最高の Financial Advocate ポッドキャスト (2024)

This video is about Teaching Financial Literacy to Children. Sam and I are both financial literacy advocates and we both agree that you can't start early enough. Sam has some great ideas for teaching financial literacy and competency at an early age. It is important to remain positive and keep it simple when starting out. I hope you enjoy! Check ou…

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10 Minutes of Marketing 10:01

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4+ y ago10:01

10:01

I decided to do something a little different and talk to a marketer about how financial planners should acquire new business. I enjoy being different and getting rid of the suite and sales stigma that comes with financial planning. The days of seminars and dinners are long gone. This interview is with Corey Keating. He is the founder of the Markete…

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Economic Update: Where are we headed? 29:26

4+ y ago29:26

29:26

The big question: “Where are we headed?” A very educational 30 minute back and forth about the current state of the economy and possible factors to affect a continuing recovery. Here are some questions we discuss: Why do stocks continue to improve as corporate earnings remain lower than normal & almost 40 M people unemployed? Will the affects of th…

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Finance, Life & LinkedIn 36:24

4+ y ago36:24

36:24

Sid and I talk about getting started as financial advisors. We also discuss life outside of the office and how we met on LinkedIn. This episode has some fun stories mixed in with business strategy for young advisors.

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A Successful Sales Mindset 41:59

4+ y ago41:59

41:59

Stephen has an extensive background in sales. We met as professionals on LinkedIn where he shares a lot of great content around sales and mindset. I have gotten a lot of value out of following along so I was excited when he agree to do this podcast. It is about 40 minutes but well worth it as you will learn about his story in sales and his nuggets …

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Building Your Relationship with Money 29:52

4+ y ago29:52

29:52

Recently I was lucky enough to do a podcast interview with one of them - Christine Teh: 🎙”Building Your Relationship with Money” Christine is well known on LinkedIn, but if you haven’t had a chance to connect with her - I recommend it. You will learn a lot just by following her. She is a financial coach, tax strategist and LinkedIn coach. I always …

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Parenting Professionals of LinkedIn 30:55

4+ y ago30:55

30:55

'PARENTING PROFESSIONALS OF LINKEDIN' I met Lisa Goldkuhl on #linkedin during the lockdown. I noticed one of her posts speaking about what it was like to be a mother and I told a story about an experience I had as a parent. Long story short, I walked in and out of a grocery store multiple times holding my daughter looking for my car keys...which we…

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Side Hustle: Collecting Sports Cards 20:36

4+ y ago20:36

20:36

This is about the side hustle of a high schooler collecting and selling sports cards on the side. The guest is non other than Connor Meeks, the son of podcast host, Colin Meeks. Connor has been collecting cards for a while now and has started to get good at selling them. Listen to his story as he just started high school and this is a really intere…

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Disability Insurance Podcast 19:48

4+ y ago19:48

19:48

The importance of protecting your income in this episode where we discuss the basics and importance of disability insurance. Insurance is never a fun thing to think about - you either have to think about yourself getting hurt or dying. It is important to plan properly and to protect yourself and your family. This coronavirus is a good reminder that…

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Virtual Financial Advising Process 12:43

4+ y ago12:43

12:43

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Start Investing Early 6:50

4+ y ago6:50

6:50

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The Secure Act - Changes to RMDs, The Stretch IRA & More 20:48

5y ago20:48

20:48

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Year-End Financial Checklist 14:15

5y ago14:15

14:15

We go over an article we found and talk about some of the important things to get done before the year is over. We also talk about some of the not so important things! Let us know what you think and if you need anything you can reach us @ ryan.stark@lpl.com

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Beware of Bad Information on Social Media 11:47

5y ago11:47

11:47

Here we discuss bad financial information on social media. There is bad information everywhere, but we notice it the most on social media over the past few years due to its popularity and ability to reach millions of individuals. Articles with crypto currency experts and ads titled "This stock could be the next ___ (ex. Apple, Amazon)" are too comm…

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Happy Thanksgiving Everyone! 12:23

5y ago12:23

12:23

Happy Thanksgiving! We (Colin and Ryan) share their key advice that they would give to anyone they meet. There is not much cookie cutter advice out there, as everyone has their own personal financial situation, but there are a few pieces of advice we think everyone can benefit from. We talk about online savings accounts and getting started planning…

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We Are Back! Case Study November 2019 16:56

5y ago16:56

16:56

We are back after a hiatus of a few months. Sorry for the lagging of content. We were helping a lot of clients and working hard but we are back and making the time to bring back the podcast as strong as ever. Stick around because we have a lot of new cases and topics to talk about.

