Welcome to the Financial Advocate Podcast - Formerly known as "The Special Needs Connection" & "Caring For Aging Parents." We found ourselves sharing podcasts to both shows so we decided to combine them into one podcast!
You will continue to find strategies, resources and connections for dealing with the emotional, physical, and financial challenges of aging parents and raising children with special needs. Hosted by Colin Meeks, a Certified Financial Planner focusing on Eldercare Financial Planning, Special Needs Financial Planning, and Traditional Financial Planning.
If you are caring for your Mom, Dad, or a special needs individual and could use a little help, this Podcast could be like finding gold! Each week we’ll bring you valuable content that may help you in your journey of taking care of Mom, Dad, and/or the individual you assist with special needs. From the “Big Picture” questions of “Where Do I get Started?” down to some nitty gritty details on professionals and services that you may not even know are available to help.
Every week we interview someone in our community that we feel may be able to help you or someone you know. Please check back often and be sure to subscribe on iTunes so that you’ll get our latest episode automatically. We know life keeps us very busy, so we’ll remind you when we’ve got something interesting to share.
Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FLA, NJ, DE, WA, TX, GA.
Planning for the Highly Compensated
Teaching Children Financial Literacy
This video is about Teaching Financial Literacy to Children. Sam and I are both financial literacy advocates and we both agree that you can't start early enough. Sam has some great ideas for teaching financial literacy and competency at an early age. It is important to remain positive and keep it simple when starting out. I hope you enjoy!
Check out Sammy Rabbit below:
10 Minutes of Marketing
I decided to do something a little different and talk to a marketer about how financial planners should acquire new business. I enjoy being different and getting rid of the suite and sales stigma that comes with financial planning. The days of seminars and dinners are long gone.
This interview is with Corey Keating. He is the founder of the Marketers Company and has many years of experience marketing for financial planners.
We talk about all things in terms of marketing: how to treat people, putting out consistent content & acting like a real person. I (Ryan) was a guest on Corey's podcast, "WHAT how?", a few weeks ago. He asked me questions about marketing with social media and how to approach new business from my POV as the planner.
In this episode, I ask him what he thinks as the marketer.
Thanks for listening!
Economic Update: Where are we headed?
The big question: “Where are we headed?”
A very educational 30 minute back and forth about the current state of the economy and possible factors to affect a continuing recovery.
Here are some questions we discuss:
Why do stocks continue to improve as corporate earnings remain lower than normal & almost 40 M people unemployed?
Will the affects of the coronavirus eventually catch up with the stock market in the long term?
Will we see an eviction and foreclosure issue?
Where are we heading?
Enjoy this FB live episode: “Economic Update: Where Are We Headed?”
Finance, Life & LinkedIn
Sid and I talk about getting started as financial advisors. We also discuss life outside of the office and how we met on LinkedIn. This episode has some fun stories mixed in with business strategy for young advisors.
A Successful Sales Mindset
Stephen has an extensive background in sales. We met as professionals on LinkedIn where he shares a lot of great content around sales and mindset. I have gotten a lot of value out of following along so I was excited when he agree to do this podcast. It is about 40 minutes but well worth it as you will learn about his story in sales and his nuggets of wisdom to stay mentally strong during such a tough career.
Customer ReviewsSee All
Colin host of Caring For Aging Parents highlights all aspects of caregiving and aging in this can’t miss podcast. The host and expert guests offer insightful advice and information that is helpful to anyone that listens!
Invest in some equipment
The sound quality of this is not good. It sounds like you are in a big empty conference room talking into the speaker on a laptop.
Raising 4 Parents
Enjoyed Carol Ann's interview. My husband and I have all four parents living. We are 62 & 63; they are 89, 89, 92.5 and 92.5.
Her advice is spot on. Relating to her advice and approach.