Tag: Behavioral Finance

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)

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:

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)

“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:

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)

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:

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

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

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: