Not a Guru: Real Financial Education with Mark Byelich, CFP®

Not a Guru: Real Financial Education with Mark Byelich, CFP®

By Mark Byelich, CFP®BusinessEducationInvesting
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Not a Guru: Real Financial Education with Mark Byelich, CFP® episodes

  • Investment & Market Update with Lidia Amodei, Chief Investment Officer

    Join me and our Chief Investment Officer, Lidia Amodei as we discuss the market returns for 2026 and outlooks for 2027.

    Visit our website: https://www.attleborowealth.com
    Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery
    Attleboro Wealth Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 (Advisers Act) with offices in Yardley, PA. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. The opinions expressed in this program are for general educational and informational purposes only and do not constitute specific investment, legal, or tax advice, nor a recommendation to buy or sell any security. Consult a qualified financial advisor, tax professional, or legal counsel to determine which strategies or investments may be appropriate for your specific circumstances prior to investing.
    The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. Investing involves risk, including the possible loss of principal capital. Past performance is no guarantee of future results. Indices mentioned are unmanaged and cannot be invested into directly. No portion of this content should be construed as a testimonial or endorsement of our advisory services.
    Attleboro Wealth Management, LLC may provide links to third-party content. We believe this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information; however, we do not guarantee its accuracy or completeness. This third-party content may be dated, and we do not assume responsibility for the content, accuracy, or reliability of any third-party website linked to or from this site.
    Comments by viewers, third-party rankings, or recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personally identifiable information or misinformation may be performed.

    1 hr 1 min
  • Federal Gift Tax Explained | The Financial Focus

    Confused about the Federal Gift Tax? You’re not alone. Questions about who pays the tax, how much it costs, and when you actually have to file with the IRS are extremely common.
    The good news? The rules are much simpler than most people think—and chances are, you will never owe a single dollar in gift tax.
    In this webinar, we break down everything you need to know about the Federal Gift Tax in plain, easy-to-understand language.
    In this video, you’ll learn:
    ✅ Who Pays: Does the person giving or receiving the gift pay the tax?
    ✅ Annual Exclusion: How much you can give anyone each year completely tax-free.
    ✅ Lifetime Exemption: How the lifetime limit works and why most people never pay gift tax.
    ✅ Filing Requirements: When you actually need to file IRS Form 709 (and when you don't).
    ✅ Exceptions: Special rules for medical expenses, tuition, and gifts between spouses.
    Be sure to tune in for this important discussion
    Visit our website: https://www.attleborowealth.com
    Book a complimentary 15 minute Discovery Call with Mark - https://www.attleborowealth.com/discovery
    Attleboro Wealth Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 (Advisers Act) with offices in Yardley, PA. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. The opinions expressed in this program are for general educational and informational purposes only and do not constitute specific investment, legal, or tax advice, nor a recommendation to buy or sell any security. Consult a qualified financial advisor, tax professional, or legal counsel to determine which strategies or investments may be appropriate for your specific circumstances prior to investing.
    The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. Investing involves risk, including the possible loss of principal capital. Past performance is no guarantee of future results. Indices mentioned are unmanaged and cannot be invested into directly. No portion of this content should be construed as a testimonial or endorsement of our advisory services.
    Attleboro Wealth Management, LLC may provide links to third-party content. We believe this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information; however, we do not guarantee its accuracy or completeness. This third-party content may be dated, and we do not assume responsibility for the content, accuracy, or reliability of any third-party website linked to or from this site.
    Comments by viewers, third-party rankings, or recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personally identifiable information or misinformation may be performed.