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Financial Planning vs Investment Planning 16:01

5+ y ago16:01

16:01

This podcast discussion is about the difference between financial planning and investment planning. Financial planning is looking at the big picture : a collaboration of estate planning, tax planning, investment planning, insurance planning, healthcare, etc. Multiple professionals working together to help an individual reach their goals. It takes a…

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Questioning Recent Financial Decisions 15:10

5+ y ago15:10

15:10

This episode is a conversation between Colin Meeks and myself, Ryan Stark, about our experiences helping people undo some of their financial decisions. We also tell a few stories about when we couldn't undo something, unfortunately; not everything can be undone.

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3 Things That Can Derail A Financial Plan 16:24

5+ y ago16:24

16:24

There are more than 3 things, but these are important and a good place to start for things to look out for. Remember to set a plan and stick to it. We routinely suggest not changing the plan unless your life changes. Investing is a long term game.

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Insurance Overview 15:43

5+ y ago15:43

15:43

This podcast is about insurance in general. It describes some of the different kinds and how we use them to plan, especially for special needs planning. We use both cash value/permanent and term insurance depending on the situation. We may even use Universal Life, which is a combination of whole life and term. It all depends on your situation!…

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Adult Prep with Ruth Lamberty 22:20

5+ y ago22:20

22:20

What is Adult Prep? Check out this blurb directly from their website: https://adult-prep.com/about-us/ "Adult Prep teaches life skills to high schoolers, enabling them to be able to stand on their own two feet when they leave home. Imparting the skills needed to successfully transition to adulthood, Adult Prep creates a mindset empowering young adu…

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Understanding Financial Products 13:46

5+ y ago13:46

13:46

This is just a little insight about common financial products that are often misunderstood. There are bad products; however, most of the time the product isn't bad but its use was bad. Products work best in certain situations and are never one size fits all answers. It is important to make sure you always understand what you are investing in. It is…

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Client Case Study: April 2019 18:13

5+ y ago18:13

18:13

This is another case study where we review the basics of a new case. We can't share too many details but we are able to share enough to give you a good view or how we work and the common situations we run in to.

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Seth's Mom - Helping Families with Disabilities 24:39

5+ y ago24:39

24:39

Directly from sethsmom.org: About Seth’s Mom So, what about Seth’s Mom? We are the FREE NOW FREE FOREVER premier information, news, entertainment, education web portal. What started as an idea in 2015 by Dr. Monique Day, Seth’s Mom was launched in May 2017 as a bridge between families and individuals diagnosed with disabilities and the wealth of in…

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Value vs. Cost 15:37

5+ y ago15:37

15:37

This is a discussion between Colin Meeks and Ryan Stark about the value an advisor should bring. We discuss value vs. cost and how a financial advisor should bring you enough value to decrease the effects of the cost. For example, hopefully as advisors we are able to save you enough money so they cost is there, but it does not effect your bottom li…

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"Sales" 19:14

5+ y ago19:14

19:14

Here we talk about "selling" and what this word means to us as financial advisors. Please consider sharing if you enjoy the podcast. Thanks!

