Raleigh's Retirement Coach: What Can We Learn From The Highest Paid Athletes?(Half Hour)

Raleigh's Retirement Coach: What Can We Learn From The Highest Paid Athletes?(Part 2)

Raleigh's Retirement Coach: What Can We Learn From The Highest Paid Athletes?(Part 1)

Listen to Santiago Burridge, CEO & Co-founder of Lumiant, as he takes us through his financial career, the changes he’s seen in the wealth industry, and what led him to start a new tech company mid-career. Santiago discusses why it’s important for advisers to focus on non-financial family members and to understand the role of life goals and values when providing financial advice. He shares the challenges of establishing a tech-start-up, and what he‘s learnt from the US market, in terms of technology and advice. Santiago also describes how his core values, of caring about what’s important to people and doing what’s right, have led him to this point, and their impact on the rise of Lumiant to become a global company in the short space of two years.

Ep 68: Curating your client’s best life with wealth technology – Santiago Burridge

Raleigh's Retirement Coach: Are We Headed For a Recession and What Can We Do About It? 1/2 Hr

Raleigh's Retirement Coach: Are We Headed For a Recession and What Can We Do About It? Part 2

Raleigh's Retirement Coach: Are We Headed For a Recession and What Can We Do About It? Part 1

In this episode of the Lord and Richards Show, Colin cites the growing signs of recession and the cataclysmic convergence of negative events as evidence of a new economic paradigm. The news is good, however, for low-risk investors.

Low Risk Investors Rewarded- Financial Independence with Colin Richards

Raleigh's Retirement Coach: Have We Hit The Bottom & What Can You Do To Avoid More Losses? 1/2 Hour

Raleigh's Retirement Coach: Have We Hit The Bottom & What Can You Do To Avoid More Losses? Part 2

Raleigh's Retirement Coach: Have We Hit The Bottom & What Can You Do To Avoid More Losses? Part 1

On this edition of the Wealth Guardians Radio Show Doug and Brice discuss picking sides in important financial debates.

The Wealth Guardians Radio show is hosted by Doug Ray and broadcasts live each Saturday morning at 9:30 on Greensboro, NC’s 94.5 WPTI FM and each Sunday morning at 9:30 on Winston-Salem's WTOB 98.0 AM.

June 25, 2022 - Picking Sides in Important Financial Debates

Raleigh's Retirement Coach: Bonds and Equities Are Down Double Digits...What Can We Do? (Half Hour)

Raleigh's Retirement Coach: Bonds and Equities Are Down Double Digits...What Can We Do? (Part 2))

Raleigh's Retirement Coach: Bonds and Equities Are Down Double Digits...What Can We Do? (Part 1)

One of the challenges of fiduciary financial planning is how to best communicate with clients. You'd like your clients to tell you more about their financial lives, but they might be afraid of wasting your time if they think of you as just a professional specialist. You also want them to understand your own confidence and professional advice, but without their eyes glazing over from jargon. How can you talk with your clients in a way that helps you provide the greatest value? Our guest, Chip Simon, CFP®, Founder of Taconic Advisors, discusses how to talk with your clients so they, and you, will be confident that you’re heading in the right direction.

To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Chip Simon, please visit www.TaconicAdvisors.com

Ep. #22: Confident Client-Centered Conversations - Chip Simon, CFP®

Raleigh's Retirement Coach: Are our families cutting back on travel with soaring costs? Half Hour

Raleigh's Retirement Coach: Are our families cutting back on travel with soaring costs? Part 2

Raleigh's Retirement Coach: Are our families cutting back on travel with soaring costs? Part 1

Join Raleigh’s Retirement Coach, Brian Raleigh, as he coaches listeners on important financial topics for a sound retirement future. Discover comprehensive retirement planning advice, and hear Brian discuss the latest financial trends in the market. Tune in to hear from Brian and some of the most prominent names in the entertainment industry. His show airs on 106.1 WTKK every Saturday from 10:00 a.m. to 11:00 a.m. & 1:00 p.m. to 2:00 p.m. and then again on Sunday from 8:00 a.m. to 9:00 a.m. &  12:00 p.m. to 1:00 p.m. Learn how you can plan for the retirement you deserve!

Raleigh Capital Management Inc. does not approve or endorse any communications posted by third parties on this page, nor does it encourage any such parties to post on its behalf. 

Investment advisory services offered through Raleigh Capital Management Inc., a NC state registered investment adviser (RCM). Insurance services provided by an affiliate of RCM, Raleigh Wealth Solutions Inc. Registration does not imply a certain level of skill or training.  Additional information about RCM is available on the SEC's website at www.adviserinfo.sec.gov.

Lord and Richards is a firm dedicated to helping people become more financially independent and better able to cope with the changing world around them from a biblical point of view.

Founded in 1999, Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth. As a business, Netwealth seeks to enable, educate and inspire Australians to see wealth differently and to discover a brighter future.
 
Netwealth offers a range of innovative portfolio administration, superannuation, retirement, investment and managed account solutions to investors and non-institutional intermediaries including financial advisers, private client and high net worth firms.

The Wealth Guardians Radio show is hosted by Doug Ray and broadcasts live each Saturday morning at 9:30 on Greensboro, NC’s 94.5 WPTI FM. Listen live or online at https://945wpti.iheart.com/

The Wealth Guardians Radio show focuses on issues impacting retirement and estate planning.

In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.

New tracks tagged #Financial Advice