show episodes
 
At The Wealth Training Academy we view it as our responsibility to understand your long-term goals and dreams so that we can leverage our knowledge and experience to help you realize them. Rather than address your unique situation with an outdated, transactional approach focused on individual products, Ed Storer and his team specialize in helping you create a holistic financial strategy that can be adjusted along life’s journey to help you reach your destination.
 
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their ...
 
Host Steve Sanduski, CFP® is the founder of two financial services companies, a New York Times bestselling author, podcast host, executive coach, and speaker. Through interviews with top achievers and visionary voices, Between Now and Success brings you the strategies, tips, and tools you need to succeed at the intersection of business and life. In each episode, Steve's guests open up and share their journey and the lessons they learned on their road to the summit. So rope up and get "On Bel ...
 
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show series
 
Andrew Kaye-Skinner is a Senior Product Trainer for Advisor Group, which is one of the country's largest independent broker dealers. Andrew and I discussed how he taps into his theater and linguistics background to deliver effective training to financial advisors. We also touch on some adult learning theory topics that will help you get your messag…
 
To mark the 10-year anniversary of the retail distribution review (RDR), we look back on how the reforms came about, what impact they had on the advice market and ask if they were a success. In this 3-part series we speak to the key players involved, at advice firms, the FCA and in the industry to dig deep into the biggest ever change for the UK ad…
 
Ed highlights mistakes to avoid in retirement planning including not factoring inflation and longevity, overestimating income, and not finding the balance of conservative and aggressive in investing. He then points out different strategies employed while examining Traditional and Roth IRAs. He points out how a down market could be a good time for a…
 
At the end of nearly every episode of the podcast, Drew asks his guests, "To what do you attribute your longevity?" The answer he hears more than any other: Luck. When he got the question as a guest on the show last season, it got Chris Lundy thinking. He ended up making a presentation at the Bend SAW about what luck has to teach us about winter ba…
 
To mark the 10-year anniversary of the retail distribution review (RDR), we look back on how the reforms came about, what impact they had on the advice market and ask if they were a success. In this 3-part series we speak to the key players involved, at advice firms, the FCA and in the industry to dig deep into the biggest ever change for the UK ad…
 
Now that it has passed, Ed reviews some of the key provisions of Secure Act 2.0 including the raising of the RMD age, additional catch-up opportunities, and expanded Roth contributions. He looks at lessons that can be learned from 2022 and how to move forward towards retirement in a stronger position. Ed also talks about a down market being a good …
 
Michael Fosnaugh is a Chicago-based Senior Managing Director and Co-Head of the Flagship Fund at Vista Equity Partners (Vista). Vista has over $95 billion AUM and over 20 years of experience investing exclusively in enterprise software. I talked to Michael about the opportunity in private equity and how he and his team analyze and invest in the B2B…
 
To mark the 10-year anniversary of the retail distribution review (RDR), we look back on how the reforms came about, what impact they had on the advice market and ask if they were a success. In this 3-part series we speak to the key players involved, at advice firms, the FCA and in the industry to dig deep into the biggest ever change for the UK ad…
 
Ed discusses unique challenges women face in planning for retirement and much of this can be attributed to the longevity of women. He also offers good retirement planning tips for 2023 and strategies to consider in making sure you have enough money in retirement. You can reach Ed and the team by calling 800-563-7030. The Wealth Training Academy See…
 
Miguel Sosa is a research and product strategist at Bluerock Capital Markets, which has $15 billion in AUM. At the 2022 CAIS Alternative Investment Summit in Beverly Hills, Miguel and I discussed a paper he wrote on Advanced Diversification, where he used modern portfolio theory to deconstruct the three elements of diversification to quantify the b…
 
John Christmas is Co-Head of Business Development and Investor Relations at HPS Investment Partners, a global investment firm with approximately $92 billion in AUM as of September 2022. John and I talked about how even as interest rates rise, private credit could provide a reasonable ROI with moderate volatility for clients looking beyond the tradi…
 