    37 min
  • Important Updates about Social Security and the National Debt! | The Financial Focus

    Two updated  reports came out in the last 10 days.  First was the Penn Wharton update to their 2023 Budget Model discussing the National Debt and the risk to our economy and to your retirement.

    https://budgetmodel.wharton.upenn.edu/p/2026-06-16-effective-tariff-rates-and-revenues-updated-june-16-2026/
    Second, is the release of the Social Security and Medicare/Medicaid Trustees report.
    https://www.ssa.gov/OACT/TRSUM/index.html
    These important documents tell us vital information about the future of Social Security and Medicare, the potential impact of our National Debt and highlights critical items that you should be paying attention to.
    Join me as I discuss these important topics.
    Visit our website: https://www.attleborowealth.com
    Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789
    Attleboro Wealth Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 (Advisers Act) with offices in Yardley, PA. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. The opinions expressed in this program are for general educational and informational purposes only and do not constitute specific investment, legal, or tax advice, nor a recommendation to buy or sell any security. Consult a qualified financial advisor, tax professional, or legal counsel to determine which strategies or investments may be appropriate for your specific circumstances prior to investing.
    The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. Investing involves risk, including the possible loss of principal capital. Past performance is no guarantee of future results. Indices mentioned are unmanaged and cannot be invested into directly. No portion of this content should be construed as a testimonial or endorsement of our advisory services.
    Attleboro Wealth Management, LLC may provide links to third-party content. We believe this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information; however, we do not guarantee its accuracy or completeness. This third-party content may be dated, and we do not assume responsibility for the content, accuracy, or reliability of any third-party website linked to or from this site.
    Comments by viewers, third-party rankings, or recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personally identifiable information or misinformation may be performed.

    26 min
  • Special Webinar with Andy Ives, CFP®, AIF® - The Truth about NUA | What You Need to Know

    Join Mark as he welcome Andy Ives, CFP®, AIF® , IRA Analyst from Ed Slott's Elite IRA Advisor Group, for a discussion of Net Unrealized Appreciation (NUA) in our webinar "The Truth about NUA: What You Need to Know."

    Tune into learn more about net unrealized appreciation and how you can potentially save thousands on your taxes in the future.
    Visit our website: https://www.attleborowealth.com
    Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789
    Attleboro Wealth Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 (Advisers Act) with offices in Yardley, PA. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. The opinions expressed in this program are for general educational and informational purposes only and do not constitute specific investment, legal, or tax advice, nor a recommendation to buy or sell any security. Consult a qualified financial advisor, tax professional, or legal counsel to determine which strategies or investments may be appropriate for your specific circumstances prior to investing.
    The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. Investing involves risk, including the possible loss of principal capital. Past performance is no guarantee of future results. Indices mentioned are unmanaged and cannot be invested into directly. No portion of this content should be construed as a testimonial or endorsement of our advisory services.
    Attleboro Wealth Management, LLC may provide links to third-party content. We believe this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information; however, we do not guarantee its accuracy or completeness. This third-party content may be dated, and we do not assume responsibility for the content, accuracy, or reliability of any third-party website linked to or from this site.
    Comments by viewers, third-party rankings, or recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of

    1 hr 4 min
  • Special Podcast with David McKnight

    In this Special Podcast, Best Selling Author David McKnight joins Mark for a candid conversation about some of the important questions facing those planning for retirement or in retirement today, such as:

    - What are the most common Roth conversion mistakes we see all the time (over-conversion, procrastination, etc.)?
    - Are bonds over-rated?
    - Is there really a place for life insurance in retirement planning?
    - How much longer will taxes stay low? And how does this inform our planning strategy?
    - Is a financial advisor really worth it?
    - What are the biggest lies told by financial gurus?
    Be sure to tune in for this important discussion
    Visit our website: https://www.attleborowealth.com
    Book a complimentary 15 minute Discovery Call with Mark - https://www.attleborowealth.com/discovery
    Attleboro Wealth Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940 (Advisers Act) with offices in Yardley, PA. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. The opinions expressed in this program are for general educational and informational purposes only and do not constitute specific investment, legal, or tax advice, nor a recommendation to buy or sell any security. Consult a qualified financial advisor, tax professional, or legal counsel to determine which strategies or investments may be appropriate for your specific circumstances prior to investing.
    The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. Investing involves risk, including the possible loss of principal capital. Past performance is no guarantee of future results. Indices mentioned are unmanaged and cannot be invested into directly. No portion of this content should be construed as a testimonial or endorsement of our advisory services.
    Attleboro Wealth Management, LLC may provide links to third-party content. We believe this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information; however, we do not guarantee its accuracy or completeness. This third-party content may be dated, and we do not assume responsibility for the content, accuracy, or reliability of any third-party website linked to or from this site.
    Comments by viewers, third-party rankings, or recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personally identifiable information or misinformation may be performed.

