That Makes Cents

An unfortunate reality of the financial advice industry is that it doesn't always help the 99%.

On this episode of That Makes Cents, we're talking to three advisors who are trying to change that.

On this episode of That Makes Cents, we're talking about financial wellness programs in the workplace. Among the topics discussed:

Featured Guests:

Farzin Karim, Head of Financial Wellness, SVP, Fidelity Investments

https://www.fidelity.com/

Ross James, Head of Financial Planning, Sentinel Benefits Group

https://www.sentinelgroup.com/

Meet The Host:

Mac Gardner, CFP®, Founder, FinLitTech

https://www.finlittech.com

Don’t forget to rate and review to help others find the show!

For more information on eMoney Advisor: https://www.emoneyadvisor.com/

For more information on Incentive, eMoney's financial wellness app: https://www.emoneyadvisor.com/incentive/

That Makes Cents archives: https://info.emoneyadvisor.com/podcast

DISCLAIMER

Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

On Season 3, Ep. 4 of That Makes Cents: 

Featured Guests:

Lindsay Bryan-Podvin, LMSW, Founder, Mind Money Balance

https://www.mindmoneybalance.com/

Check Out Lindsay’s Book!👉 The Financial Anxiety Solution https://www.simonandschuster.com/books/The-Financial-Anxiety-Solution/Lindsay-Bryan-Podvin/9781646040070

Dr. Alex Melkumian, Licensed Marriage and Family Therapist

http://drmelkumian.com/

Meet The Host:

Mac Gardner, CFP®, Founder, FinLitTech

https://www.finlittech.com

Don’t forget to rate and review to help others find the show!

For more information on eMoney Advisor: https://www.emoneyadvisor.com/

For more information on Incentive, eMoney's financial wellness app: https://www.emoneyadvisor.com/incentive/

That Makes Cents archives: https://info.emoneyadvisor.com/podcast

DISCLAIMER

Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

On this episode of That Makes Cents, we talk about different cultures think about, and spend, their money. Among the topics discussed:

Why certain cultures value homeownership more than others (9:25)

Why the textbook rules don't always apply to everyone (13:00)

How to increase diversity in the financial advice industry (18:50)

Featured Guests:

John Eing, MBA, CPA, CFP®, Relationship Manager, Abacus Wealth

https://abacuswealth.com/ 

Chloe Moore, CFP®, Founder, Financial Staples

https://www.financialstaples.com/

Luis F. Rosa, CFP® EA, Founder, Build a Better Financial Future

https://buildabetterfinancialfuture.com/

Learn more about the BLatinX Internship program: blxinternship.org

Meet The Host:

Mac Gardner, CFP®, Founder, FinLitTech

www.finlittech.com

SHOW NOTES

Asian American renters vs. homeowners (pg 16)

https://www.advancingjustice-la.org/sites/default/files/pictures/coc-older-adults-LA-2016.pdf

Would Baby Bonds close the racial wealth gap

https://www.morningstar.com/articles/1003066/can-baby-bonds-shrink-the-racial-wealth-gap

Don’t forget to rate and review to help others find the show!

 

For more information on eMoney Advisor: emoneyadvisor.com/

For more information on Incentive, eMoney's financial wellness app: https://emoneyadvisor.com/incentive/

That Makes Cents archives: info.emoneyadvisor.com/podcast

 

DISCLAIMER

Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

On this episode of That Makes Cents, we talk with two companies that are actively working to increase financial literacy in children, and why it's such a problem to begin with. 

Featured Guests:

Kevin Ruth, Founder, Finance411

https://www.finance411.com/

Brandon Horne, Head of Strategic Partners, Greenlight

https://www.greenlightcard.com

Meet The Host:

Mac Gardner, CFP®, Founder, FinLitTech

www.finlittech.com

Don’t forget to rate and review to help others find the show!

 

For more information on eMoney Advisor: emoneyadvisor.com/

For more information on Incentive, eMoney's financial wellness app: https://emoneyadvisor.com/incentive/

That Makes Cents archives: info.emoneyadvisor.com/podcast

 

DISCLAIMER

Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

On the Season 3 premiere of That Makes Cents: What is financial wellness, why is it so important right now, and how do we achieve it?

