Tag: Wealth Management

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Overcoming Financial Hurdles and Other Lessons From My Father (Ep. 28)

Overcoming Financial Hurdles and Other Lessons From My Father (Ep. 28)

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Unlock the ‘Charles Ramsey method’ for tax planning and learn how it can help you avoid the number one wealth killer: taxes. 

Brett Ramsey welcomes his father, Charles Ramsey, to share vital lessons in tax and financial planning. Charles Ramsey, a retired president of the Commercial Tire division and a seasoned CPA, offers a treasure trove of wisdom that applies to anyone planning for retirement. 

Key episode discussions include:

  • Why having a margin in your financial life is crucial and how small extras can add up
  • Why taxes are the number one wealth killer and how to manage them effectively to retain more of your earnings
  • The importance of liquidity in your retirement accounts to avoid selling assets at unfavorable times
  • Practical steps on how to use Qualified Charitable Distributions (QCDs) and other tax strategies to optimize your financial health

 Connect with Brett Ramsey:

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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How Artisan Wealth Strategies Tailors Your Financial Future with Dean Mourfield (Ep. 25)

How Artisan Wealth Strategies Tailors Your Financial Future with Dean Mourfield (Ep. 25)

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Many retirees believe that a one-size-fits-all approach works for everyone. However, generic wealth management may be limiting your financial future.

Brett Ramsey introduces us to Dean Mourfield, the owner of Artisan Wealth Strategies with a journey as unique as his approach to retirement planning. Dive into Dean’s captivating stories and expertise as he shares lessons from his unexpected career path, the importance of personalized client relationships, and the evolution of financial advising through memorable client experiences. 

Brett and Dean discuss: 

  • How Dean transitioned from a flight attendant to a financial advisor
  • Key moments that shaped his approach to client relationships and financial planning
  • Real-life stories of clients who pursued their retirement goals
  • The importance of customizing financial strategies to suit individual needs
  • And more

 

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Connect with Dean Mourfield: 

 

About our Guest: 

Dean is the owner of Artisan Wealth Strategies, as well as our Senior Partner and Financial Advisor. Dean has been in the industry since 1988, where he started as a financial advisor with Waddell & Reed, Inc., a major American investment corporation. He went on to become Principal/Branch Manager of both the Louisville, KY, division of Waddell & Reed as well as the Indianapolis division, where he supervised and trained financial advisors from 1993 to 2010. 

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice.

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Are You Ready for Retirement? With David and Julie Armstrong (Ep. 21)

Are You Ready for Retirement? With David and Julie Armstrong (Ep. 21)

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What do you want to do during retirement? Are you financially ready? What about emotionally? 

Learn about personal planning for retirement from a couple in the midst of preparing for their own retirement.

In this episode, Brett Ramsey is joined by David and Julie Armstrong in discussing their preparations for retirement, from financial planning to personal decisions. They highlight the aspirations and concerns of individuals approaching retirement and emphasize the importance of communication and collaboration within the family. 

Brett, David, and Julie discuss: 

  • How they decided when to retire
  • The importance of seeking help from a financial planner
  • Why planning activities during retirement is just as important as planning financially
  • The importance of communication and collaboration within the family in retirement planning
  • And more

 

Connect with Brett Ramsey:

Connect with TheArmstrong’s: 

About Brett Ramsey:

Brett is committed to educating others—especially his clients—to become confident in their own financial decisions. As co-owner and LPL financial advisors at Artisan Wealth Strategies, he specializes in retirement, income planning, as well as comprehensive financial planning. Brett has been in the financial industry for 20 years. 

Brett attended Case Western Reserve University, where he received his undergraduate degree in Mechanical and Aerospace Engineering. He went on to attend Duke’s Fuqua School of Business to receive his MBA. He received his CFP® certification to become a financial advisor, and soon began helping clients on their financial journeys. 

In his 20 years in the industry, he’s worked for major financial corporations such as Sheridan Road Financial, Novus Wealth Management, and Nettworth Financial Group prior to establishing his own financial planning practice. 

Brett now lives in Carmel, Indiana, with his family which is his favorite pastime, but he’s also an avid athlete. An active member of his community, Brett has organized many educational classes on financial topics and taught classes for many non-profit organizations. 

About our Guest:

Dave has over 35 years of experience in video and cinema production, fulfilling just about every role from producer to prompter. As an account manager, Dave leverages that experience to efficiently coordinate communication between clients and our creative team. His thoughtful diligence and attention to detail ensures that our team can quickly and seamlessly adapt to whatever our clients need.

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How Can Retirement Planning Help You Overcome Unexpected Life Changes? with Davida Hutson (Ep. 19)

How Can Retirement Planning Help You Overcome Unexpected Life Changes? with Davida Hutson (Ep. 19)

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Retirement planning is a crucial aspect of our financial well-being that often goes overlooked until it becomes a pressing reality. 

Therefore, It is crucial to listen and learn from experiences to enjoy this life phase in a relaxed and stress-free manner.

In this episode, Brett Ramsey is joined by Davida Hutson, a retiree who shares her story of unexpected widowhood and the importance of retirement planning. They emphasize the need for organizing your finances, the challenges of estate planning, and the importance of diversification. Additionally, Brett and Davida touch on the importance of taking the first step toward retirement planning and seeking professional advice. 

They discuss: 

  • A personal story of Brett moving his daughter’s couch into her apartment and how it relates to retirement planning
  • Davida’s story of unexpected widowhood and how it led her to attend Brett’s retirement class
  • Davida’s experience of inheriting a diverse portfolio of assets from her parents and the challenges she faced in organizing and distributing them fairly
  • The importance of organizing financial documents and creating a family love letter to ensure that assets are distributed according to the wishes of the deceased
  • The importance of diversification and not getting stuck on one asset
  • Davida’s new hobbies and activities to fill her time during retirement
  • And more!

 

 Connect with Brett Ramsey:

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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Securing Your Golden Years: Navigating Retirement Income with Confidence (Ep. 8)

Securing Your Golden Years: Navigating Retirement Income with Confidence (Ep. 8)

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Are you worried about having enough income to live comfortably in retirement? You’re not alone. 

But what if you had access to a platform that could empower you to make better-informed decisions around social security and create a customized, time-segmented income plan that can be easily managed throughout retirement? 

Join Sheryl O’Connor and Phil Lubinski, experts in the retirement marketplace, as they unveil IncomeConductor®, a revolutionary platform that helps retirees and advisors plan for the future with confidence. Don’t miss this opportunity to take control of your retirement income and secure your financial future.

In this episode, Phil and Sheryl dive into:

  • The game-changing power of IncomeConductor® – the revolutionary platform for customized, time-segmented income plans for retirees
  • Social security claiming strategy assistance with IncomeConductor®
  • Traditional retirement planning methods have long relied on the “plan till your 9s” approach, but why this is not always the best idea
  • How Artisan Wealth Strategies incorporates IncomeConductor® for client’s retirement plan
  • And that’s not all! 

Resources

 Connect with Brett Ramsey:

About Sheryl O’Connor:

Sheryl is a senior executive with over 25 years of experience in financial services and technology innovation. A demonstrated leader and entrepreneur with a proven track record and results, Sheryl is skilled at building large enterprise program teams across global business and technology sectors as well as small, agile teams at start-ups. She has spent the last 13 years delivering business value to financial firms and advisors through innovative programs and technology and is a noted speaker and panel member at various industry and association events.

Currently, Sherly is the Co-Founder of IncomeConductor (WealthConductor LLC) which provides a complete program to financial advisors who wish to capture the exploding opportunities in the distribution marketplace, including a platform of support services and an award-winning SaaS technology, IncomeConductor®.

Connect with Sherly: LinkedIn: Sheryl O’Connor 

About Phil Lubinski: 

Phil has spent over 30 years as a financial advisor, serving almost exclusively retirement income planning clients. He has trained thousands of advisors from around the country on his time-segmented retirement income strategy.

Phil has co-developed several fintech systems designed to help advisors create income plans for their clients. After successfully transitioning his practice, he helped co-found WealthConductor LLC with the intention of creating IncomeConductor, the best-in-class time-segmented income software. Phil contributes his financial planning and retirement income expertise to the software design as well as the training and case consultation services.

Connect with Phil: LinkedIn: Phil Lubinski  

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