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In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
 
This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitute ...
 
What's going on, what to know, and what else is happening in the financial world and beyond with Jeremy Udell, CFP®. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>1950 Ringling Blvd Ste 403, Sarasota, FL/ Phone:941.951.0443/ Email:Jeremy@wealthenjoyment.com/ www.wealthenjoyment.com________________________________________________>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Se ...
 
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
 
Financial Advice is recorded weekdays at 12pm PST in the qNFT HUB Discord, live and unedited. Topics include regular updates from the team on all QUANTUM.TECH projects, crypto current events, NFT space drama, and more. We regularly have special guests join us ranging from artists discussing their own projects to industry experts providing insights into the more technical aspects of crypto and NFTs. Will there be financial advice? Maybe. Will the live recording screw up from time to time? Pro ...
 
Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
 
Join @90DayMoneyPro as we empower people at any income or asset level with expert knowledge and guidance on how to create and implement an optimal Financial Plan in just 90 days. — Smart financial decision making is not properly taught in schools, tough to learn from family or friends, and yet is a vital part of a well-rounded and happy life. Allow us to help guide you to financial freedom and success as you listen to our valuable interviews, tips and discussions, and deep-conversations with ...
 
Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
 
Learn how to build wealth towards a comfortable and rewarding future with these practical tips and insights from an experienced investor. [Not a certified financial professional so please do your own research before making financial decisions]
 
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show series
 
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Follow Up Emails Made Easy - My Hack to Sending Them ConsistentlyLINKS FROM THIS EPISODE: ------------------------------------- LINKS FROM THIS …
 
It’s Springtime, and that means its also almost tax time! Jeremy reminds everyone one way to defer tax is to contribute to traditional IRAs and 401ks. He then talks about a benefit some retirement plans provide that not everyone takes full advantage of. And finally, have you ever been to an NCAA Basketball Tournament Game? Jeremy recently watched a…
 
In late 2022, we had a landmark piece of legislation, "SECURE 2.0", that will impact retirement savings for years to come. Much of what will passed will directly impact many people, particularly those that are entering required minimum distribution (RMD) ages as well as new rules on beneficiary IRAs. Mitch and Alicia break down the nuances of this …
 
At least once a week in my one-on-one coaching sessions I get asked about building a better follow up email process. It’s funny because at face value it seems so simple, but yet it’s one of those things that’s so hard to execute consistently. Until now! In today’s episode I’m sharing my follow up email hack that is so simple you’ll be palm to foreh…
 
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: This “Extra” Touch is Easy & Effective - The First 100 Days and Beyond ------------------------------------------------ LINKS FROM THIS EPISODE:…
 
The first 100 days of the client relationship are critical. The data shows that these first couple months of your client relationship and how you perform, interact, and connect is disproportionately important to the longevity of the client-advisor relationship. Meaning… if you crush it in the first 100 days you will keep your clients longer. And, t…
 
For his 20th episode, Jeremy discusses some current events, including: A chat with an Artificial Intelligence that went sideways, a Laser experiment that may have opened up travel to distant stars, and a combination of insurance products that no one wanted. Jeremy has thoughts on all of these events, and would love to hear what you think about them…
 
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: How this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt -----------------------------…
 
In late 2022, we had a landmark piece of legislation, "SECURE 2.0", that will impact retirement savings for years to come. Much of what will passed will directly impact many people, particularly those that are entering required minimum distribution (RMD) ages as well as new rules on beneficiary IRAs. Mitch and Alicia break down the nuances of this …
 
One of my favorite things to talk about is how to get to a place where ideal clients are finding their way to you. I remember, early on in my business, doing all the things: cold calls, events at my church, taking any scraps of clients I could get from my mentor... That eventually evolved into workshops and more sophisticated marketing, then that e…
 
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me! -----------------------------…
 
It feels like every entrepreneur lists “freedom” as one of their goals in working for themselves. But often, I find that Advisors are burning out from being in the tornado of their business. Handling the most pressing matters that are popping up and working reactively instead of this vision they had of a proactive and strategic practice. In today’s…
 
If you have extra cash on the sidelines and don't want to put it to work in the stock market, where are conservative places you can consider? Alicia Vande Ven and Clint Walkner discuss savings account, CDs, treasury bills and bonds, ETFs, and the advantages and drawbacks of each solution. --- Send in a voice message: https://anchor.fm/walkner-condo…
 
What is the Estate Tax and why does it exist? Jeremy explains one of the justifications for why some people will have to pay an extra tax at death. But there are ways to avoid this “DEATH TAX”, one of which is being well used by one very well-known business magnate! Finally, what organizations would you want to endow at your passing? Jeremy will te…
 
In today’s episode I’m going to give you a super simple CEO tool that you can use in multiple different ways in your office. This is a quick exercise that you can use in several different formats… to create that unstoppable momentum in your business. If you have been listening to this podcast for a while, you all know how much I love me a good CEO …
 
What did they use for Money in the Star Wars universe? How much did things cost? If Luke thought he could almost buy his own ship for 10,000… how close was he? And what kind of ship would that have been. And 10,000 what, exactly? If you are interested in these deep, philosophical questions, this is the Podcast for you! Tune in as Jeremy welcomes on…
 
When I’m coaching advisors, one of the top goals they share is that they want to become more efficient. So I ask, what does working more efficiently look like for you? How will you know when you’ve arrived there? Is it just a feeling? Do you have an overwhelm scale? How do you actually measure efficiency? It’s one of those things that can be hard t…
 
