Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process.

Click on the following link to review our 3 step planning process guide. Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process

Don't get caught up in the hype.  You can be well diversified in a simple, low cost, liquid portfolio that covers all the asset classes you need in 5 holdings or less. Click here for a sample portfolio.

Listen in for a quick 10 minute breakdown of why there's only 1 type of annuity we use in the financial plans we do for our clients.  

This video is about Teaching Financial Literacy to Children. Sam and I are both financial literacy advocates and we both agree that you can't start early enough. Sam has some great ideas for teaching financial literacy and competency at an early age. It is important to remain positive and keep it simple when starting out. I hope you enjoy!

Check out Sammy Rabbit below:

https://sammyrabbit.com/

I decided to do something a little different and talk to a marketer about how financial planners should acquire new business. I enjoy being different and getting rid of the suite and sales stigma that comes with financial planning. The days of seminars and dinners are long gone.

This interview is with Corey Keating. He is the founder of the Marketers Company and has many years of experience marketing for financial planners.

We talk about all things in terms of marketing: how to treat people, putting out consistent content & acting like a real person. I (Ryan) was a guest on Corey's podcast, "WHAT how?", a few weeks ago. He asked me questions about marketing with social media and how to approach new business from my POV as the planner.

In this episode, I ask him what he thinks as the marketer.

Thanks for listening!

The big question: “Where are we headed?” A very educational 30 minute back and forth about the current state of the economy and possible factors to affect a continuing recovery. Here are some questions we discuss: Why do stocks continue to improve as corporate earnings remain lower than normal & almost 40 M people unemployed? Will the affects of the coronavirus eventually catch up with the stock market in the long term? Will we see an eviction and foreclosure issue? Where are we heading? Enjoy this FB live episode: “Economic Update: Where Are We Headed?”