Jason Grom

What does stewardship mean to your financial journey? Join Wealth Advisors Nik Aamlid, CFP®, CAP®, CKA®, and Ryan Ovenden, CFP®, CKA®, for a conversation on the vital connection between stewardship and financial planning. Watch here: https://ow.ly/h9FS50TO0QI

5

As we continue navigating current events and year-end planning, we’re taking a closer look at unique financial strategies for the lower, middle and upper classes on this episode of Rethink Your Money. John Hagensen, MSFS, CFP® shares practical, quick tips tailored to each group for year-end planning, plus we’re again joined by Dr. Dan Pallesen CFP® to discuss behavioral finance, a very powerful concept when it comes to making decisions about your money. Check it out: https://lnkd.in/egRJJAej

20

Multi-Strategy funds have become more popular over the years. But what exactly is a multi- strategy fund and how does SWIB’s implementation of a multi-strategy portfolio benefit the overall investment strategy for the Wisconsin Retirement System (WRS)? In the newest episode of The SWIB Podcast, SWIB Senior Portfolio Manager Chase Nicholson, CFA, CIPM, explains what a multi-strategy portfolio is, why SWIB has the portfolio, and how that portfolio fits into the long-term investment strategy for the WRS. #WhySWIB #SWIBEdge https://lnkd.in/gxfnbNe

72

Happy #SonsandDaughtersDay! As a financial professionals with our own children, we are passionate about helping families empower their children for a bright future, and I thought we’d share some ideas that can build the foundation for long-term success: ▪️ Consider Opening a Savings Account Together: Make saving a tangible concept by opening a joint savings account and setting small goals. ▪️ Involve Them in Budgeting: Discuss household expenses in an age-appropriate way and allow them to participate in making budget decisions. ▪️ Lead by Example: Demonstrate healthy financial habits like responsible spending and bill paying. Talk openly about your financial goals. ▪️ Encourage Earning: Earning money, whether through chores, allowances, or a part-time job, teaches valuable lessons about work and responsible spending. ▪️ Start Conversations Early: The earlier you discuss money with your children, the more comfortable they may manage money as adults. Building a solid financial foundation starts at home! If you're looking for more resources or insights, feel free to message me. #sonsanddaughtersday #financialliteracy

1

Curious about how market timing impacts retirement portfolios? "Timing Risk" is our newest whiteboard animation, marking our 10th installment designed to help financial professionals educate their clients around retirement risks. In this video, we jump into the concept of sequence risk, exploring how the order of investment returns can affect retirement savings and strategies to mitigate these risks. Contact us today to access "Timing Risk" and boost your toolkit. 📧 [email protected] 📲 800.921.4354 \#DivergentAdvisors \#TimingRisk \#SequenceRisk \#RetirementPlanning \#FinancialEducation

9

Collaboration looks different these days, especially with stakeholders scattered across time zones. While workshops have always been important in our process, in the last few years, they have become the cornerstone of it.  Our partnership with Cetera Financial Group has been built around this. Whether online or in-person, we merge different perspectives and carve out a path to consensus. Through workshopping, we accelerate decision making and pave the way for more meaningful, aligned user experiences. See how we approached this work with them: https://lnkd.in/gff4G2UM

15

Expert Karla Bachmann discusses adding to your toolbox, exploring the key stages of designing new or strengthening existing financial coaching programs, and learning how others across the country have increased their capacity to implement financial coaching. #Inclusiv50

3

1 Comment