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Wisdom on Wealth
By Byron Moore, CFP
Wisdom on Wealth episodes
- Family friendly inheritanceControl from the grave is nearly impossible to achieve (and rarely appreciated by the heirs). But influence and a legacy of family values is not only possible with careful and creative planning, but may be the most long-lasting gift you could leave behind.3 min
- Clear customized coaching beats cute & clever every time
Americans are suckers for financial offers that are cute and clever. Think, "What's in your wallet?"
The best rewards card I’ve ever been able to find is the one with the financial planner’s name on it that is helping you control your spending, increase your savings and coordinate all aspects of your financial life.
4 min - Preparation not perfection should be your goalA good financial strategy is first about preparation and protection, and only afterwards about the pursuit of perfection.4 min
- Creating a multiplier mindsetIf you own your own business, here’s a good question to ask yourself: do I really own my own business…or does my business own me?4 min
- Optimism, pessimism and realismWhen you’re doing financial planning, is it better to be optimistic or pessimistic?4 min
- Talking to Mom & Dad (about estate planning)How to help your parents craft an estate plan to assure their life's work will outlive them.4 min
- Credit Card SlaveryMany people deeply in credit card debt find that with this six step plan, they can get completely out of debt in less than a year.4 min
- America’s Three Big ChallengesThere are three big economic issues that loom large on our nation’s horizon: debt, demographics and decisions.5 min
- How to pay for collegeThe process of funding a college education can be an education in itself - and this is one exam you just can’t cram for.4 min
- Wealth distribution strategies
Most of us will pass through three very broad phases to our financial lives.
During phase one, we attempt to create wealth. Phase two moves from wealth creation to wealth distribution. Phase three (wealth conservation) comes when you pass on your wealth through inheritance.
Let’s go back to phase two—the wealth distribution stage—if no one has told you yet, when you shift from phase one to phase two…all the rules change.
And, honestly, the best time to plan for wealth distribution is while you are creating it.
4 min
About Wisdom on Wealth
From the publisher's feed
Byron R. Moore, CFP® is managing director / planning group of Argent Advisors, Inc. Mike Jones is managing director / investing group of Argent Advisors, Inc. Email Byron at…
[email protected]. Email Mike at [email protected]. Write to either at 500 East Reynolds Drive, Ruston, LA 71270 or call either at (318) 251-5800. The opinions of any single advisor do not necessarily reflect the opinions of Argent Advisors, Inc. No forecasts can be guaranteed. Argent Advisors, Inc. does not offer tax, insurance or legal advice. The information contained in this podcast should not be construed as a substitute for personalized investment, tax, insurance or legal advice. Argent Advisors, Inc. is a registered investment advisor registered with the Securities and Exchange Commission.