February 2022 – Planning for the Certainty of Uncertainty

How To Create a Positive Money Mindset (Ep. 10)

By thecertaintyofuncertainty | February 17, 2022

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 mindset while explaining easy ways you can think more rationally with your money.

Jon discusses:

The “values exercise” at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC
How to deal with your financial mistakes from the past
Reasons to start focusing on YOUR financial goals (instead of aiming for the norm)
And more!

Connect with Jonathan Kuttin:

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Want To Find the Right Advisor? Ask These Questions Before Hiring (Ep. 9)

By thecertaintyofuncertainty | February 3, 2022

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 of questions you can ask advisors before hiring them so that you can ensure your goals and values are aligned with their services.

Jon discusses:

How people with minimal financial knowledge can effectively interview advisors
What you should know about an advisor’s education and fee structure
The number one question you should ask every advisor
The importance of finding the right advisor
And more!

Connect with Jonathan Kuttin:

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More