Wisdom on Wealth

By Byron Moore, CFP

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]... more

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FAQs about Wisdom on Wealth:

How many episodes does Wisdom on Wealth have?

The podcast currently has 166 episodes available.

Wisdom on Wealth episodes:

January 20, 2017 Family friendly inheritance
Control 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.
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3min
January 14, 2016 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 Iâ€™ve ever been able to find is the one with the financial plannerâ€™s name on it that is helping you control your spending, increase your savings and coordinate all aspects of your financial life.
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4min
January 14, 2016 Preparation not perfection should be your goal
A good financial strategy is first about preparation and protection, and only afterwards about the pursuit of perfection.
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4min
December 10, 2015 Creating a multiplier mindset
If you own your own business, hereâ€™s a good question to ask yourself: do I really own my own businessâ€¦or does my business own me?
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4min
December 10, 2015 Optimism, pessimism and realism
When youâ€™re doing financial planning, is it better to be optimistic or pessimistic?
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4min
December 10, 2015 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.
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4min
December 10, 2015 Credit Card Slavery
Many 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.
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4min
December 10, 2015 Americaâ€™s Three Big Challenges
There are three big economic issues that loom large on our nationâ€™s horizon: debt, demographics and decisions.
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5min
October 23, 2015 How to pay for college
The process of funding a college education can be an education in itself - and this is one exam you just canâ€™t cram for.
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4min
October 23, 2015 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.
Letâ€™s go back to phase twoâ€”the wealth distribution stageâ€”if no one has told you yet, when you shift from phase one to phase twoâ€¦all the rules change.
And, honestly, the best time to plan for wealth distribution is while you are creating it.
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4min

FAQs about Wisdom on Wealth:

How many episodes does Wisdom on Wealth have?

The podcast currently has 166 episodes available.