“I’ll make less money if I get a raise into a higher tax bracket.” “I don’t have enough money to invest.” “I don’t need to plan for retirement now. It’s still far away.” Common misconceptions like these often stop people from achieving their financial goals. In this episode, Jon Kuttin, CRPC ®, AAMS ®, AWMA …
Last time, we introduced you to Aaron Schenkman, RFC®, financial advisor and managing partner at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. In this episode, you will get to know Aaron more. Listen in as he talks about his team and the types of clients he works with. Aaron …
With nearly 28 years of experience in the financial industry and a strong passion for helping clients achieve their financial goals, Aaron Schenkman, RFC®, is a valued member of Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. In this episode, you’ll get to know Aaron and his journey to becoming …
In a marriage, both partners bring their individual assets and liabilities to the table. So the question that every couple should ask each other is: How to combine our finances together? In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explains how to avoid the most common mistakes that couples make …
You and your partner might have varying beliefs about how to best manage your finances. One might be a saver, while the other is a spender. Both of you might also have a different picture of what the perfect retirement looks like. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, …
In our previous episode, we introduced you to Ashley Lang, a private wealth advisor and managing director at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. This week, we dive deeper into Ashley’s journey by navigating the team she works with (also known as her work family!) Ashley discusses: How …
Ashley Lang joined the team at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, nearly 18 years ago when the financial industry was highly male-dominated. In this episode, you’ll get to know Ashley better, both personally and professionally, including her journey to becoming a private wealth advisor and managing director …
Advancements in modern medicine have significantly improved the average life expectancy compared to a few decades ago. How does this impact retirement planning? What are the resulting implications for your portfolio? In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, talks about longevity risk, why it is highly relevant today, and …
If you are approaching retirement, chances are you belong to the “sandwich generation,” where you have to simultaneously look after your children and assist your aging parents. This might be the ideal time to discuss financial matters with your parents. In other words, it’s important to prepare for a time when your parents cannot take …
We believe that people can benefit from getting to know the advisor better before they start working with them. Hence, we are dedicating this episode to introducing you to the team at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. In this episode, David Dick, financial advisor and managing partner …
At Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we have our very own “beachheads” to help us develop future teams and expand our reach. In this episode, you’ll get to know one such beachhead advisor from Texas, David Dick, managing partner at Kuttin Wealth Management. David provides insights into …
Time and again, we face black swan events in the world of finance. They are unpredictable events that can severely impact the financial markets. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, addresses several ongoing black swan events throughout the world and how you can manage your emotions to make …
Time and again, we face black swan events in the world of finance. They are unpredictable events that can severely impact the financial markets. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, addresses several ongoing black swan events throughout the world and how you can manage your emotions to make …
Asset allocation, rebalancing, dollar-cost averaging — do these terms seem foreign to you? Such financial jargon can often make portfolio management sound a lot more complex and overwhelming than it really is. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, simplifies the process of portfolio management and explains complex financial …
Will you need long-term care? Will you need insurance? How will the stock markets behave over the next few years? No one knows! But one thing is certain – your life is filled with uncertainty. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, talks about the different “What Ifs” that …
It’s easy to get carried away by emotions while making crucial money decisions. But with the right money mindset, you can make smarter financial choices that benefit you in the long run. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, takes on the often-overlooked subject of creating a positive money …
You’ll likely work with your financial advisor for several years, share your personal finances with them, and discuss critical family issues. So it’s important to take the time to find the right advisor — one you enjoy working with! In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, provides a list …
Building an investment portfolio is not just about achieving the best rate of return. It should be constructed based on your unique financial goals and situation. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, dives into the basics of asset allocation. Drawing from Harry Markowitz’s Modern Portfolio Theory (MPT), Jon …
If you want to build a financial plan but don’t know where to begin, don’t worry! These four cornerstones of financial planning can help you build your financial future: Cash reserves, adequate protection, fixed assets, and equity assets. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explains how utilizing these …
Financial planning can help you achieve your long-term financial goals for yourself and for your future generations. In part two of this two-part mini-series, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, discusses how an ongoing client-advisor relationship at Kuttin Wealth Management, a private wealth advisory practice of …
One of the true hallmarks of a great financial advisor is their ability to influence their clients’ decisions in ways that help them stay on the path to achieving their personal goals. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, discusses how true leadership enables advisors to help their clients …
While Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, strives to help everyone who approaches them, they specialize in serving three types of clients –– HENRY’s (High earners, not rich yet), the mass affluent, and ultra-high net worth individuals In this episode, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, …
At Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC we understand that most people are interested in financial advice, not just products. If you are looking for financial advice over just products? This episode is for you! Join Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, as he …
Welcome to Planning for the Certainty of Uncertainty, where we aim to help you achieve your life goals through comprehensive financial planning! In this inaugural episode, Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, shares his professional background, the core values that have guided him throughout his career in financial services, and his …