Advice Only Financial Planning, With Jeremy Zuke

Advice Only Financial Planning, With Jeremy Zuke

For investors who want some professional assistance without handing over control of their assets, the "advice only" model is gaining traction. Jeremy Zuke is a financial planner with Abundo Wealth, and he joins Michael to discuss the appeal of the advice only model and the ongoing democratization of the advisory industry.

Values-Aligned Investing, With Fahmin Fardous

For Muslim investors who want their portfolio to reflect their values, investing is a bit more complicated than simply buying the S&P 500. Fahmin Fardous joins Michael to discuss her expertise in crafting values-aligned portfolios for investors, as well as the rewarding nature of working with first generation immigrant families.

Faith Based Financial Planning, With Cassie Laymon

Beacon Wealth has been a pioneer in the faith-based investing industry, providing holistic financial planning services while aligning with the values of their clients. Cassie Laymon, President at Beacon Wealth Consultants, joins Michael to discuss her firm's approach to selecting investments, working with clients to maximize impact, and the growth of faith-based investing.

Advising Young Families, With Liz Alf

Young families face a number of challenges in 2024, including expensive housing and uncertain job markets. But there are also plenty of reasons to be optimistic about the future. Liz Alf, Principal at Clerestory Advisors, joins Michael to discuss working with young families to build a solid financial foundation.

Multi-Generational Planning, With Amar Shah

For those planning to leave assets to future generations, a thoughtful estate plan goes far beyond minimizing the tax bill. Amar Shar joins Michael to discuss taxes, unintended consequences, and his unlikely path to becoming a financial advisor.