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How We Make Money: Our Cost Structure 28:07

5+ y ago28:07

28:07

This is how much it costs to work with us. Surprisingly, we never get asked how we make money. We always end up explaining it to people so they understand how much we make from each thing we are doing, whether that be providing life insurance or producing a full financial plan and managing money. Listen to one of our most transparent episodes from …

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Does "Timing The Market" Work? 13:14

5+ y ago13:14

13:14

This is a recorded episode of our podcast 'The Financial Advocate' about timing the market. This is our opinion on trying to buy low and sell high and trying to invest at the right time. We get into some of our investing philosophy! Feel free to get in touch with us if you have any questions - ryan.stark@lpl.com…

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Real Client Case Study: Feb 2019 19:05

5+ y ago19:05

19:05

This is a real case study we did for one of our recent new relationships. We are working with a really great person and on top of that the situation was just busy enough for us to discuss. Listen to this podcast if you are curious about our process and how we handle our typical client.

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Planning Across The Spectrum 21:46

5+ y ago21:46

21:46

Andrew Komarow, MSFS AEP® AIF® CAP® CASL® CFP® CHFC® CHSNC®CLU® FSCP® REBC® RHU® RICP® Founder and President Andrew has been with us since the beginning and is the creator of Planning Across the Spectrum. Andrew is an advocate throughout Connecticut and throughout New England for Autism awareness as well as a CERTIFIED FINANCIAL PLANNER™ and co-fou…

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National Down Syndrome Society 21:33

6y ago21:33

21:33

OUR MISSION: The National Down Syndrome Society is the leading human rights organization for all individuals with Down syndrome. Our Vision The National Down Syndrome Society envisions a world in which all people with Down syndrome have the opportunity to enhance their quality of life, realize their life aspirations and become valued members of wel…

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2018 Year End Review 17:26

6y ago17:26

17:26

Better late than never! Here is the 2018 Year End Review about the market, crazy events and other podcasts we have done this year. Sorry if some of the content seems untimely. We have to get everything approved through a compliance department so sometimes our podcasts or videos are a week late due to the review. Thanks for understanding and thanks …

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Why Do I Need An Advisor? 23:30

6y ago23:30

23:30

This podcast case study is short sweet and to the point. Find out why we think most individuals would benefit from speaking with a financial advisor. This doesn't mean you need a long term or ongoing relationship with an advisor; however, simply sitting down with one once a year or even less can still be extremely beneficial for your financial futu…

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Medicaid Crisis Planning & The Medicaid Compliant Annuity 16:17

6y ago16:17

16:17

Do you have a parent or spouse that may need to consider moving into a nursing home? This episode describes one way to prepare for nursing home costs and it is called the Medicaid Compliant Annuity. It offers you a way to save the hard earned money you saved over the years rather than spend it all in the first 2 years of nursing care. This is an an…

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Bozos, Monsters and Whiz-Bangs with Lorraine Ell 19:23

6y ago19:23

19:23

My name is Lorraine Ell I’m the CEO of Better Money Decisions (B$D) and co-author of the blog Better Financial Decisions. As a principal of B$D, I’m excited to continue my long career as an investment professional which started when I worked in the 1980s as an advisor with Drexel, Burnham and Lambert and J.W. Charles and as co-owner of a Registered…

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Real Estate Market Update 18:07

6y ago18:07

18:07

This is a real estate update with Mike Klijanowicz. His contact information can be found below. He is a local guy and we are located in Baltimore, MD. However, that doesn't mean Mike can't help you answer a few questions if you have them! There is a contact form on the website below if you prefer to us that, or you can call using the number below. …

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Juliana’s Journal with Sabrina Johnson 21:46

6y ago21:46

21:46

"As a wife to Lamar and mom to Juliana and Jessa, I’m a passive journal writer. It means I have a journal that stays by my bed and I write in it every now and then to record life’s peaks and valleys. But Juliana’s Journal is something different. When my husband and I accepted the responsibility of fostering a six day old baby, I didn’t know up from…

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Medical Malpractice Attorney 22:38

6y ago22:38

22:38

"Christopher S. Norman has the unique honor of having been named a “Super Lawyers Rising Star” first for his work defending healthcare providers, and most recently for his work advocating on behalf of injured patients. Chris leverages the “inside knowledge” that he gained as a “Rising Star” medical malpractice defense attorney in his unrelenting ef…

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Annuities: The Good & The Bad 16:49

6y ago16:49

16:49

Annuities can be good or bad depending on the product and the situation. Products have to serve a specific purpose and never a one size fits all solution to a problem. Commercials, Radio shows, advertisements can display annuities as good or bad but it is always dependent on your situation. Listen to this case study about annuities and make sure to…

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Stock Market Volatility: No Pain, No Gain 11:30

6y ago11:30

11:30

The stock market can be a scary place. No one can predict what is going to happen, regardless of the software used or the intelligence of the guy on the TV or radio, no one really knows, not even us. However, we do know a few consistent factors that seem to stick around, such as: the stock market goes down and it goes back up (as long as you are in…

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Life Insurance Case Study 12:13

6y ago12:13

12:13

Life Insurance is an important piece of the financial planning puzzle. However, not everyone needs life insurance. For example, we work with a lot of individuals who are deep into retirement, their kids are adults and the house is paid off. This person may still need life insurance for their spouse but in a lot of these cases, after analyzing the p…

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How We Do Business And Why We Do It This Way 10:31

6y ago10:31

10:31

This is another case study about how we do business, but different than our previous podcast about our specific process step by step. We do mention the process again here but it is important to notice the situation that occurs and why we stick to said process. We believe as financial planners it is our duty to prepare you for a full financial plan.…

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ABLE Account Update: October 2018 11:51

6y ago11:51

11:51

ABLE Account update. We will continue to make videos about this account as it changes, providing you with updates as they happen. This account is still very new and we expect changes to continue. Stop back and check us out every once and a while to see if there have been any more changes! We have a lot of resources on our website as well: www.Maryl…

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"Caring for Aging Parents, With an Eye on the Broker Handling Their Savings" 16:18

6y ago16:18

16:18

This case study is about caring for your aging parents and keepings an eye on their investments, especially if your parents are showing signs of cognitive impairment. This New York Times Article tells a story about a family dealing with a broker who made excessive trades in order to gain more commissions. It is important to always review your state…

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Investing in Baltimore with the Baltimore Community Foundation 27:29

6y ago27:29

27:29

This was a great podcast interviewing Rosemary Calderalo, Director of Gift Planning at the Baltimore Community Foundation (BCF). We talk about the many ways you can invest in Baltimore using the many funds provided by BCF. You may research their website to learn more but I would suggest spending less time on the website and more time calling and ta…

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Mentally Preparing for Retirement 18:35

6y ago18:35

18:35

Michelle Fritsch, Pharm.D. is back! She was on our podcast previously where she discussed her first business, Meds MASH. Meds MASH provides services such as medication management, assessment of risk, safety assessments and healthcare coaching. The episode is called "Managing Your Parents Medications." It was our 4th episode so you may have to scrol…

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2018 Tax Update with Ryan Levy, CPA, CFP® 17:29

6y ago17:29

17:29

This episode highlights the 2018 Tax updates directly from CPA and CFP® Ryan Levy. We discuss deducting real estate taxes, itemizing and the new standard deduction and charitable distributions. Interesting fact, you may use your charitable distribution as your Required Minimum Distribution - RMD. Thanks for listening! If you are interested in speak…

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R.E.S.P.E.C.T Your Final Wishes - Aretha Franklin: Case Study (2) 19:56

6y ago19:56

19:56

Death is an uncomfortable subject, but a necessary one to discuss. In my opinion, it is wrong to hide from estate planning and it is selfish. I know that sounds harsh, but allow me to explain. You have all of these hard earned assets - money, cars, homes, etc. - and you have 3 children. One of the children is the go getter, the one who does their o…

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Coordinating Federal Activites With The Public On Issues Related To ASD 20:24

6y ago20:24

20:24

This is a podcast interview with Colin Meeks and Dr. Susan Daniels from the NIH. Dr. Daniels is Director of the Office of Autism Research Coordination at the National Institute of Mental Health (NIMH)/NIH and manages the Interagency Autism Coordinating Committee (IACC), a federal advisory body that collects public input and provides advice to feder…

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