The Uncommon Advisor WealthChannel
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- Business
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.
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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.
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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.
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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.
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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.
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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.
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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.