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Episode 31: Fostering Community Through Financial Wisdom
How a Values-Based Approach Can Transform Financial Planning
In this episode of Sterling Insights, Roger sits down with Jill Carothers, Vice President of Investment Advice at Rebalance. Together, they explore how personalized, values-driven financial planning can make a profound difference in clients’ lives, especially those navigating wealth during their peak earning years. Jill draws from her extensive experience to discuss the power of mind mapping, the importance of simplifying complex portfolios, and strategic considerations for equity compensation. This episode is a must-listen for professionals and executives in their 40s and 50s looking to take control of their financial future with clarity and confidence.
Key Takeaways:
● 💡 Mind Mapping for Clarity: Jill uses mind maps to uncover client values and goals, setting the stage for meaningful and customized financial plans.
● 💼 Managing Complexity: Learn how to consolidate scattered accounts, avoid cash drag, and maintain tax efficiency.
● 📊 Equity Compensation Strategies: Discover how to manage concentrated stock positions and integrate charitable giving for tax relief.
● 🧩 Holistic Planning: From 401(k)s to 529s and estate planning, Jill emphasizes looking at the full financial picture.
● 📉 Smart Rebalancing: Hear how Rebalance uses twice-yearly calendar-based portfolio adjustments to maintain alignment without overreacting to market noise.
Quotes from Jill Carothers:
● "The mind map is a tool I use to understand what really matters most to my clients—it's the foundation of everything we do together."
● "It's not unusual for clients to have money in five different places. Step one is often just simplifying."
● "We want to be as simple as possible, but there are lots of layers we can add if needed—like donor-advised funds or tax loss harvesting."
🔗 Conclusion: Whether you're a DIY investor ready for expert help or facing financial complexity from equity comp and life transitions, this episode offers a thoughtful and human-centered look at managing wealth wisely.
Connect with Jill:
Website: https://www.rebalance360.com
LinkedIn: https://www.linkedin.com/in/jcarothers/
Learn more about your ad choices. Visit megaphone.fm/adchoices
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By Roger Silk How a Values-Based Approach Can Transform Financial Planning
In this episode of Sterling Insights, Roger sits down with Jill Carothers, Vice President of Investment Advice at Rebalance. Together, they explore how personalized, values-driven financial planning can make a profound difference in clients’ lives, especially those navigating wealth during their peak earning years. Jill draws from her extensive experience to discuss the power of mind mapping, the importance of simplifying complex portfolios, and strategic considerations for equity compensation. This episode is a must-listen for professionals and executives in their 40s and 50s looking to take control of their financial future with clarity and confidence.
Key Takeaways:
● 💡 Mind Mapping for Clarity: Jill uses mind maps to uncover client values and goals, setting the stage for meaningful and customized financial plans.
● 💼 Managing Complexity: Learn how to consolidate scattered accounts, avoid cash drag, and maintain tax efficiency.
● 📊 Equity Compensation Strategies: Discover how to manage concentrated stock positions and integrate charitable giving for tax relief.
● 🧩 Holistic Planning: From 401(k)s to 529s and estate planning, Jill emphasizes looking at the full financial picture.
● 📉 Smart Rebalancing: Hear how Rebalance uses twice-yearly calendar-based portfolio adjustments to maintain alignment without overreacting to market noise.
Quotes from Jill Carothers:
● "The mind map is a tool I use to understand what really matters most to my clients—it's the foundation of everything we do together."
● "It's not unusual for clients to have money in five different places. Step one is often just simplifying."
● "We want to be as simple as possible, but there are lots of layers we can add if needed—like donor-advised funds or tax loss harvesting."
🔗 Conclusion: Whether you're a DIY investor ready for expert help or facing financial complexity from equity comp and life transitions, this episode offers a thoughtful and human-centered look at managing wealth wisely.
Connect with Jill:
Website: https://www.rebalance360.com
LinkedIn: https://www.linkedin.com/in/jcarothers/
Learn more about your ad choices. Visit megaphone.fm/adchoices