Ed defines the retirement income replacement rate and looks at what needs to be considered in building income for your retirement. This includes determining how much income you will need compared to your pre-retirement income, how much you earn, how much you save, when you will retire, your tax rates, and what Social Security covers. He also looks …
 
Since 2014, I’ve published 678 podcasts and the vast majority were interview shows. In 2022, I published 45 shows. Here are 10 ideas from my top podcasts of 2022 that particularly resonated with me and my audience (in chronological order). You'll hear ideas from: Lisa Salivi Denise Shull Scott Keller and Vik Malhotra Scott Hanson Julia Boorstin Car…
 
For the eighth time, I begin the New Year with 3 carefully chosen words meant to remind, motivate, and guide me on my road to making the New Year my best year yet. It’s called the My 3 Words exercise. My 3 words are printed at the top of my Daily Outcomes sheet (my prioritized to-do list) so I see them multiple times a day. By being thoughtful when…
 
Elena is joined today by Hayley Rabbett, head of Verve Services at The Verve Group, and in this episode we are BREAKING the taboos. Like many others, Hayley fell into the Financial Planning profession and undertook a variety of roles from administration to Paraplanning to operations before eventually landing at The Verve Group. You’ll find out thou…
 
Ed offers great suggestions for how to use your Christmas bonus if you received one this year. They include debt payoff, increasing savings, saving for retirement, and securing your family. He also covers some solid planning tips to help you retire in a challenging economy in 2023. Understanding sequence of returns and possibly delaying Social Secu…
 
Financial Planner Life – Career Accelerator Program Episode 4 – Job offer management in the financial planning profession. In the final episode of the Financial Planner Life career accelerator program, we discuss the job offer stage. The emotions attached to receiving a job offer can be overwhelming so, we share the things that you need to consider…
 
Financial Planner Life – Career accelerator program Episode 3 – How to prepare for job interviews in financial planning This episode focuses on the interview stage of securing a new job in the financial planning profession, such a huge part of the process. This is where leaning into an experienced recruiter elevates you above the competition and he…
 
Financial Planner Life, Career Accelerator Program Episode 2 – How to approach your financial planning job search Following on from Episode 1 where we looked at your why for wanting to change job, we now look at what you need to do to start the job search in the most effective and positive way. We share tips and advice on how best to market yoursel…
 
Financial Planner Life, Career Accelerator program Episode 1: Are you where you want to be in your career? In this episode we encourage you to take a hard look at the reasons why you are looking for a new job opportunity in financial planning, we offer some guidance around what you should be considering and doing before you start that time consumin…
 
Ed covers strategies to implement when in the financial red zone which is five to ten years away from retirement. These include looking at funding your 401(k) to the max, rethinking your 401(k) assignments, and looking at traditional and Roth IRAs. He offers good tax considerations for the end of the year such as the clean vehicle tax credit, taxes…
 
Michael Bradley founded Bradley Wealth in 2002. Today the firm offers high-touch financial planning and alternative investments to high-net-worth clientele. Michael and I have known each other since my days at Peak Advisor Alliance, and I was excited to catch up with him at the 2022 CAIS Alternative Investment Summit in Beverly Hills. We talked abo…
 
We have Elena hosting the podcast again this week and speaking with Lucy Byrom, Director of Fusion Business Management. Lucy has taken a unique approach to a career within the Financial Planning profession. Coming into it as an apprentice straight from secondary school, she spent years immersed in the profession before taking exams to become a Para…
 
There's no one predefined path that will lead us through the challenges and heartbreaks that we all face in life. Often times the best that we can do is learn to accept and explore our emotions while remaining open to the opportunities in front of us. That willingness to explore and grow can help us heal, and help us redefine who we are going forwa…
 
Shannon Larson is the Senior Vice President, Platform Management and Product Development at Advisor Group, the nation's largest network of independent financial advisors. I spoke with Shannon at the 2022 CAIS Alternative Investment Summit in Beverly Hills about how she and her team manage a shared service model, as well as how alternative investmen…
 