    1 hr 2 min
  • The 4% Rule vs a TRUE Retirement Plan

    Last week, we compared the traditional 4% rule of thumb against our 3 Pillars of Investment Management framework with eye-opening results. This week, we are taking the strategy a step further by integrating advanced, tax-efficient planning tools like strategic Roth conversions and cash value life insurance to create a TRUE Retirement Plan.

    Wharton Budget Model: https://budgetmodel.wharton.upenn.edu/p/2026-06-02-when-does-federal-debt-reach-unsustainable-levels/
    Trustees Report: https://www.cms.gov/data-research/statistics-trends-and-reports/trustees-report-trust-funds
    Top 3 Regrets Older Retirees Have: https://youtu.be/dbQl7aaMsqk
    3 Pillars of Investment Management: https://youtu.be/QfcWuR2HWug
    Visit our website: https://www.attleborowealth.com
    Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789
    The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
    Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

    55 min
  • An Alternative to the 4% Rule

    The 4% Rule is a well known rule of thumb.  We’ve talked before about some of the issues and limitations of this rule, but what is an alternative?  In this video, I’ll discuss our income and distribution strategy and how it compares to the 4% Rule.

    3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg
    Visit our website: https://www.attleborowealth.com
    Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789
    The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
    Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

    51 min
  • Three Pillars of Investment Management

    Visit our website: https://www.attleborowealth.com

    Schedule a meeting with Mark at: https://go.oncehub.com/webinarfollowupconsult
    The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

    22 min
  • The Retirement Cost Few Are Talking About (New 2026 Data)

    Think your retirement fund is safe? Think again. A new index featured in the New York Times reveals the average 65-year-old needs $135,000 today just to cover future long-term care—and that number can jump past $665,000 depending on your health and sex.

    In this video, we expose the "LTC Problem" and give you some ideas to help protect your savings.
    Last week's Financial Focus: https://youtu.be/gubuI9cNizk
    CareScout: https://www.carescout.com/cost-of-care
    Visit our website:https://www.attleborowealth.com
    Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789
    The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
    Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.
    ---
    0:00 - Introduction
    03:31 - Slott Report
    20:00 - Market Update
    28:43 - AWM Updates
    30:00 - Financial Focus: The Retirement Cost Few Are Talking About

    1 hr
  • The New Must-Have Member of Your Retirement Team

    Is your retirement team complete? Probably not. We’re sharing an important update on why we are adding Healthcare Advisors to our inner circle and how it can potentially change the game for your long-term security.

    Are you prepared for another "hidden tax" of retirement? Most financial plans fail to account for the skyrocketing complexity of healthcare. In this session, we’re revealing an important update to our advisory model: the integration of a dedicated Healthcare Advisor.
    In this video, you’ll discover:
    Why your Financial Advisor needs a Healthcare partner.
    The 2026 outlook on medical inflation and your nest egg.
    How a Healthcare Advisor could save you money on premiums and long-term care.
    Steps to "re-tool" your team for a potentially more secure future.
    Visit our website: https://www.attleborowealth.com
    Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789
    The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
    Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.
    ---
    0:00 - Introduction & Upcoming
    02:52 - Slott Report
    18:22 - Market Update
    30:53 - Financial Focus: The New Must-Have Member of Your Retirement Team

    56 min

About Not a Guru: Real Financial Education with Mark Byelich, CFP®

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Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience…