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NO BS Money Guy Todd Strobel speaks directly to financial professionals. Cohost and best selling author Kim Butler is back and will be giving away copies of her new book, Busting the Financial Planning Lies: Learn to Use Prosperity Economics to Build Sustainable Wealth
Our clients come to us looking for answers and sound advice. It is unfair to create hypothetical plans based on variables outside of their control.
Sacrifice and lock away funds in qualified accounts? And hope they end up in poverty during their retirement to save on taxes?
Time to simplify, become advisors and educate our clients on how to save for tomorrow but still be prepared for today.
Are you ready for a practice that makes dollars and sense?
Join The Prosperity Economics Movement
We all know that there are dangerous financial waters we need to avoid. Today we'll talk about the worst of the worst, the "Underbelly of the Financial World." I'll explain why you need to avoid payday lenders like the plague, think twice about title pawning, run away from debt consolidation, and save your money instead of wasting it on lottery tickets. I'll also share my own (stupid) experiences with all of them!
Jennifer S. Wilkov, a New York financial planner, shares her story of being scammed by a California real estate developer and how she ended up in prison at Rikers Island. Wilkov details how the same law firm that represented Martha Stewart failed her, how she was railroaded into a bad plea deal, and what she learned from the experience. Wilkov is now a successful author and public speaker and shares how she rebuilt her life after her nightmare was over.
This Thursday on the Guide to Financial Peace show, we get down to the nitty gritty of marketing for financial advisors... what's working now, the biggest mistakes to avoid, the tools you must have, and the opportunities that have never existed before in our market.
Kate Phillips, Partner for Prosperity's marketing and messaging gal, is our special guest. Kate is a financial writer and coach and also our go-to marketing expert. With her help, P4P has doubled website traffic, increased engagement and conversions, built credibility, attracted new prospects,
Today we asked Kate to share some of her "secret weapons" for mass prosperity with you! Listen to hear:
- The 3 mistakes a lot of Financial Advisors making that stop their phones from ringing,
- The one strategy you MUST use if you want to turn prospects into clients,
- 5 free and 2 nearly-free tools that can transform your marketing,
- Why advertising no longer works - and what does.
- How to find out what's on your clients' and prospects' minds.
- How to get found on google (without paying for ads.)
Kate will also share how she helped Kim Butler reach more than 1500 people in 3 DAYS - for FREE - by having one of the biggest companies in the world help position her as a financial and insurance expert!
Jenny Brown is the award-winning director and head of strategy of JBS Financial Strategists, a boutique financial planning company in Melbourne that specialises in SMSFs and personal risk insurance. She’s also proudly the 2013 AFA Financial Adviser of the Year and the FSSmileys Scholar of the Year. Jenny offers more than 22 years’ experience in the financial planning industry. Her business is about building relationships, which has enabled her to grow JBS into the thriving and progressive practice it is today, backed by a lively and dedicated team of advisers and specialists. Her great passions are social media and networking, but she’s equally driven to help women in business and sits on several business advisory boards.
San Juan Capistrano, CA – Whether your retirement is just around the corner or 30 years away, a sound investment strategy can get you moving in the right direction toward a bright financial future. But retirement is about more than just your investments.
While most certified financial planners focus on the big picture, according to Angela Grillo, it’s the details that are what’s most important. Angela is the founder of South County Financial Planning, a fee-only financial planning firm. Since 2008, Angela has helped thousands of clients from all income levels coordinate their finances with their life goals.
“Everyone should have a financial plan done at least once in their lifetime, even for people who don’t have a lot of assets,” says Angela. “Even one conversation is enough to get them to start thinking about what will work out for them best.”
Before embarking on a career in financial planning, Angela had been a computer programmer. Today, Angela’s clients tend to be engineers, whom many financial planners consider to be the most difficult and demanding clients.
“If I can’t explain how the software arrived at certain figures, they won’t believe me,” says Angela. “I don’t have any difficulty with that because I’m the same way.”
Angela also works with a number of families who have children with special needs. As the mother of a 19-year-old autistic son, Angela can better assist these families, who often struggle with greater living expenses from the fees and costs for different therapies when the child is younger.
“It takes someone with personal experience to understand what the family of a disabled child is going through,” says Angela. “You spend a lot of money in their early years. I can help them head in the right direction."
In the first episode of Financial Lifeguard on Duty, a listener is concerned that his irresponsible in-laws will put a financial drain on the nest egg that he and his wife have built up for themselves. Also learn little bit about Christine Luken's story.
If you own a business or are considering owning one, congratulations!
Business ownership provides an opportunity to be paid to do what you love, control your own schedule,minimize taxes paid and many other advantages yet many businesses fail. Traditional financial planning advice has actually contributed to business failures by promoting strategies to lock money away and focus on net worth rather than cash flow.
On today's show Best Selling Financial Author Kim Butler shares specific financial advice for business owners.
For more information check out:
This week we discuss... The U.S. economy's strength vs. the world's weaknesses; why more than 60% of investors bet wrong; errors in picking mutual funds or money managers; and how to find the right financial advisor for you.
Live This Wednesday November 19, 2014
9:00pm- 10:00pm EST
Topic: Financial Fitness
Patricia M. Barksdale, CRPC®
Wealth Management Advisor
Call in number (646) 787-1680
To ask questions or make a comment
To Listen to the show visit:
"Checking in with Joetta” is an interactive show that will provide informative conversations about topics such as health, education, finances, fitness, empowerment, sports, relationships, and motivational tactics. These topics will be discussed with business & financial leaders, educators, sports legends, entrepreneurs, health & wellness advocates and historical icons.
"Checking in with Joetta" will serve as a useful, informative and thought provoking resource for ALL adults, teens & children.
(646) 787-1680 to participate in the show.
Anikka King, is a licensed financial professional with New York Life Insurance Company. She has a mission to educate families and businesses to protect and grow their assets. She has a B.S. degree in Secondary English Education and a M.S. in Instructional Systems Technology both from Indiana University, Bloomington. Her platform and passion in life is education. She sees education as the "equalizer" for each of us to move forward in life.
She is the proud mother of 3 children: Joseph 17, Aunikah 14, and Kennedy 12. Most of her spare time is spent at football, track, soccer, or school events. She is very active in the empowerment of youth and continues to work as an advocate and volunteer. She is a proud member of Delta Sigma Theta Incorporated, a public service sorority and has worked throughout the city on several community outreach projects.
Outside of being active in her community, her next steps include writing a book on Financial Literacy to families that have newfound wealth. There's a major gap in this country concerning wealth management and she would like to utilize her teaching to build a bridge.
Financial Services Professional
New York Life Insurance Company
7880 Gate Parkway Suite 200
Jacksonville, FL 32256
Business Phone (904)997-3074
One of the reasons financial stress affects so many people is that we misunderstand what it IS. One of the myths of financial stress – and there are several – is that financial stress will go away just as soon as our circumstances change… i.e., “Just as soon as I have more money, I will no longer worry about money.”
Occasionally this is true. But more often than not, “enough” becomes a moving target.
On today's show No BS Money Guy Todd Strobel and Best Selling Financial Author Kim Butler discuss ways to define what is enough. Also we will be sharing ways optimize your finances by protecting what you have while getting your dollars to do many jobs.
For more information check out:
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