Wealth and Life

Today we are going to be talking about the three levels of care that a financial advisor, insurance agent, or broker-dealer can provide. From the suitability standard to the best interest standard and the fiduciary duty, I will be explaining the details of each level of care so that you can identify the best advisor for your needs.

You can find show notes and more information by clicking here: https://www.fidatowealth.com/wealthandlife/episode-21    

Compound interest has the ability to make your money work for you, instead of you working for your money. Compounding is—quite literally—money multiplying itself. Luckily, it is not as complicated as it may sound. In this episode, I will be explaining how you can grow your bank account whilst putting in minimal long-term effort, as well as the common missteps to avoid along the way.

You can find show notes and more information by clicking here: https://bit.ly/3BZ0Y6z  

Stable and predictable inflation is generally good for the economy—and for your finances. It helps money sustain its value and makes it simpler for everyone to plan how, where, and when they spend their hard-earned dollars. So, in this episode, I will be explaining how inflation affects you and how you can maximize your resources for the future.

You can find show notes and more information by clicking here: https://bit.ly/2ZoHpGj 

A Roth IRA conversion is a very powerful tool for your retirement. If your taxes rise because you earn more (putting you in a higher tax bracket), a Roth IRA conversion may save you a considerable amount of money over the long term. So, in this episode, I will be discussing this important tax planning strategy and the steps you can take now to utilize this tool.

You can find show notes and more information by clicking here: https://bit.ly/2X791yl  

As advisors, we’re always trying to set our clients up for success. Oftentimes we are looking for ways to maximize benefits, and this includes contributions into 401(k) plans. However, there may be one key step you’re missing in your retirement saving plan. So, to join in on this conversation today is Marissa Beyer, a Lead Wealth Advisor at Fidato Wealth. We will be discussing how to make after-tax contributions to a 401(k), the strategy behind this, and why it may be beneficial to you.

You can find show notes and more information by clicking here: https://bit.ly/3B9fVTs 

During the onset of the pandemic, there was a big opportunity created for advisors to step up and serve their clients in a meaningful way through quality conversations. It is no surprise that communication was truly the backbone of that, as it is a key component to creating valued relationships in most aspects of life. Our guest today is Marie Swift, the President and CEO of Impact Communications, and in this episode, she will be sharing some of her findings from a recent report she conducted titled Conversations that Matter.

You can find show notes and more information by clicking here: https://bit.ly/3qwSJK0  

One of the best things advisors can provide for clients is an annual review of their financial situation and progress. That’s why we make a point to prepare for these meetings and ensure we provide the most value to our clients, while also ensuring their success. So what measures do we put in place to do this? To help discuss this topic more in-depth are two of our lead advisors at Fidato Wealth, Marissa Beyer and Brian Eberhardt.

You can find show notes and more information by clicking here: https://bit.ly/3irDLTn 

One of the most important and biggest decisions for people heading into retirement is centered around Social Security benefits. In this episode, I’m joined by Brandon P. Smith, a Public Affairs Specialist for the Social Security Administration. He joins the show today to share insight on Social Security benefits and how you can put these benefits to work for you.

You can find show notes and more information by clicking here: https://bit.ly/3vQdJwv

Financial planning and investment management are always about opportunity versus risk. However, things are changing quickly in the current market and due to this changing environment, certain things are no longer front of mind. So today, Tony D’Amico joins Amy D’Amico to explain how to navigate the challenges being faced and how these changes may affect financial plans moving forward.

You can find show notes and more information by clicking here: https://bit.ly/3tPHVaF 

Medicare is such an important topic—and something that most people should be considering as they near the age of 65. On top of this being a big decision, there is a lot of tax planning associated with Medicare, as well. Here today to help us discuss this topic is Kevin Lowden, Account Manager for RetireMEDiQ. Listen in as Kevin shares how to determine the best plan for your needs and whether you should stay on your group plan or switch to Medicare.

