Tag Archives: Assets

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The Basics of Comprehensive Financial Planning (Ep. 22)

Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, Wealth, , , , , , , , , ,

You could have the best financial plan only to worry when dealing with an emergency. How can you avoid feeling uncertain about your plan before that happens?

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP®, focus on what comprehensive financial planning means and what it looks like for clients. They explore strategies to focus a financial plan on the client’s needs and goals while sharing tips to prevent miscommunication with loved ones in case of an emergency.

Jeff and Ben discuss: 

  • The value of a comprehensive financial plan
  • The role of an advisor in building a client’s dream future
  • What’s included in a comprehensive financial plan
  • How estate planning benefits from a comprehensive financial plan
  • And more

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Where to Start Planning Your Retirement (Ep.12)

Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, Wealth, , , , , , , , , , ,

When planning for your retirement we like to ask the important questions, check your portfolio and gather all the information necessary prior to offering you a plan. When it comes to retirement, a one size fits all mindset can cause you to miss out on unique opportunities specific to your situation. 

In this episode, Jeff Brimhall, PhD, CFP®, CFA, and Benjamin Cummings, PhD, CFP®, discuss a number of investment strategies such as contributing to a Roth IRA or a 401K and which one will work best for you based on your unique situation. Join us as you start your ideal retirement planning to live out your golden years the way you desire. 

Jeff and Benjamin discuss: 

  • How a Roth IRA might be the best account type for you
  • How to determine your retirement planning steps based on your age 
  • The tax advantages you can gain depending on the type of account
  • How you can determine the right amount and way to save for retirement
  • And more

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