GOOD MORNING AND GREAT COFFEE!

We reached for the stars and managed to snag two of them for this one. In this week's episode, Mark and Adam are excited to sit down with Head of Cetera Investors, John Lefferts, and President of RIA & Branches Channel at Cetera Financial Group, Jennifer Hanau! We dive into John and Jennifer's backgrounds, discuss the rapid growth Cetera is experiencing in a modern competitive financial landscape that leaves little to no margin for error, and we unpack why Cetera is the perfect place for advisors to find new opportunities to further their practice and set their clients up for financial security that extends even past their retirement! You do not want to miss this one.

If you want to reach out to one of our advisors for questions, suggestions or other, please call us at 1-844-444-YTYM, or email us at [email protected].

REMEMBER: LIVE WELL AND PLAN EVEN BETTER

#time #money #moneymindset #tax #taxes #finance #financialplanning #podcast #successionplanning #advisor #investment #savings #savingmoney #tariffs #pets #animal #animals #dog #dogs #petcare #dogtraining

Iron Tree Financial
1-8444-444-YTYM
www.irontreefinancial.com

GOOD MORNING AND GREAT COFFEE!

Ladies and gentlemen, we did it. We found who let the dogs out. In this week's episode, Mark and Justin are thrilled to sit down with known animal trainer...TONY FILIPPONE! Tony shares some lovely and informative stories over his illustrious career, we dive into the best way to handle aggressive dogs, and of course, we discuss the financial-side of animal care, including factoring a pet into your estate plan and budgeting for your latest furry friend! If you are looking for perfect episode to sit down and watch, then we are happy to report that you are barking up the right tree, enjoy.

If you want to reach out to one of our advisors for questions, suggestions or other, please call us at 1-844-444-YTYM, or email us at [email protected].

REMEMBER: LIVE WELL AND PLAN EVEN BETTER

#time #money #moneymindset #tax #taxes #finance #financialplanning #podcast #successionplanning #advisor #investment #savings #savingmoney #tariffs #pets #animal #animals #dog #dogs #petcare #dogtraining

Iron Tree Financial
1-8444-444-YTYM
www.irontreefinancial.com

GOOD MORNING AND GREAT COFFEE!

You would think as advisors money is all we think about, but it takes a BIG back seat to one thing in particular. In this week's episode, Matt and Lauren sit down to discuss how community means everything not just in the world of finance, but in general! The relationships we build with one another, how we relate to one another through our similarities and understand one another through what makes us different, these are the key things in life that make a person truly rich...and it doesn't hurt to build these relationships with the people who handle your money either! This one is a departure from our usual educational programming, as we seek to incorporate some more relaxed conversation into the show as the summer ticks on, so sit back and enjoy!

If you want to reach out to one of our advisors for questions, suggestions or other, please call us at 1-844-444-YTYM, or email us at [email protected].

REMEMBER: LIVE WELL AND PLAN EVEN BETTER

#time #money #moneymindset #tax #taxes #finance #financialplanning #podcast #successionplanning #advisor #investment #savings #savingmoney #tariffs

Iron Tree Financial
1-8444-444-YTYM
www.irontreefinancial.com

GOOD MORNING AND GREAT COFFEE!

We know what you're thinking..."Hey Mr. Media Guy who edits and posts these episodes, unless you've got the winning ticket, there is no "fast way" to one million dollars". And to that I say, "please, Mr. Media Guy is my father". But of all the ways you could possibly work your way toward being a millionaire, there is a path to the finish line that is quicker than the rest, and we feel pretty confident about what that path looks like for you. In this week's episode, Matt and Lauren sit down to discuss how you can work your way toward familiarity with the magical number that involves six zeroes. While we're on the topic of saving, save yourself around ten minutes today, and watch away!

If you want to reach out to one of our advisors for questions, suggestions or other, please call us at 1-844-444-YTYM, or email us at [email protected].

REMEMBER: LIVE WELL AND PLAN EVEN BETTER

#time #money #moneymindset #tax #taxes #finance #financialplanning #podcast #successionplanning #advisor #investment #savings #savingmoney #tariffs

Iron Tree Financial
1-8444-444-YTYM
www.irontreefinancial.com

GOOD MORNING AND GREAT COFFEE!

Divorce is never a conversation one wants to welcome with open arms, and it can be easy while navigating a stage of life as uncharted as this one to feel like you have infinitely more questions than answers. Hopefully we can help. In today's episode, Mark and Justin sit down to discuss factoring a divorce into your Social Security. Also, once again, we may have snuck in several big hints for one of our 10 charity token locations, so tune all the way in.

If you want to reach out to one of our advisors for questions, suggestions or other, please call us at 1-844-444-YTYM, or email us at [email protected].

REMEMBER: LIVE WELL AND PLAN EVEN BETTER

#time #money #moneymindset #tax #taxes #finance #financialplanning #podcast #successionplanning #advisor #investment #savings #savingmoney #tariffs

Iron Tree Financial
1-8444-444-YTYM
www.irontreefinancial.com

GOOD MORNING AND GREAT COFFEE!

