The Difference Between Life Planning and Financial Planning
Andrea Millar, Founder of Andrea Millar Life Planning shares the five buckets that make up a successful life planning conversation.
Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future
The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start? Losing a spouse is a life-changing event that married couples unfortunately need to be prepared for. Since survivors are faced with the daunting tasks […]
2022’s Investment Lessons
While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event.
The Value of Life-Based Conversations in Financial Planning
Bringing Faith, Values, and Stewardship to Financial Planning
As the second-generation owners of Family Wealth Partners, Nathan and Samuel talk about why they call themselves stewardship coaches instead of financial advisors and the importance of finding your style in engaging clients.
How to Find an Advisor You Can Trust
Several years ago, I met with a wealthy widow who had been quite a bit wealthier before meeting Mr. Bernie Madoff. After that devastating experience, she was very concerned about finding an advisor she could trust to act in her best interest. I know she is not the only person who has questions and concerns […]
The Human Side of Financial Planning
Buckingham Wealth Advisor and Registered Life Planner® Ken Rosenbaum explains how utilizing an advisor who specializes in Life Planning can help you live your most rewarding, authentic and full life.
Five Ways Women Can Take Control of Their Finances
Women’s individual and collective experiences, situations, challenges and solutions vary widely. This makes it nearly impossible – and irresponsible – to apply a “one size fits all” approach to women’s wealth management. But one thing we do know, our paths to achieving financial stability and success can vary greatly from those of men. Rather than […]
Paving a Unique Path and the Value of Authenticity with Megan Gorman
Megan Gorman of Chequers Financial Management discusses the importance of paving your own path as an advisor and how to establish and maintain close relationships with clients.
Planning Beyond the First Six Months with Michael Kitces
Michael Kitces talks about his personal journey through the financial advisory space and the importance of curiosity, consistency, and focus.
Learning to Be Vulnerable and Living in the Unknown with Chris Gardner
Chris Gardner of FMF&E Wealth Management on sharing your personal story and deepening client relationships by allowing them to tell their own story.
Multi-Generational Planning and Community Building with Akemi Dalvi
Akemi Dalvi of Kondo Wealth Advisors talks about her practice’s evolution into a generational planning firm serving the Asian-American community and why she approaches community-building among clients with a mix of fun and education.
Evidence Before Theory and Systematic Investing with Larry Swedroe
Steve Atkinson connects with Larry Swedroe, who shares his story and what he’s learned about following the evidence and taking risks.