15 episodes
The Education of a Financial Planner Jack Forehand, Justin Carbonneau and Matt Zeigler
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- Business
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5.0 • 2 Ratings
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Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand and Justin Carbonneau as experienced veteran Matt Zeigler helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.
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Will ChatGPT Replace Financial Planners?
There is no doubt that ChatGPT and AI technology will change the world. Many think it will be an innovation that will be on par with the development of the internet in terms of its importance. But how it will do that and which areas of our lives it will impact the most is still up for debate.
In this episode, we discuss how ChatGPT might impact the worlds of financial planning and asset management. We talk about the areas it might have the most impact and others where it might have a more difficult time causing significant changes.
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https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/ -
The Challenge of Understanding Your True Risk Tolerance
Figuring out an investor's true risk tolerance can be a very difficult process. There are certainly standard tools and processes that can be used to try to find the answer, but as Mike Tyson said "Everyone a plan until they get punched in the face." In this episode, we talk through the different types of risks investors face in markets and discuss some of the approaches we have used to better assess investors' true ability to handle them.
SEE LATEST EPISODES
https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/ -
Interpreting the Key Lessons from Great Investors
On our Excess Returns podcast, we have had the privilege to talk to many great investors. At the end of each of those interviews, we ask all of them one standard closing question:
If you could teach one lesson to the average investor, what would that be?
We recently published a compilation where we brought on all those insights together into one episode. In this episode, we discuss our favorite lessons from all of those we highlighted and discuss what they mean for investors.
SEE LATEST EPISODES
https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/ -
How Regular Investors Should Think About Alternatives to Stocks and Bonds
With inflation on the rise and the 60-40 stock and bond portfolio coming off one of its worst years ever, many investors are looking for alternatives. In our Show Us Your Portfolio series, we have looked at many strategies that go beyond stocks and bonds and the investors who manage their personal portfolios with them have made a compelling case for why they make sense. But they can also be complex and challenging to understand for many investors.
In this episode, we asked Matt to give us a financial planning perspective on alternative strategies from the perspective of the clients who utilize them. We discuss the pros and cons of these strategies, how to analyze them and the importance of knowing yourself when considering them.
SEE LATEST EPISODES
https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/ -
Lessons for Investors in Their Later Retirement Years
In this episode, we take a look at the major considerations for investors in their later retirement years. We discuss how to think about spending in your later years, the rules for required minimum distributions, inherited IRAs, Roth conversions later in life, charitable giving, estate planning and a lot more.
SEE LATEST EPISODES
https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/ -
Using Variable Withdrawal Rate Strategies in Retirement
Many investors are familiar with the 4% rule and fixed withdrawal rate retirement strategies. But in the real world, maintaining a fixed withdrawal rate is rarely the way things actually work out in retirement since the future is impossible to predict. In this episode, we look at the advantages of variable withdrawal strategies and look at the major approaches they utilize.
SEE LATEST EPISODES
https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FOLLOW JACK
Twitter: https://twitter.com/practicalquant
LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094
FOLLOW JUSTIN
Twitter: https://twitter.com/jjcarbonneau
LinkedIn: https://www.linkedin.com/in/jcarbonneau
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/