Financial Planning

Meeting Of The Minds In Dana Point

The future is bright: Courtney Ranstrom / Trailhead Planners Perth Tolle / Life And Liberty Indexes Emlen Miles-Mattingly / Gen Next Wealth Dasarte Yarnway / Berknell Financial Group Alex Chalekian / Lake Avenue Financial Stephen Nelson / The Athlete Investor Taylor Schulte / TaylorSchulte.com Scott Frank / Stone Steps Financial Tyrone Ross, Jr. / TyroneRoss.io Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial…

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Technology

Must-Listen-To-Podcast: Taylor Schulte’s Experiments In Advisor Marketing

Lately, I’ve enjoyed spending my free time creating content, learning how to best distribute that content, and discovering more ways to market for RLS Wealth Management. I don’t have a traditional marketing background–I studied economics in college and for most of my career, I wasn’t able to market my myself and business. And while I feel confident in what I’ve…

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The Rundown

The Rundown: RLSWM Turns 4 And A New Way To View Your Budget

The job of a budget is to align your use of capital with your values. — Carl Richards (@behaviorgap) July 3, 2019 Go ahead and subscribe to the RLS Wealth Management Rundown Flash Briefing. Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of…

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Bigger Picture

RLS Wealth Management Turns 4

July 3rd will always be a special day…not because it’s the day before the 4th of July, but because it was on July 3rd, 2015 that I received an email from the Secretary of the State of Indiana approving my newly formed registered investment advisor for the business. I’d waited for a little over a month to receive the email…

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Podcast Appearances

Appearance On The Gestalt University Podcast

Mike Philbrick, former All About Your Benjamins The Podcast guest and President of Resolve Asset Management asked me to join him on a podcast episode to talk about using social media and content to grow your personal and business presence. We were joined by the co-founders of TractionHouse, a firm that specializes in helping financial professionals build a content strategy…

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Reversion To The Mean Podcast

Reversion To The Mean: Put Your Dukes Up

The WSJ: Adults Fighting at Youth Baseball—Really? Bone Fide Wealth: Daddy Daycare The Irrelevant Investor: American Living Investment News: Retirees Lose $3.4 trillion By Claiming Social Security Too Early Of Dollars And Data: Are Smarter People Better Investors?  Andrew Thrasher: Student Loans Are Not A National Crisis Ryan Krueger: 4,000-To-1 Long Shot Ted Seides and Khe Hy Away Luggage Disclaimer: Nothing…

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Mixtapes

Weekly Mixtape For June 30th, 2019

Reminder: The Week In Review Can Be Found In The RLS Wealth Management Rundown On Your Amazon Devices. Click Here To Enable This Flash Briefing! If you’d like to see the videos brought back, let me know!   Week In Review Articles The WSJ: S&P 500 Posts Best First Half in 22 Years The WSJ: Trump Allows U.S. Sales to Huawei as Trade…

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