Tag: Aaron Schenkman

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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!

Connect with Aaron Schenkman:

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.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More