Category: Finance

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The Three Certainties of Uncertainty with Ashley Lang (Ep. 26)

The Three Certainties of Uncertainty with Ashley Lang (Ep. 26)

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Life is full of uncertainties.

But at the end of the day, we all want to be able to lay our heads on our pillows and not have any major worries.

In this episode, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, and Ashley Lang, CRPC®, APMA®, talk about three uncertainties that can potentially turn our entire life upside down and how to navigate such uncertainties with confidence.

Jon and Ashley discuss:

  • The importance of protection planning
  • Major “what-if” scenarios everyone should consider (even if they require some difficult conversations)
  • Why disability insurance is crucial
  • How to focus on what can be controlled and stack the odds in your favor
  • And more!

Connect with Ashley Lang:

Connect with Jonathan Kuttin:

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Common Financial Myths and Misconceptions — Part 2 with Jon Kuttin and Aaron Schenkman, RFC® (Ep. 25)

Common Financial Myths and Misconceptions — Part 2 with Jon Kuttin and Aaron Schenkman, RFC® (Ep. 25)

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In a world filled with conflicting advice and sensationalized headlines, it’s crucial to address any misconceptions that might hold you back on your financial journey!

In part two of our mini-series, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, and Aaron Schenkman, RFC®, are back to help you separate financial myths from reality.

Jon and Aaron discuss:

  • Why both spouses should be involved in the financial planning process
  • Every reason to NOT use your investments as your emergency fund
  • What it means to take on healthy debt
  • Understanding stock market risk so you don’t feel it is “too risky”
  • How to plan for retirement despite the uncertainty of inflation
  • And more!

Resources:

Connect with Aaron Schenkman:

Connect with Jonathan Kuttin:

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Common Financial Myths and Misconceptions — Part 1 with Jon Kuttin and Aaron Schenkman, RFC® (Ep. 24)

Common Financial Myths and Misconceptions — Part 1 with Jon Kuttin and Aaron Schenkman, RFC® (Ep. 24)

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“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 ®, CMFC ®, CRPS ®, Private Wealth Advisor, and Aaron Schenkman, RFC®, debunk common myths and misconceptions — so you can make informed decisions!

Jon and Aaron discuss:

  • How progressive tax brackets work
  • Renting versus buying a house — some must-know considerations
  • How to manage the liquidity of your investments more effectively
  • Managing your emotions while investing
  • Why it is never too early to start saving for retirement
  • And more!

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Connect with Jonathan Kuttin:

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Get To Know Our Financial Advisor and Managing Partner, Aaron Schenkman, RFC® — Part 2 (Ep. 23)

Get To Know Our Financial Advisor and Managing Partner, Aaron Schenkman, RFC® — Part 2 (Ep. 23)

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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 discusses:

  • How his client base has evolved over the years
  • The importance of multigenerational financial planning
  • Solutions he provides to business owners 
  • The truth about money and emotions 
  • Insights into his team’s new Florida operations
  • Why you should never hesitate to ask for help if you feel unsure about your financial future
  • The scientific and artistic components of financial planning 
  • And more!

Resources:

Connect with Aaron Schenkman:

Connect with Jonathan Kuttin:

About Our Guest:

Aaron Schenkman is a financial advisor at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Aaron is all about looking after what’s important to you. Your financial goals are unique, and Aaron can help you achieve them. He takes the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments, or anything else. 

His areas of focus include small businesses, retirement income strategies, estate planning strategies, tax planning strategies, and retirement plan distribution.

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Get To Know Our Financial Advisor and Managing Partner Aaron Schenkman, RFC® (Ep. 22)

Get To Know Our Financial Advisor and Managing Partner Aaron Schenkman, RFC® (Ep. 22)

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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 a financial advisor and managing partner at Kuttin Wealth Management.

Aaron discusses:

  • His core values, guiding principles, and approach as a financial advisor
  • The value of working with a financial advisor
  • Types of complex financial situations he helps clients with (i.e., his areas of focus)
  • The greatest differentiating factor in financial services
  • And more!

Connect with Aaron Schenkman:

Connect with Jonathan Kuttin:

About Our Guest:

Aaron Schenkman is a financial advisor at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Aaron is all about looking after what’s important to you. Your financial goals are unique, and Aaron can help you achieve them. He takes the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments, or anything else. 

His areas of focus include small businesses, retirement income strategies, estate planning strategies, tax planning strategies, and retirement plan distribution.

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Combining Finances With Your Spouse (Ep. 21)

Combining Finances With Your Spouse (Ep. 21)

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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 when combining their finances with their partner.

Jon discusses:

  • How your planning might change if it’s not your first marriage
  • His thoughts on prenuptial agreements and separation of finances
  • The importance of regularly updating your beneficiaries in life insurance policies
  • Why both partners should focus on building credit in the long run
  • And more!

Resources:

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How to Talk About Finances With Your Partner (Ep. 20)

How to Talk About Finances With Your Partner (Ep. 20)

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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, explains how to have honest money conversations with your partner to protect your relationship from financial distress.

Jon discusses:

  • The importance of transparency in financial conversations
  • How money secrets can develop serious trust issues in relationships
  • The “cookie jar” approach to effectively come to a compromise during disagreements
  • Reasons financial professionals serve as an impartial third-party mediator
  • And more!

Resources:

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Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® — Part 2 (Ep. 19)

Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® — Part 2 (Ep. 19)

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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 she enjoys spending her time outside of work
  • Brief introductions of her team members — and how they contribute to the practice’s client experience
  • Reasons why more female professionals are actively seeking financial guidance
  • The biggest financial challenges she believes Americans might face in the future
  • And more!

Resources:

Connect with Ashley Lang:

Connect with Jonathan Kuttin:

About Our Guest:

Ashley Lang is a private wealth advisor and managing director at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Ashley strongly believes that you are not just another face in the crowd. You are unique, and so are your financial goals. That’s why she cares and takes the time to understand what’s truly important to you. Ashley can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

With 18 years of experience, Ashley’s areas of focus include retirement planning strategies, investments, estate planning strategies, retirement plan distribution, wealth preservation strategies, and saving for education.

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Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® (Ep. 18)

Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® (Ep. 18)

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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 at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Ashley discusses:

  • Her top two core values that serve as her guiding principles
  • Why female advisors are well-positioned to serve clients
  • The importance of financial planning during different stages of life (especially retirement)
  • How she breaks down the financial process step by step to make it less overwhelming
  • And more!

Connect with Ashley Lang:

Connect with Jonathan Kuttin:

About Our Guest:

Ashley Lang is a private wealth advisor and managing director at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Ashley strongly believes that you are not just another face in the crowd. You are unique, and so are your financial goals. That’s why she cares and takes the time to understand what’s truly important to you. Ashley can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

With 18 years of experience, Ashley’s areas of focus include retirement planning strategies, investments, estate planning strategies, retirement plan distribution, wealth preservation strategies, and saving for education.

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How Living Longer Affects Your Portfolio (Ep. 17)

How Living Longer Affects Your Portfolio (Ep. 17)

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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 strategies to plan for the financial uncertainty that comes with living a longer life.

Jon discusses:

  • Opportunities to work longer without having to go back to your full-time job
  • How to account for higher expenses and health care costs (especially in light of current inflation)
  • How investment considerations might change in longer investing time horizons
  • Why liquidity and cash flow are the two most important components of longevity planning
  • And more!

Resources:

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How to Talk About Finances With Your Aging Parents (Ep. 16)

How to Talk About Finances With Your Aging Parents (Ep. 16)

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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 care of their finances anymore.

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, shares tips to help you get the financial conversation started.

Jon discusses:

  • How to make it easier for your parents to accept the shift of power and financial control
  • Three things to keep in mind before initiating the financial conversation
  • Key action items after you’ve had the conversation
  • The benefits of involving a third-party professional (such as a financial advisor) in financial conversations with parents
  • And more!

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The Texas Team at Kuttin Wealth Management: Who We Are and What We Do (Ep. 15)

The Texas Team at Kuttin Wealth Management: Who We Are and What We Do (Ep. 15)

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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, introduces you to various members of our team (spread across multiple locations throughout the country) while unveiling the value each of them adds to our client experience.

David discusses:

  • How our ‘diamond approach’ creates a strong support structure for our clients
  • The roles, qualifications, and strengths of different members of our team
  • How we adopt a goal-based approach to financial planning
  • Our seasonal planning model to help clients remain organized and up-to-date with their finances
  • And more!

Resources:

Connect with David Dick:

Connect with Jonathan Kuttin:

About Our Guest:

David Dick joined Ameriprise in 2004. He became a district manager in 2005 and later became a P1 Field Vice President in 2007. David spent the next three years rebuilding an office in Portland, OR. Then he got an offer to lead a franchise channel for Texas and New Mexico as a P2 Franchise Field Vice President. David did that from 2011 to January 2020. At which point his “lottery ticket hit,” and joined the Kuttin Wealth Management family. David is happier than he has ever been in the financial services industry. 



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Get To Know Our Beachhead Leader, David Dick (Ep. 14)

Get To Know Our Beachhead Leader, David Dick (Ep. 14)

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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 his personal and professional life so that the next time you engage with him, you’ll know him more than just as a financial advisor!

David discusses:

  • How he found his calling to enter the financial services industry
  • A brief introduction to his team of professionals and their experience in financial services
  • His best advice to friends, family, clients, and fellow advisors
  • The mantra that keeps him motivated in life
  • And more!

Resources:

Connect with David Dick:

Connect with Jonathan Kuttin:

About Our Guest:

David Dick joined Ameriprise in 2004. He became a district manager in 2005 and later became a P1 Field Vice President in 2007. David spent the next three years rebuilding an office in Portland, OR. Then he got an offer to lead a franchise channel for Texas and New Mexico as a P2 Franchise Field Vice President. David did that from 2011 to January 2020. At which point his “lottery ticket hit,” and joined the Kuttin Wealth Management family. David is happier than he has ever been in the financial services industry. 



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Black Swan Events: What Are They and How To Deal With Them? (Ep. 13)

Black Swan Events: What Are They and How To Deal With Them? (Ep. 13)

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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 smarter financial decisions.

Jon discusses:

  • Why you don’t always need to react to the “noise in the market”
  • How to avoid getting caught up in the investor emotion cycle
  • When and how you should rebalance your portfolio
  • Strategies to help you be better prepared to face future black swan events
  • And more!

Resources:

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Black Swan Events: What Are They and How To Deal With Them? (Ep. 13)

Black Swan Events: What Are They and How To Deal With Them? (Ep. 13)

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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 smarter financial decisions.

Jon discusses:

  • Why you don’t always need to react to the “noise in the market”
  • How to avoid getting caught up in the investor emotion cycle
  • When and how you should rebalance your portfolio
  • Strategies to help you be better prepared to face future black swan events
  • And more!

Resources:

Connect with Jonathan Kuttin:

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Why Portfolio Management Is Not as Complex as You Think (Ep. 12)

Why Portfolio Management Is Not as Complex as You Think (Ep. 12)

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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 terms in an easy-to-understand manner.

Jon discusses:

  • How your risk tolerance, investment horizon, and needs affect portfolio management
  • What it means to rebalance your portfolio regularly
  • Active vs. passive investing — which one is right for you?
  • The importance of dollar-cost averaging, especially while investing a large sum of money
  • And more!

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What Does It Mean To Plan For the Certainty of Uncertainty? (Ep. 11)

What Does It Mean To Plan For the Certainty of Uncertainty? (Ep. 11)

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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 you should plan for while building your financial plan.

Jon discusses:

  • Why it is important to plan for the certainty of uncertainty
  • The three-bucket theory that helps you manage your financial risk
  • Difficult, but crucial, conversations that you should have with your advisor
  • Various training tools used by advisors at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • And more!

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

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

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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!

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

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

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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!

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Asset Allocation Simplified: What You Should Know Before You Start Investing (Ep. 8)

Asset Allocation Simplified: What You Should Know Before You Start Investing (Ep. 8)

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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 explains how different asset classes, as well as other factors such as your risk tolerance and your investment horizon, might affect your investment decisions.

Jon discusses:

  • The importance of goal-based investing
  • General rules of thumb that you should consider while constructing your portfolio
  • Why your actual risk tolerance could be different from what you think it is
  • How to remain aligned with your long-term goals by rebalancing your portfolio
  • And more!

Resources:

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7. The Four Cornerstones of Financial Planning

7. The Four Cornerstones of Financial Planning

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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 cornerstones wisely can help you allocate your resources and meet your financial needs.

Jon discusses:

  • The importance of setting up highly liquid cash reserves
  • Protection planning to help support your loved ones during uncertain times
  • The difference between fixed and equity assets — and their role within your financial plan
  • How to prioritize your financial goals
  • And more!

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6. The Ongoing Financial Planning Process After the First Year, Part 2

6. The Ongoing Financial Planning Process After the First Year, Part 2

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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 Ameriprise Financial Services, LLC., helps you secure your financial future and cope with potential life uncertainties.

Jon discusses:

  • How the practice’s four seasons of advice help you remain financially proactive
  • How Kuttin Wealth Management helps clients remain deeply connected with advisors
  • Benefits of involving every member of your family in the financial planning process
  • Reasons to consult an advisor even if you feel you can manage your own finances
  • And more!

Resources:

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4. Great Advisors Are Great Leaders

4. Great Advisors Are Great Leaders

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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 make tough financial decisions. He also shares his sound money management philosophy, and how it helps you find smart places to get the money you need to achieve your goals.

Jon discusses:

  • The importance of client and advisor alignment 
  • How Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, coaches advisors to be influential leaders
  • Ways to apply the three-bucket strategy to financial planning
  • Reasons to attach every dollar to a specific goal
  • And more!

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3. Kuttin Wealth Management’s Unique Value Proposition Summed-Up in 30 minutes

3. Kuttin Wealth Management’s Unique Value Proposition Summed-Up in 30 minutes

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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 ®, CMFC ®, CRPS ®, Private Wealth Advisor, discusses the value that Kuttin Wealth Management brings to clients, and how they help their clientele secure their financial future through comprehensive advice.

Jon discusses:

  • Systematic ways you can save money to accumulate wealth
  • Key retirement considerations 
  • Reasons you should involve your children in the financial planning process
  • How and why you should be aligning your financial plan to your values
  • And more

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2. What It’s Like To Be A Kuttin Wealth Management Client

2. What It’s Like To Be A Kuttin Wealth Management Client

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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 discusses what it is like to be a client of Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Jon takes a deep dive into their unique financial planning six-step approach while revealing what makes the practice stand out from other competitors.

Jonathan discusses:

  • The value of client feedback to the practice
  • How Kuttin Wealth elevates client experience – and the role of “seasons of advice” and frequent “knowledge injections” to do so 
  • The importance of planning for uncertain times
  • And more!

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1. Welcome to Planning for the Certainty of Uncertainty!

1. Welcome to Planning for the Certainty of Uncertainty!

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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 vision behind launching this podcast.

Jonathan discusses:

  • The types of financial planning insights listeners can expect from this series
  • Why it is so important to build a financial plan for the various uncertainties of your life
  • His secret behind maintaining a healthy work-life balance
  • The ideal clients that Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC is best suited to serve
  • And more

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