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Komal Motwani: “CFP® & Mentor Komal Motwani On The Virtues Of Careful Estate Planning,” Business News Ledger, August 19. Motwami says, “I would always recommend having someone trustworthy … advising or managing your assets for the long-term.”
Samer Eshmawy: “I left my part-time job. Can I get unemployment?” NJMoneyHelp.com, Aug. 12; “I’m marrying a non-citizen. Can they get Social Security benefits?” NJ.com, Aug. 4. “While in most cases you cannot voluntarily quit a job and collect unemployment insurance benefits, you can claim unemployment benefits if you quit your job with `good cause connected with the work.’”
Colton Etherton: “Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton, CFP®,” XY Planning Network, Aug. 10. “I’ve been good at comparing financial topics to things that they do.”
Lazetta Rainey Braxton: “20 Ideas for Adjusting Your Stock and Bond Portfolio,” Wall Street Journal, Aug. 7; “How Understanding Client Behavior Helps Financial Advisors Build Trust,” Wallet Share, July 27; “Here’s why the personal finance industry needs more Black financial planners,” AOL Finance, July 8. “One investment that will allow you to lock in a relatively attractive rate right now is a fixed-rate annuity, which is also called a multiyear guaranteed annuity (or MYGA).”
Andy Panko: “The Argument Against AUM Fees, No. 1,” Rethinking65, Aug. 4; “Advisor Fees Are Broken,” Rethinking65, July 14. Panko says, “We don’t really provide that much magic when it comes to investment picking, unfortunately.”
Stephen Craffen: “Building a Portfolio for the Long Term,” Rethinking65, Aug. 2. Craffen says, “Constructing portfolios with less downside capture is critical to building long-term wealth.”
Stacy Miller, Blaine Thiederman, Elizabeth Wolleben Yoder: “The FPA Community Weighs in on… Continuing Education,” Journal of Financial Planning, August. Miller says, “Conferences are good for a bunch of CE at one time. Invest in Women (FA Mag) just took place in Atlanta. Otherwise, NAPFA and FPA offer a lot.” Thiederman says, “EMoney and RightCapital have free webinars. Kitces has killer tests.” Yoder says, “If you have an attorney near you focused on education, they may offer CEs. I love me some estate and tax legislation updates.”
Sheryl Rowling: “How to Choose a Financial Advisor,” Morningstar, July 28; “Top Software Trends for Financial Advisors,” Morningstar, July 21. Rowling says, “Many people call themselves financial advisors or financial planners. Yet, not all financial planners are created equal!”
Clark Kendall: “The MarketBeat Podcast: Portfolio Management in Market Downturns,” MarketBeat, July 27.
Amy Irvine: “#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine,” Nerd’s Eye View, July 26. Irvine says, “We really try to make sure people walk away educated.”
Rick Kahler: “‘I’m Always Worrying’: The Emotional Toll of Financial Stress,” The New York Times, July 2; “‘We’re really glad you made all these mistakes.’ This financial planner uses his five near-bankruptcies to help clients manage risk,” Market Watch, July 18. Kahler suggests that one member of a couple ask the other, “What is your hope for spending this money?” Or “What is your fear around cutting this item?”
Danika Waddell: “The Healthy Advisor Podcast: The Silver Lining With Danika Waddell,” WealthManagement.com, July 20.
Kristy Archuleta: “Episode 58: Exploring the Differences Between Financial Therapy, Counseling, and Planning with Dr. Kristy Archuleta and Dr. Sonya Lutter,” AFCPE, August; “Dr. Kristy Archuleta – Lessons from Financial Therapy,” Standard Deviations, July 14, podcasts.
Lauren Gadkowski Lindsay: “What’s On Your Client’s Bucket List?,” Rethinking65, July 13. Lindsay says, “Over time, the more I come to believe that experiences, and not stuff, is what makes life rich.”
Chad Holmes: “Episode #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes,” XY Planning, July 13. Holmes says, “I am unique [in] that I work part time. I’m taking care of my two-year-old daughter when she’s not in daycare. And my wife is the lovely breadwinner of the family. So I get to enjoy the beauty and terrors of entrepreneurship and fatherhood at the same time.”
Danielle Harrison: “Start-Up Equity Is a Great Retirement Plan, if You Can Pull It Off,” The New York Times, July 8; “Social Security: Experts Debunk 6 Myths,” GoBankingRates, June 29; “How to Build Healthy Habits Around Credit Card Use,” Real Simple, May 24. Harrison says, “Because of the high interest rate that is associated with most credit cards, balances not paid in full will incur steep charges that can ultimately be hard to get yourself out from under, particularly if you didn’t have a strong financial base to begin with.”
Ross Levin: “Low Interest Rates, Social Security, Home Sales and More,” AARP Bulletin, July/Aug. Levin advises sticking to a plan for how to invest.
Paul Sydlansky: “Top Bear Market Tips from 10 Financial Advisers,” Kiplinger, June 30. Sydlansky says, “No one knows where the market is headed, not even the pros (despite what they tell you)! The market could be headed down for two more months or two more years. Instead of worrying about when the downturn will end, spend time on things you can control.”
Ron Rhoades: “Ron Rhoades Makes 5 Predictions for the Future of Advice,” ThinkAdvisor, June 27. Rhoades says, “You can’t serve two masters: Under the SEC, you can be a fiduciary for part of the [client] relationship … and then have another account that’s a brokerage account. [But] you can do some really bad stuff because a different standard applies.”
Jake Northrup: “Everything You Need to Know About Making Your First Hire as an Advisor,” XY Planning, undated webinar.