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

Mark Byelich, CFP®
  • 3.5 (2)
  • Investing
  • Updated Weekly

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. Jun 15

    The 4% Rule vs a TRUE Retirement Plan

    Last week, we compared the traditional 4% rule of thumb against our 3 Pillars of Investment Management framework with eye-opening results. This week, we are taking the strategy a step further by integrating advanced, tax-efficient planning tools like strategic Roth conversions and cash value life insurance to create a TRUE Retirement Plan. Wharton Budget Model: https://budgetmodel.wharton.upenn.edu/p/2026-06-02-when-does-federal-debt-reach-unsustainable-levels/ Trustees Report: https://www.cms.gov/data-research/statistics-trends-and-reports/trustees-report-trust-funds Top 3 Regrets Older Retirees Have: https://youtu.be/dbQl7aaMsqk 3 Pillars of Investment Management: https://youtu.be/QfcWuR2HWug 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.

    54 min

  2. Jun 8

    An Alternative to the 4% Rule

    The 4% Rule is a well known rule of thumb.  We’ve talked before about some of the issues and limitations of this rule, but what is an alternative?  In this video, I’ll discuss our income and distribution strategy and how it compares to the 4% Rule. 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.

    50 min

  3. Jun 5 ·  Bonus

    Three Pillars of Investment Management

    Visit our website: https://www.attleborowealth.com Schedule a meeting with Mark at: https://go.oncehub.com/webinarfollowupconsult 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.

    22 min

  4. May 25

    The Retirement Cost Few Are Talking About (New 2026 Data)

    Think your retirement fund is safe? Think again. A new index featured in the New York Times reveals the average 65-year-old needs $135,000 today just to cover future long-term care—and that number can jump past $665,000 depending on your health and sex. In this video, we expose the "LTC Problem" and give you some ideas to help protect your savings. Last week's Financial Focus: https://youtu.be/gubuI9cNizk CareScout: https://www.carescout.com/cost-of-care 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. --- 0:00 - Introduction 03:31 - Slott Report 20:00 - Market Update 28:43 - AWM Updates 30:00 - Financial Focus: The Retirement Cost Few Are Talking About

    1 hr

  5. May 19

    The New Must-Have Member of Your Retirement Team

    Is your retirement team complete? Probably not. We’re sharing an important update on why we are adding Healthcare Advisors to our inner circle and how it can potentially change the game for your long-term security. Are you prepared for another "hidden tax" of retirement? Most financial plans fail to account for the skyrocketing complexity of healthcare. In this session, we’re revealing an important update to our advisory model: the integration of a dedicated Healthcare Advisor. In this video, you’ll discover: Why your Financial Advisor needs a Healthcare partner. The 2026 outlook on medical inflation and your nest egg. How a Healthcare Advisor could save you money on premiums and long-term care. Steps to "re-tool" your team for a potentially more secure future. 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. --- 0:00 - Introduction & Upcoming 02:52 - Slott Report 18:22 - Market Update 30:53 - Financial Focus: The New Must-Have Member of Your Retirement Team

    56 min

  6. Apr 21

    Is Your Financial Advisor Still Right for You?

    Many people ask themselves this question. The advisor or team who helped you accumulate wealth might not be the best equipped to guide your transition from saving to spending in retirement. Retirement brings a new set of financial complexities, and the nuances of tax planning, income strategies, and risk management often fall outside the core expertise of a growth-focused advisor. Join me in this episode as I discuss key considerations and essential questions you should ask. 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. --- 0:00 - Introduction & Upcoming 01:46 - Slott Report 11:31 - Market Update 19:49 - The Financial Focus: Is Your Financial Advisor Still Right for You?

    54 min

  7. Apr 12

    What Are You Really Paying Your Financial Advisor?

    There’s a dirty little secret in the financial services industry. Many times the fees you are charged are more than you think they are, often much more. Third party asset managers charge additional fees that are usually passed on to the client and most people aren’t aware of these added costs. In this episode I’ll share the details about these added fees with you. I’m going to tell you what questions you should ask to help you find those added costs so you can know the whole story about what you are paying your advisor. 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. 0:00 - Introduction & Upcoming 01:11 - Slott Report 08:19 - Market Update 18:56 - The Financial Focus: What are you really paying your Financial Advisor?

    53 min

  8. Mar 15

    Why Financial Advisors Don’t Recommend Roth Conversions

    Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Sometimes when I am talking to people about using Roth conversions for tax planning, they tell me that their Financial Advisor doesn't recommend Roth conversions. They may even go on to tell me that they’ve asked about Roth conversions just to be told that it isn’t a good idea. Why might this be? I’ll explore the potential reasons in this video. 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. --- 0:00 - Introduction & Upcoming 03:33 - Slott Report & Market Update 27:45 - The Financial Focus: Why Financial Advisors Don’t Recommend Roth Conversions

    58 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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