A Wealth of Advice
A Wealth of Advice is an open exploration of ideas and actionable advice with the goal of helping you to achieve your personal aspirations. The team at Kathmere Capital and their guests strive to deliver thoughtful insights on how to manage your wealth, realize successes in your career and live a healthy, personally fulfilling life.
- Update frequency
- every 13 days
- Average duration
- 22 minutes
- Episodes
- 50
- Years Active
- 2020 - 2022
How To Share Your Wealth With Your Family Without Giving The IRS A Cut
In today's episode Nicholas Olesen, CFP®, CPWA® shares a few strategies for gifting assets to family today in order to take advantage of current gifting laws and limits.
For many individuals whom hav…
What Is a Mega Backdoor Roth IRA and Why It's Such A Great Option
In today's episode Nicholas Olesen, CFP®, CPWA® shares one of the best tools for retirement savings, the Mega Backdoor IRA. The team at Kathmere has found this to be a unique and not well known way t…
Will Rising Rates Cause Stocks to Fall?
In today's episode Nicholas Olesen, CFP®, CPWA® and Nicholas Ryder, CFA® talk about the latest topic to take over financial media and investors mind, rising interest rates. We have received many ques…
How To Get The Most Tax Benefit From Charitable Contributions
In today's episode Nicholas Olesen, CFP®, CPWA® shares some great strategies to help reduce your taxes through direct stock contributions to charities. The team at Kathmere has found this, along with…
The Gamestop Short Squeeze
In today's episode Nicholas Olesen, CFP®, CPWA® and Nicholas Ryder, CFA® talk about the latest stock to take over financial media and investors mind, GameStop ( GME ). We have received many questions…
What To Expect In 2021 - Biden's Policies, Stimulus Packages, & Tax Changes
In today's episode Nicholas Olesen, CFP®, CPWA® shares thoughts on financial planning for 2021 given the likely changes due to President-elect Biden's policies.
Nicholas talks about:
- GA runoff elect…
How To Determine Which Portfolio To Invest In
In today's episode Nicholas Olesen, CFP®, CPWA® answers a great question we received after the How I Invest My Own Money podcast episode: What process do you use to actually determine the model port…
Should You Even Own Bonds?
In today's episode Nicholas Olesen, CFP®, CPWA® and Nicholas Ryder, CFA® discuss if investors should even own bonds right now, given the historically low interest rates.
- Overview of the types of bo…
Election 2020: Where Things Stand and Where We Go From Here
How I Invest My Own Money
In today's episode Nicholas Olesen, CFP®, CPWA® and Michael McDermott, CFP® talk about how they each invest their own money and also why their firm, Kathmere Capital, manages models versus custom por…
How To Best Use Your Employee Stock Plans
In today's episode Nicholas Olesen, CFP®, CPWA® wraps up our short podcast series on equity compensation, explaining how to view equity compensation in regard to your financial plan. If you missed th…
Equity Compensation Strategies for Hedging, Diversification, and Tax Minimization
In today's episode Nicholas Olesen, CFP®, CPWA® continues our short podcast series on equity compensation, covering what to do once you have received them or are about to receive them.
During the ep…
Equity Compensation Overview and How To Choose
In today's episode Nicholas Olesen begins a short series on equity compensation. These plans continue to become more and more popular in both private and public companies and therefore a very importa…
How To Raise Happy And Successful Kids
In today's episode Nicholas Olesen is joined by Dr. Christine Carter, an author, speaker, and coach, to talk about her research and practical advice on raising teens today. Christine's latest book T…
An Examination of ETFs’ Key Advantages
In today's episode Nicholas Ryder speaks with Ryan Kirlin of Alpha Architect. As the Head of Capital Markets and Sales for Alpha Architect, Ryan has a breadth of knowledge on how markets work and th…
Why Stock Splits Happen But Don't Really Matter
In today's episode Nicholas Olesen discusses the recent news about Tesla and Apple announcing stock splits.
During the episode Nicholas shares:
- What is a stock split
- Why companies do stock splits
- Th…
Who Says 401k(s) Don't Make Sense For Most Savers?
In today's episode Nicholas Olesen talks through a recent article that was published in Bloomberg with the headline "401(k) Plans No Longer Make Sense For Most Savers". While we all know headlines a…
Are the markets "too concentrated" in just a few stocks?
On today's episode, Nicholas Olesen and Nicholas Ryder, answer a few recent questions we have received from listeners and clients. The main topics covered are:
- Are the markets "too concentrated" in …
How To Align Your Values and Wealth
We are going to go a little deeper on the psychological and emotional side on today’s podcast, as we believe it is one of the keystone reasons we created our firm, Kathmere Capital, and the services …
Evolution of Retirement Plans & Advice
In this episode Geoffrey Forcino shares how the retirement plan industry has come a long way and is improving but we still has a lot of room to improve. As the Director of Retirement Plan Services, h…