You can find show notes and more information by clicking here: https://bit.ly/3kVLhoO 

Joel Weldon is a nationally known hall of fame speaker and speech coach. Today he joins the show to talk about the importance of communication between an advisor and their client. Communication is essential, whether it be in our professional or personal lives, and it is the ability to communicate effectively to others that can determine the level of success we can achieve. Listen in as Joel shares some great ideas on how you can improve your communication skills.

You can find show notes and more information by clicking here: https://bit.ly/3sVlCAm 

Should the upcoming election be on your mind as you create your next investment or financial plan? Today Tony will be walking you through historical data that relates to presidential elections and how they affect the market and your finances. You'll learn the best areas to be focusing on and the key to maintaining the right focus in order to be in the best position with your finances over the long term.

You can find show notes and more information by clicking here: https://bit.ly/2EM250p

We are always planning for exciting events in our lives, such as retirement or having children, but part of our wealth management should be planning for those unforeseen events as well. Today Tony has two special guests to help him discuss this topic, his wife Amy D’Amico, President and Managing Partner at Fidato Wealth, and Brian Eberhardt, Lead Wealth Advisor at Fidato Wealth. Listen in as the three talk about the importance of having a rainy day fund so that your clients and your team can feel confident and comfortable that they will be supported. 

You can find show notes and more information by clicking here: https://bit.ly/3atg0Vh 

Taxes are one of our largest expenses in life, and proper planning in this area can make a huge difference. So today Taki Bitounis, Certified Public Accountant and Managing Partner at Pappas & Bitounis CPAs, joins Tony on the show to discuss high impact personal and business tax planning strategies. His insight into the industry is extremely valuable when it comes to specific tax laws and benefits that can be planned for in advance.

You can find show notes and more information by clicking here: https://bit.ly/2NlROJH

In today's competitive capital markets, it is important to be on the same page when it comes to investment strategy and philosophy. Christian Newton, Vice President of Dimensional Fund Advisors, joins the show today to share his philosophy on investments and how he helps financial advisors to leverage Dimensional’s capital markets research.

You can find show notes and more information by clicking here: https://bit.ly/3dbivvP

With the COVID-19 crisis—or any crisis we run into—we tend to look back at the business and financial decisions we’ve made to see how they are helping or hurting us. In this episode, John Furey, Managing Partner of Advisor Growth Strategies, joins Tony to discuss how you can put plans in place to help your business grow and thrive through challenging times.

You can find show notes and more information by clicking here: https://bit.ly/2CAjjgo 

There are a lot of misconceptions and overlooked areas of insurance plans and how they can help secure your business. Kurt Thomas joins the show today to discuss planning for the future of your business, as well as how to navigate the available insurance options. Whether you are looking into a succession plan or wanting to secure your business from various risks, this episode is full of great insight and tips on insurance for yourself and your business.

You can find show notes and more information by clicking here: https://bit.ly/2RkTvt3 

The families and businesses we work with have done a good job saving and growing wealth and we want to protect it. Michelle from Brunswick, a property and casualty insurance brokerage firm, joins the show today to share how you can keep your family or business safe. She highlights many of the key issues that come up and how these would challenge the safety of your savings and assets.

You can find show notes and more information by clicking here: https://bit.ly/2XhKSDB 

Dr. John Oswald joins the show today to share his career journey into dentistry and practice ownership, as well as the lessons he learned along the way. Tony and John discuss how important it was to not only learn how to be a good dentist, but also how to be good at business. Listen in to get some great insight on the value of delegating, reaching out for help when you need it, and more.

You can find show notes and more information by clicking here: https://bit.ly/34hWxDK 

Estate planning can be a challenging and even uncomfortable topic, but it is something that we all must think about in order to ensure our loved ones are taken care of and prepared for when we are no longer here. Today Cindy Steeb of CLS Consulting joins the show to discuss estate planning and how to navigate the difficult decisions ahead of time in order to pass on businesses and wealth to future generations in a thoughtful way.

You can find show notes and more information by clicking here: https://bit.ly/2JOMqwF