Beyond the Plan™️’s Post

Episode 11 of Planning & Beyond dropped yesterday 🎙️ with Sarah Fallaw, Ph.D., President of DataPoints. Using assessments to understand clients' risk tolerance or money personality have become more and more common. But what if you were to use assessments to help your couples find their strengths when it comes to managing money? Imagine the value that could bring? Sarah and I dive into this and more! Be sure to check it out!

In a relationship, who holds the financial power—and why does it matter? 💰 The newest episode of “How Did We Get Here?” tackles this important topic. Jess and I discuss how couples can openly address financial power dynamics and make decisions that work for both partners 🤝 ...with a guest you don't want to miss 😍 Want more financial insights? Listen now on Spotify and Apple Podcasts! 🔗Spotify: https://lnkd.in/eUYZ9u2j 🔗Apple Podcasts: https://lnkd.in/eWeiKrgA #HowDidWeGetHere #RelationshipFinance #CouplesFinance #FinancialPlanning

The sudden loss of a life partner can create one of life’s most challenging and urgent crises. It disrupts routines, creates difficult conversations, and demands tough decisions to be made in short timeframes. This week on The Widow Empowerment Project, I speak with Crisis Navigation Partner® Debra Woog, who walks us through key steps to help prepare for this unpredictable event. Tune in and learn how taking small steps today can bring healing for tomorrow. Apple Podcasts → https://bit.ly/4cHzoN1 Spotify → https://bit.ly/4cBKt2a #WidowEmpowermentProject #CrisisManagement #WidowSupport #GriefJourney

In a relationship, who holds the financial power—and why does it matter? 💰 The newest episode of “How Did We Get Here?” tackles this important topic. Mark and I discuss how couples can openly address financial power dynamics and make decisions that work for both partners 🤝 ...with a guest you don't want to miss 😍 Want more financial insights? Listen now on Spotify and Apple Podcasts! 🔗Spotify: https://lnkd.in/e8SBheKC 🔗Apple Podcasts: https://lnkd.in/exzi2we9 #HowDidWeGetHere #RelationshipFinance #CouplesFinance #FinancialPlanning

In this week’s episode of “Planning & Beyond,” we’re joined by Mikel Van Cleve, MBA, CFP®, FBS®, CEBS for an honest conversation about the complex emotions that can come with blended families. He shares that it can be completely normal to feel differently toward a stepchild than a biological child. While the difference in feelings may be understood, the ‘how to’ aspect of navigating financial decisions can be complicated. Understanding these unique dynamics as an advisor will equip you with the competence and sensitivity for helping to see your clients through it. Tune in now on Spotify and Apple Podcasts to learn more! Links down below. #PlanningAndBeyond #BlendedFamily #FinancialPlanning #BehavioralPlanning #EstatePlanning

How often do you say to yourself, "I wish I would've done that sooner," especially when it comes to your financial objectives? Our team has heard that line uttered a lot from clients and prospective clients alike over the years. Dean Barber and Bud Kasper, CFP®, AIF® decided to compile a list of 7 money lessons that people wish they would've known earlier, and shared it on today's show ↓↓ YouTube: https://lnkd.in/dsU5FyDA Apple Podcasts: apple.co/4cErZ0C Spotify: spoti.fi/3MiAOTa #FinancialLessons #FinancialEducation #WealthManagement

If you are a small business owner, your number one goal is to build trust with your community, am I right? Because ultimately, people will not buy from businesses or individuals that they do not trust. So how do you do that? You need to communicate your authority in your industry. This will help you stand out, and build trust better than your competitors. Listen today to hear my 3 Ways to Boost Your Authority! Episode 63 has your name on it! Click the link below to listen straight from my website, OR find me on Spotify or Apple Podcasts! https://lnkd.in/gRa5KjU4

The hardest part of financial success? Sticking to the basics 🧱 The advice to never interrupt compounding is simple but becomes challenging when emotions and behaviors get in the way 🎢 In the latest episode of “How Did We Get Here?”, Mark and I discuss how to stay committed to your financial goals, even when it’s tough Tune in now to learn more! 🔗Spotify: https://lnkd.in/ePEghBKy 🔗Apple Podcasts: https://lnkd.in/eD6kuB_8 #HowDidWeGetHere #Podcast #Finance

Big problems are made up of smaller problems. Knowing the smaller problems helps you tackle that big one. That's why I love this framing from Greg Arthur (FLPI). "You don't try and attack the ultimate problem on its own... you're breaking that problem down into small components, and then those into components." A big reason this resonates with me? We often need to show value quickly 🤝 and solving smaller parts of a big problem helps. Check out the full conversation with Greg here: On Apple Podcasts: https://lnkd.in/eKnsQDWD On Spotify: https://lnkd.in/eWKC52qg #ProblemSolving #ProblemStatements #ProblemMapping

Repeat investors can make up about 60-70% of your base. How? Omar Khan, CFA shares that it's the little things that matter: - Timely updates - Clear financials - Always being available for a conversation when needed It's not a 24/7 job. But it's a passion. Want to learn more from Omar? Catch up with the latest episode of Deal Flow. 👇👇👇 👉 Apple Podcasts: https://apple.co/3OhCop8 👉 Spotify: https://spoti.fi/40WWH2E 👉 YouTube: https://bit.ly/4fPdSYs #DealFlowPodcast #TaxFreeRealEstate #RealEstateInsights