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Planning for the Certainty of Uncertainty Podcast with Jonathan Kuttin
Planning for the Certainty of Uncertainty Podcast with Jonathan Kuttin episodes
- The Three Certainties of Uncertainty with Ashley Lang (Ep. 26)
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:
- The importance of protection planning
- Major “what-if” scenarios everyone should consider (even if they require some difficult conversations)
- Why disability insurance is crucial
- How to focus on what can be controlled and stack the odds in your favor
- And more!
Connect with Ashley Lang:
- (631) 770-0335 Ext. 117
- Ashley Lang
- LinkedIn: Ashley Lang
Connect with Jonathan Kuttin:
- (631) 770-0335
- Toll-free: 800-445-4595
- Kuttin Wealth Management
- LinkedIn: Jonathan Kuttin
- Facebook: Kuttin Wealth Management
31 min - Common Financial Myths and Misconceptions — Part 2 with Jon Kuttin and Aaron Schenkman, RFC® (Ep. 25)
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:
- Why both spouses should be involved in the financial planning process
- Every reason to NOT use your investments as your emergency fund
- What it means to take on healthy debt
- Understanding stock market risk so you don’t feel it is “too risky”
- How to plan for retirement despite the uncertainty of inflation
- And more!
Resources:
- Common Financial Myths and Misconceptions — Part 1 with Jon Kuttin and Aaron Schenkman, RFC® (Ep. 24)
Connect with Aaron Schenkman:
- 631.249.6269
- About Aaron Schenkman
- LinkedIn: Aaron Schenkman
Connect with Jonathan Kuttin:
- (631) 770-0335
- Toll-free: 800-445-4595
- Kuttin Wealth Management
- LinkedIn: Jonathan Kuttin
- Facebook: Kuttin Wealth Management
28 min - Common Financial Myths and Misconceptions — Part 1 with Jon Kuttin and Aaron Schenkman, RFC® (Ep. 24)
“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:
- How progressive tax brackets work
- Renting versus buying a house — some must-know considerations
- How to manage the liquidity of your investments more effectively
- Managing your emotions while investing
- Why it is never too early to start saving for retirement
- And more!
Connect with Aaron Schenkman:
- 631.249.6269
- About Aaron Schenkman
- LinkedIn: Aaron Schenkman
Connect with Jonathan Kuttin:
- (631) 770-0335
- Toll-free: 800-445-4595
- Kuttin Wealth Management
- LinkedIn: Jonathan Kuttin
- Facebook: Kuttin Wealth Management
34 min - Get To Know Our Financial Advisor and Managing Partner, Aaron Schenkman, RFC® — Part 2 (Ep. 23)
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:
- How his client base has evolved over the years
- The importance of multigenerational financial planning
- Solutions he provides to business owners
- The truth about money and emotions
- Insights into his team’s new Florida operations
- Why you should never hesitate to ask for help if you feel unsure about your financial future
- The scientific and artistic components of financial planning
- And more!
Resources:
- About Larry Sienkiewicz
- About Nicholas Loehle
- LinkedIn: Lisa Caravella
Connect with Aaron Schenkman:
- 631.249.6269
- About Aaron Schenkman
- LinkedIn: Aaron Schenkman
Connect with Jonathan Kuttin:
- (631) 770-0335
- Toll-free: 800-445-4595
- Kuttin Wealth Management
- LinkedIn: Jonathan Kuttin
- Facebook: Kuttin Wealth Management
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.
17 min - Get To Know Our Financial Advisor and Managing Partner Aaron Schenkman, RFC® (Ep. 22)
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:
- His core values, guiding principles, and approach as a financial advisor
- The value of working with a financial advisor
- Types of complex financial situations he helps clients with (i.e., his areas of focus)
- The greatest differentiating factor in financial services
- And more!
Connect with Aaron Schenkman:
- 631.249.6269
- Aaron Schenkman’s Website
- LinkedIn: Aaron Schenkman
Connect with Jonathan Kuttin:
- (631) 770-0335
- Toll-free: 800-445-4595
- Kuttin Wealth Management
- LinkedIn: Jonathan Kuttin
- Facebook: Kuttin Wealth Management
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.