Featured Guests:

napkinfinance.com

Jedidiah Collins, CFP®, CEO, Your Money Vehicle

yourmoneyvehicle.com

https://www.amazon.com/Your-Money-Vehicle-Driving-Financial/dp/1544506287/ref=sr_1_1?dchild=1&keywords=your+money+vehicle&qid=1622761120&sr=8-1

Meet The Host:

finlittech.com

Don’t forget to rate and review to help others find the show!

 

For more information on eMoney Advisor: emoneyadvisor.com/

For more information on Incentive, eMoney's financial wellness app: emoneyadvisor.com/incentive/

That Makes Cents archives: info.emoneyadvisor.com/podcast

 

DISCLAIMER

Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

It’s the Season 2 finale of That Makes Cents!

 

Featured Guests:

 

 

Among the topics discussed:

 

- What every advisor needs to know in order to market themselves (1:55)

- How Mac has marketed himself and his firm (9:33)

- The theme of Season 3 and why it matters (13:58)

 

Don’t forget to rate and review to help others find the show!

 

For more information on eMoney Advisor: emoneyadvisor.com/

For more information on Bamboo, eMoney's marketing solution: emoneyadvisor.com/marketing/

That Makes Cents archives: info.emoneyadvisor.com/podcast

 

DISCLAIMER

Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

On this episode of That Makes Cents, we're talking about social media and how advisors could and should be using it.

Featured Guests:

Celeste Revelli, director of financial planning, eMoney

www.instagram.com/mondaymoneyminute/

Dr. Brad Klontz, professor of financial psychology, Creighton University

www.yourmentalwealth.com/about-us/dr-brad-klontz/

www.tiktok.com/@drbradklontz?source=h5_m

Among the topics discussed:

- How to genuinely use social media as an extension of yourself

- How Dr. Brad Klontz was able to grow his TikTok audience to 275,000 subscribers

- The best tools to use in conjunction with social media platforms

Don’t forget to rate and review to help others find the show!

For more information on eMoney Advisor: emoneyadvisor.com/

For more information on Bamboo, eMoney's marketing solution: emoneyadvisor.com/marketing/

That Makes Cents archives: info.emoneyadvisor.com/podcast

DISCLAIMER

Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

On this episode of That Makes Cents, we're taking concepts applied in our last three episodes and applying them to client engagement. 

Featured Guests:

Paige Hill, Manager, Demand Gen, eMoney

Gwendaline Mazzara, Vice President, Practice Management & Consulting, Fidelity Investments

Among the topics discussed:

- How to establish your brand

- The stages of the prospect/client journey

- Best practices for producing your own content

Don’t forget to rate and review to help others find the show!

For more information on eMoney Advisor: emoneyadvisor.com/

For more information on Bamboo, eMoney's marketing solution: https://emoneyadvisor.com/marketing/

That Makes Cents archives: info.emoneyadvisor.com/podcast

To learn more about Fidelity Institutional: https://institutional.fidelity.com/app/home

Access Fidelity's Digital Marketing eBook here: https://institutional.fidelity.com/app/literature/ebook/9888573/diving-into-digital-marketing.html?sapl=press

DISCLAIMER

Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

Even after life returns to normal, it’s unlikely that virtual events will go away entirely. Advisors who want to plan events, be it for their clients or other advisors, will need to adjust if they haven’t already.

On this episode of That Makes Cents, we speak with two people who’ve planned such events in the last year: Daniel Pelesko, eMoney’s events manager, and Greg Furer CEO of Beratung Advisors.

Daniel and Greg speak directly about what has worked for them when it comes to planning virtual events, what hasn’t, and what you should be doing if you want to plan a virtual event of your own, be it with clients or otherwise.

Among the topics discussed:

- How Daniel and Greg quickly pivoted to virtual events in 2020 (2:00)

- Best practices for virtual events (11:27)

- How client communication has been impacted by the shift to virtual (18:30)

Don’t forget to rate and review to help others find it.

For more information on eMoney Advisor: emoneyadvisor.com/

For more information on eMoney's marketing solution: emoneyadvisor.com/marketing/

For more information on Beratung Advisors: www.beratungadvisors.com/

That Makes Cents archives: info.emoneyadvisor.com/podcast

DISCLAIMER

Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Beratung Advisors is a separate entity from WRI.