Not a Guru: Real Financial Education with Mark Byelich, CFP®

Mark Byelich, CFP®
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Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.

  1. 6D AGO

    My Conversation with A.I. About Retirement Income Planning

    Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery On a snowy Sunday morning I had an interesting conversation with my A.I. tool about Retirement Income Planning. My exploration went in a different direction than I thought it would. I was surprised by the results and you may be too. Join me as I share the details. 3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg Go-Go, Slow-Go, No-Go: https://youtu.be/k3sxxQ4PlII Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

    58 min

  2. 6D AGO

    Minors as Beneficiaries - How to Protect Your Heirs

    Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Are you considering, or have you named, a minor or minors as beneficiary to your IRA? There are many things to consider when naming a minor as a beneficiary. Join Jesse D'Elia, CFP® and me as we discuss the details and some things to pay attention to. 3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

    56 min

  3. 6D AGO

    Reflecting on 2025 and Investment Updates for the New Year

    Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Join me and our Chief Investment Officer, Lidia Amodei as we discuss market returns for 2025 and updates and outlook for 2026. 3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

    1h 7m

  4. 12/30/2025

    How the Rich Pay Zero Tax on Investment Withdrawals

    Schedule a meeting with Mark at: https://www.attleborowealth.com/disco... It is possible to pay no tax on withdrawals from your investments even if you have high income. The idea is simple, but the process and details are not. Learn the details in this video. Trump Accounts: https://www.youtube.com/watch?v=Rdv-twNZMEE 3 Pillars of Investment Management: https://www.youtube.com/watch?v=mgSBeGzVqgg Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcy... The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. --- 0:00 - Introduction 01:46 - Slott Report 18:15 - Market Update 27:52 - Financial Focus: How the Rich Pay Zero Tax on Investment Withdrawals

    1h 2m

  5. 12/16/2025

    Year-End is Here: Do This Now!

    Schedule a meeting with Mark at: ⁠https://www.attleborowealth.com/disco... Time is almost up. There are just a few weeks left before the 2025 door closes on some important financial strategies forever. I’ll review the details in this episode. 3 Pillars of Investment Management: Weekly Webinar: 3 Pillars of Investment Ma...   Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcy... The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. --- 0:00 - Introduction 02:40 - Slott Report 22:47 - Market Update 32:11 - Financial Focus 54:18 - Announcements

    56 min

  6. 11/23/2025

    When to Make Changes to Your Retirement Investments

    Volatile markets can be scary and can create worry. When should you make changes to your investments? I’ll discuss timing and strategy in this episode. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. Visit our website: https://www.attleborowealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. 02:17 - Slott Report 16:44 - Market Update 27:20 - Financial Focus: When to Make Changes to Your Retirement Investments

    1h 3m

  7. 11/19/2025

    Trump Accounts - Who, What, When?

    3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Trump accounts are coming in January 2026 and there are a lot of questions out there about these new savings vehicles. I discuss details and answer some of those questions in this week’s episode. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. Visit our website: https://www.attleborowealth.com

    1h 1m

  8. 10/19/2025

    Tax and Retirement Contribution Updates for 2026

    Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery The tax and retirement plan contribution updates are now available. I’ll discuss how these updates (and other changes) might affect your tax planning for 2026 in this video. Videos mentioned Backdoor Roth Contributions: https://youtu.be/fXDIuwByg8M Qualified Charitable Distributions: https://youtu.be/Qq3bmd2L_aI Investment Management: https://youtu.be/mgSBeGzVqgg Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. Visit our website: https://www.attleborowealth.com

    42 min
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Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®) with over 20 years experience helping people prepare for a successful retirement with a focus on tax-efficient planning strategies.

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