When Alan Moran first met Tim in February 1999, he needed financial advice. They were introduced by another client and had never visited a Financial Adviser before, but Tim felt it was time to organise his finances and plan for the future. Emma Crossick takes up the storyAutor: Alan Moran
 
How did the 30 year anniversary of the first Exchange Traded Fund (ETF) remind Jeremy of his greatest fear? Jeremy discusses that, and how ETFs differ from Mutual Funds. Jeremy also describes how taxes can pass through to investors of a Mutual Fund, even when the value of the fund goes down, and some ideas to consider to help mitigate that problem.…
 
You’ve hosted a workshop or a webinar. Prospects came. You crushed it. People seemed interested. Maybe you even had a couple specifically say to you… "Please call us to set something up! We’ve been needing to do this for years". Yay, a warm lead!! You follow up a couple of times… to no avail. So, now what!? Today I am going to share with you a simp…
 
Nate Condon and Clint Walkner discuss the early positive start to the stock market, what it might mean for equities going forward, and how the bear market of 2022 into 2023 is impacting investor's psyche....also a bit more about the words "intimated" and "tangential". --- Send in a voice message: https://anchor.fm/walkner-condon/message…
 
On the heels of the release of Walkner Condon's 2023 Market Outlook, Keith & Mitch have a conversation with Jack Manley, Global Market Strategist, and Eric Lewis, ETF Specialist, both of J.P.Morgan Asset Management. Jack, as a contributing member of the team that produces the J.P.Morgan Guide to the Markets, talks about the data in the guide and ho…
 
“I would never have been able to do all of this without your help. You’ve been so good to me over the years.” That’s what one of Alan Moran's clients, Caroline said to me recently. Her words moved him, especially as she’s been a client for over 30 years. Emma Crossick take up the story on how Alan helped Caroline.…
 
Today Jeremy talks about the times he’s been asked when to sell a good investment, and what he’s done in those situations. He follows that up by telling us a story about a time when he made a regrettable decision about when to sell a bad investment choice. And finally, Jeremy talks about how some recent experiences with cold weather remind him why …
 
Almost every day I get an email or a message asking me "Libby, where do I even start in building out my systems and processes?" We first have to ask, "What are the most critical processes that you need?" Essentially... there are seven. Every practice has the same 7 processes that need to be in place. It doesn't matter if you have 2 team members or …
 
As business owners, we all know we’re supposed to track data… and use it to do something. But what do we track and how do we use that data to make informed business decisions? Our guest, Erica Pauly of Track That Advisor, joins the podcast today to discuss the power of tracking various metrics in your financial planning business, and how to use tha…
 
This is an interesting story about Fred, who’d come over from Jamaica on the Windrush when he was a teenager. As you can imagine, he arrived with absolutely nothing and yet he’d manage to build up a significant investment portfolio independently with very little advice. Max Crossick takes up the story…
 
Your prospect says they enjoyed meeting you, but that they are going to interview several advisors and get back to you... how do you make sure that YOU stand out as the obvious choice? Do you leave it up to fate? No. Do you send them on their way and just say your prayers? No. Do you stalk them until they file a restraining order? Also no. In today…
 
Financial advice has changed a lot in the last several decades… and it’s going to keep evolving and changing. So today, we’re talking about the future. My guest, Adam Holt, and I are going to make sure that you are positioned to crush your business now AND stay ahead of the curve when it comes to the future of advice. In this episode we get into th…
 
How do you feel about charging for a prospect meeting? Yes, literally the first time you ever meet with someone, having them pay you for your time. I know! It sounds foreign and crazy right? What if I told you that advisors do this ALL THE TIME?! And, there is a way to do it where you deliver immense value in that meeting so you can feel so good ab…
 
For the first time on the podcast, Jeremy welcomes a guest! David Watson II joins Jeremy to discuss his journey to becoming a financial planner, the process that lead him to his current role as the Prosperity Planner for Goodwill of Central Florida, and describes the inspiration for his podcast, 1 Life 2 Build.…
 
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Creating a Distraction-Proof Practice with Guest Paul Kingsman ------------------------------------------------------ LINKS FROM THE…
 
When a prospect asked if he sold permanent life insurance, Jeremy was immediately curious what caused such a question. When it turned out this person had been told what a terrible investment permanent life insurance was, Jeremy felt spurred to address this widely held belief head on. Is “Buy Term, Invest the Difference” the right recommendation? Je…
 
Do you ever wish that you had the ability to laser focus on your business and eliminate all those pesky distractions? I've got Olympic medalist-turned-Financial Advisor, Paul Kingsman, on to talk about how to apply Olympic-style focus to your plannning business. Paul is my kind of people... all about the step-by-step processes, the checklists, etc.…
 
The holiday season is upon us, and so is the stress of what to get for the loved ones in our lives. You could purchase the latest toy or technology. But what if you want to step outside of the proverbial gift box and do something for your kids or grandkids that will last longer than the newest version of the iPhone? That’s where this episode of Gim…
 
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? with Guest Alanah Philips -----------------…
 
You love the business you built… but do you ever wonder if you are at the right place? Every firm, broker dealer, or RIA platform has its pros and cons. In today’s episode my guest, Alanah Philips, walks us through how to know if the grass is REALLY greener on the other side. Do I stay? Do I go? What do I need to consider to make this decision? She…
 
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