It’s an honor to get to speak at any conference, but it’s extra special when I get to share the stage with a good friend–this time it was Brendan Mullooly. This week I was fortunate enough to participate on a panel at the Inside ETFs Conference in Hollywood, Florida. The conference was a tremendous experience, and I’ll be writing more…
In this post-workout episode of Talkin’ Shop, Rockie Zeigler, CFP® and I continue our conversation from the previous episode with Isaiah Douglass, CFP®. I asked Rockie to share a little more about his firm, the type of clients he typically works with, and some of the common planning mistakes he sees. This episode is called “Common, but not so common, planning…
The Registered Investment Adviser is the fastest growing model within the financial planning community; financial advisors are breaking away from traditional investment firms to provide financial planning to more people by using different business models, and I had a couple of friends join me today to talk about their firms. Rockie Zeigler, CFP® is the founder of a newly launched RIA,…
My friend Ashby Daniels, CFP® is one of the most knowledgeable advisors I know when it comes to retirement planning; if I have any questions regarding a retirement strategy I’m considering, Ashby is who I call to make sure I’m not overlooking anything important. Ashby is located in Pittsburgh and with me in Fishers, Indiana we usually chat via phone,…
Last year Franqlin Gatson (and his adorable son Franqlin) joined me on an episode of Talkin’ Shop to talk about his path from college athlete to a personal trainer to eventually a financial advisor. We’ve stayed in touch and I went to his gym this week to have him put me through a workout–he was not easy on me and to…
You might recognize Kevin from the podcast he and I host, Reversion To The Mean, but what you might not know is Kevin is not a financial advisor, or even in the business. I met him a couple of years ago at the XY Planning Network Annual Conference, he was my first guest on All About Your Benjamins The Podcast,…
I love when friends from out of town drop in, and I love it, even more, when we can squeeze in a workout. Ryan Kirlin from Alpha Architect happened to be in Indy for the day and was kind enough to stop by RLS Wealth Management headquarters to visit for a bit, talk about the current state of ETFs, and…
You can’t be interested in personal finance in Indianapolis, or in the U.S. for that matter, and not know Peter Dunn; you just may know him by a different name–Pete The Planner. A former financial advisor turned financial educator, Pete has become a friend over the last year and has been someone I’ve looked up to for years for the…
Very few advisors have embraced the cryptocurrency space as much as my good friend Tyrone Ross Jr. If you are a listener of the podcast, you will remember Tyrone as a guest earlier this year (if you’re not–you should be); he gave a great introduction to the cryptocurrency space and showed why he has become a sought-after speaker. Two days…
I just got back from a quick trip to New York City to meet with some of the best advisors in the game; I’ve talked about the importance of networking not to grow your business, but to learn from others. I’ve made some tremendous connections over the last couple of years and have learned so much from these individuals. One…