22 min - Combining Finances With Your Spouse (Ep. 21)
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:
- How your planning might change if it’s not your first marriage
- His thoughts on prenuptial agreements and separation of finances
- The importance of regularly updating your beneficiaries in life insurance policies
- Why both partners should focus on building credit in the long run
- And more!
Resources:
- How to Talk About Finances With Your Aging Parents (Ep. 16)
- How Living Longer Affects Your Portfolio (Ep. 17)
- How to Talk About Finances With Your Partner (Ep. 20)
Connect with Jonathan Kuttin:
- (631) 770-0335
- Toll-free: 800-445-4595
- Kuttin Wealth Management
- LinkedIn: Jonathan Kuttin
- Facebook: Kuttin Wealth Management
18 min - How to Talk About Finances With Your Partner (Ep. 20)
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:
- The importance of transparency in financial conversations
- How money secrets can develop serious trust issues in relationships
- The “cookie jar” approach to effectively come to a compromise during disagreements
- Reasons financial professionals serve as an impartial third-party mediator
- And more!
Resources:
- How To Create a Positive Money Mindset (Ep. 10)
- How Living Longer Affects Your Portfolio (Ep. 17)
Connect with Jonathan Kuttin:
- (631) 770-0335
- Toll-free: 800-445-4595
- Kuttin Wealth Management
- LinkedIn: Jonathan Kuttin
- Facebook: Kuttin Wealth Management
24 min - Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® — Part 2 (Ep. 19)
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:
- How she enjoys spending her time outside of work
- Brief introductions of her team members — and how they contribute to the practice’s client experience
- Reasons why more female professionals are actively seeking financial guidance
- The biggest financial challenges she believes Americans might face in the future
- And more!
Resources:
- Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® (Ep. 18)
- Carolyn Smith-LoGiudice, Financial Advisor
- Jennifer Flora, Client Relationship Manager
- Gavin Moran, Client Service Coordinator
Connect with Ashley Lang:
- (631) 770-0335 Ext. 117
- Ashley Lang
- LinkedIn: Ashley Lang
Connect with Jonathan Kuttin:
- (631) 770-0335
- Toll-free: 800-445-4595
- Kuttin Wealth Management
- LinkedIn: Jonathan Kuttin
- Facebook: Kuttin Wealth Management
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.
19 min - Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® (Ep. 18)
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:
- Her top two core values that serve as her guiding principles
- Why female advisors are well-positioned to serve clients
- The importance of financial planning during different stages of life (especially retirement)
- How she breaks down the financial process step by step to make it less overwhelming
- And more!
Connect with Ashley Lang:
- (631) 770-0335 Ext. 117
- Ashley Lang
- LinkedIn: Ashley Lang
Connect with Jonathan Kuttin:
- (631) 770-0335
- Toll-free: 800-445-4595
- Kuttin Wealth Management
- LinkedIn: Jonathan Kuttin
- Facebook: Kuttin Wealth Management
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.
23 min - How Living Longer Affects Your Portfolio (Ep. 17)
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:
- Opportunities to work longer without having to go back to your full-time job
- How to account for higher expenses and health care costs (especially in light of current inflation)
- How investment considerations might change in longer investing time horizons
- Why liquidity and cash flow are the two most important components of longevity planning
- And more!
Resources:
- What Does It Mean To Plan For the Certainty of Uncertainty? (Ep. 11)
- How to Talk About Finances With Your Aging Parents (Ep. 16)
Connect with Jonathan Kuttin:
- (631) 770-0335
- Toll-free: 800-445-4595
- Kuttin Wealth Management
- LinkedIn: Jonathan Kuttin
- Facebook: Kuttin Wealth Management
26 min
About Planning for the Certainty of Uncertainty Podcast with Jonathan Kuttin
From the publisher's feed
Welcome to the Planning for the Certainty of Uncertainty Podcast with Jonathan Kuttin – Private Wealth Advisor, 2019 Barron’s Hall of Fame Advisor, 2021 Forbes Best in State Wealth Advisor and CEO of…
Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. This podcast offers a broad range of financial planning concepts to help you and your loved ones live brilliantly, now and in the future. Jonathan will provide you with concepts that bring you confidence, simplicity, and success on your journey to financial and retirement security. Join us as we explore ways to help you feel more assured, connected, and in control of your financial life.