Talkin' Shop

Talkin’ Shop: Rockie Zeigler, CFP® And Common, But Not So Common, Planning Mistakes

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…

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Talkin' Shop

Talkin’ Shop: Isaiah Douglass, CFP® and Rockie Zeigler, CFP®

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,…

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Talkin' Shop

Talkin’ Shop: Ryan Kirlin And ETFs

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…

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Talkin' Shop

Talkin’ Shop: Peter Dunn and Year-End To-Do’s

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…

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Talkin' Shop

Talkin’ Shop: Tyrone Ross Jr. And An Update On Crypto

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…

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