting to major changes in business.We'll also look at how Wealth.com uses feedback from strategic advisors to improve its products and pricing, and learn from their marketing experiences. Tim will share insights into how he balances his demanding startup life with hobbies like biohacking and mountain biking, and how these activities help him stay grounded. This episode offers a comprehensive view of Tim's professional and personal growth in the entrepreneurial world.Tim's Social and Website:https://www.linkedin.com/in/twhiteaz/Wealth.comMusic in this episode was obtained from Bensound.

Explore Diana Cabrices' remarkable journey, from freelance work to becoming Wealthbox's Chief Evangelist and a beacon in financial technology. Fresh from her Women in Wealth Management Up and Comer win, Diana shares her transition from teaching in Europe to impacting the fintech sector. The episode delves into the evolving role of financial advisors, the importance of education over technology, and the challenges in marketing and tech integration. We discuss the rise of video content and upcoming marketing trends for 2024. The conversation also covers the resurgence of in-person networking post-COVID, testimonial marketing, and high-impact conferences like Future Proof. Diana offers insights on work-life balance, time management, and client prioritization for advisors, fintech professionals, and conference organizers. Tune in for valuable insights and strategies for success in the dynamic financial landscape.Diana's Social:https://www.linkedin.com/in/dianacabrices/Website: https://dianacabrices.com/X: @dianacabrices

Join us for a great conversation with Jenny Roselle, the paralegal who evolved into a key player in Indiana's estate and elder law scene. Jenny's story is more than just a career shift; it's about transforming the way we think about estate planning. With a flair for blending professional expertise with real-life examples, she makes navigating this complex field surprisingly relatable.Follow along as Jenny delves into the moments that make us ponder our legacy – from family milestones to unexpected health twists. She brings a down-to-earth perspective on safeguarding your family's future and why it's smart to team up with financial experts. Jenny also cuts through the noise about online estate planning, highlighting the value of personalized advice.Wrapping up, Jenny shares insights on making a personal brand resonate in the legal world. She talks about the power of referrals, the role of social media, and podcasts in carving out a unique professional identity. It's an engaging, no-nonsense conversation that proves discussing legal matters can be as enjoyable as your favorite casual podcast. So grab a seat and prepare for some straightforward, engaging legal insights.Jenny's Social:https://www.linkedin.com/in/jenniferrozelle/X: @jennyrozellePodcast: https://www.legalteapodcast.com/

In our latest podcast episode, we talk to Peter Lazaroff, the Chief Investment Officer at Plancorp, who shares his personal and professional journey in the world of finance. Starting from a childhood interest in money, sparked by a unique gift of Nike stock, Peter discusses his career evolution. He talks about the transition from stock analysis to a leadership role in management, emphasizing the importance of aligning with a company that reflects his values.Peter also explores the changing landscape of financial advising, focusing on a holistic approach that aligns with clients' core values. He offers insights into effective communication, the importance of ongoing learning, and the role of mentorship in the finance industry. This episode provides a realistic and informative perspective for anyone interested in personal development or professional growth in the finance sector.Peter's Book: https://www.amazon.com/Making-Money-Simple-Complete-Financial/dp/1119537878Social: https://www.linkedin.com/in/peterlazaroff/X: @PeterLazaroff

