The Uncommon Advisor

WealthChannel
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The Uncommon Advisor podcast features insights from financial advisors who are embracing a modern and holistic approach to wealth management. Learn how the most creative minds in the industry are innovating their practices to deliver superior client results, generate new business, and maximize retention.

  1. 05/14/2024

    Advice Only Financial Planning, With Jeremy Zuke

    For investors who want some professional assistance without handing over control of their assets, the "advice only" model is gaining traction. Jeremy Zuke is a financial planner with Abundo Wealth, and he joins Michael to discuss the appeal of the advice only model and the ongoing democratization of the advisory industry.

    26 min

  2. 05/09/2024

    Values-Aligned Investing, With Fahmin Fardous

    For Muslim investors who want their portfolio to reflect their values, investing is a bit more complicated than simply buying the S&P 500. Fahmin Fardous joins Michael to discuss her expertise in crafting values-aligned portfolios for investors, as well as the rewarding nature of working with first generation immigrant families.

    21 min

  3. 05/07/2024

    Faith Based Financial Planning, With Cassie Laymon

    Beacon Wealth has been a pioneer in the faith-based investing industry, providing holistic financial planning services while aligning with the values of their clients. Cassie Laymon, President at Beacon Wealth Consultants, joins Michael to discuss her firm's approach to selecting investments, working with clients to maximize impact, and the growth of faith-based investing.

    27 min

  4. 04/30/2024

    Advising Young Families, With Liz Alf

    Young families face a number of challenges in 2024, including expensive housing and uncertain job markets. But there are also plenty of reasons to be optimistic about the future. Liz Alf, Principal at Clerestory Advisors, joins Michael to discuss working with young families to build a solid financial foundation.

    24 min

  5. 04/23/2024

    Multi-Generational Planning, With Amar Shah

    For those planning to leave assets to future generations, a thoughtful estate plan goes far beyond minimizing the tax bill. Amar Shar joins Michael to discuss taxes, unintended consequences, and his unlikely path to becoming a financial advisor.

    26 min

  6. 04/16/2024

    Finding Intrinsic Value, With Randall Watsek

    Most financial advisors are happy to outsource stock selection, or to use portfolios consisting entirely of ETFs or mutual funds. Randy Watsek joins Michael to discuss his process for researching individual securities for client portfolios, as well as best practices for business owner clients.

    33 min

  7. 04/09/2024

    Four Seasons Of Financial Planning, With David Warshaw

    Holistic financial advisors do a lot more than an occasional rebalance. David Warshaw, Founder and President of The Wealth Plan LLC, joins Michael to discuss his "four seasons" approach that includes estate planning, tax strategies, and more.

    28 min

  8. 04/02/2024

    Delivering Massive Tax Savings, With Dana Cornell

    Most investors pay way too much in taxes. Connecting with the right advisor can save them hundreds of thousands of dollars -- or more. Dana Cornell, Founder and CEO of Cornell Capital Partners, joins Michael to discuss how his career evolved from a major wirehouse to a bespoke advisory firm helping clients to mitigate taxes and enhance wealth.

    25 min
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About

The Uncommon Advisor podcast features insights from financial advisors who are embracing a modern and holistic approach to wealth management. Learn how the most creative minds in the industry are innovating their practices to deliver superior client results, generate new business, and maximize retention.

Information

  • Creator
    WealthChannel
  • Years Active
    2K
  • Episodes
    15
  • Rating
    Clean
  • Copyright
    © WealthChannel
  • Show Website
    The Uncommon Advisor