What's better than one episode about claiming social security at 70? How about two? One year ago we put out a three-part series on claiming SS at various stages in life, but a lot has changed, and we'd like to believe we've learned even more since then, so let's run it back. In today's episode, Mark and Adam sit down once again to discuss Social Security, and if you happen to be 70 and not a day over 43 and the topic of finally claiming has been front and center at the dinner table...this may be your sign to sharpen the fork and knife and dig in. Also, once again, we may have snuck in several big hints for one of our 10 charity token locations, so listen closely.

If you want to reach out to one of our advisors for questions, suggestions or other, please call us at 1-844-444-YTYM, or email us at [email protected].

REMEMBER: LIVE WELL AND PLAN EVEN BETTER

#time #money #moneymindset #tax #taxes #finance #financialplanning #podcast #successionplanning #advisor #investment #savings #savingmoney #tariffs

Iron Tree Financial
1-8444-444-YTYM
www.irontreefinancial.com

GOOD MORNING AND GREAT COFFEE!

What's better than one episode about claiming social security at 62? How about two? One year ago we put out a three-part series on claiming SS at various stages in life, but a lot has changed, and we'd like to believe we've learned even more since then, so let's run it back. In today's episode, Mark and Adam sit down to discuss Social Security, and if you happen to be one year older than 61 and looking to claim...this may very well just be the start of a beautiful friendship. Also, once again, we may have snuck in several big hints for one of our 10 charity token locations, so be sure to keep the volume cranked.

If you want to reach out to one of our advisors for questions, suggestions or other, please call us at 1-844-444-YTYM, or email us at [email protected].

REMEMBER: LIVE WELL AND PLAN EVEN BETTER

#time #money #moneymindset #tax #taxes #finance #financialplanning #podcast #successionplanning #advisor #investment #savings #savingmoney #tariffs

Iron Tree Financial
1-8444-444-YTYM
www.irontreefinancial.com

GOOD MORNING AND GREAT COFFEE!

A house divided against itself cannot stand, but maybe a dividend-ed one could. Forgive us, there's not many puns that work with our topic here this time around, ladies and gentlemen. In today's episode, Mark and Justin sit down to discuss all things "dividend", rolling up their sleeves and getting down into the world of payments and shareholders so that you don't have to. Also, once again, we may have snuck in several big hints for one of our 10 charity token locations, so while you're busy dividing, be sure to add this one to the ol' watchlist and multiply that knowledge.

If you want to reach out to one of our advisors for questions, suggestions or other, please call us at 1-844-444-YTYM, or email us at [email protected].

REMEMBER: LIVE WELL AND PLAN EVEN BETTER

#time #money #moneymindset #tax #taxes #finance #financialplanning #podcast #successionplanning #advisor #investment #savings #savingmoney #tariffs

Iron Tree Financial
1-8444-444-YTYM
www.irontreefinancial.com

UPDATE: THE CHARITY TOKEN HINTED AT IN THIS EPISODE HAS OFFICIALLY BEEN DISCOVERED.

GOOD MORNING AND GREAT COFFEE!

Life comes at you fast. Often times it can be tricky trying to prepare for what you see coming, let alone the unexpected; but where there's a will, there's a way...and we happen to have both today. In today's episode, Matt and Mark sit down to break down your emergency money, how to save it up, and what you need to do to prepare for the best, and worst, that life has to throw your way. Also, once again, we may have snuck in several big hints for one of our 10 charity token locations, so make like a tree and listen up.

If you want to reach out to one of our advisors for questions, suggestions or other, please call us at 1-844-444-YTYM, or email us at [email protected].

REMEMBER: LIVE WELL AND PLAN EVEN BETTER

#time #money #moneymindset #tax #taxes #finance #financialplanning #podcast #successionplanning #advisor #investment #savings #savingmoney #tariffs

Iron Tree Financial
1-8444-444-YTYM
www.irontreefinancial.com

GOOD MORNING AND GREAT COFFEE!

What's more stressful than college? How about life after college? As we move into the summer months, there is a whole new wave of graduates collecting their hard-earned degrees, and making the brave attempt to transition into the work force. With that transition comes a heck of a lot of responsibility, a ton of bills to pay and, if you're like everyone else, not a whole lot of clarity on how it all needs to come together for you to be successful. In today's episode, Matt and Lauren sit down to break down life after college. Also, once again, we may have snuck in several big hints for one of our 10 charity token locations, so trade in that graduate cap for a thinking one, and lend an ear!

If you want to reach out to one of our advisors for questions, suggestions or other, please call us at 1-844-444-YTYM, or email us at [email protected].

REMEMBER: LIVE WELL AND PLAN EVEN BETTER

#time #money #moneymindset #tax #taxes #finance #financialplanning #podcast #successionplanning #advisor #investment #savings #savingmoney #tariffs

Iron Tree Financial
1-8444-444-YTYM
www.irontreefinancial.com