Showing results by narrator "CFP®" in All Categories

When we began our journey as an adult, there are a few life lessons that we all wish we had known. In this genre-bending fictional story, a grandfather and his 18-year-old grandson hold a series of conversations about family, life, and the foundation for building a financial legacy. Joe refined the concept of the Retirement Runway during his thirty-five years as a certified financial planner, including his appearances on CNBC and Fox Business. He has dedicated his life to serving families and currently manages over $700M in assets through the registered investment advisor firm he co-founded.

Learn insider strategies that Robert Pagliarini, Ph.D, CFP has used for almost three decades to help thousands of clients grow their wealth and live their best lives in retirement.

Those are certainly key components, but in Financial Planning Made Personal, Larry Sprung stresses the importance of focusing on joy first, money second. He explains the benefits of focusing first on whatever brings you joy in life, and then on using your money and other assets to manifest that joy.

The subject of converting your IRA savings into Roth IRAs seems to be very controversial—and it shouldn't be. The established paradigms about when to convert and how much to convert are almost as useless as the popular opinions about which tax bracket one should convert into. And these false beliefs lead to several mistakes when doing Roth conversions.

As a busy professional working in a high-demand career, it’s easy to put your work and clients first and ignore your own needs. Becoming physically run-down, emotionally burned-out, and spiritually depleted can result in frustration, anxiety, and even disillusionment. Beyond Balancing the Books is a practical guide that will help you find your authentic heart-centered focus. Using powerful everyday exercises and intentional questions, Marino’s grounding meditations will instill a reinvigorated sense of purpose.

How should I invest? What should I invest in? What is safe, and what is too risky? If these questions keep you awake at night, you're not the only one. Many investors struggle to find the "right" way to build their investment portfolios safely and profitably. The truth is that there is no single right way to invest. However, there is a right way to invest for you.

Were you raised with an understanding about money? Not many of us were. Do you feel that whatever you seem to do, you can't get ahead? Or that all you do is work, work, work without having a clear goal? In Attitude, Abundance & Action, well-loved and highly experienced financial planner Kath Orman exposes the secret: it's not all about the money! Kath offers strategies, exercises and a wealth of information to put you more in charge of your financial situation—and your life.

The Disciplined Investor focuses on demystifying the often-complex world of investment planning. With proven strategies and easy-to-follow instructions, it is the only guide you will need for investment success.