Life is full of uncertainties.

But at the end of the day, we all want to be able to lay our heads on our pillows and not have any major worries.

In this episode, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, and Ashley Lang, CRPC®, APMA®, talk about three uncertainties that can potentially turn our entire life upside down and how to navigate such uncertainties with confidence.

Jon and Ashley discuss:

Connect with Ashley Lang:

Connect with Jonathan Kuttin:

In a world filled with conflicting advice and sensationalized headlines, it’s crucial to address any misconceptions that might hold you back on your financial journey!

In part two of our mini-series, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, and Aaron Schenkman, RFC®, are back to help you separate financial myths from reality.

Jon and Aaron discuss:

Resources:

Connect with Aaron Schenkman:

Connect with Jonathan Kuttin:

“I’ll make less money if I get a raise into a higher tax bracket.”

“I don’t have enough money to invest.”

“I don’t need to plan for retirement now. It’s still far away.”

Common misconceptions like these often stop people from achieving their financial goals.

In this episode, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, and Aaron Schenkman, RFC®, debunk common myths and misconceptions — so you can make informed decisions!

Jon and Aaron discuss:

Connect with Aaron Schenkman:

Connect with Jonathan Kuttin:

Last time, we introduced you to Aaron Schenkman, RFC®, financial advisor and managing partner at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

In this episode, you will get to know Aaron more. Listen in as he talks about his team and the types of clients he works with.

Aaron discusses:

Resources:

Connect with Aaron Schenkman:

Connect with Jonathan Kuttin:

About Our Guest:

Aaron Schenkman is a financial advisor at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Aaron is all about looking after what’s important to you. Your financial goals are unique, and Aaron can help you achieve them. He takes the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments, or anything else. 

His areas of focus include small businesses, retirement income strategies, estate planning strategies, tax planning strategies, and retirement plan distribution.

With nearly 28 years of experience in the financial industry and a strong passion for helping clients achieve their financial goals, Aaron Schenkman, RFC®, is a valued member of Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

In this episode, you’ll get to know Aaron and his journey to becoming a financial advisor and managing partner at Kuttin Wealth Management.

Aaron discusses:

Connect with Aaron Schenkman:

Connect with Jonathan Kuttin:

About Our Guest:

Aaron Schenkman is a financial advisor at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Aaron is all about looking after what’s important to you. Your financial goals are unique, and Aaron can help you achieve them. He takes the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments, or anything else. 

His areas of focus include small businesses, retirement income strategies, estate planning strategies, tax planning strategies, and retirement plan distribution.

In a marriage, both partners bring their individual assets and liabilities to the table.

So the question that every couple should ask each other is: How to combine our finances together?

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explains how to avoid the most common mistakes that couples make when combining their finances with their partner.

Jon discusses:

Resources:

Connect with Jonathan Kuttin:

You and your partner might have varying beliefs about how to best manage your finances.

One might be a saver, while the other is a spender. Both of you might also have a different picture of what the perfect retirement looks like.

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explains how to have honest money conversations with your partner to protect your relationship from financial distress.

Jon discusses:

Resources:

Connect with Jonathan Kuttin:

In our previous episode, we introduced you to Ashley Lang, a private wealth advisor and managing director at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

This week, we dive deeper into Ashley’s journey by navigating the team she works with (also known as her work family!)

Ashley discusses:

Resources:

Connect with Ashley Lang:

Connect with Jonathan Kuttin:

About Our Guest:

Ashley Lang is a private wealth advisor and managing director at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Ashley strongly believes that you are not just another face in the crowd. You are unique, and so are your financial goals. That’s why she cares and takes the time to understand what’s truly important to you. Ashley can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

With 18 years of experience, Ashley’s areas of focus include retirement planning strategies, investments, estate planning strategies, retirement plan distribution, wealth preservation strategies, and saving for education.

Ashley Lang joined the team at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, nearly 18 years ago when the financial industry was highly male-dominated.

In this episode, you’ll get to know Ashley better, both personally and professionally, including her journey to becoming a private wealth advisor and managing director at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Ashley discusses:

Connect with Ashley Lang:

Connect with Jonathan Kuttin:

About Our Guest:

Ashley Lang is a private wealth advisor and managing director at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Ashley strongly believes that you are not just another face in the crowd. You are unique, and so are your financial goals. That’s why she cares and takes the time to understand what’s truly important to you. Ashley can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

With 18 years of experience, Ashley’s areas of focus include retirement planning strategies, investments, estate planning strategies, retirement plan distribution, wealth preservation strategies, and saving for education.

Advancements in modern medicine have significantly improved the average life expectancy compared to a few decades ago.

How does this impact retirement planning? What are the resulting implications for your portfolio?

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, talks about longevity risk, why it is highly relevant today, and strategies to plan for the financial uncertainty that comes with living a longer life.

Jon discusses:

Resources:

Connect with Jonathan Kuttin: