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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:

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Connect with Jonathan Kuttin:

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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:

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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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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!

Connect with Jonathan Kuttin:

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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!

Connect with Jonathan Kuttin:

 

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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

Connect with Jonathan Kuttin:

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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!

Connect With Jonathan Kuttin:

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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

Connect With Jonathan Kuttin:

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