Recorded live from NextGen Planners’ Liverpool conference in October, NMA hears from podcast host and adviser Chanelle Pattinson on how to improve representation in advice, from SJP academy head Andy Payne on bringing through the newest batch of advisers at the UK’s largest advice firm, and CISI director for global business development Kevin Moore …
 
Ed stresses the need to make sure you stay on track with your retirement savings in the financial red zone and offers solutions to avoid the obstacles. Those include inflation, stock market volatility, unexpected expenses, and debt. He then offers detours around those roadblocks that could keep you from your retirement target date and clarifies som…
 
In this weeks episode Sam is joined by Mel Abplanalp from Buckingham Gate Chartered Financial Planners. Mel is the head of operations at Buckingham Gate, she has had an unconventional but incredibly important career journey that has led her into this, the perfect role for her skillset and personality. Mel has jumped around a little bit in her caree…
 
Ed offers good tax strategies to consider to get a better grip on your tax bill. He talks about connecting taxation with outflow as well as income, spending down traditional IRAs, Social Security claiming strategies, and Roth conversions and contributions. Continuing with the tax theme, Ed runs through an end-of-year tax checklist to maximize your …
 
David Copeland is a principal and co-founder of Strategic Wealth Partners, an RIA firm with approximately $3.7 billion in assets under advisement as of December 31, 2021. He founded Strategic Wealth Partners in 2008 after serving as Senior Managing Director with Mesirow Financial for 21 years. He has also held investment positions with Merrill Lync…
 
Today's guest is Dave Robinson. Dave is a Chartered Financial Planner for Centurion Financial Planning, and it's IFA or the Highway with Dave! Pre warning, this is a long episode but well worth it. We talk about the importance of IFA and why there needs to be an IFA academy. We dive into Dave Robinson's past, and how he got into financial planning …
 
Ed warns of retirement mistakes to avoid and offers reminders of the changes to legacy planning which came with the original Secure Act. Wealth Training Academy investment coach Scott Wright joins in to talk about proper investment strategies in a volatile market. You can reach Ed and the team by calling 800-563-7030. The Wealth Training Academy Se…
 
This week we celebrate the launch of Financial Planner Life – Fintech, where we showcase some of the most innovative technology that helps improves the Financial Planning experience for Financial Planners and their clients. Sam Oakes is pleased to welcome back Ben Mason the CEO of Kinherit a Wills and Trust onto the podcast to talk about their one-…
 
On the podcast today Sam speaks with Chris Dames. Chris is a chartered adviser and the owner of a company called Cervello which he's been building over the last 12 years. Chris has an infectiously happy character and is brimming with kindness. So much in fact that the spill over goes into a podcast he hosts called The Kindness Project, which today …
 
You don’t reach the summit of 14,000 foot mountains more than 150 times without learning a few things along the way about life, health, and adventure. In today’s adventure episode, I talk to financial pros Skip Schweiss and Scott MacKillop. Between them, they’ve climbed mountains all over the world and lived a life of adventure while building thriv…
 
Ed looks at strategies to have in place when you first retire. He covers the adjustment period, prioritizing expenses, continuing to save, having a Social Security Strategy, and seeking out professional help. What are the income tax brackets for 2022 vs. 2023? Ed takes a look at that and then moves into some things to consider at the end of the yea…
 
Ben Harrison is the Co-Head, Wealth Solutions at BNY Mellon | Pershing, one of the industry’s largest custodians. I sat down with Ben at the CAIS Alternative Investment Summit in Beverly Hills, CA and we discussed the biggest challenges and opportunities facing financial advisors as well as his thoughts on what’s happening in the alternative invest…
 
Ed points to a study that shows Americans are contributing less to their retirement than every before and that more than half of working U.S. adults feel as though they are behind on retirement savings. That’s according to a recent report from Bankrate. He points to reasons why which certainly include inflation. He also talks about the concept of p…
 
Hannah Whiteley is a Financial Planner who attributes her success in the Financial Adviser profession to a disciplined approach of habitual self-development and self-care. In this episode Elena and Hannah discuss how they build positive mindsets and give insights into their daily practices of gratitude and meditation. We hear how implementing this …
 
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