Ever grappled with the complexities of the American financial system as a foreign-born individual? Today, we bring our conversation with Jane Mepham, a financial planning maestro who turned her personal struggle in understanding systems like 401ks and credit cards into a mission to aid others in similar situations. Jane, originally from Kenya, is the founder of Elgon Financial Advisors, her firm dedicated to guiding foreign nationals and tech professionals through America's fiscal labyrinth. Together, we unravel the perplexities of budgeting, retirement planning, and financial issues that foreign workers often face.Venturing into the second part of our conversation, Jane imparts her wisdom about the nuances of building a successful advisory business. Her tried-and-tested client acquisition strategies run the gamut from writing articles and building relationships with immigration lawyers to maximizing the power of SEO. Learn how content creation forms a crucial aspect and what specific planning questions foreign nationals often face. Lastly, we take a tour of Jane's experience in starting her financial planning firm. From navigating the choppy waters of compliance and E&O to the significance of continuous learning, Jane provides a comprehensive lens into her field. Get ready to be inspired by how Jane envisions her firm's growth into a boutique business with advisors eager to tackle complex cases. You don't want to miss this episode.Jane's Kitces Article: https://www.kitces.com/blog/investing-for-work-visa-holders-nonimmigrant-challenges-foreign-workers-h1b/Jane's Podcast:https://www.theimcafe.com/Jane's Social:Twitter - @ElgonFinancialLinkedin - https://www.linkedin.com/in/janemepham/

Have you ever wondered how someone goes from being a physics major and 2x National Championship football player to a financial advisor? Today, we're having a chat with Kyle Newell, the founder of Newell Wealth Management. He's got a unique story, transitioning from the football field to financial planning. Particularly interesting is his focus on Disney employees and their families. Kyle will share how his experiences at the University of Florida's national championship teams influenced his career path.In our conversation, Kyle shares some light-hearted stories about moving from engineering to finance and the unexpected lessons along the way. He'll talk about his time learning the ropes at big names like Merrill Lynch and TIA, especially in selling his services. He'll also discuss his 'project 100, 200' strategy for building business. To wrap up, Kyle gives us a glimpse into his work with Disney employees, discussing the challenges, benefits, and how crucial referrals are in his field. Join us for an insightful episode filled with financial wisdom and life lessons from someone who's truly a great person!

Ever dreamt of a retirement filled with baguettes in France, or basking in the rustic charm of an Italian villa? Today, we're chatting with Tommy Sikes, the mastermind behind Wander Wealth and the Traveltirement newsletter, where he guides us through the intriguing process of retiring abroad, and the financial planning that goes into it. No journey is complete without a few challenges, and we'll also touch on the potential hurdles you might face when considering a retirement lifestyle in a different country.If the thought of a lower cost of living, healthier food, and a better quality of life sounds appealing, you won't want to miss our discussion on the growing appeal of retiring in Europe. From budgeting to spending an extended period in a different country, we'll explore the various forms of travel experiences people seek. We'll also touch on the idea of using travel as a means to create a lasting legacy for future generations. So, if you've got a case of the travel bug or you're dreaming of a peaceful retirement overseas, join us for a journey through the wonders of travel and the excitement of retiring abroad.Linkedin: https://www.linkedin.com/in/tommy-sikes/Twitter: @wander_wealth

Could rewiring your thought patterns be the key to success? Stephanie Bogan, founder and Chief Possibility Officer at Limitless Advisor Coaching, shares her journey from founding her first company at 24, to being part of the executive team of a Fortune 500 company, and eventually to designing a life she loves. She brings her considerable experience and wisdom to bear as she discusses how she successfully harnessed a growth mindset and best business practices to achieve her goals.We delve into the fascinating realm of mindset and success coaching as Bogan offers insight on overcoming mental roadblocks to achieve desired outcomes. She shares the power of curiosity and challenge in fostering growth, and how she has applied this knowledge to make a significant positive impact on her clients' lives. Learn about the profound influence of early formative beliefs on our worldview, and how questioning these ingrained thoughts can lead to breakthroughs.As we conclude our compelling discussion, Bogan sheds light on the science behind our thought habits, explaining how our brains craft narratives to process information, and the profound significance of a compelling "why" behind your plans for success. The conversation reveals the importance of taking control of our mindset, time, and vision to chart a clear path to success and positive change. Through engaging stories of her clients' victories, Bogan illustrates how mindset and personal agency can propel exponential growth. This episode promises to be a treasure trove of wisdom and inspiration for anyone seeking to elevate their life through the power of the mind.